Security key
808524797
- Type / Class
- Equity / US DIVIDEND EQ
- Total 13F shares
- 29,837,796
- Share change
- +1,453,427
- Total reported value
- $1,346,002,436
- Put/Call ratio
- 62%
- Price per share
- $45.10
- Number of holders
- 285
- Value change
- +$65,654,297
- Number of buys
- 167
- Number of sells
- 96
Report period
Q2 2017
Institutions
285
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. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
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 Q2 2017
As of 30 Jun 2017,
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) was held by
285 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
29,837,796 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., WEALTHFRONT Corp, HONKAMP KRUEGER FINANCIAL SERVICES, INC., ASSET ADVISORS CORP, UBS Group AG, Raymond James Financial Services Advisors, Inc., BANK OF AMERICA CORP /DE/, MADISON INVESTMENT HOLDINGS INC, OPUS INVESTMENT MANAGEMENT INC, and Spectrum Management Group, Inc..
This page lists
285
institutional shareholders reporting positions in this security
for the Q2 2017 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2017 vs Q1 2017 Across Filers
Q1 2017 holders
266
Q2 2017 holders
285
Holder diff
19
| Investor | Q1 2017 Shares | Q2 2017 Shares | Share Diff | Share Chg % | Q1 2017 Value $ | Q2 2017 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.