Q3 2020 13F Holders as of 9/30/2020
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
665
-
Total shares
-
77.2M
-
Shares change
-
+5.92M
-
Total reported value, excl. options
-
$4.28B
-
Value change
-
+$336M
-
Put/Call ratio
-
0.84
-
Number of buys
-
361
-
Number of sells
-
-243
-
Price
-
$55.30
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q3 2020
663 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q3 2020.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 665 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 77.2M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (7.75M shares), Wealthfront Advisers LLC (6.13M shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (3.83M shares), UBS Group AG (2.99M shares), Orgel Wealth Management, LLC (2.17M shares), BANK OF AMERICA CORP /DE/ (2.17M shares), AMERIPRISE FINANCIAL INC (2.05M shares), MORGAN STANLEY (2.03M shares), LPL Financial LLC (1.89M shares), and Wealthspire Advisors, L.P. (1.61M shares).
This table shows the top 665 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.