Q1 2021 13F Holders as of 3/31/2021
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
845
-
Total shares
-
107M
-
Shares change
-
+15.9M
-
Total reported value, excl. options
-
$7.83B
-
Value change
-
+$1.17B
-
Put/Call ratio
-
1.11
-
Number of buys
-
525
-
Number of sells
-
-237
-
Price
-
$72.92
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q1 2021
843 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q1 2021.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 845 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 107M shares
.
Largest 10 shareholders include Wealthfront Advisers LLC (8.11M shares), Charles Schwab Investment Advisory, Inc. (7.89M shares), JPMORGAN CHASE & CO (4.47M shares), Wealthspire Advisors, LLC (4.37M shares), AMERIPRISE FINANCIAL INC (3.35M shares), BANK OF AMERICA CORP /DE/ (3.02M shares), LPL Financial LLC (2.93M shares), Orgel Wealth Management, LLC (2.87M shares), ENVESTNET ASSET MANAGEMENT INC (2.78M shares), and Avantax Planning Partners, Inc. (2.73M shares).
This table shows the top 845 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.