Q2 2017 13F Holders as of 30 Jun 2017
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
285
-
Total 13F shares, excl. options
-
29,837,796
-
Shares change
-
+1,453,427
-
Total reported value, excl. options
-
$1,346,002,436
-
Value change
-
+$65,654,297
-
Put/Call ratio
-
62%
-
Number of buys
-
167
-
Number of sells
-
-96
-
Price
-
$45.10
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q2 2017
302 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q2 2017.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 285 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 29,837,796 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (5,899,907 shares), WEALTHFRONT Corp (3,843,830 shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (2,205,467 shares), ASSET ADVISORS CORP (1,432,709 shares), UBS Group AG (823,950 shares), Raymond James Financial Services Advisors, Inc. (691,002 shares), BANK OF AMERICA CORP /DE/ (607,512 shares), MADISON INVESTMENT HOLDINGS INC (587,895 shares), OPUS INVESTMENT MANAGEMENT INC (579,500 shares), and Spectrum Management Group, Inc. (540,805 shares).
This table shows the top 285 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.