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 11, 2023 Q2 2023
Planned Solutions, Inc.

BUY
 -
192
+ 4.83%
$13.3K - $14.2K
4.17K $113K
Jul 17, 2023 Q2 2023
Tranquility Partners, LLC

BUY
 -
190
+ 1.76%
$13.1K - $14K
11K $297K
Jul 27, 2023 Q2 2023
Leisure Capital Management

BUY
 -
190
+ 5.33%
$13.1K - $14K
3.76K $102K
Aug 14, 2023 Q2 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
186
+ 15.91%
$12.9K - $13.8K
1.36K $36.7K
Aug 07, 2023 Q2 2023
Jfs Wealth Advisors, LLC

BUY
 -
183
+ 26.91%
$12.7K - $13.5K
863 $23.4K
Jul 12, 2023 Q2 2023
Signal Point Asset Management, LLC

BUY
 -
182
+ 2.25%
$12.6K - $13.5K
8.27K $224K
Jul 13, 2023 Q2 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
175
+ 3.15%
$12.1K - $12.9K
5.74K $155K
Aug 07, 2023 Q2 2023
Ridgewood Investments LLC

BUY
 -
170
+ 3.07%
$11.8K - $12.6K
5.7K $154K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
168
+ 2.05%
$11.6K - $12.4K
8.38K $227K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
164
+ 0.03%
$11.3K - $12.1K
469K $12.7M
Jul 24, 2023 Q2 2023
Iron Financial, LLC

BUY
 -
156
+ 0.74%
$10.8K - $11.5K
21.2K $573K
Aug 09, 2023 Q2 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
153
+ 3.9%
$10.6K - $11.3K
4.08K $110K
Aug 07, 2023 Q2 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
152
+ 1.58%
$10.5K - $11.2K
9.78K $265K
Aug 08, 2023 Q2 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
150
New
$10.4K - $11.1K
150 $4.06K
Aug 09, 2023 Q2 2023
Heritage Wealth Advisors

BUY
 -
150
+ 3.53%
$10.4K - $11.1K
4.39K $119K
Jul 17, 2023 Q2 2023
Centerpoint Advisors, LLC

BUY
 -
148
+ 1.51%
$10.2K - $10.9K
9.97K $270K
Aug 07, 2023 Q2 2023
Capital Square, LLC

BUY
 -
146
+ 1.03%
$10.1K - $10.8K
14.3K $387K
Aug 02, 2023 Q2 2023
Mezzasalma Advisors, LLC

BUY
 -
145
+ 1.69%
$10K - $10.7K
8.75K $237K
Jul 24, 2023 Q2 2023
Toth Financial Advisory Corp

BUY
 -
143
+ 6.44%
$9.89K - $10.6K
2.36K $64K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
142
+ 11.08%
$9.82K - $10.5K
1.42K $38.6K
Jul 17, 2023 Q2 2023
Retirement Guys Formula LLC

BUY
 -
128
+ 0.81%
$8.86K - $9.46K
15.9K $431K
Jul 25, 2023 Q2 2023
Pacific Wealth Strategies Group, Inc.

BUY
 -
127
+ 0.6%
$8.79K - $9.39K
21.2K $574K
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

BUY
 -
127
+ 68.28%
$8.79K - $9.39K
313 $8.48K
Jul 13, 2023 Q2 2023
Sawgrass Asset Management LLC

BUY
 -
124
+ 1.57%
$8.58K - $9.17K
8.02K $217K
Jul 18, 2023 Q2 2023
Annapolis Financial Services, LLC

BUY
 -
120
+ 10.86%
$8.3K - $8.87K
1.23K $33.2K
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
120
+ 0.44%
$8.3K - $8.87K
27.3K $740K
Jul 17, 2023 Q2 2023
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
108
+ 1.29%
$7.47K - $7.99K
8.46K $229K
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
106
New
$7.33K - $7.84K
106 $2.87K
Aug 09, 2023 Q2 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
106
+ 3.35%
$7.33K - $7.84K
3.27K $88.5K
Jul 12, 2023 Q2 2023
Tompkins Financial Corp

BUY
 -
100
+ 9.52%
$6.92K - $7.39K
1.15K $31.1K
Jul 24, 2023 Q2 2023
Cottage Street Advisors LLC

BUY
 -
100
+ 1.13%
$6.92K - $7.39K
8.91K $241K
Jul 10, 2023 Q2 2023
Versant Capital Management, Inc

BUY
 -
96
+ 4800.0%
$6.64K - $7.1K
98 $2.65K
Aug 14, 2023 Q2 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
93
New
$6.43K - $6.88K
93 $2.52K
Aug 01, 2023 Q2 2023
Baldwin Investment Management, LLC

BUY
 -
87
+ 0.69%
$6.02K - $6.43K
12.7K $345K
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
85
+ 51.52%
$5.88K - $6.28K
250 $6.77K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
83
+ 4.37%
$5.74K - $6.14K
1.98K $53.7K
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
82
+ 0.46%
$5.67K - $6.06K
18K $489K
Jul 26, 2023 Q2 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
81
+ 6.04%
$5.6K - $5.99K
1.42K $38.5K
Aug 08, 2023 Q2 2023
Glassman Wealth Services

BUY
 -
74
+ 3.96%
$5.12K - $5.47K
1.95K $52.7K
Aug 02, 2023 Q2 2023
Fusion Capital, LLC

BUY
 -
67
+ 0.67%
$4.64K - $4.95K
10K $271K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
67
New
$4.64K - $4.95K
67 $1.81K
Aug 14, 2023 Q2 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
64
+ 64.0%
$4.43K - $4.73K
164 $4.44K
Jul 26, 2023 Q2 2023
Bell Bank

BUY
 -
62
+ 1.26%
$4.29K - $4.58K
5K $135K
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
59
+ 0.1%
$4.08K - $4.36K
57.7K $1.56M
Jul 26, 2023 Q2 2023
Raub Brock Capital Management LP

BUY
 -
56
+ 1.52%
$3.87K - $4.14K
3.75K $102K
Aug 01, 2023 Q2 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
56
+ 0.4%
$3.87K - $4.14K
14K $379K
Jul 17, 2023 Q2 2023
Atlas Financial Advisors, Inc.

BUY
 -
54
+ 1.83%
$3.74K - $3.99K
3K $81.3K
Aug 07, 2023 Q2 2023
Ellis Investment Partners, LLC

BUY
 -
54
+ 0.94%
$3.74K - $3.99K
5.78K $156K
Jul 11, 2023 Q2 2023
Capital Advisors Wealth Management, LLC

BUY
 -
52
+ 1.19%
$3.6K - $3.84K
4.44K $120K

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