Security key
808524797
- 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
Report period
Q2 2023
Institutions
1,373
Top holders
10
SCHD full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2023
Previous quarter: Q1 2023
Broader feeds
Reporting periods
Holder history for CUSIP 808524797
Recent filing periods:
Ownership snapshot
Top shareholders of SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
—
13D/G signal
—
Evidence rows
0
Latest as of
—
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
13F holder rows
Institutional holders as of Q2 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
1,373
Shares
257,814,756
Rows loaded
1,375
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
1,333
Q2 2023 holders
1,373
Holder diff
40
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 value | Q2 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend