Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Number of holders
-
91
-
Total 13F shares, excl. options
-
1,947,266
-
Shares change
-
+151,481
-
Total reported value, excl. options
-
$112,996,931
-
Value change
-
+$8,900,383
-
Number of buys
-
34
-
Number of sells
-
-29
-
Price
-
$58.04
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q4 2021
100 filings reported holding FNDB - SCHWAB STRATEGIC TR - FUNDAMENTAL US B as of Q4 2021.
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) has 91 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,947,266 shares
.
Largest 10 shareholders include AMERIPRISE FINANCIAL INC (386,150 shares), HighTower Advisors, LLC (169,607 shares), Opes Wealth Management LLC (131,899 shares), ROYAL BANK OF CANADA (120,732 shares), Guardian Financial Partners, LLC (96,609 shares), TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV (68,441 shares), Leonard Rickey Investment Advisors P.L.L.C. (63,843 shares), UBS Group AG (58,677 shares), Callan Capital, LLC (55,900 shares), and Cambridge Investment Research Advisors, Inc. (55,847 shares).
This table shows the top 91 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.