Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Number of holders
-
85
-
Total 13F shares, excl. options
-
2,491,802
-
Shares change
-
-7,233
-
Total reported value, excl. options
-
$117,440,000
-
Value change
-
-$463,635
-
Number of buys
-
37
-
Number of sells
-
-34
-
Price
-
$47.12
Significant Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q3 2022
95 filings reported holding FNDB - SCHWAB STRATEGIC TR - FUNDAMENTAL US B as of Q3 2022.
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) has 85 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,491,802 shares
.
Largest 10 shareholders include Callan Capital, LLC (432,989 shares), AMERIPRISE FINANCIAL INC (221,292 shares), HighTower Advisors, LLC (183,161 shares), ROYAL BANK OF CANADA (145,327 shares), Opes Wealth Management LLC (145,294 shares), Raymond James Financial Services Advisors, Inc. (116,930 shares), Guardian Financial Partners, LLC (113,428 shares), Cambridge Investment Research Advisors, Inc. (106,306 shares), CVA Family Office, LLC (68,444 shares), and TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV (66,803 shares).
This table shows the top 85 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.