Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / FUNDAMENTAL US L
-
Total 13F shares
-
100,513,035
-
Share change
-
+3,336,959
-
Total reported value
-
$5,193,818,993
-
Price per share
-
$51.67
-
Number of holders
-
254
-
Value change
-
+$174,360,618
-
Number of buys
-
146
-
Number of sells
-
77
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) as of Q1 2021
As of 31 Mar 2021,
SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) was held by
254 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
100,513,035 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., McAdam, LLC, Glassman Wealth Services, Kelman-Lazarov, Inc., OXFORD FINANCIAL GROUP LTD, Arlington Financial Advisors, LLC, Resonant Capital Advisors, LLC, Charles Schwab Trust Co, MORGAN STANLEY, and AMERIPRISE FINANCIAL INC.
This page lists
254
institutional shareholders reporting positions in this security
for the Q1 2021 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.