Q1 2023 13F Holders as of 3/31/2023
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
1304
-
Total shares
-
243M
-
Shares change
-
+6.12M
-
Total reported value, excl. options
-
$17.8B
-
Value change
-
+$445M
-
Put/Call ratio
-
0.53
-
Number of buys
-
759
-
Number of sells
-
-445
-
Price
-
$73.16
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q1 2023
1,304 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q1 2023.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 1,304 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 LPL Financial LLC (10.1M shares), AMERIPRISE FINANCIAL INC (9.81M shares), Charles Schwab Investment Advisory, Inc. (9.59M shares), Wealthfront Advisers LLC (8.71M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (8.11M shares), BANK OF AMERICA CORP /DE/ (7.76M shares), AVANTAX ADVISORY SERVICES, INC. (6.99M shares), Wealthspire Advisors, LLC (6.04M shares), ENVESTNET ASSET MANAGEMENT INC (5.29M shares), and UBS Group AG (4.84M shares).
This table shows the top 1304 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.