Q3 2015 13F Holders as of 30 Sep 2015
-
Type / Class
-
Equity / FUNDAMENTAL US L
-
Total 13F shares
-
17,095,633
-
Share change
-
+4,773,343
-
Total reported value
-
$466,132,000
-
Price per share
-
$27.27
-
Number of holders
-
41
-
Value change
-
+$129,709,116
-
Number of buys
-
27
-
Number of sells
-
14
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) as of Q3 2015
As of 30 Sep 2015,
SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) was held by
41 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
17,095,633 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., HT Partners LLC, COBBLESTONE CAPITAL ADVISORS LLC /NY/, UNITED SERVICES AUTOMOBILE ASSOCIATION, Gemmer Asset Management LLC, Financial Architects, Inc, UNITED CAPITAL FINANCIAL ADVISERS, LLC, CABOT WEALTH MANAGEMENT INC, InterOcean Capital, LLC, and GOLDMAN SACHS GROUP INC.
This page lists
41
institutional shareholders reporting positions in this security
for the Q3 2015 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.