Q2 2022 13F Holders as of 30 Jun 2022
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Number of holders
-
94
-
Total 13F shares, excl. options
-
2,538,522
-
Shares change
-
+264,009
-
Total reported value, excl. options
-
$127,448,000
-
Value change
-
+$12,489,307
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Number of buys
-
45
-
Number of sells
-
28
-
Price
-
$50.23
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q2 2022
As of 30 Jun 2022 SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) had 101 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,538,522 shares of stock of the company.
Largest 10 holders included AMERIPRISE FINANCIAL INC, Callan Capital, LLC, HighTower Advisors, LLC, ROYAL BANK OF CANADA, Opes Wealth Management LLC, Guardian Financial Partners, LLC, Raymond James Financial Services Advisors, Inc., UBS Group AG, Cambridge Investment Research Advisors, Inc., and TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV.
This table shows 101 institutional shareholders of the security as of 30 Jun 2022.
| 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.