Q3 2022 13F Holders as of 9/30/2022
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
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1130
-
Total shares
-
204M
-
Shares change
-
+21.2M
-
Total reported value, excl. options
-
$13.6B
-
Value change
-
+$1.4B
-
Put/Call ratio
-
0.47
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Number of buys
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697
-
Number of sells
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-376
-
Price
-
$66.43
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q3 2022
1,126 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q3 2022.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 1,130 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 204M shares
.
Largest 10 shareholders include Wealthfront Advisers LLC (10.8M shares), Charles Schwab Investment Advisory, Inc. (9.21M shares), LPL Financial LLC (7.65M shares), BANK OF AMERICA CORP /DE/ (6.93M shares), MORGAN STANLEY (6.83M shares), AMERIPRISE FINANCIAL INC (6.47M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (6.45M shares), Wealthspire Advisors, LLC (5.78M shares), JPMORGAN CHASE & CO (5.13M shares), and ENVESTNET ASSET MANAGEMENT INC (4.51M shares).
This table shows the top 1130 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.