Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Total 13F shares
-
257,814,756
-
Share change
-
+2,171,490
-
Total reported value
-
$18,723,541,384
-
Put/Call ratio
-
58%
-
Price per share
-
$72.62
-
Number of holders
-
1,373
-
Value change
-
+$159,115,044
-
Number of buys
-
754
-
Number of sells
-
536
Institutional Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q2 2023
As of 30 Jun 2023,
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) was held by
1,373 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
257,814,756 shares.
The largest 10 holders included
LPL Financial LLC, Charles Schwab Investment Advisory, Inc., AMERIPRISE FINANCIAL INC, MORGAN STANLEY, Wealthfront Advisers LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, BANK OF AMERICA CORP /DE/, AVANTAX ADVISORY SERVICES, INC., Wealthspire Advisors, LLC, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
1,373
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| 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.