Q4 2014 13F Holders as of 12/31/2014
-
Type / Class
-
Equity / US DIVIDEND EQ
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Number of holders
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142
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Total shares
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16.2M
-
Shares change
-
+5.66M
-
Total reported value, excl. options
-
$3.28M
-
Value change
-
-$314K
-
Put/Call ratio
-
2.95
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Number of buys
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93
-
Number of sells
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-23
-
Price
-
$0.04
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q4 2014
144 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q4 2014.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 142 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16.2M shares
.
Largest 10 shareholders include MANAGED ACCOUNT ADVISORS LLC (3.26M shares), Homrich & Berg (1.69M shares), ASSET ADVISORS CORP (1.22M shares), WEALTHFRONT INC (974K shares), MADISON INVESTMENT HOLDINGS INC (905K shares), CURIAN CAPITAL LLC (874K shares), Summit Asset Management, LLC (588K shares), Bank of New York Mellon Corp (460K shares), ENVESTNET ASSET MANAGEMENT INC (450K shares), and Gratus Capital LLC (362K shares).
This table shows the top 142 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.