Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.27M+ 85.03% |
$419M - $478M
|
13.6M
$384M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
3MNew |
$201M - $229M
|
3M
$84.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.35M+ 71.73% |
$90.2M - $103M
|
3.23M
$90.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.26MNew |
$84.2M - $96.1M
|
1.26M
$35.4M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.18MNew |
$78.7M - $89.8M
|
1.18M
$33.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
970KNew |
$64.9M - $74M
|
970K
$27.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Ddd Partners, LLC
|
BUY
|
- |
484K+ 12161.94% |
$32.4M - $37M
|
488K
$13.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
484KNew |
$32.4M - $36.9M
|
484K
$13.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
473K+ 186.14% |
$31.6M - $36.1M
|
727K
$20.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
419KNew |
$28M - $31.9M
|
419K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
406K+ 121.39% |
$27.1M - $31M
|
740K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
375KNew |
$25.1M - $28.6M
|
375K
$10.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
345KNew |
$23.1M - $26.3M
|
345K
$9.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
310KNew |
$20.7M - $23.6M
|
310K
$8.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
305KNew |
$20.4M - $23.2M
|
305K
$8.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
236K+ 6.91% |
$15.8M - $18M
|
3.65M
$103M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
234K+ 25.22% |
$15.7M - $17.9M
|
1.16M
$32.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
204KNew |
$13.6M - $15.5M
|
204K
$5.73M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
202KNew |
$13.5M - $15.5M
|
202K
$5.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
198K+ 1.76% |
$13.2M - $15.1M
|
11.5M
$323M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
198KNew |
$13.2M - $15.1M
|
198K
$5.56M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
186KNew |
$12.5M - $14.2M
|
186K
$5.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
183K+ 4.28% |
$12.3M - $14M
|
4.46M
$126M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
176KNew |
$11.7M - $13.4M
|
176K
$4.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
174KNew |
$11.7M - $13.3M
|
174K
$4.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
160K+ 65.42% |
$10.7M - $12.2M
|
405K
$11.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
158KNew |
$10.6M - $12.1M
|
158K
$4.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
153KNew |
$10.2M - $11.7M
|
153K
$4.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
151K+ 125.85% |
$10.1M - $11.5M
|
271K
$7.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
148K+ 1.92% |
$9.93M - $11.3M
|
7.89M
$222M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
148KNew |
$9.89M - $11.3M
|
148K
$4.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
146K+ 16.14% |
$9.74M - $11.1M
|
1.05M
$29.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
142K+ 25.63% |
$9.49M - $10.8M
|
695K
$19.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
141K+ 14.84% |
$9.43M - $10.8M
|
1.09M
$30.7M
|
|
|
May 08, 2024
Q4 2023
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
140KNew |
$9.38M - $10.7M
|
140K
$3.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
133K+ 1.63% |
$8.87M - $10.1M
|
8.28M
$233M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
132K+ 563.91% |
$8.83M - $10.1M
|
155K
$4.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
131KNew |
$8.73M - $9.96M
|
131K
$3.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
123K+ 8.87% |
$8.24M - $9.4M
|
1.51M
$42.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
122K+ 23.75% |
$8.15M - $9.3M
|
635K
$17.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
114K+ 138.7% |
$7.6M - $8.67M
|
196K
$5.5M
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
110KNew |
$7.37M - $8.41M
|
110K
$3.1M
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
109KNew |
$7.3M - $8.33M
|
109K
$3.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
107KNew |
$7.19M - $8.2M
|
107K
$3.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
102K+ 4.94% |
$6.85M - $7.82M
|
2.18M
$61.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
102K+ 5.36% |
$6.81M - $7.77M
|
2M
$56.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
99.4K+ 9.63% |
$6.65M - $7.59M
|
1.13M
$31.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Investments LLC
Denver, CO |
BUY
|
- |
96.3KNew |
$6.44M - $7.35M
|
96.3K
$2.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Consulate, Inc
|
BUY
|
- |
94.2K+ 58.51% |
$6.3M - $7.19M
|
255K
$7.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
94.2K+ 156.07% |
$6.3M - $7.19M
|
155K
$4.35M
|