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 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-923- 13.98% |
$63.9K - $68.2K
|
5.68K
$154K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-950- 49.38% |
$65.7K - $70.2K
|
974
$26.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-966- 1.99% |
$66.8K - $71.4K
|
47.5K
$1.29M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1K- 17.76% |
$69.2K - $73.9K
|
4.63K
$125K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1K- 10.72% |
$69.2K - $73.9K
|
8.33K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1K- 50.0% |
$69.2K - $73.9K
|
1K
$27.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.01K- 27.02% |
$70.1K - $75K
|
2.74K
$74.2K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.03K- 6.25% |
$71K - $75.9K
|
15.4K
$417K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.07K- 7.05% |
$73.7K - $78.7K
|
14K
$380K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.09K- 25.49% |
$75.3K - $80.4K
|
3.18K
$86.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-1.12K- 6.95% |
$77.4K - $82.7K
|
15K
$405K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.14K- 11.56% |
$78.7K - $84.1K
|
8.71K
$236K
|
|
|
Jul 26, 2023
Q2 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.14K- 0.46% |
$78.8K - $84.2K
|
248K
$6.71M
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.15K- 28.47% |
$79.6K - $85.1K
|
2.89K
$78.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.21K- 3.51% |
$83.8K - $89.5K
|
33.3K
$901K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.23K- 9.37% |
$84.8K - $90.7K
|
11.9K
$321K
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.26K- 1.93% |
$86.8K - $92.8K
|
63.8K
$1.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.26K- 87.35% |
$87K - $92.9K
|
182
$4.93K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 8.34% |
$88.1K - $94.1K
|
14K
$379K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.27K- 8.34% |
$88.1K - $94.1K
|
14K
$379K
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.28K- 2.21% |
$88.2K - $94.3K
|
56.4K
$1.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.28K- 0.45% |
$88.6K - $94.6K
|
285K
$7.72M
|
|
|
Jul 05, 2023
Q2 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-1.3K- 1.53% |
$89.6K - $95.8K
|
83.5K
$2.26M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.33K- 1.56% |
$91.7K - $98K
|
83.7K
$2.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-1.33K- 13.04% |
$92.1K - $98.5K
|
8.88K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.33K- 1.41% |
$92.2K - $98.6K
|
93.2K
$2.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.33K- 13.06% |
$92.3K - $98.6K
|
8.88K
$240K
|
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.36K- 23.46% |
$93.9K - $100K
|
4.43K
$120K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.36K- 5.37% |
$94K - $100K
|
24K
$649K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.39K- 1.47% |
$96.1K - $103K
|
93.3K
$2.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-1.4K- 10.78% |
$97.1K - $104K
|
11.6K
$315K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.42K- 25.8% |
$98.1K - $105K
|
4.08K
$110K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.42K- 4.65% |
$98.4K - $105K
|
29.2K
$790K
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-1.45K- 3.35% |
$100K - $107K
|
41.8K
$1.13M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.46K- 2.15% |
$101K - $108K
|
66.3K
$1.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.47K- 10.96% |
$102K - $109K
|
11.9K
$323K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.48K- 8.97% |
$103K - $110K
|
15K
$407K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.52K- 1.95% |
$105K - $113K
|
76.6K
$2.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.56K- 12.11% |
$108K - $115K
|
11.3K
$306K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.58K- 22.45% |
$109K - $116K
|
5.44K
$147K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.6K- 24.25% |
$111K - $118K
|
4.99K
$135K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-1.61K- 24.4% |
$111K - $119K
|
4.99K
$135K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.61K- 26.17% |
$111K - $119K
|
4.54K
$123K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.61K- 15.66% |
$112K - $119K
|
8.69K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.66K- 12.15% |
$115K - $123K
|
12K
$325K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.67K- 27.12% |
$116K - $124K
|
4.49K
$122K
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.68K- 32.16% |
$116K - $124K
|
3.53K
$95.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.68K- 0.94% |
$116K - $124K
|
177K
$4.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.71K- 0.64% |
$118K - $126K
|
267K
$7.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-1.71K- 8.76% |
$118K - $126K
|
17.8K
$482K
|