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 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-42.6K- 28.55% |
$3.01M - $3.22M
|
106K
$2.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-42.7K- 21.61% |
$3.01M - $3.23M
|
155K
$4.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-43.4K- 22.1% |
$3.07M - $3.28M
|
153K
$4.28M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-44.1K- 80.94% |
$3.11M - $3.33M
|
10.4K
$290K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.9K- 2.12% |
$3.17M - $3.4M
|
2.07M
$58M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-45.6K- 21.78% |
$3.22M - $3.45M
|
164K
$4.58M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-45.7K- 28.74% |
$3.22M - $3.45M
|
113K
$3.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-46.9K- 78.61% |
$3.32M - $3.55M
|
12.8K
$358K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-48K- 41.06% |
$3.39M - $3.63M
|
69K
$1.93M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-50.5K- 23.45% |
$3.57M - $3.82M
|
165K
$4.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-51.2K- 77.95% |
$3.62M - $3.88M
|
14.5K
$406K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-53.6K- 28.72% |
$3.79M - $4.06M
|
133K
$3.73M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-54.8K- 17.23% |
$3.87M - $4.14M
|
263K
$7.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-57.6K- 6.01% |
$4.07M - $4.36M
|
900K
$25.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-59.3K- 20.3% |
$4.19M - $4.49M
|
233K
$6.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-61.4K- 77.03% |
$4.34M - $4.65M
|
18.3K
$512K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-62.3K- 11.17% |
$4.4M - $4.71M
|
496K
$13.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-62.7K- 78.43% |
$4.43M - $4.74M
|
17.2K
$482K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-64.9K- 0.67% |
$4.58M - $4.91M
|
9.64M
$270M
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-65.8K- 32.21% |
$4.64M - $4.97M
|
138K
$3.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-66.2K- 55.22% |
$4.68M - $5.01M
|
53.7K
$1.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-66.2K- 72.7% |
$4.68M - $5.01M
|
24.9K
$696K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-66.9K- 55.74% |
$4.72M - $5.06M
|
53.1K
$1.49M
|
|
|
Oct 03, 2023
Q3 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-67.8K- 81.18% |
$4.79M - $5.13M
|
15.7K
$440K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-67.9K- 28.45% |
$4.8M - $5.14M
|
171K
$4.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-68.2K- 71.4% |
$4.82M - $5.16M
|
27.3K
$765K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-71.3K- 13.95% |
$5.04M - $5.39M
|
440K
$12.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-75.1K- 42.73% |
$5.3M - $5.68M
|
101K
$2.82M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-75.3K- 54.85% |
$5.32M - $5.7M
|
62K
$1.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-83.5K- 36.38% |
$5.9M - $6.32M
|
146K
$4.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-88.8K- 5.64% |
$6.27M - $6.72M
|
1.49M
$41.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-89K- 1.78% |
$6.28M - $6.73M
|
4.9M
$137M
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-92.4K- 8.48% |
$6.52M - $6.99M
|
997K
$27.9M
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-95.9K- 57.22% |
$6.78M - $7.26M
|
71.7K
$2.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-99.5K- 77.91% |
$7.03M - $7.53M
|
28.2K
$789K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-103K- 32.84% |
$7.3M - $7.82M
|
211K
$5.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-106K- 3.01% |
$7.48M - $8.01M
|
3.42M
$95.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-110K- 23.39% |
$7.78M - $8.33M
|
361K
$10.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-110K- 7.86% |
$7.79M - $8.35M
|
1.29M
$36.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-112K- 7.45% |
$7.92M - $8.49M
|
1.39M
$39M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-115K- 92.76% |
$8.13M - $8.7M
|
8.99K
$252K
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-122K- 57.92% |
$8.63M - $9.24M
|
88.7K
$2.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-141K- 38.36% |
$9.97M - $10.7M
|
227K
$6.35M
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
SELL
|
- |
-145K- 81.86% |
$10.2M - $11M
|
32.2K
$900K
|
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-168K- 31.05% |
$11.8M - $12.7M
|
372K
$10.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-207K- 84.92% |
$14.6M - $15.7M
|
36.7K
$1.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-214K- 42.44% |
$15.1M - $16.2M
|
290K
$8.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-232K- 4.11% |
$16.4M - $17.6M
|
5.42M
$152M
|
|
|
Nov 14, 2023
Q3 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-244K- 98.59% |
$17.2M - $18.5M
|
3.5K
$98K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-274K- 35.98% |
$19.4M - $20.7M
|
488K
$13.7M
|