Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
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1282
-
Total shares
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243M
-
Shares change
-
+30.6M
-
Total reported value, excl. options
-
$18.4B
-
Value change
-
+$2.32B
-
Put/Call ratio
-
0.5
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Number of buys
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801
-
Number of sells
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-312
-
Price
-
$75.54
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q4 2022
1,280 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q4 2022.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 1,282 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 243M shares
.
Largest 10 shareholders include Wealthfront Advisers LLC (11.4M shares), Charles Schwab Investment Advisory, Inc. (9.3M shares), LPL Financial LLC (9M shares), AMERIPRISE FINANCIAL INC (8.58M shares), MORGAN STANLEY (7.74M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (7.61M shares), BANK OF AMERICA CORP /DE/ (7.18M shares), AVANTAX ADVISORY SERVICES, INC. (6.51M shares), Wealthspire Advisors, LLC (5.96M shares), and JPMORGAN CHASE & CO (5.27M shares).
This table shows the top 1282 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.