Q2 2017 13F Holders as of 30 Jun 2017
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Type / Class
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Equity / FUNDAMENTAL US B
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Number of holders
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38
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Total 13F shares, excl. options
-
2,966,916
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Shares change
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+27,269
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Total reported value, excl. options
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$100,139,893
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Value change
-
+$941,587
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Number of buys
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16
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Number of sells
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14
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Price
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$33.72
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q2 2017
As of 30 Jun 2017 SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) had 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,966,916 shares of stock of the company.
Largest 10 holders included SFMG, LLC, Retirement Planning Group, Chevy Chase Trust Holdings, Inc., HighTower Advisors, LLC, Opes Advisors Inc, YOUNGS ADVISORY GROUP, INC., AMERIPRISE FINANCIAL INC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Callan Capital, LLC, and Vigilant Capital Management, LLC.
This table shows 38 institutional shareholders of the security as of 30 Jun 2017.
| 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.