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 04, 2023 Q2 2023
Andrews, Lucia Wealth Management LLC

BUY
 -
52
+ 0.79%
$3.6K - $3.84K
6.63K $179K
Aug 11, 2023 Q2 2023
Alley Investment Management Company, LLC

BUY
 -
51
+ 0.97%
$3.53K - $3.77K
5.31K $144K
Jul 10, 2023 Q2 2023
Thompson Investment Management, Inc.

BUY
 -
50
New
$3.46K - $3.7K
50 $1.35K
Jul 18, 2023 Q2 2023
Rothschild Investment Corp

BUY
 -
50
+ 0.47%
$3.46K - $3.7K
10.7K $290K
Aug 09, 2023 Q2 2023
1 St Source Bank

BUY
 -
50
+ 0.97%
$3.46K - $3.7K
5.21K $141K
Jul 25, 2023 Q2 2023
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
48
+ 0.83%
$3.32K - $3.55K
5.81K $157K
Jul 20, 2023 Q2 2023
Duncker Streett & CO Inc

BUY
 -
47
+ 0.9%
$3.25K - $3.48K
5.25K $142K
Aug 07, 2023 Q2 2023
Madden Advisory Services, Inc.

BUY
 -
47
+ 0.27%
$3.25K - $3.48K
17.5K $475K
Jul 20, 2023 Q2 2023
Acorn Financial Advisory Services Inc

BUY
 -
42
+ 0.72%
$2.91K - $3.11K
5.86K $159K
Aug 08, 2023 Q2 2023
Apriem Advisors

Irvine, CA
BUY
 -
41
+ 0.08%
$2.84K - $3.03K
51.6K $1.4M
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
39
+ 0.06%
$2.7K - $2.88K
64.1K $1.74M
Oct 28, 2024 Q2 2023
Old North State Wealth Management, LLC

Wilmington, NC
BUY
 -
39
+ 0.95%
$2.7K - $2.88K
4.16K $113K
Aug 04, 2023 Q2 2023
Lyell Wealth Management, LP

BUY
 -
37
+ 0.55%
$2.56K - $2.74K
6.81K $184K
Aug 14, 2023 Q2 2023
Wms Partners, LLC

BUY
 -
37
+ 0.56%
$2.56K - $2.74K
6.68K $181K
Jul 18, 2023 Q2 2023
Diversified Trust CO

BUY
 -
32
+ 0.3%
$2.21K - $2.37K
10.9K $294K
Jul 20, 2023 Q2 2023
Lockerman Financial Group, Inc.

BUY
 -
32
+ 0.95%
$2.21K - $2.37K
3.4K $92.1K
Aug 07, 2023 Q2 2023
Global Strategic Investment Solutions, LLC

BUY
 -
30
+ 0.04%
$2.08K - $2.22K
73K $1.98M
Aug 10, 2023 Q2 2023
Angeles Wealth Management, LLC

BUY
 -
30
+ 0.44%
$2.08K - $2.22K
6.84K $185K
Jul 31, 2023 Q2 2023
Klingman & Associates, LLC

BUY
 -
29
+ 0.93%
$2.01K - $2.14K
3.15K $85.4K
Jul 25, 2023 Q2 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
29
+ 0.36%
$2.01K - $2.14K
8.01K $217K
Jul 10, 2024 Q2 2023
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
29
+ 0.94%
$2.01K - $2.14K
3.12K $84.5K
Jul 25, 2023 Q2 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
28
+ 0.17%
$1.94K - $2.07K
16.4K $445K
Aug 04, 2023 Q2 2023
West Branch Capital LLC

BUY
 -
28
+ 31.11%
$1.94K - $2.07K
118 $3.2K
Aug 09, 2023 Q2 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
27
+ 0.9%
$1.87K - $2K
3.01K $81.6K
Aug 11, 2023 Q2 2023
Wills Financial Group, Inc.

BUY
 -
25
+ 0.13%
$1.73K - $1.85K
19.3K $521K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
24
+ 0.28%
$1.66K - $1.77K
8.54K $231K
Jul 17, 2023 Q2 2023
Guyasuta Investment Advisors Inc

BUY
 -
23
+ 0.08%
$1.59K - $1.7K
28.3K $765K
Jul 27, 2023 Q2 2023
Fulcrum Capital LLC

BUY
 -
23
+ 0.22%
$1.59K - $1.7K
10.4K $281K
Jul 28, 2023 Q2 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
22
+ 0.93%
$1.52K - $1.63K
2.4K $64.9K
Aug 01, 2023 Q2 2023
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
19
+ 0.26%
$1.31K - $1.4K
7.41K $201K
Aug 01, 2023 Q2 2023
Wolff Wiese Magana LLC

BUY
 -
18
+ 0.75%
$1.25K - $1.33K
2.41K $65.2K
Aug 15, 2023 Q2 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
17
+ 0.18%
$1.18K - $1.26K
9.67K $262K
Jul 13, 2023 Q2 2023
Macroview Investment Management LLC

BUY
 -
15
New
$1.04K - $1.11K
15 $406
Jul 28, 2023 Q2 2023
Gfg Capital, LLC

BUY
 -
15
+ 0.48%
$1.04K - $1.11K
3.16K $85.7K
Aug 08, 2023 Q2 2023
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
15
+ 0.5%
$1.04K - $1.11K
3.02K $81.6K
Jul 17, 2023 Q2 2023
Bridge Advisory, LLC

BUY
 -
13
+ 0.4%
$899 - $961
3.25K $87.9K
Aug 04, 2023 Q2 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
12
+ 0.41%
$830 - $887
2.95K $79.9K
Aug 15, 2023 Q2 2023
Brick & Kyle, Associates

Newtown, PA
BUY
 -
12
+ 0.23%
$830 - $887
5.24K $142K
Jul 06, 2023 Q2 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
10
+ 0.97%
$692 - $739
1.04K $28.1K
Nov 08, 2023 Q2 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
10
+ 0.22%
$692 - $739
4.51K $122K
Aug 02, 2023 Q2 2023
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
9
+ 0.04%
$623 - $665
20.7K $561K
Jul 05, 2023 Q2 2023
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
8
+ 0.05%
$553 - $592
14.9K $403K
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
8
+ 0.18%
$553 - $592
4.44K $120K
Jul 21, 2023 Q2 2023
Riggs Asset Managment Co. Inc.

BUY
 -
7
+ 0.92%
$484 - $518
770 $20.9K
Aug 09, 2023 Q2 2023
Forte Capital LLC

BUY
 -
7
+ 0.1%
$484 - $518
6.92K $187K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
7
+ 17.5%
$484 - $518
47 $1.27K
Aug 08, 2024 Q2 2023
Abound Wealth Management

Franklin, TN
BUY
 -
6
+ 0.53%
$415 - $444
1.15K $31.1K
Jul 06, 2023 Q2 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
5
+ 0.12%
$346 - $370
4.26K $115K
Aug 07, 2023 Q2 2023
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
5
+ 0.06%
$346 - $370
8.7K $235K

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