Q4 2020 13F Holders as of 12/31/2020
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
763
-
Total shares
-
90.3M
-
Shares change
-
+11.9M
-
Total reported value, excl. options
-
$5.79B
-
Value change
-
+$768M
-
Put/Call ratio
-
0.83
-
Number of buys
-
422
-
Number of sells
-
-222
-
Price
-
$64.14
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q4 2020
761 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q4 2020.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 763 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 90.3M shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (7.52M shares), Wealthfront Advisers LLC (6.53M shares), Avantax Planning Partners, Inc. (3.61M shares), Wealthspire Advisors, LLC (2.75M shares), Orgel Wealth Management, LLC (2.67M shares), AMERIPRISE FINANCIAL INC (2.61M shares), BANK OF AMERICA CORP /DE/ (2.56M shares), LPL Financial LLC (2.44M shares), MORGAN STANLEY (2.29M shares), and UBS Group AG (2.24M shares).
This table shows the top 763 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.