Security key
808524797
- Type / Class
- Equity / US DIVIDEND EQ
- Total 13F shares
- 12,868,000
- Share change
- -445,037
- Total reported value
- $463,207,258
- Put/Call ratio
- 71%
- Price per share
- $35.95
- Number of holders
- 156
- Value change
- -$17,013,438
- Number of buys
- 75
- Number of sells
- 71
Report period
Q3 2015
Institutions
156
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 808524797
Recent filing periods:
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.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q3 2015
As of 30 Sep 2015,
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) was held by
156 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,868,000 shares.
The largest 10 holders included
Homrich & Berg, ASSET ADVISORS CORP, WEALTHFRONT INC, Raymond James Financial Services Advisors, Inc., Sharkey, Howes & Javer, Charles Schwab Investment Advisory, Inc., Summit Asset Management, LLC, MADISON INVESTMENT HOLDINGS INC, LADENBURG THALMANN FINANCIAL SERVICES INC, and GOLDMAN SACHS GROUP INC.
This page lists
156
institutional shareholders reporting positions in this security
for the Q3 2015 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2015 vs Q2 2015 Across Filers
Q2 2015 holders
148
Q3 2015 holders
156
Holder diff
8
| Investor | Q2 2015 Shares | Q3 2015 Shares | Share Diff | Share Chg % | Q2 2015 Value $ | Q3 2015 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.