Security key
808524797
- Type / Class
- Equity / US DIVIDEND EQ
- Total 13F shares
- 107,508,242
- Share change
- +15,961,255
- Total reported value
- $7,843,557,208
- Put/Call ratio
- 112%
- Price per share
- $72.92
- Number of holders
- 848
- Value change
- +$1,173,193,572
- Number of buys
- 529
- Number of sells
- 240
Report period
Q1 2021
Institutions
848
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 808524797
Recent filing periods:
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. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q1 2021
As of 31 Mar 2021,
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) was held by
848 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
107,508,242 shares.
The largest 10 holders included
Wealthfront Advisers LLC, Charles Schwab Investment Advisory, Inc., JPMORGAN CHASE & CO, Wealthspire Advisors, LLC, AMERIPRISE FINANCIAL INC, BANK OF AMERICA CORP /DE/, LPL Financial LLC, Orgel Wealth Management, LLC, ENVESTNET ASSET MANAGEMENT INC, and Avantax Planning Partners, Inc..
This page lists
849
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2021 vs Q4 2020 Across Filers
Q4 2020 holders
768
Q1 2021 holders
848
Holder diff
80
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 Value $ | Q1 2021 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.