Q2 2018 13F Holders as of 30 Jun 2018
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Total 13F shares
-
1,246,292
-
Share change
-
-767,202
-
Total reported value
-
$46,601,403
-
Price per share
-
$37.39
-
Number of holders
-
44
-
Value change
-
-$28,570,818
-
Number of buys
-
15
-
Number of sells
-
20
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q2 2018
As of 30 Jun 2018,
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by
44 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,246,292 shares.
The largest 10 holders included
Opes Advisors Inc, HighTower Advisors, LLC, Callan Capital, LLC, Leonard Rickey Investment Advisors P.L.L.C., YOUNGS ADVISORY GROUP, INC., Retirement Planning Group, Vigilant Capital Management, LLC, FormulaFolio Investments, LLC, SFMG, LLC, and BRONFMAN E.L. ROTHSCHILD, L.P..
This page lists
44
institutional shareholders reporting positions in this security
for the Q2 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.