Q1 2019 13F Holders as of 31 Mar 2019
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Total 13F shares
-
1,739,798
-
Share change
-
-107,177
-
Total reported value
-
$65,436,491
-
Price per share
-
$37.60
-
Number of holders
-
54
-
Value change
-
-$3,884,861
-
Number of buys
-
24
-
Number of sells
-
27
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q1 2019
As of 31 Mar 2019,
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by
54 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,739,798 shares.
The largest 10 holders included
Opes Wealth Management LLC, HHM Wealth Advisors, LLC, HighTower Advisors, LLC, Chevy Chase Trust Holdings, Inc., Leonard Rickey Investment Advisors P.L.L.C., Callan Capital, LLC, Vigilant Capital Management, LLC, Retirement Planning Group, CITADEL ADVISORS LLC, and YOUNGS ADVISORY GROUP, INC..
This page lists
54
institutional shareholders reporting positions in this security
for the Q1 2019 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.