Q4 2020 13F Holders as of 31 Dec 2020
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
768
-
Total 13F shares, excl. options
-
90,448,134
-
Shares change
-
+11,901,646
-
Total reported value, excl. options
-
$5,805,548,320
-
Value change
-
+$765,436,215
-
Put/Call ratio
-
83%
-
Number of buys
-
427
-
Number of sells
-
-228
-
Price
-
$64.14
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q4 2020
806 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q4 2020.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 768 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 90,448,134 shares
.
Largest 10 shareholders include Charles Schwab Investment Advisory, Inc. (7,523,221 shares), Wealthfront Advisers LLC (6,532,902 shares), Avantax Planning Partners, Inc. (3,606,915 shares), Wealthspire Advisors, LLC (2,749,951 shares), Orgel Wealth Management, LLC (2,674,925 shares), AMERIPRISE FINANCIAL INC (2,610,295 shares), BANK OF AMERICA CORP /DE/ (2,560,695 shares), LPL Financial LLC (2,435,024 shares), MORGAN STANLEY (2,293,695 shares), and UBS Group AG (2,244,506 shares).
This table shows the top 768 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.