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
Apr 20, 2023 Q1 2023
Compass Advisory Group LLC

BUY
 -
6.1K
+ 6.15%
$429K - $476K
105K $3.02M
Apr 17, 2023 Q1 2023
Valeo Financial Advisors, LLC

BUY
 -
6.08K
+ 148.56%
$427K - $475K
10.2K $291K
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
5.97K
+ 29.59%
$420K - $466K
26.2K $749K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
5.96K
+ 4.64%
$419K - $465K
135K $3.85M
Apr 14, 2023 Q1 2023
West Bancorporation Inc

BUY
 -
5.96K
+ 22.93%
$419K - $465K
31.9K $914K
Apr 24, 2023 Q1 2023
Rothschild Investment Corp

BUY
 -
5.94K
+ 125.54%
$417K - $463K
10.7K $305K
May 10, 2023 Q1 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
5.92K
New
$416K - $462K
5.92K $169K
Apr 28, 2023 Q1 2023
Van Hulzen Asset Management, LLC

BUY
 -
5.9K
New
$415K - $460K
5.9K $169K
May 08, 2023 Q1 2023
Yhb Investment Advisors, Inc.

BUY
 -
5.82K
+ 4.05%
$409K - $454K
149K $4.28M
May 01, 2023 Q1 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
5.77K
New
$405K - $450K
5.77K $165K
May 15, 2023 Q1 2023
Xml Financial, LLC

BUY
 -
5.63K
+ 12.43%
$396K - $439K
50.9K $1.46M
May 11, 2023 Q1 2023
Camden Capital, LLC

BUY
 -
5.59K
New
$393K - $436K
5.59K $160K
May 10, 2023 Q1 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
5.56K
+ 25.22%
$391K - $434K
27.6K $790K
Apr 12, 2023 Q1 2023
Baker Tilly Wealth Management, LLC

BUY
 -
5.54K
+ 59.59%
$389K - $432K
14.8K $425K
May 30, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
5.5K
New
$387K - $429K
5.5K $158K
Apr 14, 2023 Q1 2023
Dakota Wealth Management

BUY
 -
5.4K
+ 10.76%
$379K - $421K
55.5K $1.59M
May 03, 2023 Q1 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
5.34K
New
$375K - $416K
5.34K $153K
Apr 25, 2023 Q1 2023
Silver Lake Advisory, LLC

BUY
 -
5.33K
New
$375K - $416K
5.33K $153K
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
5.26K
+ 9.66%
$370K - $411K
59.7K $1.71M
Apr 19, 2023 Q1 2023
Marcum Wealth, LLC

BUY
 -
5.24K
+ 147.5%
$368K - $409K
8.8K $252K
Apr 17, 2023 Q1 2023
Crew Capital Management, Ltd.

BUY
 -
5.22K
+ 92.73%
$367K - $407K
10.8K $310K
Apr 26, 2023 Q1 2023
Beam Wealth Advisors, Inc.

BUY
 -
5.06K
+ 21.88%
$356K - $395K
28.2K $808K
Sep 12, 2023 Q1 2023
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
5.06K
+ 60.55%
$355K - $395K
13.4K $384K
May 11, 2023 Q1 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
4.98K
+ 6.1%
$350K - $388K
86.5K $2.48M
Apr 27, 2023 Q1 2023
Annex Advisory Services, LLC

BUY
 -
4.96K
New
$348K - $387K
4.96K $142K
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
4.9K
+ 35.87%
$344K - $382K
18.6K $531K
May 02, 2023 Q1 2023
Vaughan David Investments LLC

Peoria, IL
BUY
 -
4.85K
+ 1.5%
$341K - $379K
329K $9.41M
Apr 20, 2023 Q1 2023
Seven Bridge Financial Group, LLC

BUY
 -
4.8K
+ 4.44%
$337K - $375K
113K $3.23M
May 12, 2023 Q1 2023
Goepper Burkhardt LLC

BUY
 -
4.77K
+ 5.85%
$335K - $372K
86.2K $2.47M
May 02, 2023 Q1 2023
Kiley Juergens Wealth Management, LLC

BUY
 -
4.76K
+ 4.31%
$335K - $372K
115K $3.3M
Apr 11, 2023 Q1 2023
Rmr Wealth Builders

BUY
 -
4.72K
New
$332K - $368K
4.72K $135K
Apr 04, 2023 Q1 2023
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
4.7K
+ 91.37%
$330K - $367K
9.85K $282K
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
4.68K
+ 10.53%
$329K - $365K
49.1K $1.41M
May 02, 2023 Q1 2023
Graypoint LLC

BUY
 -
4.64K
New
$326K - $362K
4.64K $133K
May 10, 2023 Q1 2023
Pittenger & Anderson Inc

BUY
 -
4.63K
+ 3.17%
$325K - $361K
151K $4.32M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
4.61K
New
$324K - $360K
4.61K $132K
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
4.56K
+ 8.04%
$321K - $356K
61.3K $1.76M
Apr 27, 2023 Q1 2023
Simplex Trading, LLC

BUY
 -
4.54K
New
$319K - $354K
4.54K $130K
Apr 24, 2023 Q1 2023
Oak Harbor Wealth Partners, LLC

BUY
 -
4.52K
+ 5.52%
$318K - $353K
86.4K $2.47M
May 01, 2023 Q1 2023
Legacy Advisors, LLC

BUY
 -
4.47K
+ 25.89%
$314K - $348K
21.7K $622K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
4.44K
+ 3.84%
$312K - $346K
120K $3.44M
May 01, 2023 Q1 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
4.44K
+ 2.44%
$312K - $346K
186K $5.33M
May 11, 2023 Q1 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
4.43K
+ 38.89%
$311K - $346K
15.8K $453K
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
4.41K
+ 14.2%
$310K - $344K
35.5K $1.02M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
4.41K
+ 57.93%
$310K - $344K
12K $344K
Apr 17, 2023 Q1 2023
Financial Consulate, Inc

BUY
 -
4.37K
+ 2.82%
$307K - $341K
160K $4.57M
Apr 19, 2023 Q1 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
4.34K
+ 13.2%
$305K - $339K
37.3K $1.07M
May 15, 2023 Q1 2023
Seven One Seven Capital Management

Lancaster, PA
BUY
 -
4.34K
+ 9.82%
$305K - $338K
48.5K $1.39M
Apr 25, 2023 Q1 2023
Chesapeake Wealth Management

BUY
 -
4.28K
+ 9.86%
$301K - $334K
47.7K $1.37M

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