Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / FUNDAMENTAL US S
-
Total 13F shares
-
116,549,227
-
Share change
-
+4,618,477
-
Total reported value
-
$6,646,435,958
-
Price per share
-
$57.03
-
Number of holders
-
372
-
Value change
-
+$263,987,848
-
Number of buys
-
206
-
Number of sells
-
120
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) as of Q1 2024
As of 31 Mar 2024,
SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) was held by
372 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
116,549,227 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., WADDELL & ASSOCIATES, LLC, Clarius Group, LLC, Steele Capital Management, Inc., MORGAN STANLEY, AMERIPRISE FINANCIAL INC, Prairiewood Capital, LLC, Trilogy Capital Inc., MOLLER WEALTH PARTNERS, and Riverpoint Wealth Management Holdings, LLC.
This page lists
372
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.