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 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
132+ 3.04% |
$8.83K - $10.1K
|
4.47K
$121K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
130+ 0.27% |
$8.7K - $9.92K
|
47.8K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
129+ 1.68% |
$8.63K - $9.85K
|
7.8K
$211K
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
129+ 3.18% |
$8.63K - $9.85K
|
4.19K
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
124New |
$8.3K - $9.46K
|
124
$3.36K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
123+ 1.22% |
$8.23K - $9.39K
|
10.2K
$275K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
119New |
$7.96K - $9.08K
|
119
$3.22K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
115New |
$7.69K - $8.78K
|
115
$3.11K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
114+ 0.06% |
$7.63K - $8.7K
|
192K
$5.21M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
114+ 14.25% |
$7.63K - $8.7K
|
914
$24.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
110+ 4.55% |
$7.36K - $8.4K
|
2.53K
$68.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
109+ 3.75% |
$7.29K - $8.32K
|
3.02K
$81.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
103+ 3.44% |
$6.89K - $7.86K
|
3.1K
$83.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
102+ 0.96% |
$6.82K - $7.78K
|
10.7K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
101+ 1.95% |
$6.76K - $7.71K
|
5.28K
$143K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
101New |
$6.76K - $7.71K
|
101
$2.74K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
100+ 3.48% |
$6.69K - $7.63K
|
2.97K
$80.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
100New |
$6.69K - $7.63K
|
100
$2.71K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
97+ 1.02% |
$6.49K - $7.4K
|
9.65K
$261K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
97+ 63.4% |
$6.49K - $7.4K
|
250
$6.77K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
97+ 0.85% |
$6.49K - $7.4K
|
11.5K
$311K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
92+ 0.9% |
$6.15K - $7.02K
|
10.3K
$279K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
91+ 0.34% |
$6.09K - $6.95K
|
27.2K
$735K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
81+ 1.03% |
$5.42K - $6.18K
|
7.94K
$215K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
81+ 0.39% |
$5.42K - $6.18K
|
21.1K
$570K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
81+ 0.02% |
$5.42K - $6.18K
|
465K
$12.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
76+ 0.1% |
$5.08K - $5.8K
|
77K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
76New |
$5.08K - $5.8K
|
76
$2.06K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
75New |
$5.02K - $5.72K
|
75
$2.03K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
75+ 1.85% |
$5.02K - $5.72K
|
4.13K
$112K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
75+ 1.03% |
$5.02K - $5.72K
|
7.34K
$199K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
71+ 5.93% |
$4.75K - $5.42K
|
1.27K
$34.4K
|
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
69+ 1.92% |
$4.62K - $5.27K
|
3.65K
$99K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
68+ 19.21% |
$4.55K - $5.19K
|
422
$11.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
67+ 0.83% |
$4.48K - $5.11K
|
8.17K
$221K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
65+ 0.97% |
$4.35K - $4.96K
|
6.78K
$184K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
65+ 0.84% |
$4.35K - $4.96K
|
7.77K
$210K
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
63+ 0.74% |
$4.21K - $4.81K
|
8.62K
$234K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
61New |
$4.08K - $4.66K
|
61
$1.65K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
59New |
$3.95K - $4.5K
|
59
$1.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
58+ 0.87% |
$3.88K - $4.43K
|
6.74K
$182K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
56+ 1.46% |
$3.75K - $4.27K
|
3.9K
$106K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
55+ 0.24% |
$3.68K - $4.2K
|
22.9K
$621K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
54+ 0.13% |
$3.61K - $4.12K
|
41.9K
$1.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
52+ 1.1% |
$3.48K - $3.97K
|
4.78K
$129K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
52+ 0.35% |
$3.48K - $3.97K
|
15K
$405K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
52+ 0.9% |
$3.48K - $3.97K
|
5.83K
$158K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
51+ 0.52% |
$3.41K - $3.89K
|
9.82K
$266K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
50+ 0.28% |
$3.35K - $3.82K
|
18K
$488K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
48+ 4.8% |
$3.21K - $3.66K
|
1.05K
$28.4K
|