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 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.45K- 20.25% |
$172K - $191K
|
9.63K
$276K
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-2.47K- 18.82% |
$174K - $193K
|
10.7K
$306K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.48K- 10.67% |
$174K - $193K
|
20.7K
$593K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.49K- 2.12% |
$175K - $194K
|
115K
$3.28M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.52K- 36.94% |
$177K - $197K
|
4.31K
$123K
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-2.55K- 1.38% |
$179K - $199K
|
182K
$5.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-2.57K- 11.13% |
$180K - $200K
|
20.5K
$587K
|
|
|
May 05, 2023
Q1 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-2.58K- 0.88% |
$182K - $202K
|
290K
$8.3M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-2.62K- 26.2% |
$184K - $204K
|
7.37K
$211K
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.62K- 4.62% |
$184K - $204K
|
54K
$1.55M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-2.62K- 4.62% |
$184K - $204K
|
54K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.63K- 2.94% |
$185K - $206K
|
87K
$2.49M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.66K- 6.57% |
$187K - $207K
|
37.7K
$1.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.67K- 18.34% |
$187K - $208K
|
11.9K
$340K
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-2.71K- 10.75% |
$191K - $212K
|
22.5K
$645K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.75K- 45.56% |
$193K - $214K
|
3.28K
$94K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.75K- 1.76% |
$194K - $215K
|
154K
$4.41M
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-2.77K- 6.51% |
$195K - $216K
|
39.9K
$1.14M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.78K- 2.85% |
$196K - $217K
|
94.7K
$2.71M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.83KClosed |
$199K - $221K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.85K- 4.55% |
$200K - $222K
|
59.8K
$1.71M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.86K- 3.26% |
$201K - $223K
|
85K
$2.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-2.89K- 11.76% |
$203K - $226K
|
21.7K
$622K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-2.9K- 21.13% |
$204K - $226K
|
10.8K
$310K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-2.93K- 2.16% |
$206K - $228K
|
133K
$3.8M
|
|
|
May 12, 2023
Q1 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-2.96K- 1.0% |
$208K - $231K
|
294K
$8.43M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3K- 16.89% |
$211K - $234K
|
14.8K
$423K
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-3.17K- 4.25% |
$223K - $247K
|
71.4K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.21K- 9.98% |
$226K - $250K
|
29K
$829K
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-3.24K- 4.56% |
$228K - $253K
|
67.9K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.34K- 46.63% |
$235K - $261K
|
3.83K
$110K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-3.42K- 1.47% |
$240K - $267K
|
230K
$6.58M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.43K- 8.45% |
$241K - $268K
|
37.2K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.54K- 6.04% |
$249K - $276K
|
55K
$1.58M
|
|
|
Apr 20, 2023
Q1 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-3.55K- 11.35% |
$250K - $277K
|
27.8K
$795K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3.57K- 12.61% |
$251K - $278K
|
24.7K
$708K
|
|
|
Apr 19, 2023
Q1 2023
|
Reliant Wealth Planning
|
SELL
|
- |
-3.58K- 0.87% |
$251K - $279K
|
405K
$11.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.65K- 9.76% |
$257K - $285K
|
33.8K
$967K
|
|
|
May 08, 2023
Q1 2023
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-3.74K- 4.6% |
$263K - $292K
|
77.4K
$2.22M
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.87K- 6.21% |
$272K - $302K
|
58.4K
$1.67M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.9K- 1.25% |
$274K - $305K
|
309K
$8.84M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
SELL
|
- |
-3.91K- 5.08% |
$275K - $305K
|
73.1K
$2.09M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.92K- 4.08% |
$275K - $306K
|
92.2K
$2.64M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.98K- 80.03% |
$280K - $311K
|
993
$28.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-4.13K- 2.84% |
$290K - $322K
|
141K
$4.05M
|
|
|
Apr 14, 2023
Q1 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-4.13K- 4.83% |
$290K - $322K
|
81.4K
$2.33M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-4.15K- 8.06% |
$291K - $324K
|
47.3K
$1.35M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.17K- 74.34% |
$293K - $325K
|
1.44K
$41.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-4.18K- 1.93% |
$294K - $326K
|
212K
$6.08M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.24K- 2.46% |
$298K - $331K
|
168K
$4.82M
|