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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-168K- 31.05% |
$11.8M - $12.7M
|
372K
$9.47M
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-207K- 84.92% |
$14.6M - $15.7M
|
36.7K
$934K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-214K- 42.44% |
$15.1M - $16.2M
|
290K
$7.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-232K- 4.11% |
$16.4M - $17.6M
|
5.42M
$138M
|
|
|
Nov 14, 2023
Q3 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-244K- 98.59% |
$17.2M - $18.5M
|
3.5K
$89K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-274K- 35.98% |
$19.4M - $20.7M
|
488K
$12.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-278K- 48.71% |
$19.7M - $21.1M
|
293K
$7.45M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-308K- 3.81% |
$21.7M - $23.3M
|
7.78M
$198M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-406K- 22.98% |
$28.7M - $30.8M
|
1.36M
$34.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-413K- 25.14% |
$29.1M - $31.2M
|
1.23M
$31.2M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-413K- 25.14% |
$29.1M - $31.2M
|
1.23M
$31.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-673K- 47.4% |
$47.6M - $50.9M
|
747K
$19M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-830K- 10.35% |
$58.6M - $62.8M
|
7.19M
$183M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.36M- 14.97% |
$96.2M - $103M
|
7.74M
$197M
|