Q2 2017 13F Holders as of 6/30/2017
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
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285
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Total shares
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29.8M
-
Shares change
-
+1.38M
-
Total reported value, excl. options
-
$1.35B
-
Value change
-
+$62.3M
-
Put/Call ratio
-
0.62
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Number of buys
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166
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Number of sells
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-96
-
Price
-
$45.10
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q2 2017
287 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q2 2017.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 285 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 29.8M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (5.9M shares), WEALTHFRONT Corp (3.84M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (2.21M shares), ASSET ADVISORS CORP (1.43M shares), UBS Group AG (824K shares), Raymond James Financial Services Advisors, Inc. (691K shares), BANK OF AMERICA CORP /DE/ (608K shares), MADISON INVESTMENT HOLDINGS INC (588K shares), OPUS INVESTMENT MANAGEMENT INC (580K shares), and Spectrum Management Group, Inc. (541K shares).
This table shows the top 285 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.