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 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-15.4K- 14.18% |
$1.07M - $1.14M
|
93.2K
$2.52M
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-15.5K- 82.16% |
$1.07M - $1.14M
|
3.36K
$90.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-15.6K- 22.61% |
$1.08M - $1.15M
|
53.3K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-16K- 42.95% |
$1.1M - $1.18M
|
21.2K
$574K
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-16.6K- 17.97% |
$1.15M - $1.23M
|
75.8K
$2.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-16.8K- 40.82% |
$1.16M - $1.24M
|
24.4K
$660K
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-17.3K- 5.83% |
$1.2M - $1.28M
|
280K
$7.59M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-17.5K- 2.82% |
$1.21M - $1.3M
|
605K
$16.4M
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-18.2K- 71.12% |
$1.26M - $1.35M
|
7.41K
$201K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-18.3K- 48.04% |
$1.26M - $1.35M
|
19.7K
$535K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-18.7K- 67.29% |
$1.3M - $1.39M
|
9.11K
$247K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-19.1K- 49.27% |
$1.32M - $1.41M
|
19.6K
$532K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
SELL
|
- |
-19.7K- 44.49% |
$1.36M - $1.46M
|
24.6K
$667K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20K- 79.91% |
$1.39M - $1.48M
|
5.04K
$136K
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-20.5K- 11.92% |
$1.42M - $1.52M
|
151K
$4.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.7K- 27.65% |
$1.44M - $1.53M
|
54.3K
$1.47M
|
|
|
Jul 26, 2023
Q2 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-21.2K- 7.32% |
$1.47M - $1.57M
|
269K
$7.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-22.2K- 2.85% |
$1.53M - $1.64M
|
756K
$20.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-22.7K- 40.1% |
$1.57M - $1.68M
|
33.8K
$917K
|
|
|
Jul 26, 2023
Q2 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-23.4K- 84.47% |
$1.62M - $1.73M
|
4.31K
$117K
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-23.8K- 1.79% |
$1.65M - $1.76M
|
1.31M
$35.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-24.2K- 18.54% |
$1.67M - $1.79M
|
106K
$2.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-24.2K- 64.15% |
$1.67M - $1.79M
|
13.5K
$366K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-24.7K- 28.93% |
$1.71M - $1.83M
|
60.7K
$1.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-24.7K- 21.36% |
$1.71M - $1.83M
|
90.9K
$2.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-25.1K- 65.71% |
$1.74M - $1.86M
|
13.1K
$355K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-25.3K- 78.06% |
$1.75M - $1.87M
|
7.1K
$192K
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-25.4K- 24.14% |
$1.76M - $1.88M
|
79.9K
$2.16M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-26.3K- 53.72% |
$1.82M - $1.94M
|
22.6K
$613K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-27.7K- 31.01% |
$1.92M - $2.05M
|
61.6K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-28.8K- 43.7% |
$1.99M - $2.13M
|
37.1K
$1M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-29.5K- 40.33% |
$2.04M - $2.18M
|
43.6K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-29.7K- 3.75% |
$2.05M - $2.19M
|
762K
$20.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Gunma Bank,Ltd.
|
SELL
|
- |
-30K- 28.85% |
$2.08M - $2.22M
|
74K
$2M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-30.3K- 39.88% |
$2.09M - $2.24M
|
45.6K
$1.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-31.5K- 6.96% |
$2.18M - $2.33M
|
421K
$11.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-32.7K- 17.51% |
$2.26M - $2.42M
|
154K
$4.18M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.8K- 0.71% |
$2.34M - $2.5M
|
4.7M
$127M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-34.1K- 52.67% |
$2.36M - $2.52M
|
30.6K
$830K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-36K- 48.96% |
$2.49M - $2.66M
|
37.5K
$1.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-37K- 6.55% |
$2.56M - $2.74M
|
528K
$14.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-37.3K- 35.86% |
$2.58M - $2.75M
|
66.6K
$1.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-37.4K- 20.72% |
$2.58M - $2.76M
|
143K
$3.87M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-37.5K- 15.97% |
$2.59M - $2.77M
|
197K
$5.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-37.6K- 28.88% |
$2.6M - $2.78M
|
92.7K
$2.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-38.7K- 30.0% |
$2.68M - $2.86M
|
90.4K
$2.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-39.2K- 45.99% |
$2.71M - $2.9M
|
46K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-39.7K- 12.04% |
$2.75M - $2.93M
|
290K
$7.85M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-40.3K- 54.19% |
$2.79M - $2.98M
|
34K
$922K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-40.9K- 11.67% |
$2.83M - $3.02M
|
310K
$8.38M
|