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 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
8.99K+ 15.42% |
$632K - $701K
|
67.3K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.96K+ 50.22% |
$629K - $699K
|
26.8K
$767K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.95K+ 1.7% |
$629K - $699K
|
535K
$15.3M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.91K+ 9.0% |
$626K - $695K
|
108K
$3.09M
|
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
8.81KNew |
$619K - $688K
|
8.81K
$252K
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
8.6KNew |
$605K - $671K
|
8.6K
$246K
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
8.46K+ 25.47% |
$594K - $660K
|
41.7K
$1.19M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8.38K+ 7.78% |
$589K - $654K
|
116K
$3.32M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.37K+ 52.82% |
$588K - $653K
|
24.2K
$693K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.36K+ 6.69% |
$588K - $653K
|
133K
$3.82M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
8.31K+ 3.45% |
$584K - $649K
|
249K
$7.13M
|
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
8.11K+ 4.68% |
$570K - $632K
|
181K
$5.19M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
8.02K+ 4.78% |
$563K - $625K
|
176K
$5.03M
|
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
7.95KNew |
$558K - $620K
|
7.95K
$227K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.94K+ 8.33% |
$558K - $620K
|
103K
$2.96M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
7.94K+ 8.43% |
$558K - $619K
|
102K
$2.93M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.82K+ 2.03% |
$549K - $610K
|
393K
$11.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
7.81K+ 1.85% |
$549K - $609K
|
431K
$12.3M
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
7.78K+ 17.54% |
$547K - $607K
|
52.2K
$1.49M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.76KNew |
$545K - $605K
|
7.76K
$222K
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
7.76K+ 4.85% |
$545K - $605K
|
168K
$4.8M
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7.74KNew |
$544K - $604K
|
7.74K
$221K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
7.58K+ 2275.38% |
$533K - $591K
|
7.91K
$226K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.55K+ 62.65% |
$531K - $589K
|
19.6K
$561K
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
7.52K+ 11.12% |
$528K - $587K
|
75.1K
$2.15M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
7.47K+ 3.32% |
$525K - $583K
|
232K
$6.65M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
7.42K+ 38.32% |
$521K - $579K
|
26.8K
$766K
|
|
|
Apr 11, 2023
Q1 2023
|
Olio Financial Planning
|
BUY
|
- |
7.4K+ 22.79% |
$520K - $577K
|
39.9K
$1.14M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7.34K+ 4.86% |
$516K - $573K
|
158K
$4.53M
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7.32K+ 6.75% |
$515K - $571K
|
116K
$3.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
7.28K+ 20.65% |
$512K - $568K
|
42.5K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7.25K+ 1407.38% |
$509K - $566K
|
7.76K
$222K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.22KNew |
$507K - $563K
|
7.22K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
7.2K+ 30.25% |
$506K - $562K
|
31K
$887K
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
7.11K+ 11.37% |
$499K - $555K
|
69.6K
$1.99M
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
7.07K+ 1.63% |
$497K - $551K
|
441K
$12.6M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
7.04KNew |
$494K - $549K
|
7.04K
$201K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
7.02K+ 77.19% |
$493K - $547K
|
16.1K
$461K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
7.01K+ 12.97% |
$492K - $547K
|
61K
$1.75M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.77K+ 6.84% |
$476K - $528K
|
106K
$3.02M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.73K+ 45.45% |
$473K - $525K
|
21.5K
$617K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
6.55K+ 8.33% |
$460K - $511K
|
85.2K
$2.44M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6.42KNew |
$451K - $501K
|
6.42K
$184K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
6.4K+ 1.59% |
$449K - $499K
|
409K
$11.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
6.24KNew |
$439K - $487K
|
6.24K
$179K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
6.24K+ 6.91% |
$438K - $487K
|
96.5K
$2.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.16K+ 14.32% |
$433K - $480K
|
49.1K
$1.41M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.13K+ 15312.5% |
$430K - $478K
|
6.17K
$177K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
6.11K+ 340.6% |
$429K - $477K
|
7.9K
$226K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
6.11K+ 17.42% |
$429K - $476K
|
41.2K
$1.18M
|