Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Total 13F shares
-
865,775,264
-
Share change
-
+34,398,638
-
Total reported value
-
$24,172,809,696
-
Put/Call ratio
-
45%
-
Price per share
-
$27.96
-
Number of holders
-
1,782
-
Value change
-
+$946,934,586
-
Number of buys
-
989
-
Number of sells
-
667
Institutional Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q1 2025
As of 31 Mar 2025,
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) was held by
1,782 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
865,775,264 shares.
The largest 10 holders included
LPL Financial LLC, Rakuten Investment Management, Inc., BANK OF AMERICA CORP /DE/, Wealthspire Advisors, LLC, MORGAN STANLEY, AVANTAX ADVISORY SERVICES, INC., RAYMOND JAMES FINANCIAL INC, SUMITOMO LIFE INSURANCE CO, ENVESTNET ASSET MANAGEMENT INC, and NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO.
This page lists
1,792
institutional shareholders reporting positions in this security
for the Q1 2025 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.