Q1 2018 13F Holders as of 3/31/2018
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
401
-
Total shares
-
39.2M
-
Shares change
-
+1.93M
-
Total reported value, excl. options
-
$1.92B
-
Value change
-
+$92.8M
-
Put/Call ratio
-
0.53
-
Number of buys
-
222
-
Number of sells
-
-150
-
Price
-
$49.03
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q1 2018
403 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q1 2018.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 401 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 39.2M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (7.88M shares), WEALTHFRONT Corp (5.57M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (2M shares), ASSET ADVISORS CORP (1.43M shares), UBS Group AG (1.09M shares), Raymond James Financial Services Advisors, Inc. (761K shares), BANK OF AMERICA CORP /DE/ (752K shares), LADENBURG THALMANN FINANCIAL SERVICES INC. (703K shares), WELLS FARGO & COMPANY/MN (603K shares), and MADISON INVESTMENT HOLDINGS INC (591K shares).
This table shows the top 401 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.