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 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
13.7K
+ 89.36%
$966K - $1.07M
29.1K $810K
May 04, 2023 Q1 2023
Trinity Point Wealth, LLC

BUY
 -
13.5K
+ 7.93%
$947K - $1.05M
183K $5.1M
Apr 14, 2023 Q1 2023
Transform Wealth, LLC

BUY
 -
13.4K
+ 63.83%
$945K - $1.05M
34.5K $959K
May 11, 2023 Q1 2023
Planning Directions Inc

BUY
 -
13.3K
+ 7.89%
$933K - $1.04M
182K $5.05M
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
12.7K
New
$896K - $995K
12.7K $355K
May 12, 2023 Q1 2023
Curbstone Financial Management Corp

BUY
 -
12.7K
+ 16.04%
$891K - $989K
91.7K $2.55M
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
12.6K
+ 12.22%
$885K - $982K
116K $3.22M
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
12.3K
+ 2.87%
$865K - $960K
442K $12.3M
Apr 13, 2023 Q1 2023
Financial Management Professionals, Inc.

BUY
 -
12.3K
+ 2170.67%
$863K - $959K
12.9K $357K
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
12.3K
+ 2.83%
$863K - $958K
447K $12.4M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
12.1K
+ 5.31%
$847K - $941K
239K $6.65M
May 12, 2023 Q1 2023
Royal Capital Wealth Management, LLC

Carmel, IN
BUY
 -
12K
+ 22.27%
$843K - $936K
65.8K $1.83M
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
11.9K
+ 17.5%
$840K - $932K
80.2K $2.23M
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
11.9K
+ 38.1%
$838K - $931K
43.2K $1.2M
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
11.9K
+ 32.23%
$834K - $926K
48.7K $1.35M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
11.8K
+ 28.67%
$831K - $922K
53K $1.48M
May 15, 2023 Q1 2023
Wbi Investments, Inc.

BUY
 -
11.8K
New
$826K - $917K
11.8K $327K
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
11.7K
+ 15.36%
$823K - $914K
87.9K $2.45M
Oct 13, 2023 Q1 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
11.4K
+ 2.76%
$801K - $889K
424K $11.8M
May 09, 2023 Q1 2023
Orion Capital Management LLC

BUY
 -
11.4K
+ 29.8%
$800K - $889K
49.6K $1.38M
Jun 01, 2023 Q1 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
11.3K
+ 93.75%
$795K - $883K
23.4K $650K
May 09, 2023 Q1 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
11.3K
New
$793K - $880K
11.3K $314K
Apr 25, 2023 Q1 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
11.2K
+ 3.08%
$787K - $874K
375K $10.4M
May 02, 2023 Q1 2023
Round Rock Advisors, LLC

BUY
 -
11.2K
+ 138.98%
$787K - $874K
19.3K $536K
Apr 25, 2023 Q1 2023
First Merchants Corp

BUY
 -
11K
+ 8.3%
$775K - $861K
144K $4M
May 02, 2023 Q1 2023
Financial Planning & Information Services, Inc.

BUY
 -
11K
+ 294.36%
$774K - $860K
14.8K $411K
May 01, 2023 Q1 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
11K
+ 6.96%
$771K - $856K
169K $4.69M
May 15, 2023 Q1 2023
Roof Eidam & Maycock

BUY
 -
10.8K
+ 4.33%
$762K - $846K
261K $7.26M
May 03, 2023 Q1 2023
Arkansas Financial Group, Inc.

BUY
 -
10.8K
+ 245.63%
$760K - $844K
15.2K $423K
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
10.7K
New
$750K - $833K
10.7K $297K
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
10.5K
+ 2.85%
$737K - $819K
378K $10.5M
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
10.3K
New
$726K - $806K
10.3K $287K
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
10.2K
+ 9.83%
$718K - $798K
114K $3.18M
Apr 19, 2023 Q1 2023
Systelligence, LLC

BUY
 -
10.1K
+ 2.21%
$712K - $791K
469K $13M
Apr 13, 2023 Q1 2023
Phocas Financial Corp.

Alameda, CA
BUY
 -
9.95K
+ 1932.62%
$699K - $777K
10.5K $291K
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
9.88K
+ 5.84%
$694K - $771K
179K $4.98M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
9.81K
New
$690K - $766K
9.81K $273K
May 12, 2023 Q1 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
9.71K
+ 143.74%
$682K - $758K
16.5K $458K
May 22, 2023 Q1 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
9.69K
+ 1266.67%
$681K - $756K
10.5K $291K
May 15, 2023 Q1 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
9.53K
+ 5.2%
$670K - $743K
193K $5.36M
May 01, 2023 Q1 2023
Birchcreek Wealth Management, LLC

Miami Township, OH
BUY
 -
9.49K
New
$667K - $740K
9.49K $264K
Apr 18, 2023 Q1 2023
Rodgers & Associates, LTD

BUY
 -
9.43K
+ 15.84%
$662K - $735K
68.9K $1.92M
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
9.29K
+ 10.24%
$653K - $725K
100K $2.78M
Apr 18, 2023 Q1 2023
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
9.26K
New
$651K - $723K
9.26K $258K
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
9.24K
+ 24.29%
$649K - $721K
47.2K $1.31M
May 22, 2023 Q1 2023
Whelan Financial

BUY
 -
9.22K
+ 1.93%
$648K - $720K
486K $13.5M
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
9.09K
+ 14.03%
$639K - $710K
73.9K $2.06M
May 12, 2023 Q1 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
9.09K
+ 100.38%
$638K - $709K
18.1K $504K
Apr 17, 2023 Q1 2023
First Heartland Consultants, Inc.

BUY
 -
9K
+ 6.41%
$633K - $702K
149K $4.15M

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