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 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.19K- 17.2% |
$147K - $167K
|
10.6K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-2.19K- 2.68% |
$147K - $167K
|
79.7K
$2.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.21K- 0.16% |
$148K - $169K
|
1.38M
$38.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.24K- 23.49% |
$150K - $171K
|
7.31K
$203K
|
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.27K- 2.54% |
$152K - $173K
|
87.1K
$2.42M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-2.28K- 43.12% |
$153K - $174K
|
3.01K
$83.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-2.31K- 7.68% |
$154K - $176K
|
27.8K
$772K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2.34K- 59.46% |
$156K - $178K
|
1.59K
$44.3K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.34K- 76.19% |
$157K - $179K
|
732
$20.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.36K- 27.42% |
$158K - $180K
|
6.24K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-2.39K- 0.82% |
$160K - $182K
|
289K
$8.03M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.4K- 1.55% |
$161K - $183K
|
153K
$4.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-2.41K- 3.59% |
$161K - $184K
|
64.8K
$1.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-2.44K- 8.66% |
$163K - $186K
|
25.8K
$717K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.46K- 2.85% |
$164K - $187K
|
83.6K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.46K- 1.42% |
$165K - $188K
|
171K
$4.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.54K- 14.89% |
$170K - $194K
|
14.5K
$404K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.55K- 23.06% |
$170K - $194K
|
8.49K
$236K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2.58K- 16.74% |
$173K - $197K
|
12.8K
$357K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.67K- 3.96% |
$178K - $204K
|
64.7K
$1.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-2.76K- 11.75% |
$185K - $211K
|
20.7K
$577K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.78K- 7.48% |
$186K - $212K
|
34.4K
$957K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.79K- 0.95% |
$186K - $213K
|
290K
$8.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-2.83K- 43.1% |
$190K - $216K
|
3.74K
$104K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.87K- 34.01% |
$192K - $219K
|
5.57K
$155K
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-2.9K- 12.65% |
$194K - $222K
|
20.1K
$558K
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-2.95K- 5.48% |
$197K - $225K
|
50.8K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.96K- 23.1% |
$198K - $226K
|
9.87K
$274K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.99K- 1.65% |
$200K - $228K
|
179K
$4.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-3K- 2.47% |
$201K - $229K
|
118K
$3.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-3.04K- 1.72% |
$204K - $232K
|
174K
$4.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3.06K- 6.25% |
$205K - $233K
|
45.9K
$1.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-3.08K- 19.42% |
$206K - $235K
|
12.8K
$355K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-3.08K- 7.11% |
$206K - $235K
|
40.3K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.1K- 11.97% |
$207K - $236K
|
22.8K
$634K
|
|
|
Jan 03, 2024
Q4 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-3.14K- 1.68% |
$210K - $240K
|
184K
$5.11M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-3.21K- 4.74% |
$214K - $245K
|
64.4K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-3.21K- 22.03% |
$215K - $245K
|
11.4K
$316K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3.23K- 9.29% |
$216K - $246K
|
31.5K
$876K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3.24K- 1.19% |
$216K - $247K
|
269K
$7.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.33K- 6.59% |
$223K - $254K
|
47.2K
$1.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-3.33K- 3.22% |
$223K - $254K
|
100K
$2.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-3.34K- 99.85% |
$223K - $255K
|
5
$139
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-3.35K- 13.81% |
$224K - $256K
|
20.9K
$582K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.37K- 0.77% |
$226K - $257K
|
437K
$12.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.64K- 6.09% |
$244K - $278K
|
56.2K
$1.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.69K- 2.44% |
$247K - $281K
|
147K
$4.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.73K- 20.83% |
$250K - $285K
|
14.2K
$394K
|
|
|
Jan 04, 2024
Q4 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-3.83K- 24.38% |
$256K - $292K
|
11.9K
$330K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.86K- 21.7% |
$258K - $295K
|
13.9K
$387K
|