Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / FUNDAMENTAL US L
-
Number of holders
-
274
-
Total 13F shares, excl. options
-
105,366,240
-
Shares change
-
+4,861,527
-
Total reported value, excl. options
-
$5,765,904,314
-
Value change
-
+$266,075,696
-
Number of buys
-
155
-
Number of sells
-
-83
-
Price
-
$54.72
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) as of Q2 2021
291 filings reported holding FNDX - SCHWAB STRATEGIC TR - FUNDAMENTAL US L as of Q2 2021.
SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) has 274 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 105,366,240 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (85,152,872 shares), McAdam, LLC (1,689,513 shares), Glassman Wealth Services (1,288,371 shares), AE Wealth Management LLC (984,587 shares), Kelman-Lazarov, Inc. (773,458 shares), OXFORD FINANCIAL GROUP LTD (606,090 shares), Resonant Capital Advisors, LLC (588,680 shares), MORGAN STANLEY (575,967 shares), Arlington Financial Advisors, LLC (552,390 shares), and Charles Schwab Trust Co (446,282 shares).
This table shows the top 274 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.