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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.73% |
$134 - $153
|
275
$7.65K
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.06% |
$134 - $153
|
3.31K
$92K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.35% |
$66.9 - $76.3
|
285
$7.93K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.42% |
$66.9 - $76.3
|
240
$6.67K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 1.49% |
$66.9 - $76.3
|
68
$1.89K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1New |
$66.9 - $76.3
|
1
$27.8
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 0.02% |
$66.9 - $76.3
|
4.89K
$136K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2- 0.19% |
$134 - $153
|
1.03K
$28.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2- 0.01% |
$134 - $153
|
16.7K
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-4- 0.01% |
$268 - $305
|
33.3K
$925K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-5- 0.09% |
$335 - $382
|
5.71K
$159K
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-6- 0.02% |
$401 - $458
|
26K
$724K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-6- 54.55% |
$401 - $458
|
5
$139
|
|
|
Feb 14, 2024
Q4 2023
|
Synergy Financial Group, LTD
|
SELL
|
- |
-6- 0.2% |
$401 - $458
|
2.92K
$81.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 0.08% |
$468 - $534
|
8.33K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-9- 0.1% |
$602 - $687
|
8.78K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-9- 0.19% |
$602 - $687
|
4.73K
$132K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-14- 0.32% |
$937 - $1.07K
|
4.43K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-14- 2.61% |
$937 - $1.07K
|
522
$14.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-20- 6.78% |
$1.34K - $1.53K
|
275
$7.65K
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-20- 0.46% |
$1.34K - $1.53K
|
4.34K
$121K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-21- 0.49% |
$1.4K - $1.6K
|
4.22K
$117K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-25- 16.67% |
$1.67K - $1.91K
|
125
$3.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-29- 0.71% |
$1.94K - $2.21K
|
4.03K
$112K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
SELL
|
- |
-30- 0.78% |
$2.01K - $2.29K
|
3.84K
$107K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-30- 0.79% |
$2.01K - $2.29K
|
3.77K
$105K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-33- 0.25% |
$2.21K - $2.52K
|
13.1K
$364K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.94% |
$2.21K - $2.52K
|
3.49K
$97.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-34- 0.43% |
$2.27K - $2.59K
|
7.92K
$220K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-36- 0.17% |
$2.41K - $2.75K
|
21.6K
$601K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-37- 0.96% |
$2.48K - $2.82K
|
3.81K
$106K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-38- 0.4% |
$2.54K - $2.9K
|
9.46K
$263K
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-38- 0.3% |
$2.54K - $2.9K
|
12.5K
$348K
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-38- 0.3% |
$2.54K - $2.9K
|
12.5K
$348K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-40- 0.9% |
$2.68K - $3.05K
|
4.4K
$122K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-40- 0.69% |
$2.68K - $3.05K
|
5.73K
$159K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-47- 0.06% |
$3.14K - $3.59K
|
72.9K
$2.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-47- 2.72% |
$3.14K - $3.59K
|
1.68K
$46.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-50- 1.33% |
$3.35K - $3.82K
|
3.72K
$103K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-51- 0.41% |
$3.41K - $3.89K
|
12.3K
$342K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-56- 1.38% |
$3.75K - $4.27K
|
4.01K
$111K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-59- 0.55% |
$3.95K - $4.5K
|
10.7K
$297K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-61- 0.17% |
$4.08K - $4.66K
|
36.8K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-62- 0.62% |
$4.15K - $4.73K
|
10K
$278K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-63- 1.01% |
$4.21K - $4.81K
|
6.2K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-64- 0.2% |
$4.28K - $4.88K
|
32.7K
$910K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-65- 0.17% |
$4.35K - $4.96K
|
39.2K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-66- 1.86% |
$4.42K - $5.04K
|
3.48K
$96.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-71- 1.0% |
$4.75K - $5.42K
|
7.02K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-72- 0.37% |
$4.82K - $5.5K
|
19.3K
$536K
|