Q1 2017 13F Holders as of 3/31/2017
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
266
-
Total shares
-
28.4M
-
Shares change
-
+806K
-
Total reported value, excl. options
-
$1.27B
-
Value change
-
+$37.2M
-
Put/Call ratio
-
0.38
-
Number of buys
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157
-
Number of sells
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-95
-
Price
-
$44.58
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q1 2017
267 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q1 2017.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 266 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28.4M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (4.72M shares), WEALTHFRONT Corp (3.4M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (2.3M shares), ASSET ADVISORS CORP (1.44M shares), UBS Group AG (768K shares), MADISON INVESTMENT HOLDINGS INC (685K shares), BANK OF AMERICA CORP /DE/ (667K shares), Raymond James Financial Services Advisors, Inc. (651K shares), Spectrum Management Group, Inc. (578K shares), and Homrich & Berg (452K shares).
This table shows the top 266 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.