Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Total 13F shares
-
1,701,982
-
Share change
-
+87,342
-
Total reported value
-
$92,861,000
-
Price per share
-
$54.38
-
Number of holders
-
88
-
Value change
-
+$4,763,400
-
Number of buys
-
33
-
Number of sells
-
30
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q2 2021
As of 30 Jun 2021,
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by
88 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,701,982 shares.
The largest 10 holders included
AMERIPRISE FINANCIAL INC, HighTower Advisors, LLC, Opes Wealth Management LLC, ROYAL BANK OF CANADA, TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV, Leonard Rickey Investment Advisors P.L.L.C., Callan Capital, LLC, Covenant Multifamily Offices, LLC, HHM Wealth Advisors, LLC, and UBS Group AG.
This page lists
88
institutional shareholders reporting positions in this security
for the Q2 2021 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.