Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / FUNDAMENTAL US L
-
Number of holders
-
298
-
Total 13F shares, excl. options
-
108,805,162
-
Shares change
-
+3,749,167
-
Total reported value, excl. options
-
$5,870,124,456
-
Value change
-
+$202,230,254
-
Number of buys
-
147
-
Number of sells
-
-88
-
Price
-
$53.95
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) as of Q3 2021
314 filings reported holding FNDX - SCHWAB STRATEGIC TR - FUNDAMENTAL US L as of Q3 2021.
SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) has 298 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 108,805,162 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (87,950,023 shares), McAdam, LLC (1,768,468 shares), Glassman Wealth Services (1,306,288 shares), AE Wealth Management LLC (1,094,444 shares), Kelman-Lazarov, Inc. (772,673 shares), OXFORD FINANCIAL GROUP LTD (591,745 shares), Arlington Financial Advisors, LLC (552,631 shares), Lee Financial Co (484,797 shares), BANK OF AMERICA CORP /DE/ (477,293 shares), and Charles Schwab Trust Co (451,556 shares).
This table shows the top 298 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.