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 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.08K+ 3.29% |
$71.9K - $82K
|
33.8K
$940K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.07K+ 17.38% |
$71.4K - $81.4K
|
7.21K
$200K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.07KNew |
$71.3K - $81.4K
|
1.07K
$29.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.06K+ 33.02% |
$71K - $81K
|
4.27K
$119K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.05K+ 36.59% |
$70.2K - $80.1K
|
3.92K
$109K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.05K+ 0.92% |
$70.2K - $80.1K
|
115K
$3.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
1.05K+ 13.6% |
$70K - $79.8K
|
8.74K
$243K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.03K+ 5.34% |
$69K - $78.8K
|
20.4K
$567K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.03K+ 4.43% |
$68.8K - $78.5K
|
24.2K
$674K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
1.02K+ 0.77% |
$68.4K - $78K
|
133K
$3.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.01K+ 3.39% |
$67.4K - $76.9K
|
30.7K
$855K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1K+ 1.44% |
$67.1K - $76.5K
|
70.6K
$1.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
977+ 400.41% |
$65.4K - $74.6K
|
1.22K
$34K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
972+ 1.48% |
$65K - $74.2K
|
66.7K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
963+ 31.29% |
$64.4K - $73.5K
|
4.04K
$112K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
945+ 1.74% |
$63.2K - $72.1K
|
55.2K
$1.54M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
BUY
|
- |
910+ 1.78% |
$60.9K - $69.5K
|
52.1K
$1.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
903+ 6.73% |
$60.4K - $68.9K
|
14.3K
$398K
|
|
|
Feb 08, 2024
Q4 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
851+ 1.05% |
$56.9K - $64.9K
|
81.6K
$2.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
845+ 46.38% |
$56.5K - $64.5K
|
2.67K
$74.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
841+ 4.66% |
$56.3K - $64.2K
|
18.9K
$526K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
830+ 50.0% |
$55.5K - $63.3K
|
2.49K
$69.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
812+ 21.83% |
$54.3K - $62K
|
4.53K
$126K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
807+ 1.74% |
$54K - $61.6K
|
47.3K
$1.32M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
806+ 19.43% |
$53.9K - $61.5K
|
4.96K
$138K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
805+ 4.94% |
$53.9K - $61.4K
|
17.1K
$476K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
BUY
|
- |
803+ 1.51% |
$53.7K - $61.3K
|
54K
$1.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
801New |
$53.6K - $61.1K
|
801
$22.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
798+ 24.62% |
$53.4K - $60.9K
|
4.04K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
769+ 24.23% |
$51.4K - $58.7K
|
3.94K
$110K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
733New |
$49K - $55.9K
|
733
$20.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
725+ 16.83% |
$48.5K - $55.3K
|
5.03K
$140K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
720+ 1.01% |
$48.2K - $55K
|
71.7K
$2M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
712+ 22.28% |
$47.6K - $54.3K
|
3.91K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
700+ 752.69% |
$46.8K - $53.4K
|
793
$22.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
660+ 5.56% |
$44.2K - $50.4K
|
12.5K
$348K
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
641+ 5.94% |
$42.9K - $48.9K
|
11.4K
$318K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
627+ 11.08% |
$41.9K - $47.9K
|
6.29K
$175K
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
627+ 12.23% |
$41.9K - $47.9K
|
5.75K
$160K
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
627+ 12.23% |
$41.9K - $47.9K
|
5.75K
$160K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
612+ 9.02% |
$40.9K - $46.7K
|
7.39K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
609New |
$40.7K - $46.5K
|
609
$16.9K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
600+ 545.45% |
$40.1K - $45.8K
|
710
$19.7K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
588+ 4.06% |
$39.3K - $44.9K
|
15.1K
$420K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
587+ 0.42% |
$39.3K - $44.8K
|
139K
$3.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
BUY
|
- |
583+ 2.0% |
$39K - $44.5K
|
29.7K
$827K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
580+ 290.0% |
$38.8K - $44.3K
|
780
$21.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
578+ 4.8% |
$38.7K - $44.1K
|
12.6K
$351K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
577New |
$38.6K - $44K
|
577
$16K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
575+ 0.78% |
$38.5K - $43.9K
|
74.4K
$2.07M
|