Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Total 13F shares
-
2,529,598
-
Share change
-
-264,487
-
Total reported value
-
$143,461,705
-
Price per share
-
$56.74
-
Number of holders
-
107
-
Value change
-
-$14,715,972
-
Number of buys
-
37
-
Number of sells
-
43
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q2 2023
As of 30 Jun 2023,
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by
107 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,529,598 shares.
The largest 10 holders included
Callan Capital, LLC, HighTower Advisors, LLC, Sound Stewardship, LLC, Opes Wealth Management LLC, Cambridge Investment Research Advisors, Inc., UBS Group AG, CVA Family Office, LLC, Leonard Rickey Investment Advisors P.L.L.C., MORGAN STANLEY, and TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV.
This page lists
108
institutional shareholders reporting positions in this security
for the Q2 2023 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.