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 13, 2023
Q2 2023
|
Systelligence, LLC
|
SELL
|
- |
-330K- 70.27% |
$22.8M - $24.4M
|
139K
$3.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-331K- 38.58% |
$22.9M - $24.5M
|
527K
$14.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-356K- 95.3% |
$24.6M - $26.3M
|
17.6K
$475K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-385K- 6.38% |
$26.6M - $28.5M
|
5.65M
$153M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-389K- 5.02% |
$26.9M - $28.8M
|
7.37M
$200M
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-446K- 98.57% |
$30.8M - $32.9M
|
6.48K
$175K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-480K- 63.7% |
$33.2M - $35.5M
|
274K
$7.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-498K- 49.35% |
$34.5M - $36.8M
|
511K
$13.8M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-575K- 46.18% |
$39.8M - $42.5M
|
670K
$18.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-625K- 7.17% |
$43.2M - $46.2M
|
8.09M
$219M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-632K- 55.65% |
$43.7M - $46.8M
|
504K
$13.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-656K- 92.76% |
$45.4M - $48.5M
|
51.3K
$1.39M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-670K- 98.99% |
$46.4M - $49.6M
|
6.86K
$186K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-707K- 7.21% |
$48.9M - $52.3M
|
9.1M
$246M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-880K- 34.28% |
$60.9M - $65.1M
|
1.69M
$45.7M
|