Security key
808524797
- Type / Class
- Equity / US DIVIDEND EQ
- Total 13F shares
- 135,268,299
- Share change
- +27,904,870
- Total reported value
- $10,228,960,891
- Put/Call ratio
- 121%
- Price per share
- $75.62
- Number of holders
- 901
- Value change
- +$2,110,505,675
- Number of buys
- 581
- Number of sells
- 238
Report period
Q2 2021
Institutions
901
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. Start with the largest verified stakes, then open the linked filing trail.
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 Q2 2021
As of 30 Jun 2021,
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) was held by
901 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
135,268,299 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, Wealthfront Advisers LLC, Charles Schwab Investment Advisory, Inc., JPMORGAN CHASE & CO, Wealthspire Advisors, LLC, AMERIPRISE FINANCIAL INC, LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, Orgel Wealth Management, LLC, and MORGAN STANLEY.
This page lists
903
institutional shareholders reporting positions in this security
for the Q2 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2021 vs Q1 2021 Across Filers
Q1 2021 holders
848
Q2 2021 holders
901
Holder diff
53
| Investor | Q1 2021 Shares | Q2 2021 Shares | Share Diff | Share Chg % | Q1 2021 Value $ | Q2 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.