Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / FUNDAMENTAL US L
-
Number of holders
-
254
-
Total 13F shares, excl. options
-
100,513,035
-
Shares change
-
+3,336,959
-
Total reported value, excl. options
-
$5,193,818,993
-
Value change
-
+$174,360,618
-
Number of buys
-
146
-
Number of sells
-
-77
-
Price
-
$51.67
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) as of Q1 2021
270 filings reported holding FNDX - SCHWAB STRATEGIC TR - FUNDAMENTAL US L as of Q1 2021.
SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) has 254 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 100,513,035 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (83,241,900 shares), McAdam, LLC (1,475,100 shares), Glassman Wealth Services (1,274,862 shares), Kelman-Lazarov, Inc. (898,686 shares), OXFORD FINANCIAL GROUP LTD (619,526 shares), Arlington Financial Advisors, LLC (592,534 shares), Resonant Capital Advisors, LLC (560,811 shares), Charles Schwab Trust Co (440,441 shares), MORGAN STANLEY (387,872 shares), and AMERIPRISE FINANCIAL INC (384,251 shares).
This table shows the top 254 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.