Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
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1350
-
Total shares
-
270M
-
Shares change
-
+7.01M
-
Total reported value, excl. options
-
$19.1B
-
Value change
-
+$495M
-
Put/Call ratio
-
0.61
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Number of buys
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735
-
Number of sells
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-534
-
Price
-
$70.76
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q3 2023
1,349 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q3 2023.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 1,350 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 270M shares
.
Largest 10 shareholders include LPL Financial LLC (11.3M shares), Charles Schwab Investment Advisory, Inc. (9.64M shares), BANK OF AMERICA CORP /DE/ (9.22M shares), MORGAN STANLEY (8.14M shares), Wealthfront Advisers LLC (7.78M shares), AMERIPRISE FINANCIAL INC (7.74M shares), AVANTAX ADVISORY SERVICES, INC. (7.46M shares), Strategic Investment Solutions, Inc. /IL (7.38M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (7.19M shares), and ENVESTNET ASSET MANAGEMENT INC (5.78M shares).
This table shows the top 1350 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.