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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
402+ 3.94% |
$28.3K - $31.4K
|
10.6K
$304K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
396+ 3.17% |
$27.8K - $30.9K
|
12.9K
$369K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
391+ 28.27% |
$27.5K - $30.5K
|
1.77K
$50.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
389+ 3.87% |
$27.3K - $30.4K
|
10.4K
$299K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
388+ 2.06% |
$27.3K - $30.3K
|
19.2K
$550K
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
382+ 2.66% |
$26.8K - $29.8K
|
14.7K
$422K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
368+ 7.08% |
$25.9K - $28.7K
|
5.57K
$159K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
353+ 2.76% |
$24.8K - $27.5K
|
13.1K
$376K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
353+ 5.85% |
$24.8K - $27.5K
|
6.39K
$183K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
352+ 1.78% |
$24.7K - $27.5K
|
20.1K
$575K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
352+ 3.77% |
$24.7K - $27.5K
|
9.69K
$278K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
350New |
$24.6K - $27.3K
|
350
$10K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
348New |
$24.5K - $27.2K
|
348
$9.96K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
347+ 5.4% |
$24.4K - $27.1K
|
6.77K
$194K
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
344+ 7.42% |
$24.2K - $26.8K
|
4.98K
$143K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
330+ 13.11% |
$23.2K - $25.7K
|
2.85K
$81.5K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
326+ 4.32% |
$22.9K - $25.4K
|
7.87K
$225K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
324+ 11.58% |
$22.8K - $25.3K
|
3.12K
$89.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
316+ 0.41% |
$22.2K - $24.7K
|
78.3K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
316+ 3.38% |
$22.2K - $24.7K
|
9.66K
$276K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
316+ 2.88% |
$22.2K - $24.7K
|
11.3K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
308+ 0.87% |
$21.6K - $24K
|
35.7K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
307+ 10.83% |
$21.6K - $24K
|
3.14K
$90K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
295New |
$20.7K - $23K
|
295
$8.45K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
287New |
$20.2K - $22.4K
|
287
$8.22K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
284+ 3.79% |
$20K - $22.2K
|
7.78K
$223K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
284+ 3.82% |
$20K - $22.2K
|
7.72K
$221K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
282+ 10.61% |
$19.8K - $22K
|
2.94K
$84.1K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
267New |
$18.8K - $20.8K
|
267
$7.64K
|
|
|
Apr 13, 2023
Q1 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
261+ 3.12% |
$18.3K - $20.4K
|
8.62K
$247K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
259+ 3.26% |
$18.2K - $20.2K
|
8.21K
$235K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
254+ 5.56% |
$17.9K - $19.8K
|
4.82K
$138K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
252+ 3.22% |
$17.7K - $19.7K
|
8.09K
$232K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
250+ 1.09% |
$17.6K - $19.5K
|
23.1K
$662K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
BUY
|
- |
240+ 1.68% |
$16.9K - $18.7K
|
14.6K
$417K
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
240+ 2.32% |
$16.9K - $18.7K
|
10.6K
$303K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
235+ 0.37% |
$16.5K - $18.3K
|
63.1K
$1.81M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
234+ 3.45% |
$16.4K - $18.3K
|
7.02K
$201K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
233+ 30.3% |
$16.4K - $18.2K
|
1K
$28.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
229+ 0.92% |
$16.1K - $17.9K
|
25.2K
$721K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
229+ 23.11% |
$16.1K - $17.9K
|
1.22K
$34.9K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
229+ 23.73% |
$16.1K - $17.9K
|
1.19K
$34.2K
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
216+ 4.26% |
$15.2K - $16.9K
|
5.29K
$151K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
215+ 6.81% |
$15.1K - $16.8K
|
3.37K
$96.5K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
208+ 2.6% |
$14.6K - $16.2K
|
8.21K
$235K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
206+ 1.01% |
$14.5K - $16.1K
|
20.7K
$593K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
205+ 75.93% |
$14.4K - $16K
|
475
$13.6K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
200+ 9.3% |
$14.1K - $15.6K
|
2.35K
$67.3K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
200+ 1.46% |
$14.1K - $15.6K
|
13.9K
$399K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
200+ 200.0% |
$14.1K - $15.6K
|
300
$8.59K
|