SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB)

CUSIP: 808524789

Q1 2021 13F Holders as of 31 Mar 2021

Type / Class
Equity / FUNDAMENTAL US B
Total 13F shares
1,641,593
Share change
+378,312
Total reported value
$84,189,839
Price per share
$51.28
Number of holders
78
Value change
+$19,963,031
Number of buys
28
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.

Need full ownership history?
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 Q1 2021

As of 31 Mar 2021, SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by 78 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,641,593 shares. The largest 10 holders included AMERIPRISE FINANCIAL INC, HighTower Advisors, LLC, ROYAL BANK OF CANADA, Opes Wealth Management LLC, Leonard Rickey Investment Advisors P.L.L.C., Cambridge Investment Research Advisors, Inc., TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV, Callan Capital, LLC, Covenant Multifamily Offices, LLC, and HHM Wealth Advisors, LLC. This page lists 78 institutional shareholders reporting positions in this security for the Q1 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2021 vs Q4 2020 Across Filers

Q4 2020 holders
75
Q1 2021 holders
78
Holder diff
3
Investor Q4 2020 Shares Q1 2021 Shares Share Diff Share Chg % Q4 2020 Value $ Q1 2021 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.