Q2 2019 13F Holders as of 30 Jun 2019
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Total 13F shares
-
1,872,058
-
Share change
-
+131,956
-
Total reported value
-
$72,424,418
-
Price per share
-
$38.68
-
Number of holders
-
59
-
Value change
-
+$5,152,745
-
Number of buys
-
27
-
Number of sells
-
22
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q2 2019
As of 30 Jun 2019,
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by
59 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,872,058 shares.
The largest 10 holders included
Opes Wealth Management LLC, HHM Wealth Advisors, LLC, HighTower Advisors, LLC, CHEVY CHASE TRUST HOLDINGS, INC., Covenant Multifamily Offices, LLC, Leonard Rickey Investment Advisors P.L.L.C., Callan Capital, LLC, Vigilant Capital Management, LLC, Retirement Planning Group, and CITADEL ADVISORS LLC.
This page lists
59
institutional shareholders reporting positions in this security
for the Q2 2019 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.