Q2 2021 13F Holders as of 6/30/2021
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
892
-
Total shares
-
135M
-
Shares change
-
+27.8M
-
Total reported value, excl. options
-
$10.2B
-
Value change
-
+$2.1B
-
Put/Call ratio
-
1.21
-
Number of buys
-
574
-
Number of sells
-
-234
-
Price
-
$75.62
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q2 2021
894 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q2 2021.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 892 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 135M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (18.6M shares), Wealthfront Advisers LLC (9.02M shares), Charles Schwab Investment Advisory, Inc. (8.08M shares), JPMORGAN CHASE & CO (4.75M shares), Wealthspire Advisors, LLC (4.16M shares), AMERIPRISE FINANCIAL INC (3.66M shares), LPL Financial LLC (3.57M shares), ENVESTNET ASSET MANAGEMENT INC (3.08M shares), Orgel Wealth Management, LLC (3.05M shares), and MORGAN STANLEY (3.05M shares).
This table shows the top 892 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.