Q4 2016 13F Holders as of 31 Dec 2016
-
Type / Class
-
Equity / FUNDAMENTAL US S
-
Total 13F shares
-
27,575,591
-
Share change
-
+4,171,337
-
Total reported value
-
$940,333,000
-
Price per share
-
$34.10
-
Number of holders
-
60
-
Value change
-
+$142,317,625
-
Number of buys
-
34
-
Number of sells
-
12
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) as of Q4 2016
As of 31 Dec 2016,
SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) was held by
60 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
27,575,591 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., Brouwer & Janachowski, LLC, COBBLESTONE CAPITAL ADVISORS LLC /NY/, Delphi Private Advisors LLC, Vigilant Capital Management, LLC, LADENBURG THALMANN FINANCIAL SERVICES INC., UNITED CAPITAL FINANCIAL ADVISERS, LLC, Riverpoint Wealth Management Holdings, LLC, ProVise Management Group, LLC, and Frontier Wealth Management LLC.
This page lists
60
institutional shareholders reporting positions in this security
for the Q4 2016 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.