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
Apr 26, 2023 Q1 2023
Alpha Cubed Investments, LLC

BUY
 -
4.28K
+ 6.62%
$300K - $334K
68.9K $1.92M
Apr 19, 2023 Q1 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
4.27K
+ 1213.64%
$300K - $333K
4.62K $129K
Apr 27, 2023 Q1 2023
Rice Partnership, LLC

BUY
 -
4.24K
New
$298K - $331K
4.24K $118K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
4.14K
+ 6.5%
$291K - $323K
67.7K $1.88M
Apr 14, 2023 Q1 2023
Asset Management Corp

BUY
 -
4.12K
+ 12.52%
$289K - $321K
37K $1.03M
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
4.11K
+ 23.9%
$289K - $321K
21.3K $592K
Apr 27, 2023 Q1 2023
Roman Butler Fullerton & CO

BUY
 -
4.1K
+ 24.34%
$288K - $320K
20.9K $582K
Apr 20, 2023 Q1 2023
Novare Capital Management LLC

BUY
 -
4.1K
New
$288K - $320K
4.1K $114K
Apr 10, 2023 Q1 2023
Focus Wealth Advisors, LLC

BUY
 -
4.09K
New
$288K - $319K
4.09K $114K
Apr 25, 2023 Q1 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
4.09K
+ 26.46%
$287K - $319K
19.5K $543K
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
4.02K
+ 88.98%
$283K - $314K
8.54K $237K
Apr 27, 2023 Q1 2023
Covenant Asset Management, LLC

BUY
 -
3.96K
New
$278K - $309K
3.96K $110K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
3.92K
+ 283.5%
$275K - $306K
5.3K $147K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
3.89K
+ 7.44%
$274K - $304K
56.2K $1.56M
May 05, 2023 Q1 2023
Transatlantique Private Wealth LLC

BUY
 -
3.86K
+ 12.32%
$271K - $301K
35.1K $977K
May 15, 2023 Q1 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
3.83K
New
$269K - $299K
3.83K $107K
May 09, 2023 Q1 2023
Armor Investment Advisors, LLC

BUY
 -
3.81K
+ 6.38%
$268K - $297K
63.5K $1.77M
May 02, 2023 Q1 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
3.8K
New
$267K - $297K
3.8K $106K
May 11, 2023 Q1 2023
Broadleaf Partners, LLC

Hudson, OH
BUY
 -
3.8K
+ 9.61%
$267K - $297K
43.4K $1.21M
May 04, 2023 Q1 2023
Bordeaux Wealth Advisors LLC

BUY
 -
3.79K
New
$266K - $295K
3.79K $105K
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
3.76K
+ 78.93%
$264K - $293K
8.52K $237K
May 12, 2023 Q1 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
3.76K
+ 53.41%
$264K - $293K
10.8K $300K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
3.72K
+ 15.95%
$262K - $290K
27.1K $752K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
3.72K
+ 31.03%
$262K - $290K
15.7K $437K
May 09, 2023 Q1 2023
Team Hewins, LLC

Redwood City, CA
BUY
 -
3.65K
New
$257K - $285K
3.65K $102K
Apr 26, 2023 Q1 2023
Reitz Capital Advisors LLC

BUY
 -
3.62K
+ 1.12%
$255K - $283K
327K $9.09M
Apr 11, 2023 Q1 2023
Liberty Capital Management, Inc.

BUY
 -
3.59K
+ 13.64%
$252K - $280K
29.9K $830K
May 04, 2023 Q1 2023
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
3.59K
+ 1.42%
$252K - $280K
256K $7.12M
May 09, 2023 Q1 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
3.58K
+ 3.71%
$252K - $279K
100K $2.78M
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
3.58K
+ 84.26%
$251K - $279K
7.82K $217K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
3.57K
+ 4.11%
$251K - $278K
90.3K $2.51M
May 01, 2023 Q1 2023
Tanglewood Wealth Management, Inc.

BUY
 -
3.56K
New
$250K - $278K
3.56K $99K
Apr 04, 2023 Q1 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
3.52K
+ 21.06%
$247K - $274K
20.2K $562K
May 09, 2023 Q1 2023
Epic Trust Investment Advisors, LLC

BUY
 -
3.49K
+ 113.59%
$245K - $272K
6.55K $182K
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
3.48K
+ 18.82%
$245K - $272K
22K $611K
Apr 28, 2023 Q1 2023
Next Capital Management LLC

BUY
 -
3.47K
+ 84.72%
$244K - $270K
7.56K $210K
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
3.47K
+ 4.21%
$244K - $270K
85.7K $2.38M
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
3.44K
New
$242K - $269K
3.44K $95.7K
May 01, 2023 Q1 2023
Sfmg, LLC

BUY
 -
3.44K
New
$242K - $269K
3.44K $95.7K
May 12, 2023 Q1 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
3.44K
+ 8.78%
$242K - $269K
42.6K $1.19M
May 02, 2023 Q1 2023
Cap Wealth Advisors, LLC

BUY
 -
3.39K
+ 5.14%
$238K - $264K
69.3K $1.93M
May 03, 2023 Q1 2023
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
3.39K
+ 9.96%
$238K - $264K
37.4K $1.04M
May 11, 2023 Q1 2023
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
3.38K
New
$238K - $264K
3.38K $94K
May 12, 2023 Q1 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
3.35K
+ 111.9%
$235K - $261K
6.34K $176K
May 02, 2023 Q1 2023
V Wealth Advisors LLC

BUY
 -
3.28K
+ 30.89%
$230K - $256K
13.9K $386K
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
3.26K
New
$229K - $254K
3.26K $90.5K
Apr 25, 2023 Q1 2023
Solitude Financial Services

BUY
 -
3.23K
+ 39.01%
$227K - $252K
11.5K $320K
Apr 12, 2023 Q1 2023
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
3.21K
+ 22.75%
$225K - $250K
17.3K $481K
May 10, 2023 Q1 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
3.16K
+ 3.39%
$222K - $246K
96.4K $2.68M

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