Q2 2020 13F Holders as of 30 Jun 2020
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
643
-
Total 13F shares, excl. options
-
71,617,867
-
Shares change
-
-3,880,326
-
Total reported value, excl. options
-
$3,708,345,154
-
Value change
-
-$186,738,549
-
Put/Call ratio
-
56%
-
Number of buys
-
322
-
Number of sells
-
-296
-
Price
-
$51.75
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q2 2020
712 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q2 2020.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 643 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 71,617,867 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (7,910,949 shares), Wealthfront Advisers LLC (6,160,144 shares), HONKAMP KRUEGER FINANCIAL SERVICES, INC. (3,897,910 shares), UBS Group AG (2,956,026 shares), BANK OF AMERICA CORP /DE/ (1,800,166 shares), LPL Financial LLC (1,635,723 shares), MORGAN STANLEY (1,612,160 shares), Asset Advisors Investment Management, LLC (1,520,800 shares), ENVESTNET ASSET MANAGEMENT INC (1,476,233 shares), and JBJ Investment Partners, LLC (1,437,259 shares).
This table shows the top 643 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.