Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Number of holders
-
1,373
-
Total 13F shares, excl. options
-
257,814,756
-
Shares change
-
+2,171,490
-
Total reported value, excl. options
-
$18,723,541,384
-
Value change
-
+$159,115,044
-
Put/Call ratio
-
58%
-
Number of buys
-
754
-
Number of sells
-
-536
-
Price
-
$72.62
Significant Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q2 2023
1,451 filings reported holding SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ as of Q2 2023.
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) has 1,373 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 257,814,756 shares
.
Largest 10 shareholders include LPL Financial LLC (10,768,565 shares), Charles Schwab Investment Advisory, Inc. (9,700,763 shares), AMERIPRISE FINANCIAL INC (9,099,029 shares), MORGAN STANLEY (8,166,598 shares), Wealthfront Advisers LLC (8,089,100 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (8,020,273 shares), BANK OF AMERICA CORP /DE/ (7,368,475 shares), AVANTAX ADVISORY SERVICES, INC. (7,192,468 shares), Wealthspire Advisors, LLC (5,654,139 shares), and ENVESTNET ASSET MANAGEMENT INC (5,633,458 shares).
This table shows the top 1,373 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.