Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Us Dividen (SCHD)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Financial Consulate, Inc
|
BUY
|
- |
2.17K+ 1.36% |
$150K - $161K
|
162K
$4.38M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.17K+ 2.77% |
$150K - $161K
|
80.4K
$2.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.14K+ 1.64% |
$148K - $158K
|
133K
$3.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
2.11K+ 3.1% |
$146K - $156K
|
70K
$1.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
2.11K+ 5.74% |
$146K - $156K
|
38.8K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.1K+ 11.58% |
$145K - $155K
|
20.2K
$548K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.08K+ 5.82% |
$144K - $154K
|
37.8K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.08K+ 1.81% |
$144K - $153K
|
117K
$3.16M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.07K+ 3.42% |
$143K - $153K
|
62.5K
$1.69M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.03K+ 1.12% |
$140K - $150K
|
184K
$4.97M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.02K+ 9.63% |
$139K - $149K
|
22.9K
$621K
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
2.01K+ 0.83% |
$139K - $149K
|
244K
$6.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.01K+ 25.64% |
$139K - $148K
|
9.83K
$266K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2K+ 22.99% |
$138K - $148K
|
10.7K
$290K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
1.96K+ 0.62% |
$136K - $145K
|
321K
$8.68M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.96K+ 6.95% |
$136K - $145K
|
30.2K
$817K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.94K+ 3.96% |
$134K - $144K
|
51.1K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.88K+ 29.35% |
$130K - $139K
|
8.27K
$224K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.87K+ 90.53% |
$129K - $138K
|
3.93K
$106K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.86K+ 1.52% |
$129K - $138K
|
124K
$3.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.84K+ 76.35% |
$127K - $136K
|
4.26K
$115K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.84K+ 12.39% |
$127K - $136K
|
16.7K
$451K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.83K+ 3.58% |
$127K - $135K
|
52.9K
$1.43M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.83K+ 2.64% |
$126K - $135K
|
71K
$1.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.8K+ 1.43% |
$124K - $133K
|
128K
$3.46M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.76K+ 9.38% |
$122K - $130K
|
20.5K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
1.76K+ 3.2% |
$122K - $130K
|
56.6K
$1.53M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.74K+ 4.62% |
$121K - $129K
|
39.5K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.71K+ 23.7% |
$118K - $126K
|
8.93K
$242K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.71K+ 7.94% |
$118K - $126K
|
23.2K
$629K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.71K+ 1.98% |
$118K - $126K
|
88.1K
$2.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.7K+ 19.79% |
$118K - $126K
|
10.3K
$279K
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.7K+ 22.57% |
$117K - $125K
|
9.21K
$249K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
1.68K+ 8.7% |
$116K - $124K
|
21K
$568K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.65K+ 66.17% |
$114K - $122K
|
4.14K
$112K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.63K+ 13.85% |
$113K - $121K
|
13.4K
$363K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.63K+ 0.69% |
$113K - $121K
|
239K
$6.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.63K+ 4.66% |
$113K - $121K
|
36.7K
$993K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.63K+ 13.85% |
$113K - $121K
|
13.4K
$363K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.63K+ 1.66% |
$113K - $120K
|
100K
$2.71M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.61K+ 9.32% |
$111K - $119K
|
18.9K
$511K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.59K+ 16.51% |
$110K - $117K
|
11.2K
$303K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.55K+ 2.66% |
$107K - $114K
|
59.7K
$1.62M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.53K+ 7.81% |
$106K - $113K
|
21.1K
$571K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.52K+ 9.66% |
$105K - $113K
|
17.3K
$469K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.44K+ 2.83% |
$99.8K - $107K
|
52.4K
$1.42M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.44KNew |
$99.3K - $106K
|
1.44K
$38.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.41K+ 3.9% |
$97.8K - $105K
|
37.7K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.4K+ 8.41% |
$96.9K - $104K
|
18K
$489K
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
1.39K+ 12.05% |
$96K - $103K
|
12.9K
$349K
|