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 10, 2023 Q1 2023
Iam Advisory, LLC

SELL
 -
-486
- 0.16%
$34.2K - $37.9K
310K $8.87M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-486
- 0.55%
$34.2K - $37.9K
88.3K $2.53M
Apr 20, 2023 Q1 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
SELL
 -
-488
- 2.89%
$34.3K - $38.1K
16.4K $469K
May 12, 2023 Q1 2023
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-489
- 1.79%
$34.4K - $38.2K
26.8K $769K
May 16, 2023 Q1 2023
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-490
- 2.3%
$34.4K - $38.2K
20.8K $596K
Apr 18, 2023 Q1 2023
Eagle Ridge Investment Management

SELL
 -
-496
- 1.52%
$34.9K - $38.7K
32.1K $918K
May 09, 2023 Q1 2023
Signet Investment Advisory Group, Inc.

SELL
 -
-507
- 3.05%
$35.6K - $39.6K
16.1K $461K
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
SELL
 -
-523
Closed
$36.8K - $40.8K
0 $0
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
SELL
 -
-524
- 6.37%
$36.8K - $40.9K
7.71K $221K
Apr 11, 2023 Q1 2023
Weaver Consulting Group

SELL
 -
-531
- 1.65%
$37.3K - $41.4K
31.6K $905K
May 12, 2023 Q1 2023
Capital Market Strategies LLC

SELL
 -
-554
- 2.14%
$38.9K - $43.2K
25.3K $725K
Apr 17, 2023 Q1 2023
Northwest Investment Counselors, LLC

SELL
 -
-600
- 1.02%
$42.2K - $46.8K
58K $1.66M
Apr 17, 2023 Q1 2023
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-601
- 8.85%
$42.2K - $46.9K
6.19K $177K
Apr 14, 2023 Q1 2023
Capital Advisors Wealth Management, LLC

SELL
 -
-612
- 12.25%
$43K - $47.8K
4.38K $126K
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-620
- 0.81%
$43.6K - $48.4K
76.3K $2.18M
May 10, 2023 Q1 2023
Cnb Bank

Clearfield, PA
SELL
 -
-648
- 9.53%
$45.5K - $50.6K
6.16K $176K
Apr 21, 2023 Q1 2023
Acas, LLC

SELL
 -
-670
- 2.05%
$47.1K - $52.3K
32.1K $919K
Apr 18, 2023 Q1 2023
Godsey & Gibb Associates

SELL
 -
-680
- 10.71%
$47.8K - $53.1K
5.67K $162K
May 03, 2023 Q1 2023
Mendel Capital Management LLC

SELL
 -
-691
- 0.39%
$48.6K - $53.9K
176K $5.03M
May 11, 2023 Q1 2023
Ironwood Investment Counsel, LLC

SELL
 -
-694
- 10.95%
$48.8K - $54.2K
5.64K $162K
May 05, 2023 Q1 2023
R. W. Roge & Company, Inc.

Bohemia, NY
SELL
 -
-698
- 17.61%
$49.1K - $54.5K
3.27K $93.5K
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
SELL
 -
-700
- 58.28%
$49.2K - $54.6K
501 $14.3K
May 04, 2023 Q1 2023
Great Diamond Partners, LLC

SELL
 -
-703
- 4.85%
$49.4K - $54.9K
13.8K $394K
May 11, 2023 Q1 2023
Absolute Capital Management, LLC

SELL
 -
-706
- 4.83%
$49.6K - $55.1K
13.9K $398K
Apr 20, 2023 Q1 2023
Hennion & Walsh Asset Management, Inc.

SELL
 -
-707
- 0.13%
$49.7K - $55.2K
530K $15.2M
Apr 10, 2023 Q1 2023
Procyon Advisors, LLC

SELL
 -
-710
- 19.19%
$49.9K - $55.4K
2.99K $85.6K
May 12, 2023 Q1 2023
Black Rock Inc.

New York, NY
SELL
 -
-714
- 88.48%
$50.2K - $55.7K
93 $2.66K
Apr 24, 2023 Q1 2023
Opus Capital Group, LLC

SELL
 -
-722
- 0.97%
$50.7K - $56.3K
73.5K $2.1M
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

SELL
 -
-726
- 48.11%
$51K - $56.6K
783 $22.4K
May 03, 2023 Q1 2023
Raymond James Trust N.A.

SELL
 -
-726
- 4.03%
$51K - $56.6K
17.3K $494K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-733
- 4.58%
$51.5K - $57.2K
15.3K $437K
May 11, 2023 Q1 2023
Essex Financial Services, Inc.

SELL
 -
-746
- 3.17%
$52.4K - $58.2K
22.8K $652K
Apr 17, 2023 Q1 2023
Dakota Community Bank & Trust Na

Hebron, ND
SELL
 -
-760
- 96.2%
$53.4K - $59.3K
30 $859
Apr 26, 2023 Q1 2023
Sunflower Bank, N.A.

Denver, CO
SELL
 -
-760
- 10.32%
$53.4K - $59.3K
6.6K $189K
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-764
- 15.98%
$53.7K - $59.6K
4.02K $115K
May 11, 2023 Q1 2023
Nikulski Financial, Inc.

SELL
 -
-780
- 1.96%
$54.8K - $60.9K
38.9K $1.11M
Apr 06, 2023 Q1 2023
Aurora Private Wealth, Inc.

SELL
 -
-796
- 3.02%
$55.9K - $62.1K
25.6K $733K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

SELL
 -
-806
- 38.6%
$56.6K - $62.9K
1.28K $36.7K
Apr 24, 2023 Q1 2023
Pps&V Asset Management Consultants, Inc.

Portage, MI
SELL
 -
-834
- 1.03%
$58.6K - $65.1K
80.3K $2.3M
Apr 20, 2023 Q1 2023
Uma Financial Services, Inc.

SELL
 -
-843
- 2.47%
$59.2K - $65.8K
33.3K $954K
Apr 17, 2023 Q1 2023
Winthrop Advisory Group LLC

SELL
 -
-848
- 0.64%
$59.6K - $66.2K
133K $3.79M
Apr 27, 2023 Q1 2023
Northstar Group, Inc.

SELL
 -
-848
- 1.62%
$59.6K - $66.2K
51.6K $1.48M
Apr 19, 2023 Q1 2023
Alpha Omega Wealth Management LLC

SELL
 -
-884
- 1.12%
$62.1K - $69K
78.1K $2.24M
May 04, 2023 Q1 2023
Summit Global Investments

Bountiful, UT
SELL
 -
-902
- 1.21%
$63.4K - $70.4K
73.7K $2.11M
May 11, 2023 Q1 2023
Agate Pass Investment Management, LLC

Bainbridge Island, WA
SELL
 -
-922
- 1.99%
$64.8K - $71.9K
45.4K $1.3M
Apr 19, 2023 Q1 2023
Raub Brock Capital Management LP

SELL
 -
-925
- 20.03%
$65K - $72.2K
3.69K $106K
Apr 20, 2023 Q1 2023
Beacon Capital Management, LLC

SELL
 -
-931
- 6.75%
$65.4K - $72.6K
12.9K $368K
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

SELL
 -
-937
- 3.32%
$65.9K - $73.1K
27.3K $782K
May 11, 2023 Q1 2023
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-956
- 23.88%
$67.2K - $74.6K
3.05K $87.2K

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