Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
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1565
-
Total shares
-
257M
-
Shares change
-
-2.04M
-
Total reported value, excl. options
-
$21.8B
-
Value change
-
-$100M
-
Put/Call ratio
-
0.59
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Number of buys
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892
-
Number of sells
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-539
-
Price
-
$84.53
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q3 2024
filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q3 2024.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 1,565 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 257M shares
.
Largest 10 shareholders include LPL Financial LLC (11.5M shares), MORGAN STANLEY (9.23M shares), SUMITOMO LIFE INSURANCE CO (8.94M shares), AVANTAX ADVISORY SERVICES, INC. (8.5M shares), BANK OF AMERICA CORP /DE/ (7.41M shares), ENVESTNET ASSET MANAGEMENT INC (6.36M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (5.91M shares), Raymond James Financial Services Advisors, Inc. (5.89M shares), AMERIPRISE FINANCIAL INC (5.77M shares), and UBS Group AG (5.14M shares).
This table shows the top 1565 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.