SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / US DIVIDEND EQ
Total 13F shares
830,711,810
Share change
+534,368,037
Total reported value
$22,732,706,833
Put/Call ratio
56%
Price per share
$27.32
Number of holders
1,774
Value change
+$14,347,195,447
Number of buys
1,540
Number of sells
94

Institutional Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q4 2024

As of 31 Dec 2024, SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) was held by 1,774 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 830,711,810 shares. The largest 10 holders included BANK OF AMERICA CORP /DE/, LPL Financial LLC, MORGAN STANLEY, SUMITOMO LIFE INSURANCE CO, AVANTAX ADVISORY SERVICES, INC., RAYMOND JAMES FINANCIAL INC, ENVESTNET ASSET MANAGEMENT INC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, AMERIPRISE FINANCIAL INC, and UBS Group AG. This page lists 1,781 institutional shareholders reporting positions in this security for the Q4 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.