Q4 2018 13F Holders as of 31 Dec 2018
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Total 13F shares
-
1,849,964
-
Share change
-
+219,735
-
Total reported value
-
$62,198,798
-
Price per share
-
$33.48
-
Number of holders
-
56
-
Value change
-
+$7,114,326
-
Number of buys
-
28
-
Number of sells
-
18
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q4 2018
As of 31 Dec 2018,
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by
56 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,849,964 shares.
The largest 10 holders included
Opes Advisors Inc, HHM Wealth Advisors, LLC, HighTower Advisors, LLC, Callan Capital, LLC, Chevy Chase Trust Holdings, Inc., Leonard Rickey Investment Advisors P.L.L.C., YOUNGS ADVISORY GROUP, INC., Retirement Planning Group, Vigilant Capital Management, LLC, and FormulaFolio Investments, LLC.
This page lists
56
institutional shareholders reporting positions in this security
for the Q4 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.