Q2 2016 13F Holders as of 30 Jun 2016
-
Type / Class
-
Equity / FUNDAMENTAL US L
-
Number of holders
-
54
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Total 13F shares, excl. options
-
29,600,054
-
Shares change
-
+5,673,494
-
Total reported value, excl. options
-
$897,079,471
-
Value change
-
+$171,984,984
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Number of buys
-
36
-
Number of sells
-
-9
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Price
-
$30.31
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) as of Q2 2016
57 filings reported holding FNDX - SCHWAB STRATEGIC TR - FUNDAMENTAL US L as of Q2 2016.
SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) has 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 29,600,054 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (24,822,395 shares), ZEKE CAPITAL ADVISORS, LLC (790,259 shares), COBBLESTONE CAPITAL ADVISORS LLC /NY/ (677,096 shares), UNITED SERVICES AUTOMOBILE ASSOCIATION (477,000 shares), TD Ameritrade Trust Co (451,395 shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (343,785 shares), REGENTATLANTIC CAPITAL LLC (218,780 shares), CABOT WEALTH MANAGEMENT INC (175,097 shares), AMERIPRISE FINANCIAL INC (159,369 shares), and Gemmer Asset Management LLC (154,576 shares).
This table shows the top 54 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.