SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB)

CUSIP: 808524789

Q1 2020 13F Holders as of 31 Mar 2020

Type / Class
Equity / FUNDAMENTAL US B
Total 13F shares
2,007,928
Share change
+15,379
Total reported value
$61,833,000
Price per share
$30.70
Number of holders
67
Value change
+$287,640
Number of buys
25
Number of sells
32

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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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 Q1 2020

As of 31 Mar 2020, 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 2,007,928 shares. The largest 10 holders included Opes Wealth Management LLC, HighTower Advisors, LLC, Chevy Chase Trust Holdings, Inc., Covenant Multifamily Offices, LLC, Callan Capital, LLC, HHM Wealth Advisors, LLC, Leonard Rickey Investment Advisors P.L.L.C., SUSQUEHANNA INTERNATIONAL GROUP, LLP, TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV, and Almanack Investment Partners, LLC.. This page lists 67 institutional shareholders reporting positions in this security for the Q1 2020 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2020 vs Q4 2019 Across Filers

Q4 2019 holders
67
Q1 2020 holders
67
Holder diff
0
Investor Q4 2019 Shares Q1 2020 Shares Share Diff Share Chg % Q4 2019 Value $ Q1 2020 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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