Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Total 13F shares
-
261,936,193
-
Share change
-
-3,226,663
-
Total reported value
-
$20,373,511,304
-
Put/Call ratio
-
47%
-
Price per share
-
$77.76
-
Number of holders
-
1,545
-
Value change
-
-$291,311,535
-
Number of buys
-
739
-
Number of sells
-
658
Institutional Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q2 2024
As of 30 Jun 2024 SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) had 1,545 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 261,936,193 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, MORGAN STANLEY, SUMITOMO LIFE INSURANCE CO, AVANTAX ADVISORY SERVICES, INC., BANK OF AMERICA CORP /DE/, AMERIPRISE FINANCIAL INC, ENVESTNET ASSET MANAGEMENT INC, Raymond James Financial Services Advisors, Inc., and NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO.
This table shows 1,545 institutional shareholders of the security as of 30 Jun 2024.
| 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.