Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / US DIVIDEND EQ
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Number of holders
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1271
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Total shares
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514M
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Shares change
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+12.5M
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Total reported value, excl. options
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$14.4B
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Value change
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+$349M
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Number of buys
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697
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Number of sells
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-471
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Price
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$27.96
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q1 2025
1,328 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q1 2025.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 1,271 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 514M shares
.
Largest 10 shareholders include LPL Financial LLC (38.8M shares), Wealthspire Advisors, LLC (29.6M shares), AVANTAX ADVISORY SERVICES, INC. (27.6M shares), SUMITOMO LIFE INSURANCE CO (18.6M shares), ENVESTNET ASSET MANAGEMENT INC (18.1M shares), Wealthfront Advisers LLC (13.9M shares), COMMONWEALTH EQUITY SERVICES, LLC (13.5M shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (11.7M shares), Orgel Wealth Management, LLC (11.5M shares), and Avantax Planning Partners, Inc. (9.63M shares).
This table shows the top 1271 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.