Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Total 13F shares
-
265,105,705
-
Share change
-
-5,660,226
-
Total reported value
-
$21,319,602,996
-
Put/Call ratio
-
35%
-
Price per share
-
$80.63
-
Number of holders
-
1,560
-
Value change
-
-$455,858,913
-
Number of buys
-
852
-
Number of sells
-
616
Institutional Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q1 2024
As of 31 Mar 2024,
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) was held by
1,560 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
265,105,705 shares.
The largest 10 holders included
LPL Financial LLC, Charles Schwab Investment Advisory, Inc., MORGAN STANLEY, AVANTAX ADVISORY SERVICES, INC., BANK OF AMERICA CORP /DE/, AMERIPRISE FINANCIAL INC, SUMITOMO LIFE INSURANCE CO, ENVESTNET ASSET MANAGEMENT INC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, and Raymond James Financial Services Advisors, Inc..
This page lists
1,562
institutional shareholders reporting positions in this security
for the Q1 2024 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.