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 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
74.1K+ 34.85% |
$5.13M - $5.48M
|
287K
$7.76M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
73.8K+ 19.46% |
$5.1M - $5.45M
|
453K
$12.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
73.3K+ 8.29% |
$5.07M - $5.42M
|
958K
$25.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
73K+ 40.23% |
$5.05M - $5.4M
|
255K
$6.89M
|
|
|
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
BUY
|
- |
71.1KNew |
$4.92M - $5.26M
|
71.1K
$1.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
69.8K+ 18.96% |
$4.83M - $5.16M
|
438K
$11.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
67.6K+ 16.76% |
$4.67M - $5M
|
471K
$12.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
66.4K+ 1.87% |
$4.59M - $4.91M
|
3.62M
$98.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
66K+ 185.86% |
$4.56M - $4.88M
|
101K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
65.8KNew |
$4.55M - $4.86M
|
65.8K
$1.78M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64.8K+ 1.39% |
$4.48M - $4.79M
|
4.73M
$128M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
63.8KNew |
$4.41M - $4.71M
|
63.8K
$1.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
62.3K+ 8.8% |
$4.31M - $4.61M
|
770K
$20.9M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
58.2K+ 22.94% |
$4.03M - $4.3M
|
312K
$8.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
57.6KNew |
$3.99M - $4.26M
|
57.6K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
57.6K+ 489.3% |
$3.98M - $4.26M
|
69.3K
$1.88M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
55.6KNew |
$3.84M - $4.11M
|
55.6K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
54.2K+ 5.41% |
$3.75M - $4.01M
|
1.06M
$28.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
52.9K+ 44.22% |
$3.66M - $3.91M
|
172K
$4.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
52.5K+ 1380.94% |
$3.63M - $3.88M
|
56.3K
$1.53M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.4K+ 1.48% |
$3.55M - $3.8M
|
3.52M
$95.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49.5K+ 17.71% |
$3.42M - $3.66M
|
329K
$8.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
48.8K+ 1165.49% |
$3.38M - $3.61M
|
53K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
48.7K+ 231.13% |
$3.37M - $3.6M
|
69.8K
$1.89M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
45.4K+ 15.64% |
$3.14M - $3.36M
|
336K
$9.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
45.4K+ 2.97% |
$3.14M - $3.36M
|
1.58M
$42.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
45.2K+ 4412.5% |
$3.13M - $3.34M
|
46.2K
$1.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
44.1K+ 14.39% |
$3.05M - $3.26M
|
350K
$9.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
42.1KNew |
$2.91M - $3.12M
|
42.1K
$1.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
41.9K+ 24.99% |
$2.9M - $3.1M
|
209K
$5.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
41.7K+ 16.68% |
$2.89M - $3.09M
|
292K
$7.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
41.4K+ 7.8% |
$2.86M - $3.06M
|
572K
$15.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
39.2K+ 48.54% |
$2.71M - $2.9M
|
120K
$3.25M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
37.7KNew |
$2.61M - $2.79M
|
37.7K
$1.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
37.5KNew |
$2.59M - $2.77M
|
37.5K
$1.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
37.4K+ 6.48% |
$2.59M - $2.76M
|
614K
$16.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
37.3K+ 2.78% |
$2.58M - $2.76M
|
1.38M
$37.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
37.1KNew |
$2.57M - $2.75M
|
37.1K
$1.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
37.1K+ 47.76% |
$2.57M - $2.75M
|
115K
$3.11M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
37KNew |
$2.56M - $2.73M
|
37K
$1M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
36K+ 202.67% |
$2.49M - $2.66M
|
53.8K
$1.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
35.8K+ 32.56% |
$2.47M - $2.64M
|
146K
$3.94M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
34.3KNew |
$2.37M - $2.54M
|
34.3K
$929K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
33.8KNew |
$2.34M - $2.5M
|
33.8K
$916K
|
|
|
Jul 19, 2023
Q2 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
33K+ 18.19% |
$2.28M - $2.44M
|
214K
$5.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
32.8KNew |
$2.27M - $2.42M
|
32.8K
$887K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
32.7K+ 8.87% |
$2.26M - $2.42M
|
401K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.9K+ 1.54% |
$2.21M - $2.36M
|
2.1M
$56.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
31.9K+ 43.29% |
$2.21M - $2.36M
|
106K
$2.86M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
31.7K+ 9.43% |
$2.19M - $2.34M
|
368K
$9.96M
|