Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / FUNDAMENTAL US S
-
Total 13F shares
-
120,707,249
-
Share change
-
+1,931,431
-
Total reported value
-
$7,190,316,717
-
Price per share
-
$59.57
-
Number of holders
-
391
-
Value change
-
+$115,202,997
-
Number of buys
-
195
-
Number of sells
-
132
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) as of Q3 2024
As of 30 Sep 2024,
SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) was held by
391 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
120,707,249 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, WADDELL & ASSOCIATES, LLC, Clarius Group, LLC, Steele Capital Management, Inc., UBS Group AG, AMERIPRISE FINANCIAL INC, Prairiewood Capital, LLC, MORGAN STANLEY, Trilogy Capital Inc., and Solitude Financial Services.
This page lists
391
institutional shareholders reporting positions in this security
for the Q3 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.