Security key
808524763
SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA)
CUSIP: 808524763
Q1 2023 13F Holders as of 31 Mar 2023
- Security type / class
- Equity / FUNDAMENTAL US S
- Total 13F shares
- 102,258,126
- Share change
- +1,308,966
- Total reported value
- $4,976,479,201
- Reported price per share
- $48.67
- Number of holders
- 291
- Value change
- +$63,970,495
- Number of buys
- 153
- Number of sells
- 98
Security identity
Holder snapshot
Report period
Q1 2023
Institutions
291
Top holders
10
FNDA full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2023
Previous quarter: Q4 2022
Broader feeds
Reporting periods
Holder history for CUSIP 808524763
Recent filing periods:
Ownership snapshot
Top reported holders of FNDA - SCHWAB STRATEGIC TR - FUNDAMENTAL US S (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
—
13D/G signal
—
Evidence rows
0
Latest as of
—
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
13F holder rows
Institutional holders as of Q1 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
291
Shares
102,258,126
Rows available
291
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.
Compare Q1 2023 vs Q4 2022 Across Filers
Q4 2022 holders
292
Q1 2023 holders
291
Holder diff
-1
| Investor | Q4 2022 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2022 value | Q1 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend