SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB)

CUSIP: 808524789

Q3 2021 13F Holders as of 30 Sep 2021

Type / Class
Equity / FUNDAMENTAL US B
Total 13F shares
1,723,593
Share change
+17,753
Total reported value
$92,273,838
Price per share
$53.56
Number of holders
88
Value change
+$889,922
Number of buys
29
Number of sells
27

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 Q3 2021

As of 30 Sep 2021, SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by 88 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,723,593 shares. The largest 10 holders included AMERIPRISE FINANCIAL INC, HighTower Advisors, LLC, Opes Wealth Management LLC, ROYAL BANK OF CANADA, TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV, Leonard Rickey Investment Advisors P.L.L.C., Callan Capital, LLC, Cambridge Investment Research Advisors, Inc., Covenant Multifamily Offices, LLC, and Raymond James Financial Services Advisors, Inc.. This page lists 88 institutional shareholders reporting positions in this security for the Q3 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2021 vs Q2 2021 Across Filers

Q2 2021 holders
87
Q3 2021 holders
88
Holder diff
1
Investor Q2 2021 Shares Q3 2021 Shares Share Diff Share Chg % Q2 2021 Value $ Q3 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.