Q4 2019 13F Holders as of 12/31/2019
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
653
-
Total shares
-
67.9M
-
Shares change
-
+5.12M
-
Total reported value, excl. options
-
$3.93B
-
Value change
-
+$297M
-
Put/Call ratio
-
0.88
-
Number of buys
-
329
-
Number of sells
-
-178
-
Price
-
$57.92
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q4 2019
652 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q4 2019.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 653 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 67.9M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (10.4M shares), Wealthfront Advisers LLC (6.37M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (3.68M shares), UBS Group AG (2.7M shares), JBJ Investment Partners, LLC (1.66M shares), Asset Advisors Investment Management, LLC (1.56M shares), ALLIANCEBERNSTEIN L.P. (1.45M shares), LPL Financial LLC (1.45M shares), ENVESTNET ASSET MANAGEMENT INC (1.4M shares), and BANK OF AMERICA CORP /DE/ (1.36M shares).
This table shows the top 653 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.