Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
33
-
Total 13F shares, excl. options
-
1.63M
-
Shares change
-
+30.1K
-
Total reported value, excl. options
-
$123M
-
Value change
-
+$2.25M
-
Number of buys
-
12
-
Number of sells
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-9
-
Price
-
$76.13
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q4 2023
33 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q4 2023.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.63M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (13.6M shares), LPL Financial LLC (11.5M shares), Charles Schwab Investment Advisory, Inc. (9.68M shares), MORGAN STANLEY (8.28M shares), AMERIPRISE FINANCIAL INC (7.89M shares), AVANTAX ADVISORY SERVICES, INC. (7.48M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (6.61M shares), ENVESTNET ASSET MANAGEMENT INC (5.74M shares), Wealthfront Advisers LLC (5.28M shares), and Wealthspire Advisors, LLC (5.2M shares).
This table shows the top 33 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.