Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US DIVIDEND EQ
-
Total 13F shares
-
794,096,649
-
Share change
-
-44,754,762
-
Total reported value
-
$21,065,595,295
-
Put/Call ratio
-
60%
-
Price per share
-
$26.50
-
Number of holders
-
1,779
-
Value change
-
-$1,223,093,807
-
Number of buys
-
937
-
Number of sells
-
749
Institutional Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) as of Q2 2025
As of 30 Jun 2025,
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) was held by
1,779 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
794,096,649 shares.
The largest 10 holders included
LPL Financial LLC, Wealthspire Advisors, LLC, BANK OF AMERICA CORP /DE/, AVANTAX ADVISORY SERVICES, INC., MORGAN STANLEY, ENVESTNET ASSET MANAGEMENT INC, RAYMOND JAMES FINANCIAL INC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, UBS Group AG, and AMERIPRISE FINANCIAL INC.
This page lists
1,782
institutional shareholders reporting positions in this security
for the Q2 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.