Q1 2017 13F Holders as of 31 Mar 2017
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Total 13F shares
-
2,940,997
-
Share change
-
+302,070
-
Total reported value
-
$98,876,889
-
Price per share
-
$33.71
-
Number of holders
-
38
-
Value change
-
+$10,232,012
-
Number of buys
-
19
-
Number of sells
-
12
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q1 2017
As of 31 Mar 2017,
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by
38 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,940,997 shares.
The largest 10 holders included
SFMG, LLC, Retirement Planning Group, Chevy Chase Trust Holdings, Inc., HighTower Advisors, LLC, YOUNGS ADVISORY GROUP, INC., Opes Advisors Inc, MILLIE CAPITAL MANAGEMENT, LLC, AMERIPRISE FINANCIAL INC, Callan Capital, LLC, and Vigilant Capital Management, LLC.
This page lists
38
institutional shareholders reporting positions in this security
for the Q1 2017 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.