Q2 2015 13F Holders as of 6/30/2015
-
Type / Class
-
Equity / US DIVIDEND EQ
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Number of holders
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148
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Total shares
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13M
-
Shares change
-
-6.36M
-
Total reported value, excl. options
-
$500M
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Value change
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-$244M
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Put/Call ratio
-
0.49
-
Number of buys
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83
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Number of sells
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-58
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Price
-
$38.29
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q2 2015
149 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q2 2015.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 148 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13M shares
.
Largest 10 shareholders include Homrich & Berg (1.93M shares), WEALTHFRONT INC (1.38M shares), ASSET ADVISORS CORP (1.27M shares), CURIAN CAPITAL LLC (775K shares), Sharkey, Howes & Javer (684K shares), Summit Asset Management, LLC (456K shares), Madison Investment Holdings Inc (418K shares), LADENBURG THALMANN FINANCIAL SERVICES INC (410K shares), WELLS FARGO & COMPANY/MN (339K shares), and Charles Schwab Investment Advisory, Inc. (289K shares).
This table shows the top 148 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.