Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / FUNDAMENTAL US L
-
Total 13F shares
-
90,678,700
-
Share change
-
+7,619,178
-
Total reported value
-
$3,295,799,919
-
Price per share
-
$36.34
-
Number of holders
-
125
-
Value change
-
+$276,405,538
-
Number of buys
-
69
-
Number of sells
-
39
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) as of Q1 2018
As of 31 Mar 2018,
SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) was held by
125 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
90,678,700 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., OXFORD FINANCIAL GROUP LTD, TIEDEMANN ADVISORS, LLC, COBBLESTONE CAPITAL ADVISORS LLC /NY/, McAdam, LLC, ZEKE CAPITAL ADVISORS, LLC, UNITED SERVICES AUTOMOBILE ASSOCIATION, Arlington Financial Advisors, LLC, REGENTATLANTIC CAPITAL LLC, and Ackerman Capital Advisors, LLC.
This page lists
125
institutional shareholders reporting positions in this security
for the Q1 2018 filing period.
| 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.