Purchases and Sales Made in Q4 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 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
Kingfisher Capital LLC

BUY
 -
46
+ 0.38%
$3.08K - $3.51K
12.1K $327K
Oct 28, 2024 Q4 2023
Old North State Wealth Management, LLC

Wilmington, NC
BUY
 -
43
+ 1.03%
$2.88K - $3.28K
4.24K $115K
Feb 12, 2024 Q4 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
40
New
$2.68K - $3.05K
40 $1.08K
Jan 16, 2024 Q4 2023
Wolff Wiese Magana LLC

BUY
 -
36
+ 1.15%
$2.41K - $2.75K
3.16K $85.6K
Feb 12, 2024 Q4 2023
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
36
+ 0.4%
$2.41K - $2.75K
8.95K $242K
Jul 10, 2024 Q4 2023
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
33
+ 1.05%
$2.21K - $2.52K
3.18K $86.1K
Feb 06, 2024 Q4 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
31
New
$2.07K - $2.37K
31 $839
Feb 20, 2024 Q4 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
31
+ 1.02%
$2.07K - $2.37K
3.07K $83.2K
Jan 31, 2024 Q4 2023
Key F Inancial Inc

BUY
 -
29
+ 0.35%
$1.94K - $2.21K
8.35K $226K
Feb 08, 2024 Q4 2023
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
28
New
$1.87K - $2.14K
28 $758
Jan 24, 2024 Q4 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
23
+ 0.96%
$1.54K - $1.76K
2.41K $65.2K
Feb 09, 2024 Q4 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
21
+ 0.28%
$1.4K - $1.6K
7.55K $205K
Feb 08, 2024 Q4 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
20
+ 0.69%
$1.34K - $1.53K
2.9K $78.6K
Jan 23, 2024 Q4 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
19
+ 0.96%
$1.27K - $1.45K
1.99K $54K
Feb 14, 2024 Q4 2023
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
18
+ 0.59%
$1.2K - $1.37K
3.05K $82.6K
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
17
+ 0.09%
$1.14K - $1.3K
19.4K $526K
Jan 04, 2024 Q4 2023
Ifs Advisors, LLC

BUY
 -
16
+ 4.69%
$1.07K - $1.22K
357 $9.67K
Feb 16, 2024 Q4 2023
Vima LLC

Troy, MI
BUY
 -
16
New
$1.07K - $1.22K
16 $433
Feb 02, 2024 Q4 2023
Evolution Advisers, Inc.

BUY
 -
15
New
$1K - $1.14K
15 $406
Jan 31, 2024 Q4 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
11
+ 0.77%
$736 - $840
1.44K $39K
Jan 10, 2024 Q4 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
10
+ 0.09%
$669 - $763
10.7K $289K
Feb 02, 2024 Q4 2023
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
10
New
$669 - $763
10 $271
Feb 14, 2024 Q4 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
10
+ 0.97%
$669 - $763
1.04K $28.2K
Jan 23, 2024 Q4 2023
Straight Path Wealth Management

BUY
 -
9
+ 0.23%
$602 - $687
3.93K $106K
Jan 29, 2024 Q4 2023
Bray Capital Advisors

BUY
 -
9
+ 16.36%
$602 - $687
64 $1.73K
Jan 16, 2024 Q4 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
8
+ 0.04%
$535 - $611
18.2K $494K
Jan 22, 2024 Q4 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
8
+ 0.1%
$535 - $611
8.02K $217K
Jan 29, 2024 Q4 2023
Seascape Capital Management

Portsmouth, NH
BUY
 -
8
+ 0.26%
$535 - $611
3.08K $83.3K
Jan 30, 2024 Q4 2023
Moloney Securities Asset Management, LLC

BUY
 -
8
+ 0.07%
$535 - $611
11.5K $313K
Jan 31, 2024 Q4 2023
Riggs Asset Managment Co. Inc.

BUY
 -
8
+ 1.03%
$535 - $611
785 $21.3K
Feb 02, 2024 Q4 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
8
New
$535 - $611
8 $217
Feb 05, 2024 Q4 2023
Hexagon Capital Partners LLC

BUY
 -
8
+ 5.63%
$535 - $611
150 $4.06K
Feb 06, 2024 Q4 2023
Forte Capital LLC

BUY
 -
8
+ 0.12%
$535 - $611
6.91K $187K
Mar 26, 2024 Q4 2023
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
7
New
$468 - $534
7 $190
Jan 17, 2024 Q4 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
6
+ 0.14%
$401 - $458
4.27K $116K
Feb 02, 2024 Q4 2023
Addison Advisors LLC

BUY
 -
6
+ 0.98%
$401 - $458
621 $16.8K
Nov 04, 2024 Q4 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
5
+ 0.32%
$335 - $382
1.57K $42.4K
Jan 30, 2024 Q4 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
4
+ 0.2%
$268 - $305
1.97K $53.3K
Feb 16, 2024 Q4 2023
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
4
+ 0.11%
$268 - $305
3.71K $101K
Jan 29, 2024 Q4 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
3
+ 0.2%
$201 - $229
1.49K $40.5K
Jan 30, 2024 Q4 2023
Emfo, LLC

BUY
 -
3
+ 1.0%
$201 - $229
304 $8.23K
Feb 09, 2024 Q4 2023
Delta Asset Management LLC

Memphis, TN
BUY
 -
3
+ 0.08%
$201 - $229
3.77K $102K
Jan 11, 2024 Q4 2023
Commons Capital, LLC

Needham, MA
BUY
 -
2
+ 0.04%
$134 - $153
5.62K $152K
Jan 19, 2024 Q4 2023
Quent Capital, LLC

BUY
 -
2
+ 0.73%
$134 - $153
275 $7.45K
Jan 22, 2024 Q4 2023
Sigma Investment Counselors Inc

BUY
 -
2
+ 0.03%
$134 - $153
7.21K $195K
Jan 29, 2024 Q4 2023
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
2
+ 0.07%
$134 - $153
3.01K $81.6K
Feb 01, 2024 Q4 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
2
+ 0.85%
$134 - $153
238 $6.45K
Feb 02, 2024 Q4 2023
Jdm Financial Group LLC

Encino, CA
BUY
 -
2
+ 0.32%
$134 - $153
621 $16.8K
Feb 14, 2024 Q4 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
2
+ 0.8%
$134 - $153
252 $6.82K

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