Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Total 13F shares
-
270,120,362
-
Share change
-
-7,831,430
-
Total reported value
-
$20,565,353,118
-
Put/Call ratio
-
44%
-
Price per share
-
$76.13
-
Number of holders
-
1,519
-
Value change
-
-$582,810,226
-
Number of buys
-
699
-
Number of sells
-
639
Institutional Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q4 2023
As of 31 Dec 2023,
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) was held by
1,519 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
270,120,362 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, LPL Financial LLC, Charles Schwab Investment Advisory, Inc., MORGAN STANLEY, AMERIPRISE FINANCIAL INC, AVANTAX ADVISORY SERVICES, INC., NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, ENVESTNET ASSET MANAGEMENT INC, Wealthfront Advisers LLC, and Wealthspire Advisors, LLC.
This page lists
1,520
institutional shareholders reporting positions in this security
for the Q4 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.