Q3 2021 13F Holders as of 30 Sep 2021
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Type / Class
-
Equity / FUNDAMENTAL US B
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Number of holders
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88
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Total 13F shares, excl. options
-
1,723,593
-
Shares change
-
+17,753
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Total reported value, excl. options
-
$92,273,838
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Value change
-
+$889,922
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Number of buys
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29
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Number of sells
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27
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Price
-
$53.56
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) had 88 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,723,593 shares of stock of the company.
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 table shows 88 institutional shareholders of the security as of 30 Sep 2021.
| 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.