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
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
416
+ 3.21%
$28.8K - $30.8K
13.4K $362K
Aug 09, 2023 Q2 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
413
+ 6.69%
$28.6K - $30.5K
6.59K $178K
Aug 10, 2023 Q2 2023
Triton Wealth Management, Pllc

BUY
 -
413
+ 1.04%
$28.6K - $30.5K
40.3K $1.09M
Jul 13, 2023 Q2 2023
Tilia Fiduciary Partners, Inc.

BUY
 -
402
+ 67.34%
$27.8K - $29.7K
999 $27.1K
Aug 03, 2023 Q2 2023
Van Hulzen Asset Management, LLC

BUY
 -
400
+ 6.78%
$27.7K - $29.6K
6.3K $171K
Jul 25, 2023 Q2 2023
Jb Capital LLC

BUY
 -
396
+ 5.12%
$27.4K - $29.3K
8.13K $220K
Jul 11, 2023 Q2 2023
Capital Investment Advisors, LLC

BUY
 -
395
+ 1.25%
$27.3K - $29.2K
32.1K $868K
Jul 25, 2023 Q2 2023
Umb Bank, N.A.

BUY
 -
395
+ 12.54%
$27.3K - $29.2K
3.55K $96K
Aug 14, 2023 Q2 2023
Meridian Management CO

BUY
 -
389
+ 2.57%
$26.9K - $28.8K
15.5K $421K
Nov 13, 2024 Q2 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
376
+ 6.24%
$26K - $27.8K
6.41K $173K
Jul 26, 2023 Q2 2023
Sws Partners

BUY
 -
353
+ 3.09%
$24.4K - $26.1K
11.8K $319K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
353
+ 0.55%
$24.4K - $26.1K
64K $1.73M
Aug 08, 2023 Q2 2023
Rice Partnership, LLC

BUY
 -
351
+ 8.27%
$24.3K - $26K
4.59K $124K
Jul 13, 2023 Q2 2023
City Holding CO

BUY
 -
350
New
$24.2K - $25.9K
350 $9.48K
Aug 02, 2023 Q2 2023
Moser Wealth Advisors, LLC

BUY
 -
345
+ 3.49%
$23.9K - $25.5K
10.2K $277K
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
343
+ 2.75%
$23.7K - $25.4K
12.8K $347K
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
324
+ 3.69%
$22.4K - $24K
9.09K $246K
Aug 14, 2023 Q2 2023
Merriman Wealth Management, LLC

BUY
 -
313
+ 7.3%
$21.7K - $23.1K
4.6K $125K
Jul 24, 2023 Q2 2023
Bka Wealth Consulting, Inc.

BUY
 -
310
+ 5.63%
$21.4K - $22.9K
5.81K $157K
Aug 02, 2023 Q2 2023
Vista Wealth Management Group, LLC

BUY
 -
300
+ 5.68%
$20.8K - $22.2K
5.58K $151K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
296
+ 1.43%
$20.5K - $21.9K
21K $569K
Jul 25, 2023 Q2 2023
Prosperity Consulting Group, LLC

BUY
 -
274
+ 0.56%
$19K - $20.3K
49.4K $1.34M
Jul 12, 2023 Q2 2023
Covenant Asset Management, LLC

BUY
 -
273
+ 6.9%
$18.9K - $20.2K
4.23K $115K
Jul 07, 2023 Q2 2023
First Community Trust Na

BUY
 -
268
New
$18.5K - $19.8K
268 $7.26K
Jul 26, 2023 Q2 2023
Firestone Capital Management

BUY
 -
267
+ 3.62%
$18.5K - $19.7K
7.65K $207K
Aug 14, 2023 Q2 2023
First Foundation Advisors

Irvine, CA
BUY
 -
263
+ 1.91%
$18.2K - $19.4K
14K $380K
Nov 13, 2023 Q2 2023
Security National Bank Of So Dak

Sioux City, IA
BUY
 -
258
+ 6.19%
$17.8K - $19.1K
4.43K $120K
Jul 24, 2023 Q2 2023
Allen Capital Group, LLC

BUY
 -
255
+ 0.8%
$17.6K - $18.9K
32.2K $872K
Aug 10, 2023 Q2 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
254
+ 0.88%
$17.6K - $18.8K
29.2K $791K
Aug 04, 2023 Q2 2023
Adviser Investments LLC

BUY
 -
252
+ 4.55%
$17.4K - $18.6K
5.79K $157K
Jul 14, 2023 Q2 2023
Capital Planning LLC

BUY
 -
240
+ 0.46%
$16.6K - $17.7K
52K $1.41M
Jul 24, 2023 Q2 2023
Schrum Private Wealth Management LLC

BUY
 -
240
+ 2.44%
$16.6K - $17.7K
10.1K $273K
Aug 02, 2023 Q2 2023
Executive Wealth Management, LLC

BUY
 -
238
+ 4.18%
$16.5K - $17.6K
5.93K $161K
Aug 14, 2023 Q2 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
233
+ 1553.33%
$16.1K - $17.2K
248 $6.72K
Jul 12, 2023 Q2 2023
Valicenti Advisory Services Inc

BUY
 -
230
+ 6.31%
$15.9K - $17K
3.88K $105K
Jul 28, 2023 Q2 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
225
+ 6.97%
$15.6K - $16.6K
3.46K $93.6K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
224
New
$15.5K - $16.6K
224 $6.07K
Jul 20, 2023 Q2 2023
Marino, Stram & Associates LLC

BUY
 -
223
+ 1.91%
$15.4K - $16.5K
11.9K $322K
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
220
+ 12.4%
$15.2K - $16.3K
1.99K $54K
Jul 07, 2023 Q2 2023
Legacy Private Trust Co.

BUY
 -
218
+ 0.29%
$15.1K - $16.1K
74.5K $2.02M
Aug 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
217
+ 5.67%
$15K - $16K
4.04K $109K
Aug 07, 2023 Q2 2023
Cypress Capital, LLC

BUY
 -
215
+ 0.99%
$14.9K - $15.9K
22K $597K
Aug 02, 2023 Q2 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
214
+ 1.36%
$14.8K - $15.8K
16K $433K
Jul 27, 2023 Q2 2023
Scott & Selber, Inc.

BUY
 -
208
+ 0.56%
$14.4K - $15.4K
37.1K $1M
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
207
+ 24.97%
$14.3K - $15.3K
1.04K $28.1K
Aug 11, 2023 Q2 2023
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
206
+ 1.68%
$14.3K - $15.2K
12.5K $337K
Jul 20, 2023 Q2 2023
Ulland Investment Advisors, LLC

BUY
 -
200
+ 4.42%
$13.8K - $14.8K
4.73K $128K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
200
+ 31.75%
$13.8K - $14.8K
830 $22.5K
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
198
+ 56.09%
$13.7K - $14.6K
551 $14.9K

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