Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q1 2023. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US DIVIDEN.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 27, 2023 Q1 2023
Latitude Advisors, LLC

BUY
 -
1.5K
+ 8.4%
$105K - $117K
19.3K $537K
May 01, 2023 Q1 2023
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
1.49K
+ 3.14%
$105K - $116K
48.9K $1.36M
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
1.49K
+ 92.65%
$105K - $116K
3.09K $86K
Apr 17, 2023 Q1 2023
Fortune 45 LLC

BUY
 -
1.48K
+ 3.24%
$104K - $115K
47K $1.31M
Apr 13, 2023 Q1 2023
Joule Financial, LLC

BUY
 -
1.47K
+ 1.2%
$103K - $115K
124K $3.45M
May 04, 2023 Q1 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
1.42K
+ 0.58%
$99.7K - $111K
247K $6.88M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.37K
+ 0.49%
$96.1K - $107K
279K $7.77M
Apr 28, 2023 Q1 2023
Guyasuta Investment Advisors Inc

BUY
 -
1.35K
+ 5.0%
$94.5K - $105K
28.2K $785K
May 04, 2023 Q1 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
1.34K
+ 186.11%
$94.2K - $105K
2.06K $57.3K
Apr 17, 2023 Q1 2023
Benchmark Wealth Management, LLC

BUY
 -
1.34K
+ 1.46%
$94K - $104K
92.9K $2.58M
Apr 13, 2023 Q1 2023
Ahl Investment Management, Inc.

BUY
 -
1.31K
+ 6.35%
$91.8K - $102K
21.9K $608K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
1.27K
+ 16.87%
$89K - $98.8K
8.77K $244K
May 11, 2023 Q1 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
1.26K
+ 0.23%
$88.8K - $98.6K
541K $15M
Apr 28, 2023 Q1 2023
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
1.26K
+ 35.96%
$88.7K - $98.5K
4.77K $133K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
1.24K
+ 6.3%
$87.3K - $96.9K
21K $583K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
1.24K
+ 10.44%
$86.9K - $96.5K
13.1K $364K
May 12, 2023 Q1 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1.24K
+ 7.61%
$86.9K - $96.4K
17.5K $486K
Apr 19, 2023 Q1 2023
Clay Northam Wealth Management, LLC

BUY
 -
1.18K
+ 0.84%
$82.6K - $91.7K
141K $3.91M
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
1.14K
New
$80.3K - $89.1K
1.14K $31.8K
May 11, 2023 Q1 2023
Avalon Trust CO

Santa Fe, NM
BUY
 -
1.14K
New
$80.1K - $89K
1.14K $31.7K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
1.14K
+ 84.05%
$80K - $88.8K
2.49K $69.3K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1.12K
+ 11.32%
$78.8K - $87.5K
11K $307K
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
1.11K
+ 5.59%
$78.3K - $86.9K
21K $585K
Apr 17, 2023 Q1 2023
Ulland Investment Advisors, LLC

BUY
 -
1.11K
+ 32.56%
$78.2K - $86.8K
4.53K $126K
May 11, 2023 Q1 2023
Firestone Capital Management

BUY
 -
1.09K
+ 17.28%
$76.4K - $84.8K
7.38K $205K
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
1.08K
+ 2.86%
$75.6K - $83.9K
38.7K $1.08M
Apr 25, 2023 Q1 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
1.04K
+ 23.03%
$73.2K - $81.2K
5.56K $155K
Nov 04, 2024 Q1 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
1.04K
+ 202.53%
$73K - $81.1K
1.55K $43.2K
Apr 07, 2023 Q1 2023
Cypress Wealth Services, LLC

BUY
 -
1.03K
+ 2.88%
$72.4K - $80.4K
36.8K $1.02M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
1.03K
New
$72.1K - $80.1K
1.03K $28.5K
Apr 20, 2023 Q1 2023
Ferguson Wellman Capital Management, Inc

BUY
 -
1K
+ 21.6%
$70.3K - $78K
5.63K $157K
May 01, 2023 Q1 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
1K
+ 7.26%
$70.3K - $78K
14.8K $411K
May 12, 2023 Q1 2023
Opus Investment Management Inc

BUY
 -
1K
+ 6.35%
$70.3K - $78K
16.7K $466K
May 12, 2023 Q1 2023
Wills Financial Group, Inc.

BUY
 -
995
+ 5.46%
$69.9K - $77.6K
19.2K $535K
May 01, 2023 Q1 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
990
+ 5.67%
$69.6K - $77.2K
18.5K $513K
Apr 12, 2023 Q1 2023
Jmg Financial Group, Ltd.

BUY
 -
985
+ 7.43%
$69.2K - $76.9K
14.2K $396K
Apr 17, 2023 Q1 2023
Gradient Capital Advisors, LLC

BUY
 -
985
+ 3.95%
$69.2K - $76.9K
25.9K $720K
May 02, 2023 Q1 2023
Joseph P. Lucia & Associates, LLC

BUY
 -
945
+ 2.15%
$66.4K - $73.7K
45K $1.25M
May 04, 2023 Q1 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
938
+ 2.3%
$65.9K - $73.2K
41.6K $1.16M
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
900
New
$63.3K - $70.2K
900 $25K
May 12, 2023 Q1 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
895
+ 1.15%
$62.9K - $69.8K
78.8K $2.19M
May 11, 2023 Q1 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
889
+ 21.89%
$62.5K - $69.4K
4.95K $138K
Apr 19, 2023 Q1 2023
Wt Wealth Management

BUY
 -
839
+ 1.93%
$59K - $65.5K
44.3K $1.23M
May 03, 2023 Q1 2023
Capital Advisors, Ltd. LLC

BUY
 -
827
+ 22.97%
$58.1K - $64.5K
4.43K $123K
May 02, 2023 Q1 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
822
+ 0.72%
$57.8K - $64.1K
114K $3.18M
May 04, 2023 Q1 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
820
+ 0.7%
$57.6K - $64K
118K $3.29M
May 12, 2023 Q1 2023
United Bank

BUY
 -
813
+ 1.68%
$57.1K - $63.4K
49.2K $1.37M
Apr 18, 2023 Q1 2023
Marshall Financial Group LLC

BUY
 -
809
+ 1.82%
$56.9K - $63.1K
45.3K $1.26M
Apr 25, 2023 Q1 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
809
+ 2.67%
$56.9K - $63.1K
31.1K $865K

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