Q2 2016 13F Holders as of 30 Jun 2016
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
221
-
Total 13F shares, excl. options
-
20,041,936
-
Shares change
-
+3,734,118
-
Total reported value, excl. options
-
$830,626,899
-
Value change
-
+$155,550,999
-
Put/Call ratio
-
27.8%
-
Number of buys
-
141
-
Number of sells
-
-61
-
Price
-
$41.44
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q2 2016
242 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q2 2016.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 221 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 20,041,936 shares
.
Largest 10 shareholders include WEALTHFRONT Corp (2,775,403 shares), Charles Schwab Investment Advisory, Inc. (1,862,245 shares), ASSET ADVISORS CORP (1,370,210 shares), BANK OF AMERICA CORP /DE/ (827,710 shares), Apriem Advisors (719,570 shares), Raymond James Financial Services Advisors, Inc. (664,956 shares), UBS Group AG (565,224 shares), HENGEHOLD CAPITAL MANAGEMENT LLC (548,577 shares), MADISON INVESTMENT HOLDINGS INC (546,488 shares), and Spectrum Management Group, Inc. (544,495 shares).
This table shows the top 221 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.