Q2 2022 13F Holders as of 6/30/2022
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
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1144
-
Total shares
-
184M
-
Shares change
-
+21.2M
-
Total reported value, excl. options
-
$13.2B
-
Value change
-
+$1.51B
-
Put/Call ratio
-
0.58
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Number of buys
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714
-
Number of sells
-
-337
-
Price
-
$71.63
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q2 2022
1,132 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q2 2022.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 1,144 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 184M shares
.
Largest 10 shareholders include Wealthfront Advisers LLC (9.89M shares), Charles Schwab Investment Advisory, Inc. (8.97M shares), LPL Financial LLC (6.9M shares), JPMORGAN CHASE & CO (5.9M shares), MORGAN STANLEY (5.75M shares), Wealthspire Advisors, LLC (5.74M shares), BANK OF AMERICA CORP /DE/ (5.67M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (5.44M shares), AMERIPRISE FINANCIAL INC (5.32M shares), and AVANTAX ADVISORY SERVICES, INC. (4.32M shares).
This table shows the top 1144 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.