Q1 2024 13F Holders as of 3/31/2024
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Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
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1552
-
Total shares
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265M
-
Shares change
-
-6.61M
-
Total reported value, excl. options
-
$21.3B
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Value change
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-$533M
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Put/Call ratio
-
0.35
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Number of buys
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844
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Number of sells
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-603
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Price
-
$80.63
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q1 2024
5 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q1 2024.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 1,552 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 265M shares
.
Largest 10 shareholders include LPL Financial LLC (10.8M shares), Charles Schwab Investment Advisory, Inc. (9.72M shares), MORGAN STANLEY (9.15M shares), AVANTAX ADVISORY SERVICES, INC. (7.78M shares), BANK OF AMERICA CORP /DE/ (7.2M shares), AMERIPRISE FINANCIAL INC (6.68M shares), SUMITOMO LIFE INSURANCE CO (6.32M shares), ENVESTNET ASSET MANAGEMENT INC (6.1M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (6.09M shares), and Raymond James Financial Services Advisors, Inc. (5.71M shares).
This table shows the top 1552 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.