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
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
5.14K+ 2.13% |
$363K - $389K
|
246K
$6.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
5.08K+ 1.96% |
$359K - $385K
|
264K
$7.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.06K+ 10.98% |
$357K - $383K
|
51.1K
$1.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5.06K+ 2.29% |
$357K - $383K
|
226K
$6.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.02K+ 38.73% |
$354K - $380K
|
18K
$500K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
5K+ 48.59% |
$353K - $378K
|
15.3K
$426K
|
|
|
Oct 25, 2023
Q3 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
5K+ 6.76% |
$353K - $378K
|
79K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
5KNew |
$353K - $378K
|
5K
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
4.95K+ 36.29% |
$350K - $374K
|
18.6K
$517K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
4.86K+ 2.65% |
$343K - $368K
|
188K
$5.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
4.85K+ 4.91% |
$342K - $367K
|
104K
$2.88M
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.84K+ 10.95% |
$342K - $366K
|
49K
$1.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.8K+ 79.5% |
$339K - $363K
|
10.8K
$302K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
4.8K+ 21.2% |
$339K - $363K
|
27.4K
$763K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.79K+ 8.69% |
$338K - $362K
|
59.9K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.74K+ 4.72% |
$335K - $359K
|
105K
$2.92M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
4.73KNew |
$334K - $358K
|
4.73K
$132K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
4.7KNew |
$332K - $355K
|
4.7K
$131K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.69K+ 1.57% |
$331K - $355K
|
303K
$8.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.65K+ 14.84% |
$329K - $352K
|
36K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.62K+ 44.14% |
$326K - $350K
|
15.1K
$420K
|
|
|
Nov 07, 2023
Q3 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
4.62K+ 24.32% |
$326K - $349K
|
23.6K
$657K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4.59K+ 6.93% |
$324K - $348K
|
70.9K
$1.97M
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4.54K+ 10.82% |
$321K - $344K
|
46.5K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.53K+ 1.89% |
$320K - $343K
|
245K
$6.81M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
4.49K+ 8.37% |
$317K - $339K
|
58.1K
$1.62M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.47K+ 153.08% |
$316K - $338K
|
7.4K
$206K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4.43K+ 6.67% |
$313K - $335K
|
70.9K
$1.97M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.41K+ 5.97% |
$312K - $334K
|
78.3K
$2.18M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
4.38K+ 9.08% |
$309K - $331K
|
52.5K
$1.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.36K+ 44.35% |
$308K - $330K
|
14.2K
$395K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.35K+ 2.09% |
$307K - $329K
|
212K
$5.9M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
4.25K+ 5.84% |
$300K - $322K
|
77K
$2.14M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.24K+ 9.02% |
$299K - $321K
|
51.2K
$1.43M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
4.14K+ 3.24% |
$292K - $313K
|
132K
$3.67M
|
|
|
Oct 16, 2023
Q3 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
4.1K+ 5.27% |
$290K - $311K
|
81.9K
$2.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.06KNew |
$287K - $307K
|
4.06K
$113K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.05K+ 48.71% |
$286K - $306K
|
12.4K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.04K+ 17.06% |
$285K - $305K
|
27.7K
$771K
|
|
|
Nov 09, 2023
Q3 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
4.03K+ 1.32% |
$285K - $305K
|
310K
$8.61M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.01K+ 65.07% |
$283K - $303K
|
10.2K
$283K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4K+ 12.06% |
$283K - $303K
|
37.2K
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
4K+ 3.3% |
$282K - $302K
|
125K
$3.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.98K+ 65.47% |
$281K - $301K
|
10.1K
$280K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.98K+ 18.81% |
$281K - $301K
|
25.1K
$699K
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
3.97KNew |
$280K - $300K
|
3.97K
$111K
|
|
|
Nov 03, 2023
Q3 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
3.97K+ 0.96% |
$280K - $300K
|
415K
$11.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.96K+ 480.36% |
$280K - $300K
|
4.79K
$133K
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
3.92KNew |
$277K - $297K
|
3.92K
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.92K+ 40.47% |
$277K - $297K
|
13.6K
$379K
|