Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / FUNDAMENTAL US L
-
Total 13F shares
-
108,805,162
-
Share change
-
+3,749,167
-
Total reported value
-
$5,870,124,456
-
Price per share
-
$53.95
-
Number of holders
-
298
-
Value change
-
+$202,230,254
-
Number of buys
-
147
-
Number of sells
-
88
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) as of Q3 2021
As of 30 Sep 2021,
SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) was held by
298 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
108,805,162 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., McAdam, LLC, Glassman Wealth Services, AE Wealth Management LLC, Kelman-Lazarov, Inc., OXFORD FINANCIAL GROUP LTD, Arlington Financial Advisors, LLC, Lee Financial Co, BANK OF AMERICA CORP /DE/, and Charles Schwab Trust Co.
This page lists
298
institutional shareholders reporting positions in this security
for the Q3 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.