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
|
Souders Financial Advisors
|
SELL
|
- |
-83K- 24.53% |
$5.83M - $6.47M
|
255K
$7.31M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-105K- 2.97% |
$7.37M - $8.18M
|
3.42M
$97.9M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-106K- 7.03% |
$7.48M - $8.3M
|
1.41M
$40.3M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-118K- 99.94% |
$8.32M - $9.24M
|
73
$2.09K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-119K- 70.5% |
$8.34M - $9.26M
|
49.6K
$1.42M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-135K- 37.92% |
$9.47M - $10.5M
|
221K
$6.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-140K- 29.56% |
$9.85M - $10.9M
|
334K
$9.56M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-155K- 80.36% |
$10.9M - $12.1M
|
38K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-156K- 32.11% |
$11M - $12.2M
|
330K
$9.44M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-166K- 86.04% |
$11.6M - $12.9M
|
26.9K
$770K
|
|
|
May 15, 2023
Q1 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-168K- 78.21% |
$11.8M - $13.1M
|
46.8K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-178K- 51.69% |
$12.5M - $13.9M
|
167K
$4.77M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-180K- 45.12% |
$12.7M - $14.1M
|
219K
$6.28M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-185K- 13.97% |
$13M - $14.4M
|
1.14M
$32.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-187K- 82.25% |
$13.1M - $14.6M
|
40.3K
$1.15M
|
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
SELL
|
- |
-203K- 94.93% |
$14.3M - $15.8M
|
10.8K
$310K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-214K- 91.9% |
$15M - $16.7M
|
18.8K
$539K
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-216K- 51.95% |
$15.2M - $16.9M
|
200K
$5.72M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-221K- 94.19% |
$15.6M - $17.3M
|
13.7K
$391K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-256K- 24.4% |
$18M - $19.9M
|
792K
$22.7M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-267K- 98.76% |
$18.8M - $20.8M
|
3.34K
$95.7K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-304K- 69.27% |
$21.3M - $23.7M
|
135K
$3.86M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-443K- 90.39% |
$31.2M - $34.6M
|
47.1K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-521K- 13.06% |
$36.6M - $40.7M
|
3.47M
$99.4M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.84M- 34.96% |
$130M - $144M
|
3.43M
$98.2M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.41M- 98.37% |
$169M - $188M
|
39.8K
$1.14M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.73M- 23.84% |
$192M - $213M
|
8.71M
$249M
|