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
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
32.2K+ 833.69% |
$2.27M - $2.52M
|
36.1K
$1M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
31.9KNew |
$2.24M - $2.49M
|
31.9K
$888K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.9K+ 7.3% |
$2.24M - $2.49M
|
469K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
31.8K+ 22.28% |
$2.24M - $2.48M
|
175K
$4.86M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
31.7K+ 66.24% |
$2.23M - $2.47M
|
79.5K
$2.21M
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
31.6K+ 32.04% |
$2.22M - $2.47M
|
130K
$3.62M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
31.6K+ 109.31% |
$2.22M - $2.46M
|
60.5K
$1.68M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
31K+ 5.05% |
$2.18M - $2.42M
|
646K
$18M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
30.8KNew |
$2.17M - $2.41M
|
30.8K
$858K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
30.7K+ 19.78% |
$2.15M - $2.39M
|
186K
$5.16M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
30.5KNew |
$2.14M - $2.38M
|
30.5K
$849K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29.6K+ 5.32% |
$2.08M - $2.31M
|
586K
$16.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
29.5K+ 4.01% |
$2.07M - $2.3M
|
765K
$21.3M
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
29.3K+ 141.64% |
$2.06M - $2.29M
|
50K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
29K+ 859.1% |
$2.04M - $2.26M
|
32.4K
$900K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
28.5KNew |
$2M - $2.22M
|
28.5K
$792K
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
28.2KNew |
$1.98M - $2.2M
|
28.2K
$784K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
28.1K+ 871.97% |
$1.97M - $2.19M
|
31.3K
$870K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
27.7K+ 39.88% |
$1.95M - $2.16M
|
97.1K
$2.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
27.6KNew |
$1.94M - $2.16M
|
27.6K
$769K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
BUY
|
- |
27.4K+ 44.55% |
$1.92M - $2.14M
|
88.9K
$2.47M
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
26.7K+ 32.52% |
$1.87M - $2.08M
|
109K
$3.02M
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
26.3K+ 14.13% |
$1.85M - $2.05M
|
212K
$5.91M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
26.2K+ 11.69% |
$1.84M - $2.04M
|
250K
$6.96M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
26.2K+ 291.85% |
$1.84M - $2.04M
|
35.1K
$977K
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
BUY
|
- |
25.9K+ 14.23% |
$1.82M - $2.02M
|
208K
$5.78M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
25.8K+ 27.72% |
$1.81M - $2.01M
|
119K
$3.31M
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
25.7KNew |
$1.81M - $2M
|
25.7K
$714K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
25.5K+ 66.03% |
$1.79M - $1.99M
|
64.1K
$1.78M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
25.2K+ 4573.87% |
$1.77M - $1.97M
|
25.8K
$716K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
24.9K+ 25.13% |
$1.75M - $1.94M
|
124K
$3.45M
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
24.1K+ 16.3% |
$1.69M - $1.88M
|
172K
$4.78M
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
23.9K+ 70.34% |
$1.68M - $1.86M
|
57.8K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.8K+ 4378.08% |
$1.67M - $1.86M
|
24.3K
$676K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
23.2K+ 22.02% |
$1.63M - $1.81M
|
128K
$3.57M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
23K+ 8.82% |
$1.62M - $1.8M
|
284K
$7.89M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
22.9K+ 9.91% |
$1.61M - $1.78M
|
254K
$7.05M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
22.8K+ 21.34% |
$1.61M - $1.78M
|
130K
$3.61M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
21.5K+ 149.19% |
$1.51M - $1.68M
|
35.9K
$998K
|
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
21.4KNew |
$1.5M - $1.67M
|
21.4K
$595K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
21.1K+ 9.7% |
$1.48M - $1.64M
|
238K
$6.62M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
20.7KNew |
$1.46M - $1.62M
|
20.7K
$576K
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
20.4K+ 34.42% |
$1.43M - $1.59M
|
79.7K
$2.22M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
19.9K+ 36.37% |
$1.4M - $1.55M
|
74.6K
$2.07M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
19.8K+ 26.49% |
$1.39M - $1.55M
|
94.6K
$2.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
19.6KNew |
$1.38M - $1.53M
|
19.6K
$544K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
19.4K+ 5.64% |
$1.37M - $1.52M
|
364K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
19.2K+ 1.94% |
$1.35M - $1.5M
|
1.01M
$28.1M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
19.1K+ 5.45% |
$1.34M - $1.49M
|
368K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19K+ 634.99% |
$1.33M - $1.48M
|
22K
$611K
|