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) was held by
1,545 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
261,936,193 shares.
The 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 page lists
1,546
institutional shareholders reporting positions in this security
for the Q2 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.