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
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
58.9K+ 19.02% |
$4.14M - $4.6M
|
369K
$10.6M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
57.8K+ 4.5% |
$4.06M - $4.51M
|
1.34M
$38.5M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
57K+ 9.97% |
$4M - $4.44M
|
628K
$18M
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
54.6K+ 19.59% |
$3.84M - $4.26M
|
333K
$9.54M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
53.6K+ 8.59% |
$3.77M - $4.18M
|
677K
$19.4M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
53.2K+ 8.12% |
$3.74M - $4.15M
|
708K
$20.3M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
52.5K+ 158.92% |
$3.69M - $4.09M
|
85.5K
$2.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
51.7K+ 1.47% |
$3.63M - $4.03M
|
3.56M
$102M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
51.5KNew |
$3.62M - $4.02M
|
51.5K
$1.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Gunma Bank,Ltd.
|
BUY
|
- |
49K+ 89.09% |
$3.44M - $3.82M
|
104K
$2.98M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
48.8K+ 16.72% |
$3.43M - $3.81M
|
341K
$9.76M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
48.7K+ 184.68% |
$3.42M - $3.8M
|
75K
$2.15M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
48.1K+ 1799.1% |
$3.38M - $3.75M
|
50.8K
$1.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
48K+ 40.27% |
$3.37M - $3.75M
|
167K
$4.79M
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
47.5KNew |
$3.34M - $3.71M
|
47.5K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
47.5K+ 1532.27% |
$3.34M - $3.71M
|
50.6K
$1.45M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
47.3K+ 350.79% |
$3.32M - $3.69M
|
60.8K
$1.74M
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
47.1K+ 153.51% |
$3.31M - $3.67M
|
77.8K
$2.23M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
47.1K+ 113.19% |
$3.31M - $3.67M
|
88.7K
$2.54M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.7K+ 0.89% |
$3.28M - $3.64M
|
5.29M
$152M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
46.2K+ 6.86% |
$3.25M - $3.61M
|
720K
$20.6M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
45.7K+ 21.1% |
$3.21M - $3.57M
|
262K
$7.51M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
44.8K+ 117.76% |
$3.15M - $3.5M
|
82.9K
$2.37M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
44.7K+ 12.89% |
$3.14M - $3.49M
|
391K
$11.2M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
43.8KNew |
$3.08M - $3.42M
|
43.8K
$1.25M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
42.9KNew |
$3.02M - $3.35M
|
42.9K
$1.23M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
41.8K+ 8.13% |
$2.94M - $3.26M
|
556K
$15.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
40.4KNew |
$2.84M - $3.15M
|
40.4K
$1.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
39K+ 183.78% |
$2.74M - $3.04M
|
60.2K
$1.72M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
BUY
|
- |
39K+ 32.05% |
$2.74M - $3.04M
|
161K
$4.6M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
38.1K+ 36.81% |
$2.68M - $2.97M
|
142K
$4.06M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
37.3K+ 24.63% |
$2.62M - $2.91M
|
189K
$5.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
36.6KNew |
$2.57M - $2.85M
|
36.6K
$1.05M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
35.8K+ 3.11% |
$2.52M - $2.8M
|
1.19M
$34M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
35.3K+ 6.04% |
$2.48M - $2.76M
|
620K
$17.7M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
34.7K+ 78.55% |
$2.44M - $2.71M
|
79K
$2.26M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
34.6K+ 25.33% |
$2.43M - $2.7M
|
171K
$4.9M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
34.5K+ 75.01% |
$2.43M - $2.69M
|
80.6K
$2.31M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
34.4K+ 36.35% |
$2.42M - $2.69M
|
129K
$3.7M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
34.3K+ 8.22% |
$2.41M - $2.68M
|
452K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34.2K+ 17.54% |
$2.4M - $2.67M
|
229K
$6.56M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
33.7K+ 10.24% |
$2.37M - $2.63M
|
363K
$10.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
33.6K+ 44.19% |
$2.36M - $2.63M
|
110K
$3.14M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
33.4K+ 2.19% |
$2.35M - $2.61M
|
1.56M
$44.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
33K+ 9.79% |
$2.32M - $2.58M
|
370K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
32.8K+ 132.53% |
$2.31M - $2.56M
|
57.6K
$1.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
32.8K+ 5.38% |
$2.31M - $2.56M
|
643K
$18.4M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
32.7KNew |
$2.3M - $2.55M
|
32.7K
$936K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
32.6K+ 9.53% |
$2.29M - $2.55M
|
375K
$10.7M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
32.4K+ 32.89% |
$2.28M - $2.53M
|
131K
$3.75M
|