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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
30.9K+ 72.02% |
$2.14M - $2.29M
|
73.9K
$2M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
30.4K+ 3.17% |
$2.11M - $2.25M
|
989K
$26.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30K+ 74.51% |
$2.08M - $2.22M
|
70.3K
$1.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
29.8K+ 12.47% |
$2.06M - $2.2M
|
269K
$7.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
29.7KNew |
$2.05M - $2.19M
|
29.7K
$804K
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
28.3KNew |
$1.96M - $2.09M
|
28.3K
$767K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
28.2K+ 8.78% |
$1.95M - $2.08M
|
349K
$9.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
27.3K+ 163.47% |
$1.89M - $2.02M
|
44K
$1.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
27.2K+ 14.83% |
$1.88M - $2.01M
|
211K
$5.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
26.9K+ 33.55% |
$1.86M - $1.99M
|
107K
$2.9M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.6K+ 29.45% |
$1.84M - $1.97M
|
117K
$3.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
26.6K+ 14.09% |
$1.84M - $1.96M
|
215K
$5.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
26.3KNew |
$1.82M - $1.94M
|
26.3K
$711K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
25.9K+ 27.12% |
$1.79M - $1.92M
|
121K
$3.29M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
25.9K+ 7.1% |
$1.79M - $1.91M
|
390K
$10.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
25.7K+ 325.52% |
$1.78M - $1.9M
|
33.7K
$911K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
25.6K+ 6.54% |
$1.77M - $1.89M
|
417K
$11.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
25.4K+ 10.93% |
$1.76M - $1.88M
|
258K
$6.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
24.2K+ 32.27% |
$1.68M - $1.79M
|
99.4K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
23.7K+ 54.71% |
$1.64M - $1.75M
|
66.9K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.6K+ 18.15% |
$1.63M - $1.74M
|
153K
$4.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23.2K+ 26.15% |
$1.6M - $1.71M
|
112K
$3.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
23.1K+ 10.04% |
$1.6M - $1.71M
|
253K
$6.85M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
23K+ 23.01% |
$1.59M - $1.7M
|
123K
$3.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
23K+ 27.22% |
$1.59M - $1.7M
|
107K
$2.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
22.9K+ 6.08% |
$1.59M - $1.7M
|
400K
$10.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
22.7K+ 194.25% |
$1.57M - $1.68M
|
34.4K
$930K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
22.6KNew |
$1.56M - $1.67M
|
22.6K
$611K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
22.4K+ 8.08% |
$1.55M - $1.65M
|
299K
$8.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
22.1K+ 5.84% |
$1.53M - $1.63M
|
400K
$10.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
22K+ 9.24% |
$1.52M - $1.62M
|
260K
$7.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
21.9K+ 6.58% |
$1.52M - $1.62M
|
355K
$9.62M
|
|
|
Aug 28, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
21.8KNew |
$1.5M - $1.61M
|
21.8K
$589K
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
21.4K+ 4.96% |
$1.48M - $1.58M
|
453K
$12.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
21.3K+ 190.79% |
$1.47M - $1.58M
|
32.5K
$879K
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
21.3K+ 196.07% |
$1.47M - $1.57M
|
32.1K
$870K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.2K+ 1.27% |
$1.47M - $1.57M
|
1.69M
$45.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
21K+ 113.16% |
$1.45M - $1.55M
|
39.6K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21K+ 3.37% |
$1.45M - $1.55M
|
644K
$17.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
20.4K+ 15.92% |
$1.41M - $1.51M
|
149K
$4.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
20.1K+ 6.17% |
$1.39M - $1.49M
|
346K
$9.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
20.1K+ 12.15% |
$1.39M - $1.49M
|
185K
$5.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
20KNew |
$1.38M - $1.48M
|
20K
$542K
|
|
|
Jul 11, 2023
Q2 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
19.5K+ 7.36% |
$1.35M - $1.44M
|
285K
$7.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
19.3K+ 28.71% |
$1.34M - $1.43M
|
86.6K
$2.35M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
19.2K+ 5.09% |
$1.33M - $1.42M
|
395K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
18.7K+ 10.05% |
$1.29M - $1.38M
|
204K
$5.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
18.4K+ 38.82% |
$1.28M - $1.36M
|
65.9K
$1.79M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.3K+ 7.3% |
$1.26M - $1.35M
|
269K
$7.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
18.2K+ 3.86% |
$1.26M - $1.35M
|
489K
$13.2M
|