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 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
35.9KNew |
$2.54M - $2.72M
|
35.9K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
35.8K+ 1694.09% |
$2.53M - $2.71M
|
37.9K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
34.8KNew |
$2.46M - $2.63M
|
34.8K
$975K
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
34.8KNew |
$2.45M - $2.63M
|
34.8K
$973K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
34.4K+ 46.54% |
$2.43M - $2.6M
|
108K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.2K+ 20.71% |
$2.42M - $2.59M
|
200K
$5.59M
|
|
|
Oct 11, 2023
Q3 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
33.9K+ 11.9% |
$2.39M - $2.56M
|
318K
$8.91M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.9K+ 19.71% |
$2.32M - $2.49M
|
200K
$5.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
32.8KNew |
$2.31M - $2.48M
|
32.8K
$917K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
32.5K+ 338.47% |
$2.3M - $2.46M
|
42.1K
$1.18M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
32.1K+ 21.56% |
$2.27M - $2.43M
|
181K
$5.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31.5K+ 3.15% |
$2.23M - $2.38M
|
1.03M
$28.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
31.4K+ 7.01% |
$2.22M - $2.38M
|
480K
$13.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
30.3K+ 33.31% |
$2.14M - $2.29M
|
121K
$3.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
30.3K+ 1.43% |
$2.14M - $2.29M
|
2.15M
$60.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
29.9K+ 67.99% |
$2.11M - $2.26M
|
73.9K
$2.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
28.9K+ 7.22% |
$2.04M - $2.19M
|
429K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
28.4KNew |
$2M - $2.15M
|
28.4K
$794K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
27.4K+ 3.98% |
$1.94M - $2.07M
|
716K
$20M
|
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
27.2K+ 29.36% |
$1.92M - $2.06M
|
120K
$3.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
26.8K+ 5.48% |
$1.89M - $2.03M
|
516K
$14.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
26.7KNew |
$1.89M - $2.02M
|
26.7K
$747K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
26.7K+ 1.69% |
$1.89M - $2.02M
|
1.6M
$44.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
26.6K+ 24.4% |
$1.88M - $2.01M
|
136K
$3.8M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
26.3K+ 6.3% |
$1.86M - $1.99M
|
444K
$12.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
26.3K+ 116.09% |
$1.86M - $1.99M
|
48.9K
$1.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
25.8KNew |
$1.82M - $1.95M
|
25.8K
$721K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
25.4K+ 64.35% |
$1.79M - $1.92M
|
64.7K
$1.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
25.3K+ 37.25% |
$1.79M - $1.92M
|
93.4K
$2.61M
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
25.3K+ 9.96% |
$1.79M - $1.92M
|
280K
$7.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
24.6K+ 77.27% |
$1.74M - $1.86M
|
56.5K
$1.58M
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
24.1K+ 8.89% |
$1.7M - $1.82M
|
295K
$8.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
24K+ 11.89% |
$1.7M - $1.82M
|
226K
$6.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
23.9K+ 1.76% |
$1.69M - $1.81M
|
1.38M
$38.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
23.8K+ 56.57% |
$1.68M - $1.8M
|
65.8K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.7KNew |
$1.61M - $1.72M
|
22.7K
$636K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
22.6K+ 279.67% |
$1.6M - $1.71M
|
30.7K
$860K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
22.3K+ 249.04% |
$1.58M - $1.69M
|
31.3K
$876K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
22.3K+ 10.57% |
$1.57M - $1.68M
|
233K
$6.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
22.2K+ 10.85% |
$1.57M - $1.68M
|
226K
$6.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
22.1K+ 3.44% |
$1.56M - $1.67M
|
666K
$18.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
21.7K+ 57.84% |
$1.53M - $1.64M
|
59.2K
$1.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
21.4K+ 6.13% |
$1.51M - $1.62M
|
371K
$10.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
21.2KNew |
$1.5M - $1.6M
|
21.2K
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
21K+ 25.0% |
$1.48M - $1.59M
|
105K
$2.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.7K+ 13.51% |
$1.46M - $1.57M
|
174K
$4.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
20.5KNew |
$1.45M - $1.55M
|
20.5K
$573K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
20.2K+ 17.47% |
$1.43M - $1.53M
|
136K
$3.8M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
19.9K+ 6.07% |
$1.4M - $1.5M
|
347K
$9.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
19.8K+ 7.93% |
$1.4M - $1.5M
|
269K
$7.53M
|