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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Adams Wealth Management
|
SELL
|
- |
-761- 4.9% |
$50.9K - $58.1K
|
14.8K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-770- 6.72% |
$51.5K - $58.8K
|
10.7K
$297K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-794- 1.29% |
$53.1K - $60.6K
|
60.9K
$1.69M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-798- 0.97% |
$53.4K - $60.9K
|
81.3K
$2.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-799- 5.95% |
$53.5K - $61K
|
12.6K
$351K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-799- 2.84% |
$53.5K - $61K
|
27.4K
$761K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-800- 1.08% |
$53.5K - $61.1K
|
73.4K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-817- 13.08% |
$54.7K - $62.4K
|
5.43K
$151K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-825- 19.48% |
$55.2K - $63K
|
3.41K
$94.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-831- 1.5% |
$55.6K - $63.4K
|
54.5K
$1.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-836- 2.14% |
$55.9K - $63.8K
|
38.2K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-839- 7.0% |
$56.1K - $64K
|
11.1K
$310K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-845- 23.84% |
$56.5K - $64.5K
|
2.7K
$75.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-849- 1.08% |
$56.8K - $64.8K
|
78K
$2.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-849- 1.34% |
$56.8K - $64.8K
|
62.6K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Outfitter Financial LLC
|
SELL
|
- |
-850- 4.57% |
$56.9K - $64.9K
|
17.7K
$493K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-871- 2.0% |
$58.3K - $66.5K
|
42.6K
$1.19M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-883- 6.87% |
$59.1K - $67.4K
|
12K
$333K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-884- 1.4% |
$59.1K - $67.5K
|
62.2K
$1.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-886- 4.42% |
$59.3K - $67.6K
|
19.2K
$533K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-894- 1.7% |
$59.8K - $68.2K
|
51.6K
$1.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-916- 5.55% |
$61.3K - $69.9K
|
15.6K
$434K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-932- 6.26% |
$62.4K - $71.1K
|
14K
$388K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-977- 0.49% |
$65.4K - $74.6K
|
199K
$5.54M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1K- 14.29% |
$66.9K - $76.3K
|
6K
$167K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1K- 22.13% |
$66.9K - $76.3K
|
3.52K
$97.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.02K- 4.46% |
$67.9K - $77.5K
|
21.7K
$604K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.02K- 7.98% |
$68.4K - $78.1K
|
11.8K
$328K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.06K- 7.62% |
$71K - $81K
|
12.9K
$358K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.07K- 2.04% |
$71.2K - $81.3K
|
51K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.1K- 13.63% |
$73.3K - $83.6K
|
6.95K
$193K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.11K- 10.18% |
$74.1K - $84.6K
|
9.77K
$272K
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.11K- 2.93% |
$74.3K - $84.7K
|
36.8K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.11K- 0.85% |
$74.5K - $84.9K
|
130K
$3.61M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.14K- 21.87% |
$76.2K - $86.9K
|
4.07K
$113K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-1.14K- 10.17% |
$76.3K - $87K
|
10.1K
$280K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-1.17K- 15.43% |
$77.9K - $88.9K
|
6.39K
$178K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.19K- 1.81% |
$79.7K - $91K
|
64.6K
$1.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.2K- 2.13% |
$80.1K - $91.4K
|
55.1K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.21K- 24.15% |
$81.2K - $92.7K
|
3.81K
$106K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.22K- 29.59% |
$81.8K - $93.3K
|
2.91K
$80.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.23K- 3.9% |
$82.5K - $94.1K
|
30.4K
$845K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.26K- 5.95% |
$84K - $95.8K
|
19.8K
$551K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.27K- 6.9% |
$85.1K - $97.1K
|
17.2K
$477K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.27K- 3.43% |
$85.2K - $97.2K
|
35.9K
$998K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.28K- 1.09% |
$85.6K - $97.6K
|
116K
$3.22M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-1.31K- 22.19% |
$87.3K - $99.6K
|
4.58K
$127K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.31K- 3.96% |
$87.7K - $100K
|
31.8K
$884K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.31K- 3.51% |
$87.9K - $100K
|
36.1K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-1.34K- 11.05% |
$89.6K - $102K
|
10.8K
$300K
|