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
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-372K- 99.91% |
$24.9M - $28.4M
|
321
$8.57K
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-438K- 43.89% |
$29.3M - $33.4M
|
560K
$14.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-585K- 8.13% |
$39.1M - $44.6M
|
6.61M
$176M
|
|
|
Feb 12, 2024
Q4 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-625K- 69.39% |
$41.8M - $47.7M
|
276K
$7.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-714K- 16.42% |
$47.8M - $54.5M
|
3.64M
$97.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-974K- 79.24% |
$65.2M - $74.3M
|
255K
$6.81M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-995K- 10.74% |
$66.6M - $76M
|
8.28M
$221M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.08M- 19.9% |
$72.4M - $82.6M
|
4.36M
$116M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.16M- 98.69% |
$77.7M - $88.6M
|
15.5K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.22M- 68.99% |
$81.5M - $93M
|
548K
$14.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.5M- 32.11% |
$167M - $191M
|
5.28M
$141M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7.18M- 97.25% |
$480M - $548M
|
203K
$5.42M
|