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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-55- 0.52% |
$3.8K - $4.07K
|
10.5K
$285K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-60- 0.15% |
$4.15K - $4.44K
|
38.9K
$1.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-65- 1.68% |
$4.5K - $4.81K
|
3.8K
$103K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-66- 0.63% |
$4.57K - $4.88K
|
10.4K
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-67- 23.34% |
$4.64K - $4.95K
|
220
$5.96K
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-68- 1.42% |
$4.7K - $5.03K
|
4.72K
$128K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-68- 1.77% |
$4.7K - $5.03K
|
3.77K
$102K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-70- 1.51% |
$4.84K - $5.18K
|
4.57K
$124K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-71- 4.17% |
$4.91K - $5.25K
|
1.63K
$44.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-71- 0.03% |
$4.91K - $5.25K
|
269K
$7.29M
|
|
|
Jul 18, 2023
Q2 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-73- 0.65% |
$5.05K - $5.4K
|
11.2K
$303K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-80- 1.58% |
$5.53K - $5.92K
|
5K
$135K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-81- 0.57% |
$5.6K - $5.99K
|
14K
$379K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-85- 1.21% |
$5.88K - $6.28K
|
6.96K
$188K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-87- 1.54% |
$6.02K - $6.43K
|
5.56K
$150K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-93- 0.45% |
$6.43K - $6.88K
|
20.7K
$561K
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-96- 0.05% |
$6.64K - $7.1K
|
194K
$5.24M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-99- 1.58% |
$6.85K - $7.32K
|
6.16K
$167K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-99- 1.47% |
$6.85K - $7.32K
|
6.61K
$179K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-99- 2.63% |
$6.85K - $7.32K
|
3.66K
$99.1K
|
|
|
Jul 27, 2023
Q2 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-100- 0.95% |
$6.92K - $7.39K
|
10.5K
$283K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-100- 0.46% |
$6.92K - $7.39K
|
21.6K
$585K
|
|
|
Aug 14, 2023
Q2 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 0.68% |
$6.92K - $7.39K
|
14.7K
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 0.68% |
$6.92K - $7.39K
|
14.7K
$398K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-102- 2.07% |
$7.06K - $7.54K
|
4.83K
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-105- 0.71% |
$7.26K - $7.76K
|
14.6K
$395K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-106- 0.79% |
$7.33K - $7.84K
|
13.3K
$360K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-108- 0.14% |
$7.47K - $7.99K
|
79.3K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-116- 17.85% |
$8.02K - $8.58K
|
534
$14.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-117- 8.35% |
$8.09K - $8.65K
|
1.28K
$34.8K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-117- 8.35% |
$8.09K - $8.65K
|
1.28K
$34.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-120- 8.19% |
$8.3K - $8.87K
|
1.35K
$36.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-122- 2.22% |
$8.44K - $9.02K
|
5.38K
$146K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-125- 1.62% |
$8.65K - $9.24K
|
7.6K
$206K
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-127- 1.08% |
$8.79K - $9.39K
|
11.6K
$315K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-132- 0.73% |
$9.13K - $9.76K
|
18K
$488K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-133- 39.94% |
$9.2K - $9.83K
|
200
$5.42K
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-135- 2.28% |
$9.34K - $9.98K
|
5.79K
$157K
|
|
|
Aug 16, 2023
Q2 2023
|
Tenret CO LLC
|
SELL
|
- |
-136- 3.75% |
$9.41K - $10.1K
|
3.49K
$94.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-148- 0.25% |
$10.2K - $10.9K
|
57.9K
$1.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-152- 2.51% |
$10.5K - $11.2K
|
5.91K
$160K
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-157- 0.63% |
$10.9K - $11.6K
|
24.6K
$667K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-161- 3.93% |
$11.1K - $11.9K
|
3.93K
$107K
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-165- 0.6% |
$11.4K - $12.2K
|
27.5K
$744K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-170- 0.82% |
$11.8K - $12.6K
|
20.5K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-171- 0.57% |
$11.8K - $12.6K
|
30.1K
$814K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-173- 2.05% |
$12K - $12.8K
|
8.27K
$224K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-176- 2.64% |
$12.2K - $13K
|
6.5K
$176K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-177- 1.28% |
$12.2K - $13.1K
|
13.6K
$368K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-180- 0.5% |
$12.5K - $13.3K
|
35.9K
$973K
|