Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Total 13F shares
-
90,448,134
-
Share change
-
+11,901,646
-
Total reported value
-
$5,805,548,320
-
Put/Call ratio
-
83%
-
Price per share
-
$64.14
-
Number of holders
-
768
-
Value change
-
+$765,436,215
-
Number of buys
-
427
-
Number of sells
-
228
Institutional Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q4 2020
As of 31 Dec 2020,
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) was held by
768 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
90,448,134 shares.
The largest 10 holders included
Charles Schwab Investment Advisory, Inc., Wealthfront Advisers LLC, Avantax Planning Partners, Inc., Wealthspire Advisors, LLC, Orgel Wealth Management, LLC, AMERIPRISE FINANCIAL INC, BANK OF AMERICA CORP /DE/, LPL Financial LLC, MORGAN STANLEY, and UBS Group AG.
This page lists
769
institutional shareholders reporting positions in this security
for the Q4 2020 filing period.
| 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.