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 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-7.49K- 15.73% |
$501K - $571K
|
40.1K
$1.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-7.57K- 3.37% |
$506K - $577K
|
217K
$6.04M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-7.59K- 22.37% |
$508K - $580K
|
26.4K
$733K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-7.62K- 3.85% |
$509K - $581K
|
190K
$5.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-7.68K- 2.48% |
$514K - $586K
|
302K
$8.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.83K- 19.07% |
$524K - $598K
|
33.2K
$924K
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-7.98K- 72.89% |
$534K - $609K
|
2.97K
$82.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-7.98K- 9.52% |
$534K - $609K
|
75.8K
$2.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-8.02K- 3.31% |
$536K - $612K
|
234K
$6.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.02K- 2.44% |
$537K - $612K
|
320K
$8.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-8.04K- 41.0% |
$538K - $614K
|
11.6K
$322K
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-8.23K- 32.69% |
$551K - $628K
|
16.9K
$471K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-8.28K- 3.92% |
$554K - $632K
|
203K
$5.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-8.32K- 16.47% |
$557K - $635K
|
42.2K
$1.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-8.55K- 22.79% |
$572K - $653K
|
29K
$806K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8.68K- 8.88% |
$581K - $663K
|
89.1K
$2.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
SELL
|
- |
-8.81K- 2.88% |
$589K - $672K
|
297K
$8.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.89K- 4.49% |
$594K - $678K
|
189K
$5.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-9.18K- 18.97% |
$614K - $700K
|
39.2K
$1.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-9.49K- 6.61% |
$635K - $725K
|
134K
$3.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-9.53K- 7.15% |
$637K - $727K
|
124K
$3.44M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-9.83K- 15.64% |
$658K - $750K
|
53K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.95K- 70.37% |
$665K - $759K
|
4.19K
$116K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-10K- 84.93% |
$671K - $766K
|
1.78K
$49.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-10.2K- 34.57% |
$680K - $775K
|
19.2K
$535K
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-10.3K- 59.94% |
$691K - $788K
|
6.9K
$192K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-10.3K- 1.67% |
$692K - $789K
|
608K
$16.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-10.6K- 2.31% |
$709K - $809K
|
448K
$12.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-10.6K- 10.03% |
$710K - $810K
|
95.2K
$2.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-10.7K- 29.25% |
$719K - $820K
|
26K
$723K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-11K- 7.2% |
$733K - $836K
|
141K
$3.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-11.1K- 37.48% |
$743K - $847K
|
18.5K
$515K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-11.3K- 28.59% |
$758K - $865K
|
28.3K
$788K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-11.8K- 64.27% |
$790K - $901K
|
6.56K
$183K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-11.9K- 8.96% |
$798K - $910K
|
121K
$3.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-11.9K- 3.19% |
$799K - $911K
|
362K
$10.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-12.2K- 13.38% |
$818K - $934K
|
79.2K
$2.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-12.3K- 15.08% |
$826K - $942K
|
69.5K
$1.93M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.5K- 20.91% |
$837K - $955K
|
47.3K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-12.8K- 12.16% |
$853K - $974K
|
92.1K
$2.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-12.9K- 4.04% |
$860K - $981K
|
305K
$8.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-12.9K- 69.87% |
$866K - $988K
|
5.59K
$155K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-13K- 11.9% |
$869K - $991K
|
96.2K
$2.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-13.3K- 22.56% |
$889K - $1.01M
|
45.6K
$1.27M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-13.4K- 12.02% |
$899K - $1.03M
|
98.4K
$2.74M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-13.5K- 7.17% |
$902K - $1.03M
|
175K
$4.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13.8K- 98.58% |
$923K - $1.05M
|
199
$5.53K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-14.2K- 7.37% |
$950K - $1.08M
|
178K
$4.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-14.2K- 57.11% |
$950K - $1.08M
|
10.7K
$297K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-14.4K- 5.49% |
$962K - $1.1M
|
248K
$6.89M
|