Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
901
-
Total 13F shares, excl. options
-
135,268,299
-
Shares change
-
+27,904,870
-
Total reported value, excl. options
-
$10,228,960,891
-
Value change
-
+$2,110,505,675
-
Put/Call ratio
-
1.21%
-
Number of buys
-
581
-
Number of sells
-
-238
-
Price
-
$75.62
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q2 2021
942 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q2 2021.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 901 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 135,268,299 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (18,551,290 shares), Wealthfront Advisers LLC (9,017,168 shares), Charles Schwab Investment Advisory, Inc. (8,075,418 shares), JPMORGAN CHASE & CO (4,753,447 shares), Wealthspire Advisors, LLC (4,155,615 shares), AMERIPRISE FINANCIAL INC (3,657,921 shares), LPL Financial LLC (3,567,557 shares), ENVESTNET ASSET MANAGEMENT INC (3,080,598 shares), Orgel Wealth Management, LLC (3,054,303 shares), and MORGAN STANLEY (3,051,889 shares).
This table shows the top 901 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.