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 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-42K- 92.78% |
$2.91M - $3.11M
|
3.27K
$88.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-45.4K- 24.83% |
$3.14M - $3.35M
|
137K
$3.72M
|
|
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-46K- 91.74% |
$3.18M - $3.4M
|
4.14K
$112K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-47K- 34.93% |
$3.25M - $3.48M
|
87.6K
$2.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-48.5K- 55.2% |
$3.36M - $3.59M
|
39.4K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-48.8K- 13.01% |
$3.38M - $3.61M
|
326K
$8.83M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-49.9K- 23.91% |
$3.46M - $3.69M
|
159K
$4.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-50.7K- 12.89% |
$3.51M - $3.75M
|
343K
$9.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-50.8K- 20.9% |
$3.52M - $3.76M
|
192K
$5.21M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-51K- 32.23% |
$3.53M - $3.77M
|
107K
$2.9M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-51.6K- 92.86% |
$3.57M - $3.81M
|
3.97K
$107K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-52.6K- 3.61% |
$3.64M - $3.89M
|
1.4M
$38M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-53.6K- 3.44% |
$3.71M - $3.96M
|
1.51M
$40.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-57.9K- 83.54% |
$4.01M - $4.28M
|
11.4K
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-60.8K- 29.6% |
$4.21M - $4.5M
|
145K
$3.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-64.8K- 22.02% |
$4.48M - $4.79M
|
230K
$6.21M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-65.3K- 29.59% |
$4.52M - $4.83M
|
155K
$4.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-65.4K- 18.03% |
$4.53M - $4.84M
|
297K
$8.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-66.4K- 15.82% |
$4.59M - $4.91M
|
353K
$9.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-67.6K- 68.6% |
$4.67M - $5M
|
30.9K
$838K
|
|
|
Aug 11, 2023
Q2 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-70.2K- 83.31% |
$4.86M - $5.19M
|
14.1K
$381K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-71.4K- 12.19% |
$4.94M - $5.28M
|
514K
$13.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-75.6K- 24.79% |
$5.23M - $5.59M
|
229K
$6.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-75.7K- 55.27% |
$5.24M - $5.6M
|
61.3K
$1.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-77.2K- 50.09% |
$5.34M - $5.71M
|
76.9K
$2.08M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-80.6K- 81.23% |
$5.58M - $5.96M
|
18.6K
$504K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-90K- 1.11% |
$6.23M - $6.65M
|
8.02M
$217M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-92.6K- 26.83% |
$6.4M - $6.84M
|
252K
$6.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-93.2K- 52.12% |
$6.45M - $6.89M
|
85.7K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-101K- 29.55% |
$6.97M - $7.45M
|
240K
$6.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-104K- 8.62% |
$7.17M - $7.66M
|
1.1M
$29.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-105K- 77.88% |
$7.26M - $7.76M
|
29.8K
$807K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-106K- 21.8% |
$7.35M - $7.85M
|
381K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-112K- 51.09% |
$7.75M - $8.29M
|
107K
$2.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-129K- 28.83% |
$8.91M - $9.52M
|
318K
$8.61M
|
|
|
Jul 10, 2023
Q2 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-129K- 41.44% |
$8.96M - $9.57M
|
183K
$4.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-146K- 46.81% |
$10.1M - $10.8M
|
165K
$4.48M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-146K- 46.81% |
$10.1M - $10.8M
|
165K
$4.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-153K- 87.51% |
$10.6M - $11.3M
|
21.8K
$591K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-158K- 47.39% |
$10.9M - $11.7M
|
176K
$4.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-165K- 75.51% |
$11.4M - $12.2M
|
53.6K
$1.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-172K- 9.83% |
$11.9M - $12.7M
|
1.58M
$42.7M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-208K- 58.42% |
$14.4M - $15.4M
|
148K
$4.01M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-219K- 77.36% |
$15.2M - $16.2M
|
64.2K
$1.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-227K- 11.38% |
$15.7M - $16.8M
|
1.77M
$47.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-280K- 18.25% |
$19.4M - $20.7M
|
1.26M
$34M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-287K- 90.38% |
$19.9M - $21.2M
|
30.6K
$828K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-299K- 9.0% |
$20.7M - $22.1M
|
3.02M
$81.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-306K- 93.61% |
$21.2M - $22.6M
|
20.9K
$566K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-310K- 70.11% |
$21.4M - $22.9M
|
132K
$3.57M
|