Q3 2014 13F Holders as of 9/30/2014
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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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108
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Total shares
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9.69M
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Shares change
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+1.16M
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Total reported value, excl. options
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$371M
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Value change
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+$44.7M
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Number of buys
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69
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Number of sells
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-31
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Price
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$38.56
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q3 2014
108 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q3 2014.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 108 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.69M shares
.
Largest 10 shareholders include Homrich & Berg (1.66M shares), ASSET ADVISORS CORP (1.22M shares), CURIAN CAPITAL LLC (750K shares), Madison Investment Holdings Inc (651K shares), Summit Asset Management, LLC (588K shares), ENVESTNET ASSET MANAGEMENT INC (382K shares), Bank of New York Mellon Corp (370K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (289K shares), Brouwer & Janachowski, LLC (251K shares), and FRONTIER INVESTMENT MGMT CO (233K shares).
This table shows the top 108 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.