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
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.71K- 2.68% |
$118K - $127K
|
62.1K
$1.68M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.76K- 28.25% |
$122K - $130K
|
4.48K
$121K
|
|
|
Aug 04, 2023
Q2 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-1.86K- 1.4% |
$129K - $138K
|
131K
$3.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.88K- 1.01% |
$130K - $139K
|
184K
$4.97M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.89K- 5.81% |
$131K - $140K
|
30.7K
$831K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2KClosed |
$138K - $148K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-2K- 12.63% |
$139K - $148K
|
13.9K
$375K
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-2.02K- 6.52% |
$140K - $149K
|
29K
$784K
|
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-2.06K- 15.26% |
$142K - $152K
|
11.4K
$309K
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.07K- 5.23% |
$143K - $153K
|
37.5K
$1.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.07K- 8.1% |
$143K - $153K
|
23.5K
$637K
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.08K- 8.43% |
$144K - $154K
|
22.6K
$613K
|
|
|
Aug 11, 2023
Q2 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-2.09K- 0.46% |
$144K - $154K
|
448K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.11K- 33.31% |
$146K - $156K
|
4.23K
$114K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.12K- 1.27% |
$147K - $157K
|
165K
$4.48M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.15K- 72.98% |
$149K - $159K
|
796
$21.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-2.16K- 4.13% |
$149K - $159K
|
50K
$1.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-2.16K- 29.89% |
$149K - $160K
|
5.06K
$137K
|
|
|
Nov 16, 2023
Q2 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-2.2K- 0.76% |
$152K - $163K
|
289K
$7.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.23K- 4.48% |
$154K - $165K
|
47.6K
$1.29M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.25K- 8.23% |
$156K - $166K
|
25.1K
$679K
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.29K- 40.94% |
$158K - $169K
|
3.31K
$89.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.3K- 1.52% |
$159K - $170K
|
148K
$4.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.38K- 3.57% |
$165K - $176K
|
64.2K
$1.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.41K- 15.24% |
$167K - $178K
|
13.4K
$363K
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-2.42K- 7.53% |
$167K - $179K
|
29.7K
$803K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.42K- 16.39% |
$168K - $179K
|
12.4K
$335K
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-2.46K- 3.06% |
$170K - $182K
|
77.8K
$2.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-2.59K- 1.64% |
$179K - $191K
|
155K
$4.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-2.59K- 3.62% |
$179K - $191K
|
68.8K
$1.86M
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.63K- 0.94% |
$182K - $194K
|
278K
$7.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-2.64K- 4.16% |
$183K - $195K
|
60.9K
$1.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-2.65K- 34.26% |
$183K - $196K
|
5.09K
$138K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.68K- 3.97% |
$186K - $198K
|
64.9K
$1.76M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.69K- 16.89% |
$186K - $199K
|
13.2K
$358K
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-2.69K- 6.37% |
$186K - $199K
|
39.6K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-2.69K- 54.31% |
$186K - $199K
|
2.27K
$61.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
SELL
|
- |
-2.73K- 2.92% |
$189K - $202K
|
90.8K
$2.46M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 2.22% |
$190K - $203K
|
121K
$3.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-2.78K- 18.34% |
$192K - $206K
|
12.4K
$336K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.83K- 43.54% |
$196K - $209K
|
3.67K
$99.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-2.87K- 1.57% |
$198K - $212K
|
180K
$4.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.9K- 18.27% |
$200K - $214K
|
13K
$351K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-3.02K- 21.32% |
$209K - $223K
|
11.1K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.07K- 17.54% |
$212K - $227K
|
14.4K
$390K
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-3.12K- 20.56% |
$216K - $231K
|
12.1K
$326K
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-3.18K- 1.37% |
$220K - $235K
|
229K
$6.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-3.31K- 26.97% |
$229K - $245K
|
8.98K
$243K
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-3.32K- 54.24% |
$229K - $245K
|
2.8K
$75.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.36K- 43.2% |
$233K - $249K
|
4.42K
$120K
|