Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
917
-
Total 13F shares, excl. options
-
149,891,611
-
Shares change
-
+15,262,744
-
Total reported value, excl. options
-
$11,130,816,261
-
Value change
-
+$1,132,221,825
-
Put/Call ratio
-
1.03%
-
Number of buys
-
561
-
Number of sells
-
-257
-
Price
-
$74.24
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q3 2021
959 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q3 2021.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 917 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 149,891,611 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (21,231,656 shares), Wealthfront Advisers LLC (9,916,214 shares), Charles Schwab Investment Advisory, Inc. (8,441,164 shares), JPMORGAN CHASE & CO (6,262,654 shares), Wealthspire Advisors, LLC (4,973,587 shares), LPL Financial LLC (4,122,369 shares), AMERIPRISE FINANCIAL INC (3,858,886 shares), MORGAN STANLEY (3,637,500 shares), AVANTAX ADVISORY SERVICES, INC. (3,610,965 shares), and ENVESTNET ASSET MANAGEMENT INC (3,090,246 shares).
This table shows the top 917 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.