Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Us Dividen (SCHD)
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 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
52+ 1.77% |
$3.65K - $4.06K
|
2.99K
$81.9K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
48+ 0.78% |
$3.37K - $3.75K
|
6.18K
$170K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
48+ 0.85% |
$3.37K - $3.75K
|
5.73K
$157K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
48+ 0.37% |
$3.37K - $3.75K
|
13K
$357K
|
|
|
May 03, 2023
Q1 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
46+ 0.7% |
$3.23K - $3.59K
|
6.58K
$180K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
45+ 0.42% |
$3.16K - $3.51K
|
10.8K
$296K
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
45+ 0.53% |
$3.16K - $3.51K
|
8.53K
$234K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
40New |
$2.81K - $3.12K
|
40
$1.1K
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
37+ 0.84% |
$2.6K - $2.89K
|
4.45K
$122K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
37+ 0.27% |
$2.6K - $2.89K
|
13.7K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
37+ 0.36% |
$2.6K - $2.89K
|
10.2K
$280K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
35+ 0.24% |
$2.46K - $2.73K
|
14.8K
$406K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
34+ 40.96% |
$2.39K - $2.65K
|
117
$3.21K
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
33+ 0.75% |
$2.32K - $2.57K
|
4.46K
$122K
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
33+ 0.16% |
$2.32K - $2.57K
|
20.8K
$569K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
32+ 0.41% |
$2.25K - $2.5K
|
7.93K
$218K
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
29+ 0.73% |
$2.04K - $2.26K
|
3.98K
$109K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
27+ 0.51% |
$1.9K - $2.11K
|
5.28K
$145K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
27+ 0.17% |
$1.9K - $2.11K
|
15.9K
$437K
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
27+ 0.04% |
$1.9K - $2.11K
|
73K
$2M
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
BUY
|
- |
27+ 0.55% |
$1.9K - $2.11K
|
4.96K
$136K
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
26+ 0.85% |
$1.83K - $2.03K
|
3.09K
$84.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
25+ 1.14% |
$1.76K - $1.95K
|
2.22K
$60.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Schwab Charitable Fund
|
BUY
|
- |
23+ 0.84% |
$1.62K - $1.79K
|
2.77K
$76K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
23+ 1.24% |
$1.62K - $1.79K
|
1.87K
$51.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
20+ 0.28% |
$1.41K - $1.56K
|
7.18K
$197K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
20+ 0.85% |
$1.41K - $1.56K
|
2.38K
$65.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
17+ 0.34% |
$1.19K - $1.33K
|
5.08K
$139K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
17+ 0.34% |
$1.19K - $1.33K
|
5.03K
$138K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
16+ 0.22% |
$1.12K - $1.25K
|
7.4K
$203K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
16+ 0.73% |
$1.12K - $1.25K
|
2.2K
$60.3K
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
15+ 0.48% |
$1.05K - $1.17K
|
3.15K
$86.4K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
15+ 1.85% |
$1.05K - $1.17K
|
825
$22.6K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
15+ 0.5% |
$1.05K - $1.17K
|
3K
$82.3K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
14+ 18.42% |
$984 - $1.09K
|
90
$2.47K
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
BUY
|
- |
13+ 0.05% |
$914 - $1.01K
|
25K
$685K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
12+ 0.17% |
$843 - $936
|
7K
$192K
|
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
10+ 0.19% |
$703 - $780
|
5.23K
$143K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
8+ 1.14% |
$562 - $624
|
711
$19.5K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
7+ 7.87% |
$492 - $546
|
96
$2.63K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
7+ 0.08% |
$492 - $546
|
8.99K
$247K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
7+ 0.22% |
$492 - $546
|
3.16K
$86.8K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6+ 0.04% |
$422 - $468
|
14.9K
$408K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
BUY
|
- |
6+ 0.33% |
$422 - $468
|
1.81K
$49.7K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
5+ 0.82% |
$351 - $390
|
614
$16.8K
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5+ 0.16% |
$351 - $390
|
3.23K
$88.6K
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
4+ 0.14% |
$281 - $312
|
2.9K
$79.5K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 3.6% |
$281 - $312
|
115
$3.16K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 1.13% |
$211 - $234
|
268
$7.35K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3+ 0.39% |
$211 - $234
|
772
$21.2K
|