Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / FUNDAMENTAL US L
-
Total 13F shares
-
97,059,883
-
Share change
-
+2,228,842
-
Total reported value
-
$4,398,255,769
-
Price per share
-
$45.29
-
Number of holders
-
209
-
Value change
-
+$103,368,531
-
Number of buys
-
107
-
Number of sells
-
70
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) as of Q4 2020
As of 31 Dec 2020,
SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) was held by
209 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
97,059,883 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., McAdam, LLC, Glassman Wealth Services, Kelman-Lazarov, Inc., COBBLESTONE CAPITAL ADVISORS LLC /NY/, OXFORD FINANCIAL GROUP LTD, Arlington Financial Advisors, LLC, REGENTATLANTIC CAPITAL LLC, Resonant Capital Advisors, LLC, and LINCOLN NATIONAL CORP.
This page lists
212
institutional shareholders reporting positions in this security
for the Q4 2020 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.