Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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 01, 2023 Q3 2023
Synergy Financial Group, LTD

BUY
 -
2.93K
New
$207K - $222K
2.93K $82K
Nov 07, 2023 Q3 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
2.92K
+ 3.14%
$206K - $221K
95.9K $2.69M
Nov 14, 2023 Q3 2023
Treynor Bancshares, Inc.

BUY
 -
2.91K
New
$205K - $220K
2.91K $81.4K
Oct 16, 2023 Q3 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
2.88K
New
$204K - $218K
2.88K $80.7K
Oct 10, 2023 Q3 2023
Castle Rock Wealth Management, LLC

BUY
 -
2.88K
New
$203K - $218K
2.88K $80.6K
Oct 23, 2023 Q3 2023
Callahan Advisors, LLC

BUY
 -
2.87K
New
$203K - $217K
2.87K $80.4K
Nov 16, 2023 Q3 2023
Seelaus Asset Management LLC

BUY
 -
2.87K
New
$203K - $217K
2.87K $80.3K
Dec 02, 2024 Q3 2023
Cypress Capital, LLC

BUY
 -
2.86K
+ 68.97%
$202K - $216K
7K $196K
Oct 26, 2023 Q3 2023
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
2.83K
+ 36.33%
$200K - $214K
10.6K $298K
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
2.79K
+ 5.36%
$197K - $211K
54.7K $1.53M
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
2.76K
+ 80.54%
$195K - $209K
6.18K $173K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
2.75K
+ 4.84%
$194K - $208K
59.5K $1.67M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.74K
+ 0.58%
$193K - $207K
472K $13.2M
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
2.71K
+ 35.58%
$191K - $205K
10.3K $289K
Oct 30, 2023 Q3 2023
Safeguard Financial, LLC

BUY
 -
2.68K
+ 20.06%
$189K - $203K
16K $449K
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2.67K
+ 3.15%
$189K - $202K
87.4K $2.45M
Oct 25, 2023 Q3 2023
Seven Bridge Financial Group, LLC

BUY
 -
2.66K
+ 2.15%
$188K - $202K
126K $3.54M
Oct 10, 2023 Q3 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
2.62K
+ 9.62%
$185K - $198K
29.8K $834K
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
2.55K
+ 3.84%
$180K - $193K
68.9K $1.93M
Oct 25, 2023 Q3 2023
Life Steps Financial, Inc.

BUY
 -
2.5K
+ 10.64%
$177K - $189K
26K $729K
Oct 19, 2023 Q3 2023
Alpha Cubed Investments, LLC

BUY
 -
2.48K
+ 4.66%
$175K - $188K
55.8K $1.56M
Oct 10, 2023 Q3 2023
Lvm Capital Management LTD

BUY
 -
2.44K
+ 10.45%
$172K - $185K
25.8K $722K
Oct 25, 2023 Q3 2023
Rovin Capital

BUY
 -
2.41K
+ 4.76%
$170K - $182K
53.1K $1.49M
Oct 13, 2023 Q3 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
2.4K
+ 6.52%
$170K - $182K
39.3K $1.1M
Jan 12, 2024 Q3 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
2.39K
+ 2.86%
$169K - $181K
86.1K $2.41M
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
2.38K
+ 1307.14%
$168K - $180K
2.56K $71.7K
Nov 09, 2023 Q3 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
2.35K
+ 2.46%
$166K - $177K
97.7K $2.73M
Oct 19, 2023 Q3 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
2.28K
+ 2.58%
$161K - $172K
90.4K $2.53M
Oct 31, 2023 Q3 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
2.2K
+ 0.6%
$155K - $166K
370K $10.3M
Nov 03, 2023 Q3 2023
Camden National Bank

Camden, ME
BUY
 -
2.2K
+ 7.42%
$155K - $166K
31.8K $890K
Nov 06, 2023 Q3 2023
Evolution Wealth Advisors, LLC

BUY
 -
2.2K
+ 3.61%
$155K - $166K
63.1K $1.76M
Nov 13, 2023 Q3 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
2.12K
+ 6.08%
$149K - $160K
36.9K $1.03M
Oct 30, 2023 Q3 2023
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
2.08K
+ 57.21%
$147K - $158K
5.73K $160K
Oct 19, 2023 Q3 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
2.06K
+ 50.98%
$146K - $156K
6.1K $171K
Nov 14, 2023 Q3 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
2.05K
+ 35.73%
$145K - $155K
7.79K $218K
Oct 26, 2023 Q3 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
2.05K
+ 9.41%
$145K - $155K
23.8K $666K
Oct 23, 2023 Q3 2023
Boyd Watterson Asset Management LLC

BUY
 -
2.05K
+ 11.14%
$144K - $155K
20.4K $571K
Oct 13, 2023 Q3 2023
Avidian Wealth Solutions, LLC

BUY
 -
2.04K
+ 3.59%
$144K - $155K
58.9K $1.65M
Oct 18, 2023 Q3 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
2.04K
+ 13.26%
$144K - $154K
17.4K $487K
Oct 11, 2023 Q3 2023
Adviser Investments LLC

BUY
 -
2.03K
+ 35.12%
$144K - $154K
7.82K $219K
Nov 13, 2023 Q3 2023
Rmb Capital Management, LLC

BUY
 -
2.03K
+ 0.65%
$143K - $153K
315K $8.81M
Nov 08, 2023 Q3 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
2K
+ 8.63%
$141K - $151K
25.1K $703K
Nov 14, 2023 Q3 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.99K
+ 9.39%
$141K - $151K
23.2K $649K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.98K
+ 2.59%
$140K - $150K
78.3K $2.19M
Oct 24, 2023 Q3 2023
Beacon Financial Planning, Inc

Hyannis, MA
BUY
 -
1.97K
+ 63.57%
$139K - $149K
5.06K $142K
Oct 24, 2023 Q3 2023
Baker Ellis Asset Management LLC

BUY
 -
1.95K
+ 1.06%
$138K - $147K
186K $5.19M
Oct 13, 2023 Q3 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
1.94K
+ 22.23%
$137K - $146K
10.6K $298K
Nov 02, 2023 Q3 2023
F Dx Advisors, Inc.

BUY
 -
1.93K
+ 0.77%
$137K - $146K
254K $7.1M
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
1.92K
+ 1.66%
$135K - $145K
117K $3.28M

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