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 04, 2023
Q2 2023
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-3.43K- 1.11% |
$237K - $254K
|
305K
$8.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-3.45K- 4.33% |
$239K - $255K
|
76.3K
$2.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-3.46K- 9.65% |
$240K - $256K
|
32.4K
$878K
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.53K- 1.77% |
$244K - $261K
|
196K
$5.32M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.53K- 9.56% |
$244K - $261K
|
33.4K
$905K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-3.57K- 2.69% |
$247K - $264K
|
129K
$3.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.6K- 0.74% |
$249K - $266K
|
482K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.69K- 27.03% |
$255K - $273K
|
9.97K
$270K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3.73K- 4.31% |
$258K - $276K
|
83K
$2.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-3.74K- 22.48% |
$259K - $277K
|
12.9K
$350K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-3.77K- 22.02% |
$261K - $279K
|
13.4K
$362K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-3.84K- 3.12% |
$265K - $284K
|
119K
$3.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-3.84K- 2.85% |
$265K - $284K
|
131K
$3.54M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.86K- 20.58% |
$267K - $285K
|
14.9K
$403K
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-3.91K- 28.74% |
$270K - $289K
|
9.7K
$263K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.93K- 6.37% |
$272K - $290K
|
57.7K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.94K- 0.28% |
$272K - $291K
|
1.42M
$38.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.95K- 6.6% |
$273K - $292K
|
55.9K
$1.51M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.02K- 9.8% |
$278K - $297K
|
37K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-4.08K- 23.28% |
$282K - $302K
|
13.5K
$364K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.14K- 40.64% |
$286K - $306K
|
6.04K
$164K
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-4.2K- 2.39% |
$290K - $310K
|
172K
$4.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.29K- 58.82% |
$297K - $317K
|
3K
$81.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.33K- 4.33% |
$300K - $320K
|
95.7K
$2.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.38K- 0.82% |
$303K - $324K
|
531K
$14.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-4.42K- 37.53% |
$306K - $327K
|
7.36K
$199K
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-4.7K- 13.62% |
$325K - $348K
|
29.8K
$807K
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-4.76K- 13.54% |
$329K - $352K
|
30.4K
$823K
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-4.76K- 13.54% |
$329K - $352K
|
30.4K
$823K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.9K- 57.39% |
$339K - $362K
|
3.64K
$98.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.07K- 95.7% |
$351K - $375K
|
228
$6.17K
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-5.11K- 4.23% |
$354K - $378K
|
116K
$3.13M
|
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-5.16K- 5.56% |
$357K - $381K
|
87.7K
$2.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-5.17K- 9.93% |
$358K - $382K
|
46.9K
$1.27M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.2K- 11.0% |
$360K - $384K
|
42K
$1.14M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-5.23K- 9.02% |
$362K - $387K
|
52.8K
$1.43M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.26K- 14.38% |
$364K - $389K
|
31.3K
$848K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-5.27K- 42.55% |
$365K - $390K
|
7.12K
$193K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.41K- 21.65% |
$374K - $400K
|
19.6K
$530K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-5.42K- 5.61% |
$375K - $400K
|
91.1K
$2.47M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.43K- 30.51% |
$375K - $401K
|
12.4K
$335K
|
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-5.49K- 29.62% |
$380K - $406K
|
13K
$353K
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-5.49K- 6.75% |
$380K - $406K
|
75.9K
$2.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-5.52K- 28.18% |
$382K - $408K
|
14.1K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.93K- 24.4% |
$410K - $439K
|
18.4K
$498K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.05K- 4.27% |
$418K - $447K
|
136K
$3.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.18K- 2.07% |
$428K - $457K
|
292K
$7.91M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-6.23K- 8.12% |
$431K - $461K
|
70.5K
$1.91M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-6.41K- 18.82% |
$444K - $474K
|
27.6K
$749K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-6.42K- 4.27% |
$444K - $474K
|
144K
$3.89M
|