Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / FUNDAMENTAL US L
-
Total 13F shares
-
161,423,302
-
Share change
-
+3,573,042
-
Total reported value
-
$9,292,837,094
-
Price per share
-
$57.57
-
Number of holders
-
404
-
Value change
-
+$207,619,854
-
Number of buys
-
228
-
Number of sells
-
139
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) as of Q2 2023
As of 30 Jun 2023,
SCHWAB STRATEGIC TR - FUNDAMENTAL US L (FNDX) was held by
404 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
161,423,302 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., SIGNATURE ESTATE & INVESTMENT ADVISORS LLC, McAdam, LLC, Northwest Bancshares, Inc., Glassman Wealth Services, Callan Capital, LLC, MORGAN STANLEY, Lee Financial Co, ENVESTNET ASSET MANAGEMENT INC, and Kelman-Lazarov, Inc..
This page lists
409
institutional shareholders reporting positions in this security
for the Q2 2023 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.