Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
1778
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Total 13F shares, excl. options
-
794M
-
Shares change
-
-44.8M
-
Total reported value, excl. options
-
$21.1B
-
Value change
-
-$1.22B
-
Put/Call ratio
-
0.6
-
Number of buys
-
937
-
Number of sells
-
-748
-
Price
-
$26.50
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q2 2025
1,907 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q2 2025.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 1,778 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 794M shares
.
Largest 10 shareholders include LPL Financial LLC (39.2M shares), Wealthspire Advisors, LLC (29M shares), BANK OF AMERICA CORP /DE/ (28.6M shares), AVANTAX ADVISORY SERVICES, INC. (28.4M shares), MORGAN STANLEY (28.2M shares), ENVESTNET ASSET MANAGEMENT INC (19.2M shares), RAYMOND JAMES FINANCIAL INC (17.5M shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (17.1M shares), UBS Group AG (15.7M shares), and AMERIPRISE FINANCIAL INC (14.8M shares).
This table shows the top 1778 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.