Purchases and Sales Made in Q3 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 Q3 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
Oct 18, 2023 Q3 2023
Valicenti Advisory Services Inc

BUY
 -
175
+ 4.52%
$12.4K - $13.2K
4.05K $113K
Nov 01, 2023 Q3 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
170
+ 0.75%
$12K - $12.9K
22.8K $633K
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
170
+ 0.71%
$12K - $12.9K
24K $667K
Oct 16, 2023 Q3 2023
Wealth Effects LLC

BUY
 -
162
+ 4.54%
$11.4K - $12.3K
3.73K $104K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
161
New
$11.4K - $12.2K
161 $4.48K
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

BUY
 -
160
+ 23.15%
$11.3K - $12.1K
851 $23.7K
Oct 31, 2023 Q3 2023
Iron Financial, LLC

BUY
 -
154
+ 0.73%
$10.9K - $11.7K
21.3K $594K
Nov 01, 2023 Q3 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
150
+ 20.0%
$10.6K - $11.3K
900 $25K
Nov 14, 2023 Q3 2023
Biltmore Family Office, LLC

BUY
 -
150
New
$10.6K - $11.3K
150 $4.17K
Oct 16, 2023 Q3 2023
Fc Advisory LLC

BUY
 -
148
+ 2.16%
$10.5K - $11.2K
6.99K $194K
Oct 20, 2023 Q3 2023
One Day In July LLC

BUY
 -
142
+ 3.88%
$10K - $10.7K
3.8K $106K
Oct 17, 2023 Q3 2023
Cross Staff Investments Inc

BUY
 -
137
+ 2.36%
$9.68K - $10.4K
5.93K $165K
Nov 09, 2023 Q3 2023
Ellevest, Inc.

BUY
 -
136
+ 3.56%
$9.61K - $10.3K
3.95K $110K
Oct 10, 2023 Q3 2023
M&R Capital Management Inc

BUY
 -
135
+ 4.77%
$9.54K - $10.2K
2.97K $82.6K
Nov 13, 2023 Q3 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
132
+ 3.54%
$9.32K - $9.99K
3.86K $107K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
129
+ 0.16%
$9.11K - $9.76K
81.9K $2.28M
Oct 23, 2023 Q3 2023
Garrison Asset Management, LLC

BUY
 -
125
+ 1.01%
$8.83K - $9.46K
12.5K $348K
Nov 13, 2023 Q3 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
125
+ 1.9%
$8.83K - $9.46K
6.72K $187K
Oct 10, 2023 Q3 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
123
+ 0.92%
$8.69K - $9.31K
13.5K $375K
Nov 07, 2023 Q3 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
119
+ 1.61%
$8.4K - $9K
7.53K $210K
Nov 14, 2023 Q3 2023
Fortress Wealth Management, Inc.

BUY
 -
113
+ 2.62%
$7.98K - $8.55K
4.42K $123K
Oct 04, 2023 Q3 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
112
+ 0.36%
$7.91K - $8.47K
30.9K $859K
Oct 17, 2023 Q3 2023
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
108
+ 1.28%
$7.63K - $8.17K
8.56K $238K
Nov 13, 2023 Q3 2023
Sugarloaf Wealth Management, LLC

BUY
 -
108
+ 4.15%
$7.63K - $8.17K
2.71K $75.4K
Oct 17, 2023 Q3 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
103
+ 3.73%
$7.27K - $7.79K
2.86K $79.6K
Nov 15, 2023 Q3 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
98
+ 7.23%
$6.92K - $7.41K
1.45K $40.4K
Nov 13, 2023 Q3 2023
Gsb Wealth Management, LLC

BUY
 -
97
+ 1.91%
$6.85K - $7.34K
5.18K $144K
Oct 06, 2023 Q3 2023
West Wealth Group, LLC

BUY
 -
94
+ 1.62%
$6.64K - $7.11K
5.88K $164K
Nov 03, 2023 Q3 2023
Latitude Advisors, LLC

BUY
 -
94
+ 0.45%
$6.64K - $7.11K
21.1K $587K
Nov 14, 2023 Q3 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
94
+ 1.84%
$6.64K - $7.11K
5.2K $145K
Oct 19, 2023 Q3 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
92
+ 0.56%
$6.5K - $6.96K
16.5K $460K
Nov 13, 2023 Q3 2023
Sawgrass Asset Management LLC

BUY
 -
87
+ 1.08%
$6.14K - $6.58K
8.11K $226K
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
87
+ 32.58%
$6.14K - $6.58K
354 $9.85K
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

BUY
 -
87
+ 0.77%
$6.14K - $6.58K
11.4K $317K
Nov 14, 2023 Q3 2023
Baldwin Investment Management, LLC

BUY
 -
87
+ 0.68%
$6.14K - $6.58K
12.8K $357K
Oct 24, 2023 Q3 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
82
+ 1.83%
$5.79K - $6.2K
4.56K $127K
Nov 01, 2023 Q3 2023
Centerpoint Advisors, LLC

BUY
 -
77
+ 0.77%
$5.44K - $5.83K
10.1K $280K
Nov 08, 2023 Q3 2023
Amg National Trust Bank

BUY
 -
76
+ 0.16%
$5.37K - $5.75K
47.7K $1.33M
Nov 14, 2023 Q3 2023
Wills Financial Group, Inc.

BUY
 -
76
+ 0.39%
$5.37K - $5.75K
19.3K $538K
Nov 13, 2023 Q3 2023
Prosperity Consulting Group, LLC

BUY
 -
75
+ 0.15%
$5.3K - $5.67K
49.5K $1.38M
Nov 06, 2023 Q3 2023
Windham Capital Management, LLC

BUY
 -
71
+ 0.91%
$5.01K - $5.37K
7.86K $219K
Oct 27, 2023 Q3 2023
Alley Investment Management Company, LLC

BUY
 -
65
+ 1.22%
$4.59K - $4.92K
5.38K $150K
Nov 14, 2023 Q3 2023
Financial Avengers, Inc.

Oakland, CA
BUY
 -
65
New
$4.59K - $4.92K
65 $1.81K
Feb 21, 2024 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
64
+ 0.2%
$4.52K - $4.84K
32.8K $912K
Nov 08, 2023 Q3 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
63
+ 1.02%
$4.45K - $4.77K
6.26K $174K
Nov 07, 2023 Q3 2023
Clear Investment Research, LLC

BUY
 -
60
+ 3.55%
$4.24K - $4.54K
1.75K $48.7K
Nov 13, 2023 Q3 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
58
+ 0.38%
$4.1K - $4.39K
15.2K $424K
Nov 02, 2023 Q3 2023
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
57
+ 1.56%
$4.03K - $4.31K
3.71K $103K
Nov 01, 2023 Q3 2023
Ellis Investment Partners, LLC

BUY
 -
53
+ 0.92%
$3.74K - $4.01K
5.83K $162K

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