Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Total 13F shares
-
4,423,933
-
Share change
-
+1,956,179
-
Total reported value
-
$132,932,602
-
Price per share
-
$30.05
-
Number of holders
-
23
-
Value change
-
+$58,776,047
-
Number of buys
-
14
-
Number of sells
-
10
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q1 2015
As of 31 Mar 2015,
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,423,933 shares.
The largest 10 holders included
SFMG, LLC, Bouchey Financial Group Ltd, Retirement Planning Group, Chevy Chase Trust Holdings, Inc., ATRIA INVESTMENTS LLC, COLONY GROUP LLC, HighTower Advisors, LLC, ROYAL BANK OF CANADA, SOL Capital Management CO, and LVW Advisors, LLC.
This page lists
23
institutional shareholders reporting positions in this security
for the Q1 2015 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.