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 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.25K- 5.3% |
$299K - $331K
|
75.9K
$2.17M
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-4.34K- 1.84% |
$305K - $339K
|
232K
$6.64M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-4.41K- 43.97% |
$310K - $344K
|
5.62K
$161K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.42K- 24.31% |
$310K - $345K
|
13.8K
$394K
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
SELL
|
- |
-4.54K- 28.48% |
$319K - $355K
|
11.4K
$327K
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-4.66K- 13.34% |
$327K - $363K
|
30.2K
$865K
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-4.77K- 1.98% |
$335K - $372K
|
237K
$6.78M
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-4.87K- 3.6% |
$342K - $380K
|
131K
$3.74M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-4.87K- 4.85% |
$342K - $380K
|
95.6K
$2.74M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-4.95K- 2.6% |
$348K - $386K
|
185K
$5.31M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5.19K- 2.92% |
$365K - $405K
|
173K
$4.94M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-5.31K- 0.84% |
$373K - $414K
|
623K
$17.8M
|
|
|
May 03, 2023
Q1 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-5.43K- 3.56% |
$381K - $424K
|
147K
$4.21M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.47K- 1.67% |
$385K - $427K
|
322K
$9.22M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-5.83K- 19.14% |
$410K - $455K
|
24.6K
$705K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.9K- 11.09% |
$414K - $460K
|
47.3K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-6.3K- 42.05% |
$443K - $491K
|
8.68K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.34K- 9.33% |
$445K - $494K
|
61.6K
$1.76M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-6.35K- 7.8% |
$446K - $495K
|
75K
$2.15M
|
|
|
May 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-6.89K- 2.5% |
$484K - $537K
|
269K
$7.69M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-7.01K- 47.19% |
$493K - $547K
|
7.84K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-7.27K- 2.4% |
$511K - $567K
|
296K
$8.46M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.3K- 4.86% |
$513K - $570K
|
143K
$4.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-7.33K- 59.74% |
$515K - $572K
|
4.94K
$141K
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-7.51K- 15.96% |
$528K - $586K
|
39.5K
$1.13M
|
|
|
Nov 16, 2023
Q1 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-7.62K- 2.62% |
$536K - $595K
|
283K
$8.12M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-7.68K- 10.22% |
$539K - $599K
|
67.4K
$1.93M
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-7.9K- 3.16% |
$555K - $616K
|
242K
$6.92M
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-8.24K- 8.02% |
$579K - $643K
|
94.5K
$2.71M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-8.33K- 11.59% |
$586K - $650K
|
63.6K
$1.82M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-8.52K- 35.56% |
$598K - $664K
|
15.4K
$442K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-8.82K- 5.0% |
$620K - $689K
|
168K
$4.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-8.84K- 8.18% |
$621K - $690K
|
99.2K
$2.84M
|
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-8.88K- 26.41% |
$624K - $693K
|
24.7K
$708K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.94K- 55.08% |
$629K - $698K
|
7.29K
$209K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-9.01K- 92.17% |
$633K - $703K
|
765
$21.9K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.14K- 43.9% |
$642K - $713K
|
11.7K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-9.19K- 48.04% |
$646K - $717K
|
9.94K
$285K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-9.24K- 3.77% |
$650K - $721K
|
236K
$6.75M
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-9.65K- 2.99% |
$678K - $753K
|
313K
$8.95M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-10.1K- 3.99% |
$711K - $789K
|
243K
$6.96M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-10.1K- 5.78% |
$713K - $791K
|
165K
$4.73M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.5K- 0.88% |
$736K - $817K
|
1.17M
$33.6M
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-10.5K- 8.75% |
$739K - $821K
|
110K
$3.14M
|
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-10.7K- 7.46% |
$752K - $835K
|
133K
$3.8M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-11.2K- 56.1% |
$786K - $873K
|
8.75K
$251K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-11.3K- 66.76% |
$796K - $884K
|
5.64K
$161K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-11.4K- 32.45% |
$799K - $887K
|
23.7K
$678K
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-11.7K- 11.25% |
$823K - $913K
|
92.4K
$2.64M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-11.9K- 3.23% |
$836K - $929K
|
356K
$10.2M
|