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 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
121KNew |
$8.48M - $9.42M
|
121K
$3.36M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
121K+ 95.52% |
$8.48M - $9.42M
|
247K
$6.87M
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
120K+ 32.84% |
$8.44M - $9.37M
|
486K
$13.5M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
120KNew |
$8.41M - $9.33M
|
120K
$3.33M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
118K+ 74.12% |
$8.28M - $9.19M
|
277K
$7.7M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
116K+ 8.22% |
$8.17M - $9.07M
|
1.53M
$42.6M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
115K+ 157860.27% |
$8.1M - $8.99M
|
115K
$3.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
115K+ 296.87% |
$8.05M - $8.94M
|
153K
$4.26M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
114K+ 13.49% |
$8.01M - $8.89M
|
959K
$26.7M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
108K+ 48.41% |
$7.59M - $8.42M
|
331K
$9.2M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
108K+ 39.61% |
$7.56M - $8.39M
|
379K
$10.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
103K+ 5.44% |
$7.23M - $8.03M
|
2M
$55.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
92K+ 6.63% |
$6.46M - $7.18M
|
1.48M
$41.2M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
90.3K+ 22.75% |
$6.34M - $7.04M
|
487K
$13.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
90K+ 158.67% |
$6.32M - $7.02M
|
147K
$4.08M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
89.9K+ 31.29% |
$6.32M - $7.02M
|
377K
$10.5M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
89.4KNew |
$6.29M - $6.98M
|
89.4K
$2.49M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
88.3K+ 391.71% |
$6.21M - $6.89M
|
111K
$3.08M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
83K+ 4.18% |
$5.83M - $6.48M
|
2.07M
$57.5M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
82.5K+ 6.15% |
$5.8M - $6.44M
|
1.42M
$39.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
82.5K+ 58.53% |
$5.8M - $6.44M
|
223K
$6.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
82.3K+ 2.54% |
$5.79M - $6.42M
|
3.32M
$92.4M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
81.2K+ 1.36% |
$5.71M - $6.33M
|
6.04M
$168M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
80.8KNew |
$5.68M - $6.3M
|
80.8K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
80.6K+ 5.54% |
$5.67M - $6.29M
|
1.54M
$42.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
80.5KNew |
$5.66M - $6.29M
|
80.5K
$2.24M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
79.6K+ 12.87% |
$5.6M - $6.21M
|
698K
$19.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
79.6K+ 14.66% |
$5.59M - $6.21M
|
623K
$17.3M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
77.9K+ 20.82% |
$5.48M - $6.08M
|
452K
$12.6M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
77.3K+ 77.81% |
$5.44M - $6.04M
|
177K
$4.92M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
77K+ 31.55% |
$5.41M - $6.01M
|
321K
$8.93M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
73.6K+ 404.31% |
$5.17M - $5.74M
|
91.8K
$2.55M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
73K+ 59.1% |
$5.13M - $5.69M
|
196K
$5.46M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
71.6K+ 27.07% |
$5.03M - $5.59M
|
336K
$9.35M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
70.6KNew |
$4.96M - $5.51M
|
70.6K
$1.96M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
68KNew |
$4.78M - $5.31M
|
68K
$1.89M
|
|
|
May 16, 2023
Q1 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
67.8KNew |
$4.76M - $5.29M
|
67.8K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
67.4K+ 56.46% |
$4.74M - $5.26M
|
187K
$5.2M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
67.3K+ 29.17% |
$4.73M - $5.26M
|
298K
$8.29M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
65.4K+ 10.24% |
$4.6M - $5.1M
|
704K
$19.6M
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
64.9K+ 13.79% |
$4.56M - $5.06M
|
535K
$14.9M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
64.3K+ 28.46% |
$4.52M - $5.02M
|
290K
$8.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
63.7KNew |
$4.48M - $4.97M
|
63.7K
$1.77M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
63KNew |
$4.43M - $4.92M
|
63K
$1.75M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
62.8K+ 45.48% |
$4.41M - $4.9M
|
201K
$5.59M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
60.5K+ 39.37% |
$4.25M - $4.72M
|
214K
$5.96M
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
60K+ 42.62% |
$4.22M - $4.68M
|
201K
$5.59M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
59.7K+ 26.34% |
$4.19M - $4.66M
|
286K
$7.96M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
59.3K+ 968.88% |
$4.16M - $4.62M
|
65.4K
$1.82M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
59K+ 4.22% |
$4.15M - $4.61M
|
1.46M
$40.5M
|