Q3 2017 13F Holders as of 9/30/2017
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
300
-
Total shares
-
32.6M
-
Shares change
-
+2.71M
-
Total reported value, excl. options
-
$1.53B
-
Value change
-
+$127M
-
Put/Call ratio
-
0.41
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Number of buys
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171
-
Number of sells
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-102
-
Price
-
$46.80
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q3 2017
301 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q3 2017.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 300 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 32.6M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (6.98M shares), WEALTHFRONT Corp (4.51M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (2.25M shares), ASSET ADVISORS CORP (1.43M shares), UBS Group AG (812K shares), Raymond James Financial Services Advisors, Inc. (735K shares), BANK OF AMERICA CORP /DE/ (613K shares), MADISON INVESTMENT HOLDINGS INC (561K shares), OPUS INVESTMENT MANAGEMENT INC (472K shares), and WELLS FARGO & COMPANY/MN (455K shares).
This table shows the top 300 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.