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 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.88K- 8.81% |
$345K - $369K
|
50.5K
$1.41M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.89K- 71.54% |
$345K - $370K
|
1.95K
$54.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4.92K- 36.82% |
$347K - $372K
|
8.44K
$236K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-5.06K- 4.29% |
$357K - $383K
|
113K
$3.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-5.23K- 11.64% |
$369K - $395K
|
39.7K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.26K- 7.53% |
$371K - $398K
|
64.5K
$1.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5.33K- 57.57% |
$376K - $403K
|
3.93K
$110K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-5.48K- 2.21% |
$387K - $414K
|
242K
$6.79M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-5.83K- 6.73% |
$412K - $441K
|
80.8K
$2.26M
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-5.99K- 3.96% |
$423K - $453K
|
145K
$4.07M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-6K- 53.85% |
$424K - $454K
|
5.14K
$144K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-6.01K- 1.94% |
$424K - $454K
|
304K
$8.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-6.12K- 30.69% |
$432K - $463K
|
13.8K
$387K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-6.15K- 18.35% |
$434K - $465K
|
27.4K
$766K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-6.31K- 21.15% |
$445K - $477K
|
23.5K
$658K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-6.63K- 26.95% |
$468K - $502K
|
18K
$503K
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-6.65K- 14.77% |
$469K - $503K
|
38.4K
$1.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.65K- 4.22% |
$469K - $503K
|
151K
$4.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-6.69K- 14.54% |
$472K - $506K
|
39.3K
$1.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-6.74K- 1.6% |
$476K - $510K
|
414K
$11.6M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.76K- 4.17% |
$478K - $512K
|
155K
$4.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-6.79K- 20.39% |
$480K - $514K
|
26.5K
$742K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-6.82K- 3.33% |
$482K - $516K
|
198K
$5.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-6.84K- 46.95% |
$483K - $517K
|
7.72K
$216K
|
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-6.91K- 18.85% |
$488K - $523K
|
29.7K
$832K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-7.23K- 56.58% |
$511K - $547K
|
5.55K
$155K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-7.27K- 4.47% |
$513K - $550K
|
155K
$4.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-7.28K- 1.38% |
$514K - $551K
|
520K
$14.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-7.82K- 55.6% |
$552K - $592K
|
6.25K
$175K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-7.89K- 63.63% |
$557K - $597K
|
4.51K
$126K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-8.28K- 3.56% |
$585K - $626K
|
224K
$6.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-8.45K- 7.88% |
$597K - $639K
|
98.8K
$2.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-8.58K- 9.33% |
$606K - $649K
|
83.4K
$2.33M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8.72K- 8.19% |
$616K - $660K
|
97.8K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-8.76K- 2.48% |
$619K - $663K
|
345K
$9.65M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-9.08K- 66.25% |
$641K - $687K
|
4.62K
$129K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-9.08K- 65.22% |
$641K - $687K
|
4.84K
$136K
|
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-9.28K- 23.05% |
$656K - $702K
|
31K
$867K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-9.45K- 3.51% |
$667K - $715K
|
259K
$7.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.98K- 9.38% |
$705K - $755K
|
96.4K
$2.7M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-10.5K- 74.74% |
$740K - $793K
|
3.54K
$99.1K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.5K- 3.03% |
$742K - $794K
|
336K
$9.41M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.6K- 1.57% |
$745K - $798K
|
660K
$18.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-10.6K- 6.06% |
$748K - $801K
|
164K
$4.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.6K- 48.52% |
$749K - $802K
|
11.3K
$315K
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-10.7K- 2.77% |
$753K - $807K
|
374K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.8K- 17.54% |
$760K - $814K
|
50.5K
$1.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.9K- 7.26% |
$772K - $827K
|
140K
$3.91M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.3K- 3.3% |
$798K - $855K
|
331K
$9.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-11.8K- 53.69% |
$835K - $895K
|
10.2K
$286K
|