SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB)

CUSIP: 808524789

Q4 2014 13F Holders as of 31 Dec 2014

Type / Class
Equity / FUNDAMENTAL US B
Total 13F shares
2,467,303
Share change
+222,279
Total reported value
$74,251,264
Price per share
$30.09
Number of holders
20
Value change
+$6,692,941
Number of buys
15
Number of sells
6

Quarterly Holders Quick Answers

What is CUSIP 808524789?
CUSIP 808524789 identifies FNDB - SCHWAB STRATEGIC TR - FUNDAMENTAL US B in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of FNDB - SCHWAB STRATEGIC TR - FUNDAMENTAL US B (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q4 2014

As of 31 Dec 2014, SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by 20 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,467,303 shares. The largest 10 holders included SFMG, LLC, Bouchey Financial Group Ltd, Chevy Chase Trust Holdings, Inc., Retirement Planning Group, ATRIA INVESTMENTS LLC, HighTower Advisors, LLC, JANE STREET GROUP, LLC, SOL Capital Management CO, ROYAL BANK OF CANADA, and LVW Advisors, LLC. This page lists 20 institutional shareholders reporting positions in this security for the Q4 2014 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2014 vs Q3 2014 Across Filers

Q3 2014 holders
18
Q4 2014 holders
20
Holder diff
2
Investor Q3 2014 Shares Q4 2014 Shares Share Diff Share Chg % Q3 2014 Value $ Q4 2014 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .