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 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-6.76K- 2.73% |
$468K - $500K
|
241K
$6.53M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-6.84K- 46.95% |
$473K - $505K
|
7.72K
$209K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-7.01K- 29.6% |
$485K - $518K
|
16.7K
$451K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-7.33K- 55.82% |
$507K - $542K
|
5.8K
$157K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.37K- 12.08% |
$510K - $545K
|
53.7K
$1.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-7.4K- 35.64% |
$512K - $547K
|
13.4K
$362K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-7.51K- 21.04% |
$519K - $555K
|
28.2K
$763K
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-7.56K- 25.32% |
$523K - $559K
|
22.3K
$604K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-7.67K- 15.45% |
$531K - $567K
|
42K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-7.7K- 12.22% |
$533K - $570K
|
55.3K
$1.5M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7.71K- 68.15% |
$533K - $570K
|
3.6K
$97.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-7.75K- 2.07% |
$536K - $573K
|
367K
$9.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-8.03K- 39.01% |
$555K - $593K
|
12.5K
$340K
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-8.03K- 39.01% |
$555K - $593K
|
12.5K
$340K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-8.18K- 7.13% |
$566K - $605K
|
106K
$2.88M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-8.21K- 25.96% |
$568K - $607K
|
23.4K
$634K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-8.33K- 9.25% |
$576K - $616K
|
81.8K
$2.21M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-8.33K- 16.67% |
$577K - $616K
|
41.6K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-8.56K- 30.02% |
$592K - $633K
|
19.9K
$540K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.56K- 29.4% |
$592K - $633K
|
20.6K
$557K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-8.59K- 6.08% |
$594K - $635K
|
133K
$3.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-8.61K- 3.7% |
$596K - $637K
|
224K
$6.07M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-8.78K- 3.55% |
$607K - $649K
|
239K
$6.46M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
SELL
|
- |
-8.86K- 62.68% |
$613K - $655K
|
5.28K
$143K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-9.36K- 2.91% |
$647K - $692K
|
313K
$8.47M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-9.55K- 3.75% |
$660K - $706K
|
245K
$6.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.58K- 17.41% |
$663K - $708K
|
45.4K
$1.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-9.62K- 4.49% |
$665K - $711K
|
205K
$5.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-9.77K- 14.49% |
$676K - $722K
|
57.6K
$1.56M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-9.78K- 5.07% |
$676K - $723K
|
183K
$4.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10.1K- 9.53% |
$697K - $745K
|
95.6K
$2.59M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.1K- 6.26% |
$697K - $745K
|
151K
$4.08M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.3K- 0.73% |
$711K - $760K
|
1.4M
$37.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-10.3K- 4.95% |
$712K - $761K
|
197K
$5.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-10.6K- 4.25% |
$736K - $786K
|
240K
$6.49M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-10.7K- 68.9% |
$738K - $789K
|
4.81K
$130K
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-11.2K- 35.33% |
$777K - $831K
|
20.6K
$557K
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-11.3K- 2.47% |
$781K - $835K
|
445K
$12.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Reliant Wealth Planning
|
SELL
|
- |
-11.4K- 2.82% |
$790K - $844K
|
394K
$10.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-11.8K- 11.48% |
$820K - $876K
|
91.4K
$2.48M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-12.5K- 18.5% |
$865K - $924K
|
55.1K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
SELL
|
- |
-12.6K- 50.77% |
$869K - $928K
|
12.2K
$330K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12.7K- 99.03% |
$880K - $941K
|
125
$3.39K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-13.1K- 15.08% |
$907K - $970K
|
73.9K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-13.3K- 27.99% |
$920K - $983K
|
34.2K
$926K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-13.6K- 7.93% |
$939K - $1M
|
157K
$4.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.7K- 20.92% |
$946K - $1.01M
|
51.7K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.3K- 14.18% |
$1.06M - $1.13M
|
92.7K
$2.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15.3K- 17.89% |
$1.06M - $1.13M
|
70.4K
$1.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-15.3K- 2.18% |
$1.06M - $1.13M
|
689K
$18.6M
|