Q1 2016 13F Holders as of 3/31/2016
-
Type / Class
-
Equity / US DIVIDEND EQ
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Number of holders
-
193
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Total shares
-
16M
-
Shares change
-
-6.34M
-
Total reported value, excl. options
-
$641M
-
Value change
-
-$254M
-
Put/Call ratio
-
1.37
-
Number of buys
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112
-
Number of sells
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-68
-
Price
-
$40.09
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q1 2016
194 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q1 2016.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 193 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16M shares
.
Largest 10 shareholders include WEALTHFRONT INC (2.28M shares), ASSET ADVISORS CORP (1.35M shares), Charles Schwab Investment Advisory, Inc. (1.14M shares), Raymond James Financial Services Advisors, Inc. (602K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (586K shares), MADISON INVESTMENT HOLDINGS INC (540K shares), Spectrum Management Group, Inc. (533K shares), Homrich & Berg (521K shares), UBS Group AG (516K shares), and BANK OF AMERICA CORP /DE/ (495K shares).
This table shows the top 193 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.