Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / FUNDAMENTAL US B
-
Total 13F shares
-
11,882,073
-
Share change
-
+989,316
-
Total reported value
-
$284,953,065
-
Price per share
-
$23.98
-
Number of holders
-
153
-
Value change
-
+$24,314,303
-
Number of buys
-
65
-
Number of sells
-
50
Institutional Holders of SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) as of Q2 2025
As of 30 Jun 2025,
SCHWAB STRATEGIC TR - FUNDAMENTAL US B (FNDB) was held by
153 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,882,073 shares.
The largest 10 holders included
FINANCIAL CONSULATE, INC, AlphaCore Capital LLC, Opes Wealth Management LLC, HighTower Advisors, LLC, Cambridge Investment Research Advisors, Inc., Sound Stewardship, LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, Brightwater Advisory LLC, and RAYMOND JAMES FINANCIAL INC.
This page lists
154
institutional shareholders reporting positions in this security
for the Q2 2025 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.