Q1 2022 13F Holders as of 3/31/2022
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
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1137
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Total shares
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158M
-
Shares change
-
+18.5M
-
Total reported value, excl. options
-
$12.5B
-
Value change
-
+$1.46B
-
Put/Call ratio
-
0.83
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Number of buys
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713
-
Number of sells
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-304
-
Price
-
$78.89
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q1 2022
1,137 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q1 2022.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 1,137 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 158M shares
.
Largest 10 shareholders include Wealthfront Advisers LLC (10.4M shares), Charles Schwab Investment Advisory, Inc. (8.93M shares), JPMORGAN CHASE & CO (6.11M shares), Wealthspire Advisors, LLC (5.5M shares), LPL Financial LLC (5.44M shares), MORGAN STANLEY (5.14M shares), BANK OF AMERICA CORP /DE/ (4.73M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (4.73M shares), ENVESTNET ASSET MANAGEMENT INC (4.15M shares), and AVANTAX ADVISORY SERVICES, INC. (4.13M shares).
This table shows the top 1137 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.