Q3 2019 13F Holders as of 9/30/2019
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
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541
-
Total shares
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60.5M
-
Shares change
-
+3.24M
-
Total reported value, excl. options
-
$3.31B
-
Value change
-
+$178M
-
Put/Call ratio
-
0.52
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Number of buys
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303
-
Number of sells
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-169
-
Price
-
$54.78
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q3 2019
541 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q3 2019.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 541 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 60.5M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (9.63M shares), Wealthfront Advisers LLC (6.07M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (3.66M shares), UBS Group AG (2.63M shares), JBJ Investment Partners, LLC (1.7M shares), Asset Advisors Investment Management, LLC (1.55M shares), ALLIANCEBERNSTEIN L.P. (1.46M shares), ENVESTNET ASSET MANAGEMENT INC (1.33M shares), LPL Financial LLC (1.25M shares), and BANK OF AMERICA CORP /DE/ (911K shares).
This table shows the top 541 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.