Q3 2016 13F Holders as of 30 Sep 2016
-
Type / Class
-
Equity / FUNDAMENTAL US L
-
Number of holders
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61
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Total 13F shares, excl. options
-
35,521,050
-
Shares change
-
+5,920,996
-
Total reported value, excl. options
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$1,104,495,930
-
Value change
-
+$184,073,701
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Number of buys
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36
-
Number of sells
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-17
-
Price
-
$31.11
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) as of Q3 2016
65 filings reported holding FNDX - SCHWAB STRATEGIC TR - FUNDAMENTAL US L as of Q3 2016.
SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) has 61 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 35,521,050 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (30,073,069 shares), ZEKE CAPITAL ADVISORS, LLC (1,017,810 shares), COBBLESTONE CAPITAL ADVISORS LLC /NY/ (649,929 shares), UNITED SERVICES AUTOMOBILE ASSOCIATION (626,000 shares), TD Ameritrade Trust Co (532,516 shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (349,681 shares), REGENTATLANTIC CAPITAL LLC (247,252 shares), ASSETMARK, INC (178,622 shares), AMERIPRISE FINANCIAL INC (164,325 shares), and JANE STREET GROUP, LLC (156,828 shares).
This table shows the top 61 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.