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
May 11, 2023 Q1 2023
West Hill Financial Advisors, Inc.

BUY
 -
200
+ 200.0%
$14.1K - $15.6K
300 $8.23K
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
198
+ 4.7%
$13.9K - $15.4K
4.41K $121K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
189
+ 115.24%
$13.3K - $14.7K
353 $9.69K
Apr 26, 2023 Q1 2023
Gw Henssler & Associates LTD

BUY
 -
184
+ 3.99%
$12.9K - $14.4K
4.79K $131K
Apr 18, 2023 Q1 2023
Scott & Selber, Inc.

BUY
 -
183
+ 0.5%
$12.9K - $14.3K
36.8K $1.01M
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
180
+ 40.0%
$12.7K - $14K
630 $17.3K
Apr 21, 2023 Q1 2023
Madden Securities Corp

BUY
 -
179
+ 0.19%
$12.6K - $14K
93.1K $2.55M
May 10, 2023 Q1 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
168
+ 3.27%
$11.8K - $13.1K
5.3K $146K
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

BUY
 -
166
+ 4.63%
$11.7K - $13K
3.75K $103K
Apr 20, 2023 Q1 2023
Granite Bay Wealth Management, LLC

BUY
 -
162
+ 1.13%
$11.4K - $12.6K
14.5K $397K
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
157
+ 12.62%
$11K - $12.3K
1.4K $38.4K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
148
+ 0.55%
$10.4K - $11.5K
27.2K $747K
May 05, 2023 Q1 2023
Coombe, Bender & CO LLC

BUY
 -
143
+ 1.31%
$10.1K - $11.2K
11K $303K
Apr 28, 2023 Q1 2023
Townsend Asset Management Corp

BUY
 -
139
+ 0.58%
$9.77K - $10.8K
24.3K $667K
May 15, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
132
+ 18.94%
$9.28K - $10.3K
829 $22.7K
Apr 25, 2023 Q1 2023
Cross Staff Investments Inc

BUY
 -
130
+ 2.24%
$9.14K - $10.1K
5.93K $163K
Apr 14, 2023 Q1 2023
First Command Advisory Services, Inc.

BUY
 -
125
+ 0.07%
$8.79K - $9.75K
167K $4.59M
Apr 19, 2023 Q1 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
124
+ 8.4%
$8.71K - $9.68K
1.6K $43.9K
Apr 25, 2023 Q1 2023
Iag Wealth Partners, LLC

BUY
 -
120
+ 181.82%
$8.43K - $9.36K
186 $5.1K
May 05, 2023 Q1 2023
Sp Asset Management LLC

Cupertino, CA
BUY
 -
114
+ 0.85%
$8.01K - $8.9K
13.6K $373K
May 03, 2023 Q1 2023
Legacy Financial Advisors, Inc.

BUY
 -
113
+ 0.66%
$7.94K - $8.82K
17.1K $470K
Apr 24, 2023 Q1 2023
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
107
+ 1.3%
$7.52K - $8.35K
8.35K $229K
May 08, 2023 Q1 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
102
+ 2.34%
$7.17K - $7.96K
4.46K $122K
May 15, 2023 Q1 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
100
+ 2.62%
$7.03K - $7.8K
3.92K $108K
Apr 17, 2023 Q1 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
96
+ 0.68%
$6.75K - $7.49K
14.2K $391K
Apr 10, 2023 Q1 2023
Soundmark Wealth Management, LLC

BUY
 -
95
+ 0.97%
$6.68K - $7.41K
9.88K $271K
May 09, 2023 Q1 2023
Clear Investment Research, LLC

BUY
 -
94
+ 5.84%
$6.61K - $7.33K
1.7K $46.7K
Dec 18, 2023 Q1 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
86
+ 2.55%
$6.04K - $6.71K
3.46K $94.9K
Dec 20, 2023 Q1 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
86
+ 104.88%
$6.04K - $6.71K
168 $4.61K
Apr 18, 2023 Q1 2023
Wolff Wiese Magana LLC

BUY
 -
85
+ 3.69%
$5.97K - $6.63K
2.39K $65.6K
Apr 18, 2023 Q1 2023
Activest Wealth Management

BUY
 -
83
New
$5.83K - $6.48K
83 $2.28K
May 09, 2023 Q1 2023
Ballast Advisors LLC

BUY
 -
83
+ 6.59%
$5.83K - $6.48K
1.34K $36.9K
Apr 18, 2023 Q1 2023
Greenhouse Wealth Management, LLC

BUY
 -
81
+ 0.72%
$5.69K - $6.32K
11.3K $309K
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
81
+ 1.94%
$5.69K - $6.32K
4.25K $117K
Apr 10, 2023 Q1 2023
City State Bank

Norwalk, IA
BUY
 -
75
+ 60.0%
$5.27K - $5.85K
200 $5.49K
May 04, 2023 Q1 2023
Vista Wealth Management Group, LLC

BUY
 -
70
+ 1.34%
$4.92K - $5.46K
5.28K $145K
May 10, 2023 Q1 2023
Grove Bank & Trust

BUY
 -
66
New
$4.64K - $5.15K
66 $1.81K
May 08, 2023 Q1 2023
Phillips Financial Management, LLC

BUY
 -
65
+ 31.71%
$4.57K - $5.07K
270 $7.41K
May 04, 2023 Q1 2023
Merriman Wealth Management, LLC

BUY
 -
63
+ 1.49%
$4.43K - $4.92K
4.29K $118K
May 12, 2023 Q1 2023
Wms Partners, LLC

BUY
 -
63
+ 0.96%
$4.43K - $4.92K
6.64K $182K
Apr 07, 2023 Q1 2023
Thrive Wealth Management, LLC

BUY
 -
60
+ 2.01%
$4.22K - $4.68K
3.04K $83.5K
Apr 20, 2023 Q1 2023
Pflug Koory, LLC

BUY
 -
60
+ 1.04%
$4.22K - $4.68K
5.83K $160K
Apr 28, 2023 Q1 2023
Sigma Investment Counselors Inc

BUY
 -
60
+ 0.82%
$4.22K - $4.68K
7.36K $202K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
56
+ 0.93%
$3.94K - $4.37K
6.06K $166K
Apr 28, 2023 Q1 2023
Bray Capital Advisors

BUY
 -
55
New
$3.87K - $4.29K
55 $1.51K
May 03, 2023 Q1 2023
Centerpoint Advisors, LLC

BUY
 -
54
+ 0.55%
$3.8K - $4.21K
9.83K $270K
May 11, 2023 Q1 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
54
+ 0.57%
$3.8K - $4.21K
9.61K $264K
May 11, 2023 Q1 2023
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
53
+ 0.43%
$3.72K - $4.14K
12.2K $336K
May 03, 2023 Q1 2023
Klingman & Associates, LLC

BUY
 -
52
+ 1.69%
$3.65K - $4.06K
3.13K $85.8K

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