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 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.89K+ 8.56% |
$275K - $294K
|
49.3K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.85K+ 0.51% |
$272K - $291K
|
760K
$21.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
BUY
|
- |
3.84K+ 4.22% |
$271K - $290K
|
94.6K
$2.65M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
3.8KNew |
$268K - $288K
|
3.8K
$106K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.78K+ 6203.28% |
$267K - $286K
|
3.85K
$108K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.77K+ 6.31% |
$266K - $285K
|
63.4K
$1.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Opus Investment Management Inc
|
BUY
|
- |
3.76K+ 18.1% |
$266K - $285K
|
24.5K
$687K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.76K+ 9.49% |
$265K - $284K
|
43.3K
$1.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
3.75K+ 0.22% |
$265K - $283K
|
1.68M
$47M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
3.71KNew |
$262K - $280K
|
3.71K
$104K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.67K+ 2.67% |
$259K - $277K
|
141K
$3.94M
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.66K+ 3.44% |
$259K - $277K
|
110K
$3.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.61K+ 4.62% |
$255K - $273K
|
81.8K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3.58K+ 12.07% |
$253K - $271K
|
33.3K
$931K
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
3.58K+ 119.13% |
$253K - $270K
|
6.58K
$184K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.57KNew |
$252K - $270K
|
3.57K
$99.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
3.53KNew |
$249K - $267K
|
3.53K
$98.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.52KNew |
$249K - $266K
|
3.52K
$98.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3.5K+ 4.35% |
$247K - $265K
|
83.8K
$2.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.47KNew |
$245K - $263K
|
3.47K
$97.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.44K+ 2.97% |
$243K - $260K
|
119K
$3.33M
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.44K+ 1205.26% |
$243K - $260K
|
3.72K
$104K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
3.42K+ 85.69% |
$241K - $259K
|
7.41K
$207K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.4K+ 16.14% |
$240K - $258K
|
24.5K
$686K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.37K+ 9.2% |
$238K - $255K
|
40K
$1.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3.37K+ 3.85% |
$238K - $255K
|
90.8K
$2.54M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
BUY
|
- |
3.37K+ 60.74% |
$238K - $255K
|
8.91K
$249K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.32K+ 3.33% |
$235K - $251K
|
103K
$2.89M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.27K+ 2.28% |
$231K - $248K
|
147K
$4.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.27KNew |
$231K - $247K
|
3.27K
$91.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.25K+ 15.21% |
$230K - $246K
|
24.6K
$689K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.21KNew |
$227K - $243K
|
3.21K
$89.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
3.2KNew |
$226K - $242K
|
3.2K
$89.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3.15K+ 67.47% |
$223K - $238K
|
7.82K
$219K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3.15KNew |
$222K - $238K
|
3.15K
$88.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.13K+ 1.81% |
$221K - $237K
|
176K
$4.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
3.12KNew |
$220K - $236K
|
3.12K
$87.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.11K+ 10.33% |
$220K - $236K
|
33.3K
$931K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.11K+ 29.08% |
$220K - $235K
|
13.8K
$386K
|
|
|
Nov 13, 2023
Q3 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
3.09KNew |
$218K - $234K
|
3.09K
$86.5K
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
BUY
|
- |
3.07K+ 6.13% |
$217K - $232K
|
53.2K
$1.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3.07KNew |
$217K - $232K
|
3.07K
$85.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3.04KNew |
$215K - $230K
|
3.04K
$85.1K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.04KNew |
$215K - $230K
|
3.04K
$85K
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
3.02K+ 2.52% |
$214K - $229K
|
123K
$3.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.01KNew |
$213K - $228K
|
3.01K
$84.2K
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.99KNew |
$211K - $226K
|
2.99K
$83.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.98K+ 5.55% |
$210K - $225K
|
56.6K
$1.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
2.96K+ 30.72% |
$209K - $224K
|
12.6K
$352K
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
2.94K+ 3.87% |
$208K - $222K
|
78.8K
$2.21M
|