Q1 2016 13F Holders as of 31 Mar 2016
-
Type / Class
-
Equity / FUNDAMENTAL US L
-
Number of holders
-
47
-
Total 13F shares, excl. options
-
23,926,469
-
Shares change
-
+2,123,086
-
Total reported value, excl. options
-
$705,556,000
-
Value change
-
+$64,006,960
-
Number of buys
-
28
-
Number of sells
-
-15
-
Price
-
$29.48
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) as of Q1 2016
51 filings reported holding FNDX - SCHWAB STRATEGIC TR - FUNDAMENTAL US L as of Q1 2016.
SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) has 47 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 23,926,469 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (20,507,005 shares), COBBLESTONE CAPITAL ADVISORS LLC /NY/ (652,268 shares), UNITED SERVICES AUTOMOBILE ASSOCIATION (448,400 shares), TD Ameritrade Trust Co (367,110 shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (347,722 shares), REGENTATLANTIC CAPITAL LLC (195,337 shares), CABOT WEALTH MANAGEMENT INC (168,071 shares), AMERIPRISE FINANCIAL INC (146,461 shares), Gemmer Asset Management LLC (146,428 shares), and Financial Architects, Inc (117,878 shares).
This table shows the top 47 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.