Q4 2015 13F Holders as of 12/31/2015
-
Type / Class
-
Equity / US DIVIDEND EQ
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Number of holders
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183
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Total shares
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14.6M
-
Shares change
-
+1.45M
-
Total reported value, excl. options
-
$562M
-
Value change
-
+$56.6M
-
Put/Call ratio
-
1.05
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Number of buys
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96
-
Number of sells
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-56
-
Price
-
$38.56
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q4 2015
184 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q4 2015.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 183 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 14.6M shares
.
Largest 10 shareholders include WEALTHFRONT INC (1.59M shares), ASSET ADVISORS CORP (1.31M shares), Homrich & Berg (1.23M shares), Charles Schwab Investment Advisory, Inc. (710K shares), QS Investors, LLC (621K shares), Raymond James Financial Services Advisors, Inc. (604K shares), MADISON INVESTMENT HOLDINGS INC (479K shares), UBS Group AG (474K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (442K shares), and Summit Asset Management, LLC (440K shares).
This table shows the top 183 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.