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 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-453- 4.06% |
$30.3K - $34.6K
|
10.7K
$298K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-461- 4.24% |
$30.8K - $35.2K
|
10.4K
$289K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-465- 14.93% |
$31.1K - $35.5K
|
2.65K
$73.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-471- 1.87% |
$31.5K - $35.9K
|
24.7K
$686K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-477- 3.59% |
$31.9K - $36.4K
|
12.8K
$356K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-498- 9.68% |
$33.3K - $38K
|
4.65K
$129K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-504- 6.05% |
$33.7K - $38.5K
|
7.82K
$218K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-507- 9.48% |
$33.9K - $38.7K
|
4.84K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-513- 2.62% |
$34.3K - $39.2K
|
19.1K
$530K
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-533- 1.03% |
$35.7K - $40.7K
|
51.4K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-544- 2.76% |
$36.4K - $41.5K
|
19.1K
$532K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-545- 10.73% |
$36.5K - $41.6K
|
4.53K
$126K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-550- 2.13% |
$36.8K - $42K
|
25.3K
$703K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-554- 15.95% |
$37.1K - $42.3K
|
2.92K
$81.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-559- 13.52% |
$37.4K - $42.7K
|
3.58K
$99.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-561- 2.87% |
$37.5K - $42.8K
|
19K
$528K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-573- 1.09% |
$38.3K - $43.7K
|
52K
$1.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-577- 15.94% |
$38.6K - $44K
|
3.04K
$84.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-584- 8.55% |
$39.1K - $44.6K
|
6.25K
$174K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-590- 1.02% |
$39.5K - $45K
|
57.2K
$1.59M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-601- 4.78% |
$40.2K - $45.9K
|
12K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-601- 4.78% |
$40.2K - $45.9K
|
12K
$333K
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-604- 0.44% |
$40.4K - $46.1K
|
137K
$3.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-608- 0.23% |
$40.7K - $46.4K
|
259K
$7.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-609- 15.27% |
$40.7K - $46.5K
|
3.38K
$94K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-623- 14.74% |
$41.7K - $47.5K
|
3.6K
$100K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-630- 10.74% |
$42.1K - $48.1K
|
5.24K
$146K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-630- 0.17% |
$42.1K - $48.1K
|
360K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-637- 7.38% |
$42.6K - $48.6K
|
7.99K
$222K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-656- 25.13% |
$43.9K - $50.1K
|
1.95K
$54.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-656- 0.66% |
$43.9K - $50.1K
|
98.2K
$2.73M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-657- 6.33% |
$44K - $50.1K
|
9.73K
$271K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
SELL
|
- |
-667- 11.56% |
$44.6K - $50.9K
|
5.1K
$142K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-672- 2.71% |
$45K - $51.3K
|
24.2K
$672K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-679- 7.94% |
$45.4K - $51.8K
|
7.87K
$219K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-697- 10.3% |
$46.6K - $53.2K
|
6.07K
$169K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-701- 2.13% |
$46.9K - $53.5K
|
32.2K
$895K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-710- 0.6% |
$47.5K - $54.2K
|
117K
$3.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-711- 19.72% |
$47.6K - $54.3K
|
2.89K
$80.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-711- 19.72% |
$47.6K - $54.3K
|
2.89K
$80.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-712- 7.99% |
$47.6K - $54.3K
|
8.2K
$228K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-722- 7.75% |
$48.3K - $55.1K
|
8.59K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-723- 20.14% |
$48.4K - $55.2K
|
2.87K
$79.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-724- 11.92% |
$48.4K - $55.3K
|
5.35K
$149K
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-727- 7.18% |
$48.6K - $55.5K
|
9.39K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-739- 94.74% |
$49.4K - $56.4K
|
41
$1.14K
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-744- 9.1% |
$49.8K - $56.8K
|
7.43K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-745- 17.31% |
$49.8K - $56.9K
|
3.56K
$99K
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-745- 7.12% |
$49.8K - $56.9K
|
9.73K
$270K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-760- 6.09% |
$50.8K - $58K
|
11.7K
$326K
|