Q1 2016 13F Holders as of 31 Mar 2016
-
Type / Class
-
Equity / FUNDAMENTAL US L
-
Total 13F shares
-
23,926,469
-
Share change
-
+2,123,086
-
Total reported value
-
$705,556,000
-
Price per share
-
$29.48
-
Number of holders
-
47
-
Value change
-
+$64,006,960
-
Number of buys
-
28
-
Number of sells
-
15
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) as of Q1 2016
As of 31 Mar 2016,
SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) was held by
47 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
23,926,469 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., COBBLESTONE CAPITAL ADVISORS LLC /NY/, UNITED SERVICES AUTOMOBILE ASSOCIATION, TD Ameritrade Trust Co, UNITED CAPITAL FINANCIAL ADVISERS, LLC, REGENTATLANTIC CAPITAL LLC, CABOT WEALTH MANAGEMENT INC, AMERIPRISE FINANCIAL INC, Gemmer Asset Management LLC, and Financial Architects, Inc.
This page lists
47
institutional shareholders reporting positions in this security
for the Q1 2016 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.