Q3 2022 13F Holders as of 30 Sep 2022
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Total 13F shares
-
2,491,802
-
Share change
-
-7,233
-
Total reported value
-
$117,440,000
-
Price per share
-
$47.12
-
Number of holders
-
85
-
Value change
-
-$463,640
-
Number of buys
-
37
-
Number of sells
-
34
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q3 2022
As of 30 Sep 2022,
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by
85 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,491,802 shares.
The largest 10 holders included
Callan Capital, LLC, AMERIPRISE FINANCIAL INC, HighTower Advisors, LLC, ROYAL BANK OF CANADA, Opes Wealth Management LLC, Raymond James Financial Services Advisors, Inc., Guardian Financial Partners, LLC, Cambridge Investment Research Advisors, Inc., CVA Family Office, LLC, and TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV.
This page lists
85
institutional shareholders reporting positions in this security
for the Q3 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.