Q1 2019 13F Holders as of 3/31/2019
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
514
-
Total shares
-
55.2M
-
Shares change
-
+4.23M
-
Total reported value, excl. options
-
$2.89B
-
Value change
-
+$225M
-
Put/Call ratio
-
0.44
-
Number of buys
-
264
-
Number of sells
-
-190
-
Price
-
$52.28
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q1 2019
512 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q1 2019.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 514 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 55.2M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (8.31M shares), Wealthfront Advisers LLC (5.96M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (3.4M shares), UBS Group AG (2.4M shares), JBJ Investment Partners, LLC (1.44M shares), Asset Advisors Investment Management, LLC (1.4M shares), ENVESTNET ASSET MANAGEMENT INC (1.28M shares), MADISON INVESTMENT HOLDINGS INC (964K shares), LPL Financial LLC (944K shares), and ALLIANCEBERNSTEIN L.P. (851K shares).
This table shows the top 514 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.