Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Number of holders
-
78
-
Total 13F shares, excl. options
-
1,641,593
-
Shares change
-
+378,312
-
Total reported value, excl. options
-
$84,189,839
-
Value change
-
+$19,963,031
-
Number of buys
-
28
-
Number of sells
-
-23
-
Price
-
$51.28
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q1 2021
83 filings reported holding FNDB - SCHWAB STRATEGIC TR - FUNDAMENTAL US B as of Q1 2021.
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) has 78 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,641,593 shares
.
Largest 10 shareholders include AMERIPRISE FINANCIAL INC (204,747 shares), HighTower Advisors, LLC (171,181 shares), ROYAL BANK OF CANADA (166,606 shares), Opes Wealth Management LLC (158,382 shares), Leonard Rickey Investment Advisors P.L.L.C. (67,741 shares), Cambridge Investment Research Advisors, Inc. (63,634 shares), TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV (60,291 shares), Callan Capital, LLC (59,692 shares), Covenant Multifamily Offices, LLC (54,389 shares), and HHM Wealth Advisors, LLC (51,518 shares).
This table shows the top 78 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.