Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Total 13F shares
-
3,835,279
-
Share change
-
+260,001
-
Total reported value
-
$253,865,517
-
Price per share
-
$66.26
-
Number of holders
-
133
-
Value change
-
+$17,529,665
-
Number of buys
-
57
-
Number of sells
-
42
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q1 2024
As of 31 Mar 2024,
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by
133 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,835,279 shares.
The largest 10 holders included
FINANCIAL CONSULATE, INC, Callan Capital, LLC, HighTower Advisors, LLC, Systelligence, LLC, Sound Stewardship, LLC, Opes Wealth Management LLC, Cambridge Investment Research Advisors, Inc., Brightwater Advisory LLC, Raymond James Financial Services Advisors, Inc., and MORGAN STANLEY.
This page lists
133
institutional shareholders reporting positions in this security
for the Q1 2024 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.