Q4 2016 13F Holders as of 12/31/2016
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
260
-
Total shares
-
27.6M
-
Shares change
-
-3.27M
-
Total reported value, excl. options
-
$1.2B
-
Value change
-
-$142M
-
Put/Call ratio
-
0.08
-
Number of buys
-
147
-
Number of sells
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-70
-
Price
-
$43.57
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q4 2016
261 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q4 2016.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 260 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 27.6M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (3.54M shares), WEALTHFRONT Corp (3.1M shares), HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV (2.81M shares), ASSET ADVISORS CORP (1.41M shares), BANK OF AMERICA CORP /DE/ (869K shares), QS Investors, LLC (840K shares), Raymond James Financial Services Advisors, Inc. (744K shares), UBS Group AG (728K shares), MADISON INVESTMENT HOLDINGS INC (667K shares), and Spectrum Management Group, Inc. (577K shares).
This table shows the top 260 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.