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 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-12.2K- 0.9% |
$857K - $951K
|
1.34M
$38.2M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-12.3K- 7.12% |
$866K - $962K
|
161K
$4.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-12.5K- 6.82% |
$880K - $977K
|
171K
$4.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-12.6K- 11.33% |
$885K - $982K
|
98.5K
$2.82M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-13.4K- 4.54% |
$940K - $1.04M
|
281K
$8.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-14K- 6.0% |
$983K - $1.09M
|
219K
$6.27M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-14.1K- 19.97% |
$991K - $1.1M
|
56.5K
$1.62M
|
|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-14.2K- 70.26% |
$1M - $1.11M
|
6.03K
$173K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-14.4K- 13.75% |
$1.01M - $1.12M
|
90.1K
$2.58M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-14.5K- 2.64% |
$1.02M - $1.13M
|
536K
$15.3M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-14.7K- 7.52% |
$1.03M - $1.14M
|
180K
$5.16M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-14.9K- 8.19% |
$1.05M - $1.16M
|
167K
$4.77M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-16.4K- 24.92% |
$1.15M - $1.28M
|
49.5K
$1.42M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-16.9K- 5.25% |
$1.19M - $1.32M
|
305K
$8.74M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-17.8K- 20.86% |
$1.25M - $1.39M
|
67.5K
$1.93M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-18K- 85.31% |
$1.27M - $1.4M
|
3.1K
$88.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-18K- 17.45% |
$1.27M - $1.41M
|
85.3K
$2.44M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-18.3K- 8.7% |
$1.28M - $1.43M
|
192K
$5.49M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-18.7K- 29.49% |
$1.31M - $1.46M
|
44.6K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-18.7K- 39.53% |
$1.31M - $1.46M
|
28.6K
$819K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-19.4K- 22.3% |
$1.36M - $1.51M
|
67.6K
$1.93M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-19.8K- 5.71% |
$1.39M - $1.54M
|
327K
$9.36M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-24.9K- 56.79% |
$1.75M - $1.94M
|
18.9K
$541K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-25.4K- 98.63% |
$1.79M - $1.98M
|
352
$10.1K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-25.4K- 42.06% |
$1.79M - $1.98M
|
35K
$1M
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-25.9K- 27.33% |
$1.82M - $2.02M
|
68.8K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-27.5K- 63.98% |
$1.93M - $2.15M
|
15.5K
$443K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-27.7K- 10.58% |
$1.95M - $2.17M
|
235K
$6.72M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-29.2K- 25.72% |
$2.05M - $2.28M
|
84.3K
$2.41M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-30.6K- 18.24% |
$2.15M - $2.39M
|
137K
$3.92M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-31.7K- 29.72% |
$2.23M - $2.48M
|
75K
$2.15M
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-34.6K- 25.9% |
$2.43M - $2.7M
|
99K
$2.84M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-35K- 24.55% |
$2.46M - $2.73M
|
108K
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-36.5K- 4.48% |
$2.56M - $2.85M
|
779K
$22.3M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36.8K- 6.21% |
$2.59M - $2.87M
|
556K
$15.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-37.1K- 89.19% |
$2.61M - $2.9M
|
4.5K
$129K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-38K- 31.54% |
$2.67M - $2.97M
|
82.5K
$2.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-38.1K- 32.41% |
$2.67M - $2.97M
|
79.4K
$2.27M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-38.7K- 72.19% |
$2.72M - $3.02M
|
14.9K
$427K
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
SELL
|
- |
-41.8K- 44.7% |
$2.94M - $3.26M
|
51.7K
$1.48M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-46K- 5.75% |
$3.23M - $3.59M
|
754K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-46.8K- 55.06% |
$3.29M - $3.65M
|
38.2K
$1.09M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-48.7K- 92.08% |
$3.42M - $3.8M
|
4.19K
$120K
|
|
|
Apr 27, 2023
Q1 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-50.2K- 73.06% |
$3.53M - $3.92M
|
18.5K
$530K
|
|
|
Apr 05, 2023
Q1 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-51.1K- 37.61% |
$3.59M - $3.99M
|
84.8K
$2.43M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-54.7K- 89.73% |
$3.85M - $4.27M
|
6.26K
$179K
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
SELL
|
- |
-55.7K- 24.62% |
$3.91M - $4.34M
|
170K
$4.88M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-69.4K- 81.4% |
$4.88M - $5.42M
|
15.9K
$454K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-74.5K- 11.65% |
$5.24M - $5.81M
|
565K
$16.2M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-76.7K- 60.67% |
$5.39M - $5.98M
|
49.7K
$1.42M
|