Purchases and Sales Made in Q1 2023 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
19K
+ 634.99%
$1.33M - $1.48M
22K $629K
Apr 19, 2023 Q1 2023
Pennsylvania Capital Management Inc

BUY
 -
18.7K
+ 12.2%
$1.31M - $1.46M
172K $4.92M
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
18.7K
+ 11.51%
$1.31M - $1.46M
181K $5.19M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
18.7K
+ 35.37%
$1.31M - $1.46M
71.6K $2.05M
Apr 13, 2023 Q1 2023
Venture Visionary Partners LLC

BUY
 -
18.7K
+ 6.5%
$1.31M - $1.46M
306K $8.77M
Apr 10, 2023 Q1 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
18.5K
+ 23.62%
$1.3M - $1.45M
96.9K $2.77M
Apr 13, 2023 Q1 2023
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
18.4K
New
$1.29M - $1.43M
18.4K $526K
May 05, 2023 Q1 2023
Wambolt & Associates, LLC

BUY
 -
18K
New
$1.27M - $1.41M
18K $516K
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
17.9K
+ 11.95%
$1.26M - $1.4M
167K $4.79M
May 15, 2023 Q1 2023
Simon Quick Advisors, LLC

BUY
 -
17.8K
New
$1.25M - $1.39M
17.8K $509K
May 02, 2023 Q1 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
17.3K
New
$1.21M - $1.35M
17.3K $495K
Apr 13, 2023 Q1 2023
Spinnaker Investment Group, LLC

BUY
 -
17.2K
+ 3.78%
$1.21M - $1.34M
471K $13.5M
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
17.1K
+ 16.31%
$1.2M - $1.34M
122K $3.5M
Apr 20, 2023 Q1 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
17.1K
+ 20.21%
$1.2M - $1.34M
102K $2.92M
May 02, 2023 Q1 2023
Bouchey Financial Group LTD

BUY
 -
17.1K
+ 3.05%
$1.2M - $1.33M
577K $16.5M
Apr 27, 2023 Q1 2023
Columbus Macro, LLC

BUY
 -
17K
New
$1.19M - $1.33M
17K $487K
Apr 18, 2023 Q1 2023
American Financial Advisors, LLC

BUY
 -
16.6K
+ 75.53%
$1.17M - $1.3M
38.6K $1.11M
May 08, 2023 Q1 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
16.4K
New
$1.15M - $1.28M
16.4K $470K
Apr 07, 2023 Q1 2023
Hbw Advisory Services LLC

BUY
 -
16.4K
+ 27.58%
$1.15M - $1.28M
75.9K $2.17M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
16.4K
+ 7.56%
$1.15M - $1.28M
233K $6.67M
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
16.4K
+ 5.86%
$1.15M - $1.28M
296K $8.46M
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
16.2K
+ 22.14%
$1.14M - $1.26M
89.3K $2.56M
May 12, 2023 Q1 2023
Select Asset Management & Trust

Mechanicsburg, PA
BUY
 -
16.1K
+ 23.65%
$1.13M - $1.26M
84.3K $2.41M
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
15.8K
New
$1.11M - $1.24M
15.8K $454K
May 12, 2023 Q1 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
15.8K
+ 5.05%
$1.11M - $1.23M
329K $9.42M
Jul 19, 2024 Q1 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
15.8K
+ 549.98%
$1.11M - $1.23M
18.7K $534K
May 04, 2023 Q1 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
15.8K
+ 5.42%
$1.11M - $1.23M
307K $8.78M
May 17, 2023 Q1 2023
Apexium Financial, LP

BUY
 -
15.7K
+ 9.17%
$1.11M - $1.23M
188K $5.37M
May 15, 2023 Q1 2023
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
15.7K
+ 7.47%
$1.1M - $1.23M
226K $6.47M
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
15.5K
New
$1.09M - $1.21M
15.5K $442K
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
15.3K
+ 47.36%
$1.07M - $1.19M
47.5K $1.36M
May 02, 2023 Q1 2023
Meridian Management CO

BUY
 -
15.2K
New
$1.07M - $1.18M
15.2K $434K
May 15, 2023 Q1 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
15.1K
New
$1.06M - $1.18M
15.1K $433K
Apr 13, 2023 Q1 2023
Powers Advisory Group, LLC

BUY
 -
15.1K
+ 11.61%
$1.06M - $1.18M
145K $4.16M
Apr 18, 2023 Q1 2023
Ellenbecker Investment Group

BUY
 -
15K
+ 59.89%
$1.05M - $1.17M
40K $1.15M
May 05, 2023 Q1 2023
Evergreen Advisors, LLC

BUY
 -
14.9K
+ 3.9%
$1.05M - $1.16M
397K $11.4M
May 10, 2023 Q1 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
14.8K
+ 58.03%
$1.04M - $1.16M
40.4K $1.16M
May 11, 2023 Q1 2023
Alpha Omega Group, Inc.

BUY
 -
14.4K
+ 27.45%
$1.01M - $1.13M
67.1K $1.92M
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
14.4K
+ 117.7%
$1.01M - $1.13M
26.7K $764K
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
14.2K
+ 32.71%
$999K - $1.11M
57.7K $1.65M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
14.2K
+ 243.55%
$996K - $1.11M
20K $573K
Apr 20, 2023 Q1 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
14.2K
New
$995K - $1.11M
14.2K $405K
May 09, 2023 Q1 2023
Cutter & CO Brokerage, Inc.

BUY
 -
14.1K
+ 381.63%
$993K - $1.1M
17.8K $510K
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
14K
+ 28.19%
$986K - $1.09M
63.8K $1.83M
Sep 05, 2023 Q1 2023
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
13.9K
+ 8.09%
$978K - $1.09M
186K $5.33M
Apr 11, 2023 Q1 2023
Guardian Financial Partners, LLC

BUY
 -
13.9K
+ 107.69%
$977K - $1.08M
26.8K $767K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
13.8K
+ 27.16%
$972K - $1.08M
64.7K $1.85M
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
13.8K
+ 6.18%
$969K - $1.08M
237K $6.79M
Apr 27, 2023 Q1 2023
First National Corp

BUY
 -
13.8K
+ 7.69%
$968K - $1.07M
193K $5.52M

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