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 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-181- 1.3% |
$12.5K - $13.4K
|
13.7K
$371K
|
|
|
Jul 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-183- 0.13% |
$12.7K - $13.5K
|
140K
$3.8M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-185- 26.02% |
$12.8K - $13.7K
|
526
$14.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-196- 1.98% |
$13.6K - $14.5K
|
9.68K
$262K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-204- 20.36% |
$14.1K - $15.1K
|
798
$21.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-214- 2.21% |
$14.8K - $15.8K
|
9.48K
$257K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-215- 10.04% |
$14.9K - $15.9K
|
1.93K
$52.2K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-215- 0.5% |
$14.9K - $15.9K
|
42.5K
$1.15M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-222- 6.11% |
$15.4K - $16.4K
|
3.41K
$92.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-225- 7.54% |
$15.6K - $16.6K
|
2.76K
$74.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-226- 0.99% |
$15.6K - $16.7K
|
22.5K
$611K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-228- 3.68% |
$15.8K - $16.9K
|
5.96K
$161K
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-246- 6.39% |
$17K - $18.2K
|
3.61K
$97.6K
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-246- 6.39% |
$17K - $18.2K
|
3.61K
$97.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-258- 0.76% |
$17.8K - $19.1K
|
33.5K
$907K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-264- 3.66% |
$18.3K - $19.5K
|
6.95K
$188K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-275- 5.33% |
$19K - $20.3K
|
4.89K
$132K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-284- 0.84% |
$19.6K - $21K
|
33.4K
$904K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
SELL
|
- |
-292- 4.16% |
$20.2K - $21.6K
|
6.72K
$182K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
SELL
|
- |
-300- 46.15% |
$20.8K - $22.2K
|
350
$9.48K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-300- 60.0% |
$20.8K - $22.2K
|
200
$5.42K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-305- 2.32% |
$21.1K - $22.6K
|
12.8K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-326- 9.47% |
$22.6K - $24.1K
|
3.12K
$84.4K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-342- 2.52% |
$23.7K - $25.3K
|
13.2K
$358K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-343- 1.36% |
$23.7K - $25.4K
|
24.8K
$672K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-344- 0.29% |
$23.8K - $25.4K
|
118K
$3.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-345- 3.14% |
$23.9K - $25.5K
|
10.7K
$288K
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-350- 0.35% |
$24.2K - $25.9K
|
98.7K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-361- 3.76% |
$25K - $26.7K
|
9.23K
$250K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-364- 0.91% |
$25.2K - $26.9K
|
39.7K
$1.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-368- 3.06% |
$25.5K - $27.2K
|
11.7K
$316K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-373- 0.78% |
$25.8K - $27.6K
|
47.3K
$1.28M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-379- 1.24% |
$26.2K - $28K
|
30.1K
$816K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-383- 5.2% |
$26.5K - $28.3K
|
6.98K
$189K
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-383- 8.1% |
$26.5K - $28.3K
|
4.34K
$118K
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-390- 0.86% |
$27K - $28.8K
|
45K
$1.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-390- 0.68% |
$27K - $28.8K
|
57.3K
$1.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-397- 0.17% |
$27.5K - $29.4K
|
236K
$6.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-399- 4.7% |
$27.6K - $29.5K
|
8.09K
$219K
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
SELL
|
- |
-404- 1.27% |
$27.9K - $29.9K
|
31.5K
$854K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-404- 10.13% |
$27.9K - $29.9K
|
3.58K
$97K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-405- 1.09% |
$28K - $29.9K
|
36.8K
$998K
|
|
|
Aug 02, 2023
Q2 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-415- 2.6% |
$28.7K - $30.7K
|
15.5K
$421K
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-416- 0.37% |
$28.8K - $30.8K
|
111K
$3M
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-420- 2.15% |
$29.1K - $31.1K
|
19.1K
$518K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-421- 9.54% |
$29.1K - $31.1K
|
3.99K
$108K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
SELL
|
- |
-429- 10.1% |
$29.7K - $31.7K
|
3.82K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-437- 4.05% |
$30.2K - $32.3K
|
10.3K
$280K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-453- 2.93% |
$31.3K - $33.5K
|
15K
$406K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-460- 0.35% |
$31.8K - $34K
|
132K
$3.58M
|