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
Jul 18, 2023 Q2 2023
Fsc Wealth Advisors, LLC

BUY
 -
1.33K
+ 169.08%
$91.9K - $98.3K
2.12K $57.3K
Jul 25, 2023 Q2 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
1.31K
+ 6.51%
$90.3K - $96.6K
21.4K $579K
Aug 02, 2023 Q2 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
1.31K
+ 8.24%
$90.3K - $96.5K
17.1K $464K
Jul 19, 2023 Q2 2023
West Oak Capital, LLC

BUY
 -
1.3K
+ 5.5%
$89.7K - $95.8K
24.9K $674K
Jul 14, 2023 Q2 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
1.28K
+ 7.42%
$88.7K - $94.8K
18.6K $503K
Jul 12, 2023 Q2 2023
Phocas Financial Corp.

Alameda, CA
BUY
 -
1.28K
+ 12.18%
$88.2K - $94.3K
11.7K $318K
Aug 14, 2023 Q2 2023
Lcnb Corp

Lebanon, OH
BUY
 -
1.27K
+ 22.92%
$88.1K - $94.2K
6.83K $185K
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
1.26K
+ 12.86%
$87.3K - $93.3K
11.1K $300K
Aug 15, 2023 Q2 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.23K
+ 1.93%
$85.2K - $91.1K
65K $1.76M
Aug 08, 2023 Q2 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
1.23K
+ 6.4%
$85.1K - $90.9K
20.5K $554K
Aug 08, 2023 Q2 2023
Rovin Capital

BUY
 -
1.21K
+ 2.43%
$83.4K - $89.1K
50.7K $1.37M
Aug 09, 2023 Q2 2023
Us Bancorp \De\

BUY
 -
1.17K
+ 2.47%
$80.8K - $86.4K
48.5K $1.31M
Aug 14, 2023 Q2 2023
Balentine LLC

Atlanta, GA
BUY
 -
1.15K
New
$79.4K - $84.9K
1.15K $31.1K
Jul 24, 2023 Q2 2023
Galvin, Gaustad & Stein, LLC

BUY
 -
1.14K
+ 7.98%
$78.6K - $84K
15.4K $416K
Jul 18, 2023 Q2 2023
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
1.11K
+ 36.43%
$76.8K - $82.1K
4.16K $113K
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
1.09K
+ 27.1%
$75.3K - $80.5K
5.11K $138K
Aug 18, 2023 Q2 2023
Coombe, Bender & CO LLC

BUY
 -
1.09K
+ 9.86%
$75.3K - $80.4K
12.1K $328K
Aug 16, 2023 Q2 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
1.08K
+ 88.44%
$74.6K - $79.8K
2.3K $62.3K
Aug 07, 2023 Q2 2023
Red Door Wealth Management, LLC

BUY
 -
1.08K
+ 1.65%
$74.4K - $79.5K
66.3K $1.8M
Aug 07, 2023 Q2 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
1.07K
+ 1.29%
$73.8K - $78.9K
83.6K $2.26M
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
1.05K
+ 14.09%
$72.8K - $77.9K
8.53K $231K
Nov 04, 2024 Q2 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
1.04K
+ 203.51%
$72.2K - $77.2K
1.56K $42.2K
Aug 07, 2023 Q2 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
1.04K
New
$71.9K - $76.9K
1.04K $28.2K
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
1.04K
+ 1.59%
$71.7K - $76.7K
66.4K $1.8M
Jul 07, 2023 Q2 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
1.01K
+ 1.68%
$69.7K - $74.5K
60.8K $1.65M
Jul 25, 2023 Q2 2023
Albion Financial Group

BUY
 -
1.01K
+ 121.33%
$69.7K - $74.5K
1.84K $49.7K
Aug 04, 2023 Q2 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
1.01K
+ 3.65%
$69.7K - $74.5K
28.6K $775K
Jul 27, 2023 Q2 2023
Cwa Asset Management Group, LLC

BUY
 -
1.01K
+ 11.59%
$69.6K - $74.4K
9.68K $262K
Jul 14, 2023 Q2 2023
Life Steps Financial, Inc.

BUY
 -
996
+ 4.42%
$68.9K - $73.6K
23.5K $637K
Jul 21, 2023 Q2 2023
First Command Advisory Services, Inc.

BUY
 -
984
+ 0.59%
$68.1K - $72.8K
168K $4.55M
Aug 11, 2023 Q2 2023
Broadleaf Partners, LLC

Hudson, OH
BUY
 -
951
+ 2.19%
$65.8K - $70.3K
44.3K $1.2M
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
919
+ 4.37%
$63.6K - $68K
21.9K $594K
Aug 03, 2023 Q2 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
919
+ 8.45%
$63.6K - $68K
11.8K $319K
Jul 28, 2023 Q2 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
898
+ 16.93%
$62.1K - $66.4K
6.2K $168K
Jul 13, 2023 Q2 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
885
+ 2.96%
$61.2K - $65.4K
30.8K $833K
Jul 24, 2023 Q2 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
868
+ 0.85%
$60K - $64.2K
103K $2.78M
Aug 07, 2023 Q2 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
861
+ 16.14%
$59.6K - $63.7K
6.2K $168K
Aug 07, 2023 Q2 2023
United Bank

BUY
 -
853
+ 1.73%
$59K - $63.1K
50.1K $1.36M
Jul 20, 2023 Q2 2023
Investment Research & Advisory Group, Inc.

BUY
 -
845
New
$58.5K - $62.5K
845 $22.9K
Jul 31, 2023 Q2 2023
Opus Capital Group, LLC

BUY
 -
830
+ 1.13%
$57.4K - $61.4K
74.3K $2.01M
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
828
+ 7.51%
$57.3K - $61.2K
11.9K $321K
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

BUY
 -
826
+ 4.21%
$57.1K - $61.1K
20.4K $553K
Jul 28, 2023 Q2 2023
Bank Of New Hampshire

BUY
 -
825
+ 9.73%
$57.1K - $61K
9.31K $252K
Aug 09, 2023 Q2 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
816
+ 1.64%
$56.5K - $60.3K
50.5K $1.37M
Aug 03, 2023 Q2 2023
Appleton Group, LLC

BUY
 -
810
+ 7.48%
$56K - $59.9K
11.6K $315K
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
801
+ 10.32%
$55.4K - $59.2K
8.56K $232K
Jul 25, 2023 Q2 2023
Godsey & Gibb Associates

BUY
 -
800
+ 14.1%
$55.3K - $59.2K
6.47K $175K
Aug 07, 2023 Q2 2023
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
796
+ 11.37%
$55.1K - $58.9K
7.8K $211K
Aug 01, 2024 Q2 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
770
+ 1540.0%
$53.3K - $56.9K
820 $22.2K

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