Q1 2014 13F Holders as of 3/31/2014
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Type / Class
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Equity / US DIVIDEND EQ
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Number of holders
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98
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Total shares
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7.37M
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Shares change
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+268K
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Total reported value, excl. options
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$272M
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Value change
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+$9.91M
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Number of buys
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58
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Number of sells
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-28
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Price
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$36.85
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q1 2014
98 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q1 2014.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 98 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7.37M shares
.
Largest 10 shareholders include Homrich & Berg (1.48M shares), ASSET ADVISORS CORP (1.17M shares), Summit Asset Management, LLC (581K shares), GOLDMAN SACHS GROUP INC (507K shares), FRONTIER INVESTMENT MGMT CO (390K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (238K shares), Brouwer & Janachowski, LLC (235K shares), ATRIA INVESTMENTS LLC (218K shares), Taylor, Cottrill, Erickson & Associates, Inc. (164K shares), and Apriem Advisors (141K shares).
This table shows the top 98 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.