Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
1755
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Total 13F shares, excl. options
-
823M
-
Shares change
-
+527M
-
Total reported value, excl. options
-
$22.5B
-
Value change
-
+$14.2B
-
Put/Call ratio
-
0.56
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Number of buys
-
1530
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Number of sells
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-94
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Price
-
$27.32
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q4 2024
1,846 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q4 2024.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 1,755 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 823M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (49.6M shares), LPL Financial LLC (36.3M shares), MORGAN STANLEY (28.5M shares), SUMITOMO LIFE INSURANCE CO (26.8M shares), AVANTAX ADVISORY SERVICES, INC. (26M shares), RAYMOND JAMES FINANCIAL INC (21.7M shares), ENVESTNET ASSET MANAGEMENT INC (19.6M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (18.2M shares), AMERIPRISE FINANCIAL INC (17.4M shares), and UBS Group AG (16M shares).
This table shows the top 1755 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.