SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB)

CUSIP: 808524789

Q1 2017 13F Holders as of 31 Mar 2017

Type / Class
Equity / FUNDAMENTAL US B
Total 13F shares
2,940,997
Share change
+302,070
Total reported value
$98,876,889
Price per share
$33.71
Number of holders
38
Value change
+$10,232,022
Number of buys
19
Number of sells
12

Quarterly Holders Quick Answers

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

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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 Q1 2017

As of 31 Mar 2017, SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by 38 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,940,997 shares. The largest 10 holders included SFMG, LLC, Retirement Planning Group, Chevy Chase Trust Holdings, Inc., HighTower Advisors, LLC, YOUNGS ADVISORY GROUP, INC., Opes Advisors Inc, MILLIE CAPITAL MANAGEMENT, LLC, AMERIPRISE FINANCIAL INC, Callan Capital, LLC, and Vigilant Capital Management, LLC. This page lists 38 institutional shareholders reporting positions in this security for the Q1 2017 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2017 vs Q4 2016 Across Filers

Q4 2016 holders
36
Q1 2017 holders
38
Holder diff
2
Investor Q4 2016 Shares Q1 2017 Shares Share Diff Share Chg % Q4 2016 Value $ Q1 2017 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.
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