Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.27M+ 534.84% |
$89.2M - $99M
|
1.51M
$43.1M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.23M+ 14.33% |
$86.4M - $95.9M
|
9.81M
$281M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.11M+ 12.33% |
$78M - $86.6M
|
10.1M
$290M
|
|
|
May 08, 2023
Q1 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
875K+ 9695.55% |
$61.5M - $68.3M
|
884K
$25.3M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
655K+ 1251.59% |
$46M - $51.1M
|
708K
$20.3M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
644K+ 1482.72% |
$45.3M - $50.2M
|
687K
$19.7M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
625K+ 173.63% |
$43.9M - $48.8M
|
985K
$28.2M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
583K+ 8.12% |
$41M - $45.5M
|
7.76M
$222M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
505K+ 6.64% |
$35.5M - $39.4M
|
8.11M
$232M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
477K+ 13.54% |
$33.5M - $37.2M
|
4M
$114M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
473K+ 7.26% |
$33.2M - $36.9M
|
6.99M
$200M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
453K+ 10.49% |
$31.8M - $35.3M
|
4.77M
$137M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
378K+ 33.51% |
$26.6M - $29.5M
|
1.51M
$43.1M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
325K+ 37.04% |
$22.8M - $25.3M
|
1.2M
$34.4M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
308KNew |
$21.7M - $24.1M
|
308K
$8.83M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
307K+ 17.1% |
$21.6M - $23.9M
|
2.1M
$60.1M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
294K+ 3.16% |
$20.7M - $23M
|
9.59M
$275M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
276K+ 19.85% |
$19.4M - $21.5M
|
1.67M
$47.7M
|
|
|
May 10, 2023
Q1 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
265KNew |
$18.6M - $20.7M
|
265K
$7.59M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
250KNew |
$17.6M - $19.5M
|
250K
$7.16M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
249K+ 5.63% |
$17.5M - $19.4M
|
4.66M
$134M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
247K+ 310.28% |
$17.3M - $19.3M
|
326K
$9.34M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
239K+ 3.09% |
$16.8M - $18.7M
|
7.98M
$228M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
229K+ 22.49% |
$16.1M - $17.8M
|
1.25M
$35.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Eagle Capital Management, LLC
|
BUY
|
- |
219K+ 436.11% |
$15.4M - $17.1M
|
269K
$7.71M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
203K+ 869.64% |
$14.3M - $15.9M
|
227K
$6.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
202K+ 13.09% |
$14.2M - $15.8M
|
1.75M
$50M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
190K+ 401.67% |
$13.4M - $14.8M
|
238K
$6.8M
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
BUY
|
- |
173K+ 1085.79% |
$12.1M - $13.5M
|
188K
$5.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
168KNew |
$11.8M - $13.1M
|
168K
$4.81M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
162K+ 108.11% |
$11.4M - $12.6M
|
311K
$8.9M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
162K+ 108.11% |
$11.4M - $12.6M
|
311K
$8.9M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
159K+ 99.2% |
$11.2M - $12.4M
|
319K
$9.12M
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
157K+ 352.93% |
$11M - $12.3M
|
202K
$5.77M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
155K+ 15.52% |
$10.9M - $12.1M
|
1.16M
$33.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
150K+ 1374.19% |
$10.6M - $11.7M
|
161K
$4.62M
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
150K+ 34.77% |
$10.5M - $11.7M
|
581K
$16.6M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
145K+ 62.62% |
$10.2M - $11.3M
|
376K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
144K+ 16.83% |
$10.1M - $11.3M
|
1M
$28.7M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
143K+ 3.04% |
$10M - $11.2M
|
4.84M
$139M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
143K+ 188.4% |
$10M - $11.2M
|
219K
$6.26M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
142K+ 7.57% |
$10M - $11.1M
|
2.03M
$58M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
137K+ 5.64% |
$9.63M - $10.7M
|
2.57M
$73.5M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
133K+ 7.55% |
$9.34M - $10.4M
|
1.89M
$54.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
129K+ 106.99% |
$9.09M - $10.1M
|
250K
$7.16M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
128K+ 46.34% |
$8.97M - $9.96M
|
403K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
126KNew |
$8.85M - $9.82M
|
126K
$3.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
126KNew |
$8.83M - $9.81M
|
126K
$3.6M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
125K+ 57.15% |
$8.82M - $9.79M
|
345K
$9.88M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
121K+ 4526.31% |
$8.51M - $9.45M
|
124K
$3.54M
|