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 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-75- 1.39% |
$5.02K - $5.72K
|
5.33K
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-75- 98.68% |
$5.02K - $5.72K
|
1
$27.1
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-76- 0.7% |
$5.08K - $5.8K
|
10.8K
$293K
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-79- 1.91% |
$5.29K - $6.03K
|
4.05K
$110K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-79- 0.15% |
$5.29K - $6.03K
|
51.4K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-82- 4.69% |
$5.49K - $6.26K
|
1.67K
$45.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
SELL
|
- |
-85- 1.02% |
$5.69K - $6.49K
|
8.29K
$224K
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-86- 1.71% |
$5.75K - $6.56K
|
4.94K
$134K
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-88- 0.52% |
$5.89K - $6.72K
|
16.8K
$455K
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-89- 1.27% |
$5.95K - $6.79K
|
6.9K
$187K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-93- 0.85% |
$6.22K - $7.1K
|
10.9K
$295K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-97- 1.25% |
$6.49K - $7.4K
|
7.69K
$208K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-97- 7.92% |
$6.49K - $7.4K
|
1.13K
$30.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-105- 1.08% |
$7.02K - $8.01K
|
9.59K
$260K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-106- 0.66% |
$7.09K - $8.09K
|
15.9K
$431K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-112- 4.34% |
$7.49K - $8.55K
|
2.47K
$66.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-115- 2.58% |
$7.69K - $8.78K
|
4.34K
$117K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-121- 0.21% |
$8.09K - $9.23K
|
56.8K
$1.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-124- 14.37% |
$8.3K - $9.46K
|
739
$20K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-126- 0.34% |
$8.43K - $9.62K
|
36.8K
$996K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-134- 2.17% |
$8.96K - $10.2K
|
6.04K
$164K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-139- 0.24% |
$9.3K - $10.6K
|
57.7K
$1.56M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-140- 3.78% |
$9.37K - $10.7K
|
3.56K
$96.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-144- 14.13% |
$9.63K - $11K
|
875
$23.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-147- 3.94% |
$9.83K - $11.2K
|
3.59K
$97.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-150- 16.67% |
$10K - $11.4K
|
750
$20.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-150- 7.46% |
$10K - $11.4K
|
1.86K
$50.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-160- 18.8% |
$10.7K - $12.2K
|
691
$18.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-160- 2.75% |
$10.7K - $12.2K
|
5.66K
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-160- 4.88% |
$10.7K - $12.2K
|
3.12K
$84.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-161- 0.88% |
$10.8K - $12.3K
|
18.1K
$490K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-164- 1.91% |
$11K - $12.5K
|
8.41K
$228K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-164- 0.32% |
$11K - $12.5K
|
51.5K
$1.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-165- 3.14% |
$11K - $12.6K
|
5.09K
$138K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-170- 3.16% |
$11.4K - $13K
|
5.21K
$141K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-174- 1.01% |
$11.6K - $13.3K
|
17.1K
$462K
|
|
|
Jan 19, 2024
Q4 2023
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-179- 0.06% |
$12K - $13.7K
|
277K
$7.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-188- 3.06% |
$12.6K - $14.3K
|
5.96K
$161K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-189- 4.37% |
$12.6K - $14.4K
|
4.14K
$112K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-190- 0.83% |
$12.7K - $14.5K
|
22.6K
$613K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-197- 1.66% |
$13.2K - $15K
|
11.7K
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-203- 5.91% |
$13.6K - $15.5K
|
3.23K
$87.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-205- 3.73% |
$13.7K - $15.6K
|
5.29K
$143K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-206- 0.53% |
$13.8K - $15.7K
|
38.7K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-209- 0.42% |
$14K - $16K
|
50.1K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-211- 1.87% |
$14.1K - $16.1K
|
11.1K
$300K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-217- 0.97% |
$14.5K - $16.6K
|
22.1K
$599K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-218- 1.52% |
$14.6K - $16.6K
|
14.1K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-221- 1.37% |
$14.8K - $16.9K
|
16K
$432K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-229- 0.41% |
$15.3K - $17.5K
|
55.8K
$1.51M
|