Q3 2016 13F Holders as of 30 Sep 2016
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Number of holders
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32
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Total 13F shares, excl. options
-
2,467,571
-
Shares change
-
+182,332
-
Total reported value, excl. options
-
$76,507,000
-
Value change
-
+$5,670,635
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Number of buys
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12
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Number of sells
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-14
-
Price
-
$31.01
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q3 2016
35 filings reported holding FNDB - SCHWAB STRATEGIC TR - FUNDAMENTAL US B as of Q3 2016.
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,467,571 shares
.
Largest 10 shareholders include SFMG, LLC (957,996 shares), Retirement Planning Group (503,668 shares), Chevy Chase Trust Holdings, Inc. (314,349 shares), YOUNGS ADVISORY GROUP, INC. (179,347 shares), HighTower Advisors, LLC (114,002 shares), CONNING INC. (84,102 shares), Callan Capital, LLC (52,196 shares), Vigilant Capital Management, LLC (39,355 shares), Commonwealth Equity Services, Inc (34,477 shares), and SOL Capital Management CO (27,596 shares).
This table shows the top 32 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.