Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Us Dividen (SCHD)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
94.1K+ 7.49% |
$6.65M - $7.12M
|
1.35M
$37.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
93.7K+ 25.96% |
$6.62M - $7.09M
|
455K
$12.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
93.1K+ 86.73% |
$6.57M - $7.04M
|
200K
$5.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
90.7K+ 42.19% |
$6.41M - $6.86M
|
306K
$8.51M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
87.8K+ 20.65% |
$6.2M - $6.65M
|
513K
$14.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
81.9KNew |
$5.78M - $6.19M
|
81.9K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
81.6K+ 80.4% |
$5.76M - $6.17M
|
183K
$5.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
79.2K+ 19.72% |
$5.59M - $5.99M
|
481K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
79.1K+ 3.77% |
$5.59M - $5.99M
|
2.18M
$60.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
78.4K+ 57.83% |
$5.54M - $5.93M
|
214K
$5.96M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
76.9K+ 12.52% |
$5.43M - $5.82M
|
691K
$19.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
75.2K+ 19.28% |
$5.31M - $5.69M
|
465K
$12.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
74.6K+ 26.82% |
$5.27M - $5.65M
|
353K
$9.82M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
74K+ 33.14% |
$5.23M - $5.6M
|
297K
$8.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
73.9KNew |
$5.22M - $5.59M
|
73.9K
$2.06M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
72.8K+ 40.57% |
$5.14M - $5.51M
|
252K
$7.02M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
71.5K+ 28.34% |
$5.05M - $5.41M
|
324K
$9.02M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
71.3K+ 14.78% |
$5.03M - $5.39M
|
553K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
70.4K+ 26.95% |
$4.97M - $5.33M
|
332K
$9.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
67.5KNew |
$4.77M - $5.11M
|
67.5K
$1.88M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
67.4K+ 63.83% |
$4.76M - $5.1M
|
173K
$4.81M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
66.5KNew |
$4.7M - $5.03M
|
66.5K
$1.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
65.3K+ 5.95% |
$4.61M - $4.94M
|
1.16M
$32.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
65.1K+ 100.51% |
$4.6M - $4.92M
|
130K
$3.61M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
62.9KNew |
$4.45M - $4.76M
|
62.9K
$1.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
62.3K+ 4.51% |
$4.4M - $4.71M
|
1.44M
$40.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
60.7K+ 1205.78% |
$4.29M - $4.59M
|
65.7K
$1.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
59K+ 7.93% |
$4.17M - $4.46M
|
803K
$22.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
57.6K+ 68.97% |
$4.06M - $4.35M
|
141K
$3.92M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
56.4K+ 19.68% |
$3.99M - $4.27M
|
343K
$9.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
56.3K+ 3.29% |
$3.97M - $4.26M
|
1.77M
$49.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
55.6K+ 1654.97% |
$3.93M - $4.2M
|
58.9K
$1.64M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
55.4K+ 105.79% |
$3.91M - $4.19M
|
108K
$3M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
55.1K+ 19.75% |
$3.89M - $4.17M
|
334K
$9.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
54.9KNew |
$3.88M - $4.15M
|
54.9K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
54.1K+ 80.93% |
$3.82M - $4.1M
|
121K
$3.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
52.8K+ 47.21% |
$3.73M - $4M
|
165K
$4.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
51.7KNew |
$3.65M - $3.91M
|
51.7K
$1.44M
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
49.6KNew |
$3.51M - $3.76M
|
49.6K
$1.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
49.3KNew |
$3.48M - $3.73M
|
49.3K
$1.37M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
48.1K+ 14.34% |
$3.4M - $3.64M
|
384K
$10.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
48KNew |
$3.39M - $3.63M
|
48K
$1.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
45.4K+ 304.29% |
$3.21M - $3.44M
|
60.4K
$1.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
45.1K+ 9.98% |
$3.19M - $3.42M
|
498K
$13.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
43.9K+ 417.91% |
$3.1M - $3.32M
|
54.4K
$1.51M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
39.2K+ 69.57% |
$2.77M - $2.97M
|
95.5K
$2.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
37.5K+ 14.25% |
$2.65M - $2.84M
|
301K
$8.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
37.4KNew |
$2.64M - $2.83M
|
37.4K
$1.04M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
37.4K+ 29.59% |
$2.64M - $2.83M
|
164K
$4.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36.4K+ 122.11% |
$2.57M - $2.75M
|
66.2K
$1.84M
|