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 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-65- 1.22% |
$4.57K - $5.07K
|
5.26K
$144K
|
|
|
May 01, 2023
Q1 2023
|
Tenret CO LLC
|
SELL
|
- |
-65- 1.76% |
$4.57K - $5.07K
|
3.62K
$99.4K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-66- 2.87% |
$4.64K - $5.15K
|
2.23K
$61.2K
|
|
|
May 15, 2023
Q1 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-78- 1.81% |
$5.48K - $6.09K
|
4.22K
$116K
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-81- 0.67% |
$5.69K - $6.32K
|
12.1K
$332K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-83- 1.14% |
$5.83K - $6.48K
|
7.22K
$198K
|
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
SELL
|
- |
-90- 2.61% |
$6.33K - $7.02K
|
3.36K
$92.3K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-94- 41.41% |
$6.61K - $7.33K
|
133
$3.65K
|
|
|
May 11, 2023
Q1 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-96- 0.32% |
$6.75K - $7.49K
|
29.8K
$819K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-100- 3.35% |
$7.03K - $7.8K
|
2.88K
$79.1K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-105- 87.5% |
$7.38K - $8.19K
|
15
$412
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-108- 0.47% |
$7.59K - $8.43K
|
22.7K
$622K
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-110- 1.54% |
$7.73K - $8.58K
|
7.05K
$193K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-113- 0.87% |
$7.94K - $8.82K
|
12.9K
$353K
|
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-115- 2.72% |
$8.08K - $8.97K
|
4.12K
$113K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-121- 1.07% |
$8.5K - $9.44K
|
11.2K
$306K
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-121- 0.64% |
$8.5K - $9.44K
|
18.8K
$516K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-123- 0.77% |
$8.64K - $9.6K
|
15.8K
$434K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-125- 1.16% |
$8.79K - $9.75K
|
10.7K
$293K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-128- 1.57% |
$9K - $9.99K
|
8K
$220K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-129Closed |
$9.07K - $10.1K
|
0
$0
|
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
SELL
|
- |
-138- 2.19% |
$9.7K - $10.8K
|
6.16K
$169K
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-151- 3.98% |
$10.6K - $11.8K
|
3.65K
$100K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-154- 1.74% |
$10.8K - $12K
|
8.69K
$238K
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-155- 1.19% |
$10.9K - $12.1K
|
12.9K
$354K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-164- 0.47% |
$11.5K - $12.8K
|
34.5K
$947K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-170- 4.47% |
$11.9K - $13.3K
|
3.63K
$99.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-170- 47.89% |
$11.9K - $13.3K
|
185
$5.08K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-178- 0.47% |
$12.5K - $13.9K
|
37.7K
$1.04M
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-180- 1.81% |
$12.7K - $14K
|
9.74K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-183- 0.23% |
$12.9K - $14.3K
|
79.5K
$2.18M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-187- 2.09% |
$13.1K - $14.6K
|
8.76K
$240K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
SELL
|
- |
-188- 2.37% |
$13.2K - $14.7K
|
7.73K
$212K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-189- 0.32% |
$13.3K - $14.7K
|
58.1K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-189- 2.66% |
$13.3K - $14.7K
|
6.92K
$190K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-199- 5.16% |
$14K - $15.5K
|
3.66K
$100K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-201- 2.03% |
$14.1K - $15.7K
|
9.68K
$266K
|
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-212- 0.96% |
$14.9K - $16.5K
|
21.8K
$599K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-212- 0.04% |
$14.9K - $16.5K
|
550K
$15.1M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-221- 3.29% |
$15.5K - $17.2K
|
6.5K
$178K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-223- 6.52% |
$15.7K - $17.4K
|
3.2K
$87.7K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-224- 25.63% |
$15.7K - $17.5K
|
650
$17.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-230- 1.43% |
$16.2K - $17.9K
|
15.8K
$434K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-236- 3.76% |
$16.6K - $18.4K
|
6.04K
$166K
|
|
|
Apr 14, 2023
Q1 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-236- 0.39% |
$16.6K - $18.4K
|
60.2K
$1.65M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-236- 4.98% |
$16.6K - $18.4K
|
4.5K
$124K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-238- 1.97% |
$16.7K - $18.6K
|
11.9K
$325K
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-241- 7.65% |
$16.9K - $18.8K
|
2.91K
$79.8K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-246- 1.8% |
$17.3K - $19.2K
|
13.4K
$368K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-250- 12.97% |
$17.6K - $19.5K
|
1.68K
$46K
|