Purchases and Sales Made in Q2 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 Q2 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
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.94M
+ 102.26%
$134M - $143M
3.83M $104M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.68M
+ 5999.18%
$116M - $124M
1.71M $46.3M
Sep 08, 2023 Q2 2023
Dechtman Wealth Management, LLC

Centennial, CO
BUY
 -
1.09M
New
$75.4M - $80.6M
1.09M $29.5M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
825K
+ 24.07%
$57.1M - $61M
4.25M $115M
Jul 10, 2023 Q2 2023
Orgel Wealth Management, LLC

BUY
 -
708K
+ 20.71%
$49M - $52.4M
4.13M $112M
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
690K
New
$47.8M - $51M
690K $18.7M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
654K
+ 6.46%
$45.2M - $48.3M
10.8M $292M
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
340K
+ 6.41%
$23.5M - $25.1M
5.63M $153M
Jul 20, 2023 Q2 2023
True Link Financial Advisors, LLC

BUY
 -
327K
New
$22.6M - $24.2M
327K $8.86M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
323K
+ 6.78%
$22.4M - $23.9M
5.09M $138M
Aug 02, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
288K
+ 955.66%
$19.9M - $21.3M
318K $8.6M
Jul 17, 2023 Q2 2023
F Dx Advisors, Inc.

BUY
 -
252K
New
$17.4M - $18.6M
252K $6.82M
Aug 10, 2023 Q2 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
242K
+ 6629.03%
$16.8M - $17.9M
246K $6.66M
Aug 14, 2023 Q2 2023
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
224K
+ 478.51%
$15.5M - $16.6M
271K $7.34M
Jul 13, 2023 Q2 2023
American Financial Advisors, LLC

BUY
 -
223K
+ 576.2%
$15.4M - $16.5M
261K $7.07M
Jun 17, 2024 Q2 2023
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
222K
+ 947.67%
$15.3M - $16.4M
245K $6.64M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
209K
+ 17.77%
$14.4M - $15.4M
1.38M $37.5M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
207K
+ 2.96%
$14.3M - $15.3M
7.19M $195M
Jul 11, 2023 Q2 2023
Keystone Financial Planning, Inc.

BUY
 -
197K
+ 13.32%
$13.6M - $14.6M
1.68M $45.4M
Aug 11, 2023 Q2 2023
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
196K
New
$13.6M - $14.5M
196K $5.32M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
190K
+ 2.39%
$13.2M - $14.1M
8.17M $221M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
178K
+ 72.2%
$12.3M - $13.2M
425K $11.5M
Jul 14, 2023 Q2 2023
Lvw Advisors, LLC

BUY
 -
178K
+ 30.55%
$12.3M - $13.1M
759K $20.5M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
174K
New
$12M - $12.9M
174K $4.71M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
172K
+ 14.47%
$11.9M - $12.7M
1.36M $36.8M
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
160K
+ 593.31%
$11M - $11.8M
186K $5.05M
Jul 06, 2023 Q2 2023
Rvw Wealth, LLC

BUY
 -
153K
+ 95.02%
$10.6M - $11.3M
315K $8.53M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
143K
+ 2.95%
$9.89M - $10.6M
4.99M $135M
Aug 11, 2023 Q2 2023
Founders Financial Securities LLC

BUY
 -
138K
+ 52.51%
$9.53M - $10.2M
400K $10.8M
Aug 14, 2023 Q2 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
137K
+ 72.78%
$9.5M - $10.2M
326K $8.83M
Aug 21, 2023 Q2 2023
Bokf, Na

Tulsa, OK
BUY
 -
136K
+ 95.16%
$9.42M - $10.1M
279K $7.56M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
135K
+ 8.98%
$9.36M - $10M
1.64M $44.5M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
135K
+ 8.98%
$9.36M - $10M
1.64M $44.5M
Aug 03, 2023 Q2 2023
Jnba Financial Advisors

BUY
 -
131K
+ 32.07%
$9.07M - $9.7M
540K $14.6M
Aug 08, 2023 Q2 2023
Lebenthal Global Advisors, LLC

BUY
 -
127K
+ 151.03%
$8.78M - $9.38M
211K $5.71M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
124K
+ 20.01%
$8.58M - $9.17M
744K $20.1M
Aug 14, 2023 Q2 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
117K
+ 3466.3%
$8.06M - $8.62M
120K $3.25M
Aug 01, 2023 Q2 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
116K
+ 11.78%
$8.03M - $8.58M
1.1M $29.8M
Jul 17, 2023 Q2 2023
Forth Right Wealth Management, LLC

BUY
 -
113K
+ 76.86%
$7.8M - $8.34M
259K $7.02M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
112K
+ 229.49%
$7.73M - $8.26M
160K $4.34M
Aug 09, 2023 Q2 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
107K
+ 1.12%
$7.41M - $7.91M
9.7M $263M
Aug 02, 2023 Q2 2023
Steel Peak Wealth Management LLC

BUY
 -
105K
New
$7.24M - $7.74M
105K $2.83M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
102K
+ 465.84%
$7.03M - $7.51M
123K $3.34M
Jul 27, 2023 Q2 2023
Verus Financial Partners, Inc.

BUY
 -
95.5K
+ 118.54%
$6.61M - $7.06M
176K $4.77M
Aug 04, 2023 Q2 2023
Cullen/Frost Bankers, Inc.

BUY
 -
94.1K
+ 13.47%
$6.51M - $6.96M
792K $21.5M
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
93.8K
+ 51.75%
$6.49M - $6.93M
275K $7.45M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
93K
+ 8.05%
$6.43M - $6.87M
1.25M $33.8M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
92K
+ 4.54%
$6.37M - $6.81M
2.12M $57.3M
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
75.1K
+ 1.88%
$5.2M - $5.55M
4.07M $110M

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