Security key
808524797
- Type / Class
- Equity / US DIVIDEND EQ
- Total 13F shares
- 7,372,475
- Share change
- +249,122
- Total reported value
- $272,210,387
- Price per share
- $36.85
- Number of holders
- 98
- Value change
- +$9,230,722
- Number of buys
- 58
- Number of sells
- 29
Report period
Q1 2014
Institutions
98
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 808524797
Recent filing periods:
Ownership snapshot
Top shareholders of SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with the largest verified stakes, then open the linked filing trail.
Lead holder
—
13D/G signal
—
Evidence rows
0
Latest as of
—
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
13F holder rows
Institutional holders as of Q1 2014
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
98
Shares
7,372,475
Rows loaded
98
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2014 vs Q4 2013 Across Filers
Q4 2013 holders
86
Q1 2014 holders
98
Holder diff
12
| Investor | Q4 2013 Shares | Q1 2014 Shares | Share Diff | Share Chg % | Q4 2013 Value $ | Q1 2014 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.