Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
1779
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Total 13F shares, excl. options
-
866M
-
Shares change
-
+34.4M
-
Total reported value, excl. options
-
$24.2B
-
Value change
-
+$947M
-
Put/Call ratio
-
0.45
-
Number of buys
-
987
-
Number of sells
-
-667
-
Price
-
$27.96
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q1 2025
1,881 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q1 2025.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 1,779 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 866M shares
.
Largest 10 shareholders include LPL Financial LLC (38.8M shares), Rakuten Investment Management, Inc. (33M shares), BANK OF AMERICA CORP /DE/ (32.2M shares), Wealthspire Advisors, LLC (29.6M shares), MORGAN STANLEY (29.4M shares), AVANTAX ADVISORY SERVICES, INC. (27.6M shares), RAYMOND JAMES FINANCIAL INC (21.2M shares), SUMITOMO LIFE INSURANCE CO (18.6M shares), ENVESTNET ASSET MANAGEMENT INC (18.1M shares), and NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (17.8M shares).
This table shows the top 1779 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.