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 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
762+ 9.95% |
$52.7K - $56.3K
|
8.42K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
750New |
$51.9K - $55.5K
|
750
$20.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
743+ 0.79% |
$51.4K - $54.9K
|
95.4K
$2.58M
|
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
741+ 5.03% |
$51.3K - $54.8K
|
15.5K
$419K
|
|
|
Jul 24, 2023
Q2 2023
|
Outfitter Financial LLC
|
BUY
|
- |
740+ 4.23% |
$51.2K - $54.7K
|
18.2K
$494K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
739+ 24.72% |
$51.1K - $54.6K
|
3.73K
$101K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
738+ 5.71% |
$51.1K - $54.6K
|
13.7K
$370K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
725+ 24.93% |
$50.2K - $53.6K
|
3.63K
$98.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
719+ 15.6% |
$49.7K - $53.2K
|
5.33K
$144K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
715+ 92.62% |
$49.5K - $52.9K
|
1.49K
$40.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
711+ 18.87% |
$49.2K - $52.6K
|
4.48K
$121K
|
|
|
Aug 04, 2023
Q2 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
710+ 3.23% |
$49.1K - $52.5K
|
22.7K
$614K
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
702+ 1.68% |
$48.6K - $51.9K
|
42.5K
$1.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
702+ 39.95% |
$48.6K - $51.9K
|
2.46K
$66.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
700New |
$48.4K - $51.8K
|
700
$19K
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
700+ 9.69% |
$48.4K - $51.8K
|
7.93K
$215K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
682+ 11.08% |
$47.2K - $50.4K
|
6.84K
$185K
|
|
|
Aug 07, 2023
Q2 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
675+ 7.11% |
$46.7K - $49.9K
|
10.2K
$275K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
660+ 3.0% |
$45.7K - $48.8K
|
22.6K
$613K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
659+ 0.58% |
$45.6K - $48.7K
|
115K
$3.11M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
640New |
$44.3K - $47.3K
|
640
$17.3K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
640New |
$44.3K - $47.3K
|
640
$17.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
632+ 21.51% |
$43.7K - $46.7K
|
3.57K
$96.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
631+ 2.89% |
$43.7K - $46.7K
|
22.5K
$609K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
630+ 19.09% |
$43.6K - $46.6K
|
3.93K
$106K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
630New |
$43.6K - $46.6K
|
630
$17.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
626+ 7.21% |
$43.3K - $46.3K
|
9.31K
$252K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
609+ 1.65% |
$42.1K - $45K
|
37.4K
$1.01M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
600New |
$41.5K - $44.4K
|
600
$16.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
583+ 0.92% |
$40.3K - $43.1K
|
64.3K
$1.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
582New |
$40.3K - $43K
|
582
$15.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
581+ 7.24% |
$40.2K - $43K
|
8.61K
$233K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
569+ 15.83% |
$39.4K - $42.1K
|
4.16K
$113K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
556+ 4.32% |
$38.5K - $41.1K
|
13.4K
$364K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
542+ 4.16% |
$37.5K - $40.1K
|
13.6K
$367K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
530+ 11.24% |
$36.7K - $39.2K
|
5.25K
$142K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
529+ 11.85% |
$36.6K - $39.1K
|
4.99K
$135K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
527+ 9.96% |
$36.5K - $39K
|
5.82K
$158K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
525+ 8.44% |
$36.3K - $38.8K
|
6.75K
$183K
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
518+ 3.43% |
$35.8K - $38.3K
|
15.6K
$423K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
516+ 9.27% |
$35.7K - $38.2K
|
6.08K
$165K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
514+ 4672.73% |
$35.6K - $38K
|
525
$14.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
512+ 11.39% |
$35.4K - $37.9K
|
5.01K
$136K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
509+ 3.8% |
$35.2K - $37.6K
|
13.9K
$377K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
506+ 5.19% |
$35K - $37.4K
|
10.3K
$278K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
459+ 14.47% |
$31.8K - $33.9K
|
3.63K
$98.3K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
451+ 0.88% |
$31.2K - $33.3K
|
51.9K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
432+ 464.52% |
$29.9K - $31.9K
|
525
$14.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
424+ 2.49% |
$29.3K - $31.4K
|
17.4K
$472K
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
418+ 0.84% |
$28.9K - $30.9K
|
50K
$1.35M
|