Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / FUNDAMENTAL US S
-
Total 13F shares
-
119,123,157
-
Share change
-
+2,621,214
-
Total reported value
-
$6,543,058,965
-
Price per share
-
$54.92
-
Number of holders
-
381
-
Value change
-
-$59,452,364
-
Number of buys
-
191
-
Number of sells
-
144
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) as of Q2 2024
As of 30 Jun 2024,
SCHWAB STRATEGIC TR - FUNDAMENTAL US S (FNDA) was held by
381 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
119,123,157 shares.
The largest 10 holders included
CHARLES SCHWAB INVESTMENT MANAGEMENT INC, WADDELL & ASSOCIATES, LLC, Clarius Group, LLC, Steele Capital Management, Inc., AMERIPRISE FINANCIAL INC, MORGAN STANLEY, Prairiewood Capital, LLC, Trilogy Capital Inc., Solitude Financial Services, and MOLLER WEALTH PARTNERS.
This page lists
389
institutional shareholders reporting positions in this security
for the Q2 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.