Q2 2018 13F Holders as of 30 Jun 2018
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Total 13F shares
-
1,246,292
-
Share change
-
-767,202
-
Total reported value
-
$46,601,403
-
Price per share
-
$37.39
-
Number of holders
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44
-
Value change
-
-$28,570,826
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Number of buys
-
15
-
Number of sells
-
20
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q2 2018
As of 30 Jun 2018 SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) had 44 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,246,292 shares of stock of the company.
Largest 10 holders included Opes Advisors Inc, HighTower Advisors, LLC, Callan Capital, LLC, Leonard Rickey Investment Advisors P.L.L.C., YOUNGS ADVISORY GROUP, INC., Retirement Planning Group, Vigilant Capital Management, LLC, FormulaFolio Investments, LLC, SFMG, LLC, and BRONFMAN E.L. ROTHSCHILD, L.P..
This table shows 44 institutional shareholders of the security as of 30 Jun 2018.
| 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.