SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB)

CUSIP: 808524789

Q4 2018 13F Holders as of 31 Dec 2018

Type / Class
Equity / FUNDAMENTAL US B
Total 13F shares
1,849,964
Share change
+224,469
Total reported value
$62,198,798
Price per share
$33.48
Number of holders
56
Value change
+$7,271,331
Number of buys
29
Number of sells
18

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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Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q4 2018

As of 31 Dec 2018, SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by 56 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,849,964 shares. The largest 10 holders included Opes Advisors Inc, HHM Wealth Advisors, LLC, HighTower Advisors, LLC, Callan Capital, LLC, Chevy Chase Trust Holdings, Inc., Leonard Rickey Investment Advisors P.L.L.C., YOUNGS ADVISORY GROUP, INC., Retirement Planning Group, Vigilant Capital Management, LLC, and FormulaFolio Investments, LLC. This page lists 56 institutional shareholders reporting positions in this security for the Q4 2018 filing period.
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.