CUSIP: 808524789
Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
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Equity / FUNDAMENTAL US B
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Total 13F shares
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12,213,228
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Share change
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+7,710,207
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Total reported value
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$284,172,493
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Price per share
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$23.26
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Number of holders
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143
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Value change
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+$178,425,479
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Number of buys
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128
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Number of sells
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10
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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Newer quarter:
Q1 2025
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Previous quarter:
Q3 2024
Recent filing periods for CUSIP 808524789:
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q4 2024
As of 31 Dec 2024,
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by
143 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,213,228 shares.
The largest 10 holders included
FINANCIAL CONSULATE, INC, Callan Capital, LLC, HighTower Advisors, LLC, Sound Stewardship, LLC, Cambridge Investment Research Advisors, Inc., Opes Wealth Management LLC, Systelligence, LLC, RAYMOND JAMES FINANCIAL INC, BANK OF AMERICA CORP /DE/, and MORGAN STANLEY.
This page lists
143
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| 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.