Q1 2018 13F Holders as of 31 Mar 2018
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Total 13F shares
-
2,013,494
-
Share change
-
-1,026,345
-
Total reported value
-
$72,915,919
-
Price per share
-
$36.21
-
Number of holders
-
43
-
Value change
-
-$37,183,769
-
Number of buys
-
16
-
Number of sells
-
19
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q1 2018
As of 31 Mar 2018,
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,013,494 shares.
The largest 10 holders included
Retirement Planning Group, Opes Advisors Inc, HighTower Advisors, LLC, Chevy Chase Trust Holdings, Inc., Callan Capital, LLC, Leonard Rickey Investment Advisors P.L.L.C., YOUNGS ADVISORY GROUP, INC., Raymond James Financial Services Advisors, Inc., Vigilant Capital Management, LLC, and SUSQUEHANNA INTERNATIONAL GROUP, LLP.
This page lists
43
institutional shareholders reporting positions in this security
for the Q1 2018 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.