Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Total 13F shares
-
257,934,557
-
Share change
-
-1,877,292
-
Total reported value
-
$21,792,866,799
-
Put/Call ratio
-
59%
-
Price per share
-
$84.53
-
Number of holders
-
1,576
-
Value change
-
-$86,606,470
-
Number of buys
-
898
-
Number of sells
-
545
Institutional Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q3 2024
As of 30 Sep 2024,
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) was held by
1,576 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
257,934,557 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, SUMITOMO LIFE INSURANCE CO, AVANTAX ADVISORY SERVICES, INC., BANK OF AMERICA CORP /DE/, ENVESTNET ASSET MANAGEMENT INC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Raymond James Financial Services Advisors, Inc., AMERIPRISE FINANCIAL INC, and UBS Group AG.
This page lists
1,579
institutional shareholders reporting positions in this security
for the Q3 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.