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 03, 2023 Q1 2023
Barnett & Company, Inc.

SELL
 -
-254
- 2.17%
$17.9K - $19.8K
11.4K $314K
Apr 06, 2023 Q1 2023
Bartlett & Co. LLC

SELL
 -
-263
- 2.18%
$18.5K - $20.5K
11.8K $323K
Feb 14, 2024 Q1 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-263
- 2.18%
$18.5K - $20.5K
11.8K $323K
Apr 10, 2023 Q1 2023
Appleton Partners Inc

SELL
 -
-264
- 2.46%
$18.6K - $20.6K
10.5K $287K
May 15, 2023 Q1 2023
ETF Store, Inc.

SELL
 -
-269
- 3.69%
$18.9K - $21K
7.01K $192K
May 17, 2023 Q1 2023
Headinvest, LLC

Portland, ME
SELL
 -
-270
- 0.8%
$19K - $21.1K
33.7K $924K
Apr 07, 2023 Q1 2023
Omega Financial Group, LLC

SELL
 -
-274
- 4.27%
$19.3K - $21.4K
6.15K $169K
Apr 18, 2023 Q1 2023
Hanson & Doremus Investment Management

SELL
 -
-280
- 18.87%
$19.7K - $21.8K
1.2K $33K
May 08, 2023 Q1 2023
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-280
- 6.82%
$19.7K - $21.8K
3.83K $105K
May 10, 2023 Q1 2023
Rench Wealth Management, Inc.

Denton, TX
SELL
 -
-280
- 2.84%
$19.7K - $21.8K
9.6K $263K
May 12, 2023 Q1 2023
Alley Investment Management Company, LLC

SELL
 -
-285
- 5.14%
$20K - $22.2K
5.26K $144K
May 09, 2023 Q1 2023
Foster & Motley Inc

Cincinnati, OH
SELL
 -
-290
- 7.15%
$20.4K - $22.6K
3.77K $103K
May 12, 2023 Q1 2023
Missouri Trust & Investment CO

Springfield, MO
SELL
 -
-292
- 1.33%
$20.5K - $22.8K
21.7K $596K
May 04, 2023 Q1 2023
Washington Trust CO

SELL
 -
-295
Closed
$20.7K - $23K
0 $0
May 12, 2023 Q1 2023
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-296
- 1.83%
$20.8K - $23.1K
15.8K $435K
Apr 27, 2023 Q1 2023
Strategic Advisors LLC

SELL
 -
-301
- 8.09%
$21.2K - $23.5K
3.42K $93.8K
May 09, 2023 Q1 2023
Finer Wealth Management, Inc.

Salem, MA
SELL
 -
-301
- 5.99%
$21.2K - $23.5K
4.73K $130K
Apr 04, 2023 Q1 2023
Modus Advisors, LLC

SELL
 -
-302
- 1.2%
$21.2K - $23.6K
24.8K $680K
Apr 14, 2023 Q1 2023
Global Trust Asset Management, LLC

SELL
 -
-308
- 28.79%
$21.6K - $24K
762 $20.9K
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-309
- 0.29%
$21.7K - $24.1K
108K $2.96M
Apr 19, 2023 Q1 2023
Strateg Iq Financial Group, LLC

SELL
 -
-310
- 2.15%
$21.8K - $24.2K
14.1K $387K
May 15, 2023 Q1 2023
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-314
- 0.49%
$22.1K - $24.5K
64K $1.76M
Apr 25, 2023 Q1 2023
Everhart Financial Group, Inc.

SELL
 -
-316
- 0.59%
$22.2K - $24.7K
53.1K $1.46M
Apr 07, 2023 Q1 2023
Trust CO

SELL
 -
-320
- 1.1%
$22.5K - $25K
28.9K $792K
Apr 05, 2023 Q1 2023
Martin Capital Partners, LLC

SELL
 -
-321
- 2.4%
$22.6K - $25K
13K $357K
May 04, 2023 Q1 2023
Darrow Company, Inc.

SELL
 -
-328
- 8.76%
$23.1K - $25.6K
3.42K $93.7K
Apr 21, 2023 Q1 2023
Successful Portfolios LLC

SELL
 -
-331
- 5.13%
$23.3K - $25.8K
6.12K $168K
May 09, 2023 Q1 2023
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
SELL
 -
-334
- 7.07%
$23.5K - $26.1K
4.39K $120K
Apr 07, 2023 Q1 2023
Armstrong Advisory Group, Inc

Needham, MA
SELL
 -
-336
- 7.32%
$23.6K - $26.2K
4.26K $117K
Apr 14, 2023 Q1 2023
Mirador Capital Partners LP

SELL
 -
-342
- 2.69%
$24K - $26.7K
12.4K $340K
May 05, 2023 Q1 2023
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-359
- 55.15%
$25.2K - $28K
292 $8.01K
Apr 10, 2023 Q1 2023
Capital Investment Advisors, LLC

SELL
 -
-364
- 1.14%
$25.6K - $28.4K
31.7K $869K
Apr 27, 2023 Q1 2023
Leisure Capital Management

SELL
 -
-375
- 9.52%
$26.4K - $29.3K
3.57K $97.9K
May 05, 2023 Q1 2023
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-377
- 4.8%
$26.5K - $29.4K
7.47K $205K
May 10, 2023 Q1 2023
Fusion Capital, LLC

SELL
 -
-388
- 3.76%
$27.3K - $30.3K
9.94K $273K
Apr 11, 2023 Q1 2023
Smith Anglin Financial, LLC

SELL
 -
-389
- 0.92%
$27.3K - $30.4K
41.8K $1.15M
May 08, 2023 Q1 2023
Kanawha Capital Management LLC

SELL
 -
-394
- 4.05%
$27.7K - $30.7K
9.33K $256K
Apr 13, 2023 Q1 2023
Grandview Asset Management LLC

SELL
 -
-395
- 7.58%
$27.8K - $30.8K
4.82K $132K
May 12, 2023 Q1 2023
Haverford Trust CO

Radnor, PA
SELL
 -
-400
- 6.29%
$28.1K - $31.2K
5.96K $164K
Apr 17, 2023 Q1 2023
Vigilare Wealth Management

SELL
 -
-406
- 5.8%
$28.5K - $31.7K
6.6K $181K
May 12, 2023 Q1 2023
Mas Advisors LLC

Miami, FL
SELL
 -
-413
- 1.97%
$29K - $32.2K
20.6K $564K
Sep 04, 2024 Q1 2023
Mas Advisors LLC

Miami, FL
SELL
 -
-413
- 1.97%
$29K - $32.2K
20.6K $564K
Apr 21, 2023 Q1 2023
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-445
- 1.86%
$31.3K - $34.7K
23.5K $643K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-449
- 2.77%
$31.6K - $35K
15.8K $433K
Apr 14, 2023 Q1 2023
Asset Planning Corporation

SELL
 -
-455
- 0.48%
$32K - $35.5K
93.5K $2.57M
Apr 18, 2023 Q1 2023
Sage Financial Group Inc

SELL
 -
-465
- 2.33%
$32.7K - $36.3K
19.5K $535K
May 15, 2023 Q1 2023
Van Cleef Asset Management,Inc

Beachwood, OH
SELL
 -
-469
- 4.35%
$33K - $36.6K
10.3K $283K
Apr 20, 2023 Q1 2023
White Lighthouse Investment Management Inc.

SELL
 -
-475
- 1.1%
$33.4K - $37.1K
42.7K $1.17M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-480
- 3.05%
$33.7K - $37.5K
15.3K $419K

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