Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
1343
-
Total shares
-
248M
-
Shares change
-
+1.76M
-
Total reported value, excl. options
-
$18B
-
Value change
-
+$129M
-
Put/Call ratio
-
0.58
-
Number of buys
-
733
-
Number of sells
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-525
-
Price
-
$72.62
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q2 2023
1,343 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q2 2023.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 1,343 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 248M shares
.
Largest 10 shareholders include LPL Financial LLC (10.8M shares), Charles Schwab Investment Advisory, Inc. (9.7M shares), AMERIPRISE FINANCIAL INC (9.1M shares), Wealthfront Advisers LLC (8.09M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (8.02M shares), BANK OF AMERICA CORP /DE/ (7.37M shares), AVANTAX ADVISORY SERVICES, INC. (7.19M shares), Wealthspire Advisors, LLC (5.65M shares), ENVESTNET ASSET MANAGEMENT INC (5.63M shares), and Raymond James Financial Services Advisors, Inc. (5.09M shares).
This table shows the top 1343 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.