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
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-460- 14.13% |
$31.8K - $34K
|
2.8K
$75.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-464- 2.82% |
$32.1K - $34.3K
|
16K
$433K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-470- 6.39% |
$32.5K - $34.8K
|
6.88K
$186K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-471- 0.41% |
$32.6K - $34.8K
|
116K
$3.13M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-480- 12.73% |
$33.2K - $35.5K
|
3.29K
$89.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-494- 3.83% |
$34.2K - $36.5K
|
12.4K
$336K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-495- 2.74% |
$34.2K - $36.6K
|
17.6K
$477K
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-500- 3.88% |
$34.6K - $37K
|
12.4K
$336K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-511- 7.23% |
$35.4K - $37.8K
|
6.56K
$178K
|
|
|
Jul 18, 2023
Q2 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-514- 2.06% |
$35.6K - $38K
|
24.5K
$662K
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-515- 0.51% |
$35.6K - $38.1K
|
99.5K
$2.69M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-528- 67.43% |
$36.5K - $39K
|
255
$6.91K
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-540- 15.47% |
$37.4K - $39.9K
|
2.95K
$79.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-545- 8.78% |
$37.7K - $40.3K
|
5.66K
$153K
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-557- 69.71% |
$38.5K - $41.2K
|
242
$6.55K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-560- 2.28% |
$38.7K - $41.4K
|
24.1K
$651K
|
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-561- 2.98% |
$38.8K - $41.5K
|
18.2K
$494K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-564- 4.69% |
$39K - $41.7K
|
11.5K
$310K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-585- 1.1% |
$40.5K - $43.3K
|
52.5K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-591- 0.4% |
$40.9K - $43.7K
|
149K
$4.03M
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-613- 2.38% |
$42.4K - $45.3K
|
25.1K
$680K
|
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
SELL
|
- |
-641- 15.18% |
$44.3K - $47.4K
|
3.58K
$97K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-643- 10.46% |
$44.5K - $47.5K
|
5.5K
$149K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-648- 5.46% |
$44.8K - $47.9K
|
11.2K
$304K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-650- 8.23% |
$45K - $48.1K
|
7.25K
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-652- 2.78% |
$45.1K - $48.2K
|
22.8K
$617K
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-653- 4.29% |
$45.2K - $48.3K
|
14.6K
$394K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-657- 2.11% |
$45.5K - $48.6K
|
30.4K
$824K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-661- 1.05% |
$45.7K - $48.9K
|
62.4K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-669- 1.32% |
$46.3K - $49.5K
|
49.9K
$1.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-683- 6.4% |
$47.2K - $50.5K
|
9.99K
$271K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-694- 13.01% |
$48K - $51.3K
|
4.64K
$126K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-719- 3.46% |
$49.7K - $53.2K
|
20.1K
$544K
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-723- 1.93% |
$50K - $53.5K
|
36.6K
$992K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-728- 2.31% |
$50.4K - $53.8K
|
30.8K
$833K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-732- 1.4% |
$50.6K - $54.1K
|
51.6K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-735- 12.33% |
$50.8K - $54.3K
|
5.23K
$142K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-743- 6.68% |
$51.4K - $54.9K
|
10.4K
$281K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-753- 23.57% |
$52.1K - $55.7K
|
2.44K
$66.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-756- 17.22% |
$52.3K - $55.9K
|
3.64K
$98.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-767- 3.53% |
$53.1K - $56.7K
|
21K
$568K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-768- 5.15% |
$53.1K - $56.8K
|
14.1K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-774- 16.04% |
$53.5K - $57.2K
|
4.05K
$110K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-818- 1.45% |
$56.6K - $60.5K
|
55.4K
$1.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-822- 51.34% |
$56.9K - $60.8K
|
779
$21.1K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-832- 8.46% |
$57.6K - $61.5K
|
9K
$244K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-839- 9.49% |
$58K - $62K
|
8K
$217K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-843- 0.7% |
$58.3K - $62.3K
|
119K
$3.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-846- 0.48% |
$58.5K - $62.6K
|
175K
$4.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-864- 6.03% |
$59.8K - $63.9K
|
13.5K
$364K
|