Q1 2022 13F Holders as of 31 Mar 2022
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Total 13F shares
-
2,274,510
-
Share change
-
+324,708
-
Total reported value
-
$131,111,394
-
Price per share
-
$57.75
-
Number of holders
-
94
-
Value change
-
+$18,674,627
-
Number of buys
-
45
-
Number of sells
-
21
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q1 2022
As of 31 Mar 2022,
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by
94 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,274,510 shares.
The largest 10 holders included
AMERIPRISE FINANCIAL INC, HighTower Advisors, LLC, ROYAL BANK OF CANADA, Opes Wealth Management LLC, Guardian Financial Partners, LLC, Trek Financial, LLC, Raymond James Financial Services Advisors, Inc., UBS Group AG, TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV, and Leonard Rickey Investment Advisors P.L.L.C..
This page lists
94
institutional shareholders reporting positions in this security
for the Q1 2022 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.