Q2 2017 13F Holders as of 30 Jun 2017
-
Type / Class
-
Equity / FUNDAMENTAL US L
-
Number of holders
-
80
-
Total 13F shares, excl. options
-
64,197,644
-
Shares change
-
+10,466,159
-
Total reported value, excl. options
-
$2,169,936,000
-
Value change
-
+$353,662,152
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Number of buys
-
48
-
Number of sells
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-26
-
Price
-
$33.82
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) as of Q2 2017
88 filings reported holding FNDX - SCHWAB STRATEGIC TR - FUNDAMENTAL US L as of Q2 2017.
SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) has 80 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 64,197,644 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (55,712,470 shares), OXFORD FINANCIAL GROUP LTD (902,890 shares), ZEKE CAPITAL ADVISORS, LLC (822,258 shares), COBBLESTONE CAPITAL ADVISORS LLC /NY/ (677,474 shares), UNITED SERVICES AUTOMOBILE ASSOCIATION (626,000 shares), TIEDEMANN WEALTH MANAGEMENT, LLC (537,816 shares), McAdam, LLC (472,081 shares), TD Ameritrade Trust Co (368,473 shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (367,763 shares), and Ackerman Capital Advisors, LLC (350,566 shares).
This table shows the top 80 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.