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 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
4+ 1.02% |
$277 - $296
|
395
$10.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$277 - $296
|
7.18K
$195K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4+ 3.42% |
$277 - $296
|
121
$3.28K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4+ 0.18% |
$277 - $296
|
2.2K
$59.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
BUY
|
- |
3+ 1.02% |
$208 - $222
|
298
$8.07K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
3+ 0.49% |
$208 - $222
|
617
$16.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.08% |
$208 - $222
|
3.76K
$102K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3+ 0.09% |
$208 - $222
|
3.46K
$93.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.75% |
$138 - $148
|
270
$7.31K
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2+ 0.04% |
$138 - $148
|
5.61K
$152K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.86% |
$138 - $148
|
234
$6.34K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 0.71% |
$138 - $148
|
282
$7.64K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 0.17% |
$138 - $148
|
1.2K
$32.4K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.75% |
$138 - $148
|
270
$7.31K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.42% |
$69.2 - $73.9
|
238
$6.45K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1+ 0.01% |
$69.2 - $73.9
|
14.2K
$386K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
1+ 100.0% |
$69.2 - $73.9
|
2
$54.2
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.01% |
$69.2 - $73.9
|
10.5K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 1.35% |
$69.2 - $73.9
|
75
$2.03K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.35% |
$69.2 - $73.9
|
285
$7.72K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 0.23% |
$69.2 - $73.9
|
437
$11.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1- 0.1% |
$69.2 - $73.9
|
1.03K
$28K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1- -0.0% |
$69.2 - $73.9
|
20.1K
$544K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1- 0.03% |
$69.2 - $73.9
|
3.43K
$93K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1- 0.03% |
$69.2 - $73.9
|
3.34K
$90.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$138 - $148
|
19.3K
$521K
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-6- 0.14% |
$415 - $444
|
4.43K
$120K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
SELL
|
- |
-6- 0.33% |
$415 - $444
|
1.81K
$48.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-11- 0.28% |
$761 - $813
|
3.9K
$106K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-13- 0.01% |
$899 - $961
|
115K
$3.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-13- 0.76% |
$899 - $961
|
1.69K
$45.8K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-14- 0.49% |
$969 - $1.04K
|
2.83K
$76.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-21- 0.26% |
$1.45K - $1.55K
|
7.92K
$215K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-24- 0.17% |
$1.66K - $1.77K
|
14.3K
$386K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-25- 8.56% |
$1.73K - $1.85K
|
267
$7.23K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-25- 0.24% |
$1.73K - $1.85K
|
10.4K
$282K
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-26- 0.3% |
$1.8K - $1.92K
|
8.5K
$230K
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-27- 0.54% |
$1.87K - $2K
|
4.95K
$134K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-30- 0.37% |
$2.08K - $2.22K
|
8.18K
$222K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-34- 0.42% |
$2.35K - $2.51K
|
7.97K
$216K
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-35- 1.21% |
$2.42K - $2.59K
|
2.86K
$77.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-42- 0.08% |
$2.91K - $3.11K
|
51.6K
$1.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-44- 0.49% |
$3.04K - $3.25K
|
8.95K
$242K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-44- 0.26% |
$3.04K - $3.25K
|
17K
$461K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-45- 0.19% |
$3.11K - $3.33K
|
23.1K
$625K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-46- 40.0% |
$3.18K - $3.4K
|
69
$1.87K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-47- 0.96% |
$3.25K - $3.48K
|
4.87K
$132K
|