Q3 2021 13F Holders as of 9/30/2021
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Type / Class
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Equity / US DIVIDEND EQ
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Number of holders
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912
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Total shares
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150M
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Shares change
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+15.2M
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Total reported value, excl. options
-
$11.1B
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Value change
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+$1.13B
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Put/Call ratio
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1.03
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Number of buys
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557
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Number of sells
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-256
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Price
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$74.24
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q3 2021
913 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q3 2021.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 912 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 150M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (21.2M shares), Wealthfront Advisers LLC (9.92M shares), Charles Schwab Investment Advisory, Inc. (8.44M shares), JPMORGAN CHASE & CO (6.26M shares), Wealthspire Advisors, LLC (4.97M shares), LPL Financial LLC (4.12M shares), AMERIPRISE FINANCIAL INC (3.86M shares), MORGAN STANLEY (3.64M shares), AVANTAX ADVISORY SERVICES, INC. (3.61M shares), and ENVESTNET ASSET MANAGEMENT INC (3.09M shares).
This table shows the top 912 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
* 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.