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 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-969- 16.48% |
$68.1K - $75.6K
|
4.91K
$141K
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-970- 12.48% |
$68.2K - $75.7K
|
6.81K
$195K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-980- 1.12% |
$68.9K - $76.5K
|
86.7K
$2.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-982- 48.95% |
$69K - $76.6K
|
1.02K
$29.3K
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-982- 15.98% |
$69K - $76.6K
|
5.16K
$148K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1K- 12.5% |
$70.3K - $78K
|
7K
$200K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1K- 4.06% |
$70.4K - $78.2K
|
23.7K
$677K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1K- 1.18% |
$70.4K - $78.2K
|
84K
$2.41M
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.01K- 3.77% |
$70.8K - $78.7K
|
25.7K
$736K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.03K- 5.4% |
$72.6K - $80.6K
|
18.1K
$518K
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.04K- 0.93% |
$73.1K - $81.2K
|
111K
$3.18M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.06K- 1.6% |
$74.8K - $83K
|
65.2K
$1.87M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.09K- 7.1% |
$76.9K - $85.4K
|
14.3K
$410K
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-1.1K- 10.03% |
$77K - $85.5K
|
9.83K
$281K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.17K- 3.16% |
$81.9K - $91K
|
35.7K
$1.02M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.17K- 6.07% |
$82.4K - $91.5K
|
18.2K
$520K
|
|
|
May 08, 2023
Q1 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.24K- 0.35% |
$87.2K - $96.8K
|
350K
$10M
|
|
|
Apr 20, 2023
Q1 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-1.25K- 30.12% |
$87.9K - $97.5K
|
2.9K
$83K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.33K- 93.01% |
$93.5K - $104K
|
100
$2.86K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.34K- 19.42% |
$94.4K - $105K
|
5.57K
$160K
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.4K- 29.29% |
$98.4K - $109K
|
3.38K
$96.8K
|
|
|
May 09, 2023
Q1 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-1.42K- 7.5% |
$100K - $111K
|
17.5K
$502K
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.48K- 3.59% |
$104K - $115K
|
39.6K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.49K- 4.96% |
$105K - $116K
|
28.5K
$816K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.54K- 26.46% |
$108K - $120K
|
4.27K
$122K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.55K- 2.37% |
$109K - $121K
|
63.8K
$1.83M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.6K- 2.67% |
$112K - $125K
|
58.2K
$1.67M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.63K- 12.76% |
$114K - $127K
|
11.1K
$319K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.63K- 1.63% |
$114K - $127K
|
98.4K
$2.82M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.64K- 1.32% |
$115K - $128K
|
123K
$3.52M
|
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.68K- 8.96% |
$118K - $131K
|
17K
$487K
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1.69K- 20.86% |
$118K - $132K
|
6.4K
$183K
|
|
|
Apr 28, 2023
Q1 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-1.74K- 0.56% |
$122K - $136K
|
309K
$8.84M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.75K- 12.32% |
$123K - $137K
|
12.5K
$357K
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-1.9K- 2.59% |
$133K - $148K
|
71.4K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.91K- 2.79% |
$134K - $149K
|
66.6K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.93K- 5.59% |
$136K - $151K
|
32.6K
$933K
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.97K- 1.01% |
$138K - $153K
|
194K
$5.55M
|
|
|
May 12, 2023
Q1 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-1.99K- 1.88% |
$140K - $155K
|
104K
$2.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-2K- 3.35% |
$141K - $156K
|
57.7K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-2.02K- 1.12% |
$142K - $158K
|
178K
$5.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.03K- 38.54% |
$142K - $158K
|
3.23K
$92.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-2.06K- 14.96% |
$144K - $160K
|
11.7K
$335K
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-2.09K- 4.26% |
$147K - $163K
|
47.1K
$1.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.12K- 3.14% |
$149K - $165K
|
65.3K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.14K- 7.14% |
$151K - $167K
|
27.9K
$798K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.19K- 1.18% |
$154K - $171K
|
183K
$5.23M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-2.2K- 4.88% |
$155K - $172K
|
42.9K
$1.23M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.27K- 21.2% |
$160K - $177K
|
8.44K
$242K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.29K- 1.37% |
$161K - $179K
|
165K
$4.73M
|