Q4 2021 13F Holders as of 12/31/2021
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
1091
-
Total shares
-
147M
-
Shares change
-
-8.53M
-
Total reported value, excl. options
-
$11.8B
-
Value change
-
-$688M
-
Put/Call ratio
-
0.63
-
Number of buys
-
592
-
Number of sells
-
-277
-
Price
-
$80.83
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q4 2021
1,093 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q4 2021.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 1,091 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 147M shares
.
Largest 10 shareholders include Wealthfront Advisers LLC (11M shares), Charles Schwab Investment Advisory, Inc. (8.61M shares), JPMORGAN CHASE & CO (6.23M shares), Wealthspire Advisors, LLC (5.13M shares), LPL Financial LLC (4.77M shares), AMERIPRISE FINANCIAL INC (4.26M shares), MORGAN STANLEY (4.05M shares), AVANTAX ADVISORY SERVICES, INC. (3.88M shares), BANK OF AMERICA CORP /DE/ (3.83M shares), and NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (3.52M shares).
This table shows the top 1091 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.