Q4 2017 13F Holders as of 12/31/2017
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
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389
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Total shares
-
38.3M
-
Shares change
-
+3.66M
-
Total reported value, excl. options
-
$1.96B
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Value change
-
+$190M
-
Put/Call ratio
-
0.52
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Number of buys
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182
-
Number of sells
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-105
-
Price
-
$51.17
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q4 2017
388 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q4 2017.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 389 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 38.3M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (7.55M shares), WEALTHFRONT Corp (4.56M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (1.93M shares), ASSET ADVISORS CORP (1.44M shares), UBS Group AG (939K shares), QS Investors, LLC (834K shares), MADISON INVESTMENT HOLDINGS INC (775K shares), Raymond James Financial Services Advisors, Inc. (747K shares), BANK OF AMERICA CORP /DE/ (713K shares), and White Mountains Advisors LLC (584K shares).
This table shows the top 389 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.