Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
1,105
-
Total 13F shares, excl. options
-
147,184,693
-
Shares change
-
-8,862,082
-
Total reported value, excl. options
-
$11,890,299,669
-
Value change
-
-$714,530,860
-
Put/Call ratio
-
63%
-
Number of buys
-
594
-
Number of sells
-
-280
-
Price
-
$80.83
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q4 2021
1,139 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q4 2021.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 1,105 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 147,184,693 shares
.
Largest 10 shareholders include Wealthfront Advisers LLC (11,028,826 shares), Charles Schwab Investment Advisory, Inc. (8,607,967 shares), JPMORGAN CHASE & CO (6,229,882 shares), Wealthspire Advisors, LLC (5,134,666 shares), LPL Financial LLC (4,773,712 shares), AMERIPRISE FINANCIAL INC (4,258,767 shares), MORGAN STANLEY (4,052,968 shares), AVANTAX ADVISORY SERVICES, INC. (3,878,369 shares), BANK OF AMERICA CORP /DE/ (3,833,358 shares), and NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (3,520,039 shares).
This table shows the top 1105 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.