Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
632
-
Total shares
-
74.3M
-
Shares change
-
+7.09M
-
Total reported value, excl. options
-
$3.35B
-
Value change
-
+$305M
-
Put/Call ratio
-
1.7
-
Number of buys
-
337
-
Number of sells
-
-299
-
Price
-
$44.98
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q1 2020
631 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q1 2020.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 632 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 74.3M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (11M shares), Wealthfront Advisers LLC (8.14M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (3.78M shares), UBS Group AG (2.6M shares), LPL Financial LLC (1.57M shares), Asset Advisors Investment Management, LLC (1.52M shares), ENVESTNET ASSET MANAGEMENT INC (1.51M shares), ALLIANCEBERNSTEIN L.P. (1.47M shares), BANK OF AMERICA CORP /DE/ (1.45M shares), and JBJ Investment Partners, LLC (1.41M shares).
This table shows the top 632 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.