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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
18.1K+ 13.82% |
$1.25M - $1.34M
|
149K
$4.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.8K+ 2.83% |
$1.23M - $1.32M
|
646K
$17.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
17.8K+ 22.09% |
$1.23M - $1.32M
|
98.3K
$2.66M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
17.5K+ 41.17% |
$1.21M - $1.29M
|
59.9K
$1.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
17.3KNew |
$1.2M - $1.28M
|
17.3K
$470K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
17.2K+ 161.53% |
$1.19M - $1.27M
|
27.9K
$756K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.2K+ 5.01% |
$1.19M - $1.27M
|
361K
$9.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
17.1K+ 115.89% |
$1.18M - $1.26M
|
31.9K
$863K
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
16.9K+ 7.97% |
$1.17M - $1.25M
|
229K
$6.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
16.9K+ 10.14% |
$1.17M - $1.25M
|
184K
$4.97M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
16.8K+ 5.5% |
$1.16M - $1.24M
|
322K
$8.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
16.6K+ 2.57% |
$1.15M - $1.22M
|
660K
$17.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
BUY
|
- |
16.6K+ 10.31% |
$1.15M - $1.22M
|
177K
$4.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
16.3K+ 17.79% |
$1.13M - $1.21M
|
108K
$2.93M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
16.2K+ 75.4% |
$1.12M - $1.2M
|
37.8K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.9K+ 0.75% |
$1.1M - $1.17M
|
2.12M
$57.3M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.8K+ 4.77% |
$1.09M - $1.17M
|
347K
$9.39M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
15.7K+ 9.17% |
$1.09M - $1.16M
|
187K
$5.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.5K+ 25.94% |
$1.07M - $1.15M
|
75.2K
$2.04M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
15.2K+ 5.35% |
$1.05M - $1.12M
|
299K
$8.09M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
15.1K+ 10.25% |
$1.04M - $1.12M
|
162K
$4.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
15K+ 10.34% |
$1.04M - $1.11M
|
160K
$4.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
15K+ 40.76% |
$1.04M - $1.11M
|
51.8K
$1.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.9KNew |
$1.03M - $1.1M
|
14.9K
$404K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
14.9K+ 4.02% |
$1.03M - $1.1M
|
385K
$10.4M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
14.8K+ 34.74% |
$1.02M - $1.1M
|
57.4K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14.7K+ 7.64% |
$1.02M - $1.09M
|
208K
$5.62M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
14.6K+ 7.27% |
$1.01M - $1.08M
|
216K
$5.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
14.6K+ 7.76% |
$1.01M - $1.08M
|
202K
$5.47M
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
14.5K+ 8.49% |
$1M - $1.07M
|
185K
$5.01M
|
|
|
Jul 31, 2023
Q2 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
14.5K+ 3.64% |
$1M - $1.07M
|
411K
$11.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
14.4K+ 16.21% |
$996K - $1.07M
|
103K
$2.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.4K+ 6.27% |
$994K - $1.06M
|
243K
$6.59M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
13.8K+ 174.32% |
$956K - $1.02M
|
21.8K
$589K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.8K+ 59.12% |
$956K - $1.02M
|
37.2K
$1.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
13.8KNew |
$954K - $1.02M
|
13.8K
$373K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.7K+ 62.45% |
$949K - $1.01M
|
35.7K
$966K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.7K+ 62.45% |
$949K - $1.01M
|
35.7K
$966K
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
13.7K+ 6.8% |
$948K - $1.01M
|
215K
$5.83M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
13.7K+ 1.9% |
$947K - $1.01M
|
734K
$19.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
13.3KNew |
$923K - $986K
|
13.3K
$361K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13.2K+ 7.45% |
$910K - $973K
|
190K
$5.14M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
13.1K+ 1.71% |
$906K - $969K
|
778K
$21.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
13KNew |
$903K - $965K
|
13K
$353K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
13K+ 15.78% |
$899K - $961K
|
95.4K
$2.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.9K+ 119.01% |
$895K - $956K
|
23.8K
$645K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
12.9K+ 41.84% |
$893K - $954K
|
43.7K
$1.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
12.8K+ 5.03% |
$888K - $949K
|
268K
$7.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
12.8K+ 174.6% |
$884K - $945K
|
20.1K
$544K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.7K+ 11.48% |
$880K - $941K
|
124K
$3.35M
|