Q2 2016 13F Holders as of 6/30/2016
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
221
-
Total shares
-
20M
-
Shares change
-
+3.69M
-
Total reported value, excl. options
-
$831M
-
Value change
-
+$154M
-
Put/Call ratio
-
0.28
-
Number of buys
-
139
-
Number of sells
-
-61
-
Price
-
$41.44
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q2 2016
222 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q2 2016.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 221 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 20M shares
.
Largest 10 shareholders include WEALTHFRONT Corp (2.78M shares), Charles Schwab Investment Advisory, Inc. (1.86M shares), ASSET ADVISORS CORP (1.37M shares), BANK OF AMERICA CORP /DE/ (828K shares), Apriem Advisors (720K shares), Raymond James Financial Services Advisors, Inc. (665K shares), UBS Group AG (565K shares), HENGEHOLD CAPITAL MANAGEMENT LLC (549K shares), MADISON INVESTMENT HOLDINGS INC (546K shares), and Spectrum Management Group, Inc. (544K shares).
This table shows the top 221 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.