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 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-233- 6.62% |
$15.6K - $17.8K
|
3.29K
$89K
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-235- 0.23% |
$15.7K - $17.9K
|
99.8K
$2.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-241- 6.13% |
$16.1K - $18.4K
|
3.69K
$99.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-243- 2.41% |
$16.3K - $18.5K
|
9.83K
$266K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-246- 2.82% |
$16.5K - $18.8K
|
8.48K
$230K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-251- 0.72% |
$16.8K - $19.2K
|
34.5K
$934K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-251- 2.96% |
$16.8K - $19.2K
|
8.22K
$222K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-252- 1.6% |
$16.9K - $19.2K
|
15.5K
$418K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-255- 53.68% |
$17.1K - $19.5K
|
220
$5.96K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-256- 3.07% |
$17.1K - $19.5K
|
8.08K
$219K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-266- 3.91% |
$17.8K - $20.3K
|
6.53K
$177K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-271- 0.27% |
$18.1K - $20.7K
|
101K
$2.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-279- 0.54% |
$18.7K - $21.3K
|
51.6K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-284- 0.06% |
$19K - $21.7K
|
480K
$13M
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-286- 0.5% |
$19.1K - $21.8K
|
57.2K
$1.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-292- 1.22% |
$19.5K - $22.3K
|
23.7K
$641K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-296- 3.9% |
$19.8K - $22.6K
|
7.3K
$198K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-302- 7.64% |
$20.2K - $23K
|
3.65K
$98.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-304- 16.98% |
$20.3K - $23.2K
|
1.49K
$40.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-304- 2.0% |
$20.3K - $23.2K
|
14.9K
$404K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-313- 0.31% |
$20.9K - $23.9K
|
101K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-313- 8.15% |
$20.9K - $23.9K
|
3.53K
$95.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-318- 2.06% |
$21.3K - $24.3K
|
15.1K
$409K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-321- 5.84% |
$21.5K - $24.5K
|
5.18K
$140K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-325- 8.32% |
$21.7K - $24.8K
|
3.58K
$97K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-332- 4.33% |
$22.2K - $25.3K
|
7.34K
$199K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-339- 13.74% |
$22.7K - $25.9K
|
2.13K
$57.7K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-344- 4.18% |
$23K - $26.3K
|
7.89K
$214K
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-345- 1.88% |
$23.1K - $26.3K
|
18K
$486K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-346- 2.4% |
$23.1K - $26.4K
|
14.1K
$381K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-354- 1.18% |
$23.7K - $27K
|
29.5K
$799K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-358- 0.72% |
$24K - $27.3K
|
49.6K
$1.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-363- 6.68% |
$24.3K - $27.7K
|
5.07K
$137K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-370- 2.47% |
$24.8K - $28.2K
|
14.6K
$396K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-373- 1.15% |
$25K - $28.5K
|
32.1K
$869K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-375- 8.31% |
$25.1K - $28.6K
|
4.14K
$112K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-376- 1.08% |
$25.2K - $28.7K
|
34.4K
$931K
|
|
|
Feb 14, 2024
Q4 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-378- 3.95% |
$25.3K - $28.8K
|
9.2K
$249K
|
|
|
Feb 07, 2024
Q4 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-380- 2.48% |
$25.4K - $29K
|
15K
$405K
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-388- 7.22% |
$26K - $29.6K
|
4.99K
$135K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-393- 41.24% |
$26.3K - $30K
|
560
$15.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-401- 1.34% |
$26.8K - $30.6K
|
29.6K
$801K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-402- 1.37% |
$26.9K - $30.7K
|
29K
$786K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-404- 0.8% |
$27K - $30.8K
|
50.4K
$1.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-405- 0.46% |
$27.1K - $30.9K
|
88.3K
$2.39M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-417- 2.64% |
$27.9K - $31.8K
|
15.4K
$417K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-425- 0.98% |
$28.4K - $32.4K
|
42.9K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-427- 14.18% |
$28.6K - $32.6K
|
2.59K
$70K
|
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-449- 5.52% |
$30K - $34.3K
|
7.69K
$208K
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-451- 11.68% |
$30.2K - $34.4K
|
3.41K
$92.3K
|