Q1 2015 13F Holders as of 3/31/2015
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
150
-
Total shares
-
19.7M
-
Shares change
-
+2.89M
-
Total reported value, excl. options
-
$776M
-
Value change
-
+$118M
-
Put/Call ratio
-
1.51
-
Number of buys
-
97
-
Number of sells
-
-47
-
Price
-
$39.41
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q1 2015
151 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q1 2015.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 150 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 19.7M shares
.
Largest 10 shareholders include MANAGED ACCOUNT ADVISORS LLC (6.73M shares), Homrich & Berg (1.83M shares), ASSET ADVISORS CORP (1.24M shares), WEALTHFRONT INC (1.09M shares), Sharkey, Howes & Javer (687K shares), CURIAN CAPITAL LLC (665K shares), Summit Asset Management, LLC (554K shares), MADISON INVESTMENT HOLDINGS INC (418K shares), Bank of New York Mellon Corp (348K shares), and LADENBURG THALMANN FINANCIAL SERVICES INC (346K shares).
This table shows the top 150 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.