Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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
Apr 11, 2023 Q1 2023
Gpm Growth Investors, Inc.

BUY
 -
2.16K
+ 4.13%
$152K - $168K
54.3K $1.56M
May 15, 2023 Q1 2023
Joel Greenblatt Gotham Asset Management, LLC | New York, Ny
BUY
 -
2.13K
+ 77.17%
$150K - $166K
4.9K $140K
May 12, 2023 Q1 2023
Private Portfolio Partners LLC

BUY
 -
2.12K
+ 4.23%
$149K - $166K
52.3K $1.5M
May 15, 2023 Q1 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
2.12K
+ 18.68%
$149K - $165K
13.5K $385K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
2.11K
+ 4.31%
$148K - $165K
51.1K $1.46M
May 15, 2023 Q1 2023
First Manhattan CO

New York, NY
BUY
 -
2.1K
+ 39.94%
$148K - $164K
7.35K $211K
Apr 28, 2023 Q1 2023
Lansing Street Advisors

BUY
 -
2.09K
New
$147K - $163K
2.09K $59.9K
May 11, 2023 Q1 2023
Private Capital Management LLC

BUY
 -
2.05K
+ 14.88%
$144K - $160K
15.9K $454K
May 11, 2023 Q1 2023
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
2.05K
+ 6.9%
$144K - $160K
31.8K $910K
Apr 20, 2023 Q1 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
2.05K
+ 219.72%
$144K - $160K
2.98K $85.4K
Apr 19, 2023 Q1 2023
Schrum Private Wealth Management LLC

BUY
 -
2.04K
+ 26.2%
$143K - $159K
9.83K $281K
May 03, 2023 Q1 2023
Fagan Associates, Inc.

BUY
 -
2.01K
+ 3.18%
$141K - $157K
65.1K $1.86M
Sep 05, 2024 Q1 2023
Granite Fo LLC

Bedford, NH
BUY
 -
2K
New
$141K - $156K
2K $57.3K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
1.98K
+ 7.06%
$139K - $155K
30.1K $861K
Apr 17, 2023 Q1 2023
Fifth Third Securities, Inc.

BUY
 -
1.98K
+ 1.54%
$139K - $155K
131K $3.74M
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

BUY
 -
1.97K
+ 101.23%
$138K - $154K
3.91K $112K
May 11, 2023 Q1 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
1.93K
+ 11.7%
$136K - $151K
18.4K $527K
May 11, 2023 Q1 2023
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
1.92K
+ 0.52%
$135K - $150K
374K $10.7M
Apr 12, 2023 Q1 2023
Collective Family Office LLC

BUY
 -
1.9K
+ 5.23%
$134K - $148K
38.2K $1.09M
May 15, 2023 Q1 2023
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
1.9K
+ 1.19%
$133K - $148K
161K $4.61M
Apr 12, 2023 Q1 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
1.86K
+ 10.2%
$131K - $145K
20.1K $574K
Apr 17, 2023 Q1 2023
Byrne Asset Management LLC

BUY
 -
1.83K
+ 580.0%
$128K - $143K
2.14K $61.3K
Apr 17, 2023 Q1 2023
Ignite Planners, LLC

BUY
 -
1.83K
+ 58.85%
$128K - $142K
4.93K $141K
May 15, 2023 Q1 2023
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
1.82K
+ 46.23%
$128K - $142K
5.77K $165K
May 02, 2023 Q1 2023
Nbt Bank N A

BUY
 -
1.81K
+ 1.74%
$127K - $141K
106K $3.03M
May 03, 2023 Q1 2023
Adams Wealth Management

BUY
 -
1.8K
+ 13.56%
$127K - $141K
15.1K $432K
May 04, 2023 Q1 2023
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
1.8K
+ 0.73%
$126K - $140K
248K $7.1M
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
1.78K
+ 7.47%
$125K - $139K
25.6K $733K
Apr 25, 2023 Q1 2023
Patten & Patten Inc

BUY
 -
1.75K
+ 30.37%
$123K - $137K
7.52K $215K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
1.75K
New
$123K - $136K
1.75K $50K
May 05, 2023 Q1 2023
Mengis Capital Management, Inc.

BUY
 -
1.74K
+ 9.42%
$123K - $136K
20.2K $580K
Apr 28, 2023 Q1 2023
Sns Financial Group, LLC

BUY
 -
1.74K
+ 2.43%
$122K - $136K
73.5K $2.1M
Apr 20, 2023 Q1 2023
Wbh Advisory Inc

BUY
 -
1.74K
+ 4.93%
$122K - $135K
37K $1.06M
Apr 20, 2023 Q1 2023
Miracle Mile Advisors, LLC

BUY
 -
1.73K
+ 0.84%
$122K - $135K
209K $5.98M
Apr 25, 2023 Q1 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
1.73K
+ 1.73%
$122K - $135K
102K $2.91M
Apr 28, 2023 Q1 2023
Sg Americas Securities, LLC

BUY
 -
1.7K
New
$120K - $133K
1.7K $48.8K
May 01, 2023 Q1 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
1.7K
+ 0.83%
$119K - $132K
206K $5.89M
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
1.69K
+ 2.72%
$118K - $132K
63.6K $1.82M
May 11, 2023 Q1 2023
Cutler Investment Counsel LLC

BUY
 -
1.68K
+ 5.33%
$118K - $131K
33.1K $947K
Apr 14, 2023 Q1 2023
Aprio Wealth Management, LLC

BUY
 -
1.65K
+ 24.19%
$116K - $129K
8.49K $243K
Apr 18, 2023 Q1 2023
Frg Family Wealth Advisors LLC

BUY
 -
1.62K
+ 1.04%
$114K - $127K
157K $4.51M
May 11, 2023 Q1 2023
Seaview Investment Managers LLC

BUY
 -
1.62K
+ 3.2%
$114K - $126K
52.1K $1.49M
May 08, 2023 Q1 2023
Mc Ilrath & Eck, LLC

BUY
 -
1.61K
+ 38.75%
$113K - $126K
5.78K $165K
May 10, 2023 Q1 2023
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
1.6K
+ 20.05%
$113K - $125K
9.6K $275K
May 03, 2023 Q1 2023
Lcnb Corp

Lebanon, OH
BUY
 -
1.55K
+ 38.67%
$109K - $121K
5.56K $159K
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
1.55K
New
$109K - $121K
1.55K $44.3K
Apr 11, 2023 Q1 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
1.55K
+ 3.63%
$109K - $121K
44.2K $1.26M
May 04, 2023 Q1 2023
Summit Trail Advisors, LLC

New York, NY
BUY
 -
1.51K
+ 37.94%
$106K - $118K
5.5K $157K
May 11, 2023 Q1 2023
Abbrea Capital, LLC

BUY
 -
1.51K
+ 4.35%
$106K - $118K
36.3K $1.04M

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