Q3 2017 13F Holders as of 30 Sep 2017
-
Type / Class
-
Equity / FUNDAMENTAL US L
-
Number of holders
-
85
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Total 13F shares, excl. options
-
72,411,011
-
Shares change
-
+8,563,278
-
Total reported value, excl. options
-
$2,544,993,000
-
Value change
-
+$302,693,589
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Number of buys
-
49
-
Number of sells
-
-26
-
Price
-
$35.15
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) as of Q3 2017
91 filings reported holding FNDX - SCHWAB STRATEGIC TR - FUNDAMENTAL US L as of Q3 2017.
SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) has 85 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 72,411,011 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (64,365,026 shares), OXFORD FINANCIAL GROUP LTD (891,790 shares), ZEKE CAPITAL ADVISORS, LLC (821,971 shares), COBBLESTONE CAPITAL ADVISORS LLC /NY/ (688,562 shares), UNITED SERVICES AUTOMOBILE ASSOCIATION (626,000 shares), McAdam, LLC (525,162 shares), UNITED CAPITAL FINANCIAL ADVISERS, LLC (357,732 shares), REGENTATLANTIC CAPITAL LLC (313,244 shares), ASSETMARK, INC (302,303 shares), and TD Ameritrade Trust Co (298,794 shares).
This table shows the top 85 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.