Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / FUNDAMENTAL US L
-
Number of holders
-
156
-
Total 13F shares, excl. options
-
97,769,288
-
Shares change
-
-5,105,826
-
Total reported value, excl. options
-
$3,322,429,530
-
Value change
-
-$174,415,282
-
Number of buys
-
82
-
Number of sells
-
-57
-
Price
-
$33.98
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) as of Q4 2018
179 filings reported holding FNDX - SCHWAB STRATEGIC TR - FUNDAMENTAL US L as of Q4 2018.
SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) has 156 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 97,769,288 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (84,529,922 shares), OXFORD FINANCIAL GROUP LTD (1,259,323 shares), McAdam, LLC (867,573 shares), Glassman Wealth Services (852,217 shares), TIEDEMANN ADVISORS, LLC (828,313 shares), Actinver Wealth Management, Inc. (822,258 shares), COBBLESTONE CAPITAL ADVISORS LLC /NY/ (775,637 shares), UNITED SERVICES AUTOMOBILE ASSOCIATION (586,430 shares), QUADRANT CAPITAL GROUP LLC (428,246 shares), and Arlington Financial Advisors, LLC (410,126 shares).
This table shows the top 156 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.