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 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3+ 0.01% |
$211 - $234
|
20.7K
$568K
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3+ 0.82% |
$211 - $234
|
370
$10.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
2+ 0.51% |
$141 - $156
|
391
$10.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2+ 0.06% |
$141 - $156
|
3.17K
$87K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.04% |
$141 - $156
|
5.21K
$143K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.87% |
$141 - $156
|
232
$6.37K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.04% |
$141 - $156
|
5.5K
$151K
|
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
BUY
|
- |
2+ 0.68% |
$141 - $156
|
295
$8.09K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.05% |
$141 - $156
|
3.76K
$103K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.71% |
$141 - $156
|
284
$7.79K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
1+ 0.12% |
$70.3 - $78
|
830
$22.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 1.67% |
$70.3 - $78
|
61
$1.67K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.42% |
$70.3 - $78
|
237
$6.5K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.03% |
$70.3 - $78
|
3.1K
$85K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.36% |
$70.3 - $78
|
280
$7.68K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.05% |
$70.3 - $78
|
1.9K
$52.1K
|
|
|
May 10, 2023
Q1 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$70.3 - $78
|
7.98K
$219K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.17% |
$70.3 - $78
|
597
$16.4K
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1+ 0.02% |
$70.3 - $78
|
5.61K
$154K
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1+ 0.0% |
$70.3 - $78
|
51.5K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$70.3 - $78
|
1
$27.4
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.07% |
$70.3 - $78
|
1.34K
$36.8K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1- 11.11% |
$70.3 - $78
|
8
$220
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1Closed |
$70.3 - $78
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3- 0.04% |
$211 - $234
|
8.03K
$220K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4- 0.39% |
$281 - $312
|
1.03K
$28.4K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-9- 3.25% |
$633 - $702
|
268
$7.35K
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-10- 0.24% |
$703 - $780
|
4.13K
$113K
|
|
|
May 15, 2023
Q1 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-10- 0.07% |
$703 - $780
|
14.7K
$403K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-12- 0.02% |
$843 - $936
|
59.8K
$1.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-12- 0.14% |
$843 - $936
|
8.84K
$243K
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-13- 0.23% |
$914 - $1.01K
|
5.6K
$154K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-14Closed |
$984 - $1.09K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-18- 0.12% |
$1.27K - $1.4K
|
15.2K
$416K
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-18- 0.12% |
$1.27K - $1.4K
|
15.2K
$416K
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-20- 0.23% |
$1.41K - $1.56K
|
8.69K
$239K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-20- 1.32% |
$1.41K - $1.56K
|
1.5K
$41K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-21- 12.28% |
$1.48K - $1.64K
|
150
$4.12K
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-25- 0.64% |
$1.76K - $1.95K
|
3.85K
$106K
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-25- 0.64% |
$1.76K - $1.95K
|
3.85K
$106K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-27- 0.55% |
$1.9K - $2.11K
|
4.84K
$133K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-28- 56.0% |
$1.97K - $2.18K
|
22
$604
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-29- 76.32% |
$2.04K - $2.26K
|
9
$247
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-30- 0.35% |
$2.11K - $2.34K
|
8.48K
$233K
|
|
|
Apr 28, 2023
Q1 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-30- 0.17% |
$2.11K - $2.34K
|
17.5K
$480K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-33- 0.55% |
$2.32K - $2.57K
|
5.96K
$164K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-36- 0.88% |
$2.53K - $2.81K
|
4.07K
$112K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-45- 1.26% |
$3.16K - $3.51K
|
3.52K
$96.5K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-50- 0.07% |
$3.51K - $3.9K
|
76.7K
$2.11M
|