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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.9K+ 17.02% |
$127K - $145K
|
13K
$347K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.9K+ 2.57% |
$127K - $145K
|
75.8K
$2.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.88K+ 5.11% |
$126K - $143K
|
38.6K
$1.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.86K+ 8.83% |
$125K - $142K
|
23K
$611K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.86K+ 8.08% |
$125K - $142K
|
24.9K
$663K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.86K+ 5.86% |
$125K - $142K
|
33.7K
$895K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1.85K+ 5.79% |
$124K - $141K
|
33.8K
$897K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
1.85K+ 7.86% |
$124K - $141K
|
25.4K
$674K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.84K+ 38.65% |
$123K - $140K
|
6.6K
$175K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.82K+ 17.83% |
$122K - $139K
|
12K
$320K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.81K+ 27.18% |
$121K - $138K
|
8.46K
$225K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
1.77K+ 3.56% |
$118K - $135K
|
51.5K
$1.37M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.76K+ 3.42% |
$118K - $134K
|
53.2K
$1.41M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.76K+ 7.2% |
$117K - $134K
|
26.1K
$694K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.75K+ 3.14% |
$117K - $134K
|
57.5K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.73K+ 4.27% |
$116K - $132K
|
42.3K
$1.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.73K+ 0.57% |
$115K - $132K
|
305K
$8.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.69K+ 0.96% |
$113K - $129K
|
178K
$4.73M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.69KNew |
$113K - $129K
|
1.69K
$44.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Opus Investment Management Inc
|
BUY
|
- |
1.68K+ 6.85% |
$112K - $128K
|
26.2K
$697K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.65K+ 4.32% |
$110K - $126K
|
39.8K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.63KNew |
$109K - $124K
|
1.63K
$43.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.6K+ 33.51% |
$107K - $122K
|
6.38K
$170K
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.6K+ 19.03% |
$107K - $122K
|
9.99K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.6K+ 21.5% |
$107K - $122K
|
9.01K
$239K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.59KNew |
$106K - $121K
|
1.59K
$42.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.57K+ 8.94% |
$105K - $120K
|
19.2K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.55KNew |
$104K - $118K
|
1.55K
$41.2K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.55K+ 9662.5% |
$103K - $118K
|
1.56K
$41.5K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.52K+ 7.13% |
$101K - $116K
|
22.8K
$606K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
1.5K+ 0.88% |
$101K - $115K
|
172K
$4.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.49K+ 24.66% |
$99.7K - $114K
|
7.54K
$200K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.45K+ 24.93% |
$97.1K - $111K
|
7.27K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.43K+ 25.42% |
$95.3K - $109K
|
7.03K
$187K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
1.42K+ 1.88% |
$94.9K - $108K
|
77K
$2.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.41KNew |
$94.3K - $108K
|
1.41K
$37.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.4K+ 1.48% |
$93.9K - $107K
|
96.1K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.4K+ 41.42% |
$93.7K - $107K
|
4.78K
$127K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.4K+ 41.42% |
$93.7K - $107K
|
4.78K
$127K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.4K+ 3.6% |
$93.4K - $107K
|
40.1K
$1.07M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.4K+ 29.08% |
$93.3K - $106K
|
6.19K
$165K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.39K+ 19.27% |
$93.1K - $106K
|
8.61K
$229K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.34KNew |
$89.8K - $102K
|
1.34K
$35.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
1.31K+ 1.39% |
$87.9K - $100K
|
96K
$2.55M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.31K+ 2.73% |
$87.9K - $100K
|
49.5K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.31K+ 6.59% |
$87.8K - $100K
|
21.2K
$564K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 0.93% |
$85.6K - $97.6K
|
138K
$3.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.25K+ 234.02% |
$83.8K - $95.6K
|
1.79K
$47.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.25K+ 14.35% |
$83.7K - $95.5K
|
9.97K
$265K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.25KNew |
$83.5K - $95.2K
|
1.25K
$33.2K
|