Security key
808524797
- Type / Class
- Equity / US DIVIDEND EQ
- Total 13F shares
- 48,298,243
- Share change
- +2,206,258
- Total reported value
- $2,271,695,384
- Put/Call ratio
- 47%
- Price per share
- $46.97
- Number of holders
- 480
- Value change
- +$99,591,907
- Number of buys
- 251
- Number of sells
- 165
Report period
Q4 2018
Institutions
480
Top holders
10
SCHD full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2019
Previous quarter: Q3 2018
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 comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
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 Q4 2018
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
480
Shares
48,298,243
Rows loaded
480
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.
Compare Q4 2018 vs Q3 2018 Across Filers
Q3 2018 holders
425
Q4 2018 holders
480
Holder diff
55
| Investor | Q3 2018 Shares | Q4 2018 Shares | Share Diff | Share Chg % | Q3 2018 value | Q4 2018 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend