Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Number of holders
-
65
-
Total 13F shares, excl. options
-
1,471,564
-
Shares change
-
-536,364
-
Total reported value, excl. options
-
$53,339,557
-
Value change
-
-$18,595,363
-
Number of buys
-
22
-
Number of sells
-
-38
-
Price
-
$36.25
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q2 2020
73 filings reported holding FNDB - SCHWAB STRATEGIC TR - FUNDAMENTAL US B as of Q2 2020.
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) has 65 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,471,564 shares
.
Largest 10 shareholders include HighTower Advisors, LLC (198,524 shares), Chevy Chase Trust Holdings, Inc. (101,541 shares), Opes Wealth Management LLC (100,825 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (100,117 shares), ROYAL BANK OF CANADA (96,301 shares), Leonard Rickey Investment Advisors P.L.L.C. (72,241 shares), HHM Wealth Advisors, LLC (71,244 shares), TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV (67,519 shares), Callan Capital, LLC (62,394 shares), and Covenant Multifamily Offices, LLC (59,963 shares).
This table shows the top 65 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.