Q3 2018 13F Holders as of 30 Sep 2018
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Total 13F shares
-
1,358,900
-
Share change
-
+110,551
-
Total reported value
-
$53,640,286
-
Price per share
-
$39.53
-
Number of holders
-
50
-
Value change
-
+$4,399,587
-
Number of buys
-
21
-
Number of sells
-
17
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q3 2018
As of 30 Sep 2018,
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by
50 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,358,900 shares.
The largest 10 holders included
Opes Advisors Inc, Callan Capital, LLC, HighTower Advisors, LLC, Leonard Rickey Investment Advisors P.L.L.C., YOUNGS ADVISORY GROUP, INC., Vigilant Capital Management, LLC, Retirement Planning Group, FormulaFolio Investments, LLC, SFMG, LLC, and BRONFMAN E.L. ROTHSCHILD, L.P..
This page lists
50
institutional shareholders reporting positions in this security
for the Q3 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.