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
May 12, 2023 Q1 2023
Retirement Group, LLC

BUY
 -
805
+ 0.6%
$56.6K - $62.8K
134K $3.85M
Apr 21, 2023 Q1 2023
Pegasus Asset Management, Inc.

BUY
 -
795
+ 25.9%
$55.9K - $62K
3.86K $111K
Apr 18, 2023 Q1 2023
Fsc Wealth Advisors, LLC

BUY
 -
786
New
$55.2K - $61.3K
786 $22.5K
Apr 24, 2023 Q1 2023
Capital Square, LLC

BUY
 -
780
+ 5.83%
$54.8K - $60.9K
14.2K $405K
May 01, 2023 Q1 2023
Virginia National Bank

BUY
 -
772
+ 6.03%
$54.3K - $60.2K
13.6K $389K
May 03, 2023 Q1 2023
Monumental Financial Group Inc.

BUY
 -
772
+ 9.63%
$54.3K - $60.2K
8.79K $252K
May 01, 2023 Q1 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
769
+ 77.83%
$54K - $60K
1.76K $50.3K
May 09, 2023 Q1 2023
Riggs Asset Managment Co. Inc.

BUY
 -
763
New
$53.6K - $59.5K
763 $21.8K
May 01, 2023 Q1 2023
Pds Planning, Inc

BUY
 -
757
+ 11.99%
$53.2K - $59.1K
7.07K $202K
Apr 27, 2023 Q1 2023
Bay Colony Advisory Group, Inc D

BUY
 -
750
+ 5.22%
$52.7K - $58.5K
15.1K $433K
Apr 25, 2023 Q1 2023
Adviser Investments LLC

BUY
 -
745
+ 15.56%
$52.4K - $58.1K
5.53K $158K
May 02, 2023 Q1 2023
One Day In July LLC

BUY
 -
720
+ 23.7%
$50.6K - $56.2K
3.76K $108K
Apr 18, 2023 Q1 2023
West Financial Advisors, LLC

BUY
 -
690
+ 16.94%
$48.5K - $53.8K
4.76K $136K
Apr 17, 2023 Q1 2023
Cwa Asset Management Group, LLC

BUY
 -
685
+ 8.57%
$48.1K - $53.5K
8.68K $248K
Apr 24, 2023 Q1 2023
Joel Isaacson & Co., LLC

BUY
 -
662
+ 9.46%
$46.5K - $51.7K
7.66K $219K
May 15, 2023 Q1 2023
Advisory Resource Group

BUY
 -
662
+ 23.53%
$46.5K - $51.7K
3.48K $99.5K
May 12, 2023 Q1 2023
Miramar Capital, LLC

BUY
 -
655
+ 4.09%
$46K - $51.1K
16.7K $477K
May 11, 2023 Q1 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
650
+ 24.03%
$45.7K - $50.7K
3.36K $96.1K
May 15, 2023 Q1 2023
Baldwin Investment Management, LLC

BUY
 -
648
+ 5.4%
$45.5K - $50.6K
12.6K $362K
May 11, 2023 Q1 2023
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
642
+ 1.1%
$45.1K - $50.1K
59.3K $1.7M
Apr 18, 2023 Q1 2023
Waller Financial Planning Group, Inc

BUY
 -
632
+ 0.35%
$44.4K - $49.3K
181K $5.19M
Apr 26, 2023 Q1 2023
Acorn Financial Advisory Services Inc

BUY
 -
614
+ 11.8%
$43.2K - $47.9K
5.82K $167K
Apr 19, 2023 Q1 2023
Gratus Capital LLC

BUY
 -
571
+ 7.2%
$40.1K - $44.6K
8.51K $244K
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
563
+ 1.34%
$39.6K - $43.9K
42.4K $1.22M
Apr 18, 2023 Q1 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
558
+ 7.73%
$39.2K - $43.5K
7.78K $223K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
554
+ 4.48%
$38.9K - $43.2K
12.9K $370K
May 10, 2023 Q1 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
551
New
$38.7K - $43K
551 $15.8K
Apr 18, 2023 Q1 2023
D.B. Root & Company, LLC

BUY
 -
541
+ 0.79%
$38K - $42.2K
69.2K $1.98M
May 02, 2023 Q1 2023
Pacific Wealth Strategies Group, Inc.

BUY
 -
530
+ 2.58%
$37.2K - $41.4K
21.1K $603K
Apr 21, 2023 Q1 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
529
+ 4.2%
$37.2K - $41.3K
13.1K $376K
May 04, 2023 Q1 2023
Sage Advisory Services, Ltd.Co.

BUY
 -
517
+ 0.84%
$36.3K - $40.3K
62.4K $1.79M
May 05, 2023 Q1 2023
Jacobi Capital Management LLC

BUY
 -
517
+ 8.39%
$36.3K - $40.3K
6.68K $191K
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
515
+ 0.17%
$36.2K - $40.2K
305K $8.73M
May 11, 2023 Q1 2023
Executive Wealth Management, LLC

BUY
 -
510
+ 9.85%
$35.8K - $39.8K
5.69K $163K
Apr 24, 2023 Q1 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
508
+ 3.94%
$35.7K - $39.6K
13.4K $384K
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
503
+ 2.88%
$35.4K - $39.2K
18K $514K
Apr 21, 2023 Q1 2023
Blb&B Advisors, LLC

BUY
 -
501
+ 13.64%
$35.2K - $39.1K
4.17K $120K
May 12, 2023 Q1 2023
Farmers & Merchants Investments Inc

BUY
 -
500
+ 6.18%
$35.1K - $39K
8.59K $246K
Apr 13, 2023 Q1 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
491
+ 1.67%
$34.5K - $38.3K
29.9K $855K
Apr 06, 2023 Q1 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
461
+ 1.27%
$32.4K - $36K
36.7K $1.05M
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

BUY
 -
450
+ 16.67%
$31.6K - $35.1K
3.15K $90.2K
May 12, 2023 Q1 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
444
+ 7.71%
$31.2K - $34.6K
6.21K $178K
May 15, 2023 Q1 2023
Zacks Investment Management

Chicago, IL
BUY
 -
437
+ 7.2%
$30.7K - $34.1K
6.5K $186K
Apr 24, 2023 Q1 2023
Davidson Trust CO

BUY
 -
435
+ 2.61%
$30.6K - $33.9K
17.1K $489K
May 10, 2023 Q1 2023
Redwood Financial Network Corp

BUY
 -
433
+ 7.48%
$30.4K - $33.8K
6.22K $178K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
432
+ 17.18%
$30.4K - $33.7K
2.95K $84.3K
Apr 11, 2023 Q1 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
429
+ 3.1%
$30.2K - $33.5K
14.3K $409K
Apr 05, 2023 Q1 2023
Astoria Portfolio Advisors Llc.

BUY
 -
421
+ 2.61%
$29.6K - $32.9K
16.5K $473K
May 05, 2023 Q1 2023
Costello Asset Management, Inc

BUY
 -
415
+ 35.32%
$29.2K - $32.4K
1.59K $45.5K

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