SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB)

CUSIP: 808524789

Q3 2018 13F Holders as of 30 Sep 2018

Type / Class
Equity / FUNDAMENTAL US B
Total 13F shares
1,358,900
Share change
+112,608
Total reported value
$53,640,286
Price per share
$39.53
Number of holders
50
Value change
+$4,481,204
Number of buys
22
Number of sells
17

Quarterly Holders Quick Answers

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

Need full ownership history?
Open the full security ownership history page.

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 Q3 2018

As of 30 Sep 2018, SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by 50 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,358,900 shares. The largest 10 holders included Opes Advisors Inc, Callan Capital, LLC, HighTower Advisors, LLC, Leonard Rickey Investment Advisors P.L.L.C., YOUNGS ADVISORY GROUP, INC., Vigilant Capital Management, LLC, Retirement Planning Group, FormulaFolio Investments, LLC, SFMG, LLC, and BRONFMAN E.L. ROTHSCHILD, L.P.. This page lists 50 institutional shareholders reporting positions in this security for the Q3 2018 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2018 vs Q2 2018 Across Filers

Q2 2018 holders
44
Q3 2018 holders
50
Holder diff
6
Investor Q2 2018 Shares Q3 2018 Shares Share Diff Share Chg % Q2 2018 Value $ Q3 2018 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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