SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB)

CUSIP: 808524789

Q4 2019 13F Holders as of 31 Dec 2019

Type / Class
Equity / FUNDAMENTAL US B
Total 13F shares
1,911,589
Share change
-149,827
Total reported value
$80,550,032
Price per share
$42.14
Number of holders
67
Value change
-$6,162,604
Number of buys
24
Number of sells
23

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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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 Q4 2019

As of 31 Dec 2019, SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by 67 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,911,589 shares. The largest 10 holders included Opes Wealth Management LLC, HighTower Advisors, LLC, Chevy Chase Trust Holdings, Inc., HHM Wealth Advisors, LLC, Covenant Multifamily Offices, LLC, Leonard Rickey Investment Advisors P.L.L.C., Callan Capital, LLC, TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV, SUSQUEHANNA INTERNATIONAL GROUP, LLP, and Almanack Investment Partners, LLC.. This page lists 67 institutional shareholders reporting positions in this security for the Q4 2019 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2019 vs Q3 2019 Across Filers

Q3 2019 holders
61
Q4 2019 holders
67
Holder diff
6
Investor Q3 2019 Shares Q4 2019 Shares Share Diff Share Chg % Q3 2019 Value $ Q4 2019 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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