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 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
12.2K+ 357.81% |
$846K - $904K
|
15.6K
$424K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
12.2K+ 12.6% |
$845K - $903K
|
109K
$2.96M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.9K+ 16.62% |
$823K - $879K
|
83.4K
$2.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
11.9K+ 55.8% |
$822K - $879K
|
33.2K
$899K
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
11.9K+ 128.11% |
$821K - $877K
|
21.1K
$572K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
11.8KNew |
$814K - $870K
|
11.8K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11.5K+ 26.71% |
$794K - $848K
|
54.4K
$1.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
11.4K+ 54.22% |
$791K - $845K
|
32.5K
$881K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.4KNew |
$789K - $843K
|
11.4K
$309K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
11.3K+ 4.73% |
$780K - $833K
|
249K
$6.75M
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11.3K+ 6.05% |
$779K - $832K
|
197K
$5.35M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
11.2K+ 2.53% |
$773K - $827K
|
453K
$12.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
11.2K+ 60.48% |
$772K - $825K
|
29.6K
$802K
|
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
11K+ 138.9% |
$763K - $816K
|
19K
$514K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
11K+ 9.21% |
$758K - $810K
|
130K
$3.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
10.9K+ 9.65% |
$753K - $805K
|
124K
$3.35M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.9K+ 14.34% |
$753K - $804K
|
86.7K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
10.8K+ 8.74% |
$749K - $800K
|
135K
$3.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10.8K+ 3.52% |
$747K - $799K
|
318K
$8.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
10.8K+ 3.28% |
$747K - $798K
|
339K
$9.19M
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
10.6K+ 12.35% |
$736K - $787K
|
96.9K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.6K+ 39.58% |
$731K - $781K
|
37.3K
$1.01M
|
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
10.4K+ 5.58% |
$718K - $768K
|
196K
$5.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
10.2KNew |
$704K - $752K
|
10.2K
$275K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10.1K+ 35.27% |
$698K - $746K
|
38.7K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10K+ 13.53% |
$692K - $740K
|
83.9K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
9.96K+ 128.34% |
$689K - $737K
|
17.7K
$480K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9.93K+ 2.34% |
$687K - $735K
|
434K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9.88K+ 3.34% |
$684K - $731K
|
306K
$8.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Whelan Financial
|
BUY
|
- |
9.74K+ 2.0% |
$674K - $720K
|
496K
$13.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
9.68K+ 17.43% |
$670K - $716K
|
65.2K
$1.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
9.64K+ 44.39% |
$667K - $713K
|
31.4K
$849K
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
9.63KNew |
$666K - $712K
|
9.63K
$261K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.58K+ 6.42% |
$663K - $709K
|
159K
$4.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
9.47K+ 23.76% |
$655K - $700K
|
49.3K
$1.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
9.47K+ 10.26% |
$655K - $700K
|
102K
$2.75M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
9.39K+ 308.55% |
$649K - $694K
|
12.4K
$337K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
9.25K+ 6.04% |
$640K - $684K
|
162K
$4.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.19K+ 57.94% |
$636K - $680K
|
25.1K
$679K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
9.18K+ 107.91% |
$635K - $679K
|
17.7K
$479K
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
8.94KNew |
$618K - $661K
|
8.94K
$242K
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
BUY
|
- |
8.88K+ 9.55% |
$615K - $657K
|
102K
$2.76M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
8.88K+ 30.77% |
$615K - $657K
|
37.8K
$1.02M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
8.78K+ 6.1% |
$607K - $649K
|
153K
$4.13M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
8.64K+ 9.42% |
$598K - $639K
|
100K
$2.72M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.59K+ 12.69% |
$595K - $635K
|
76.3K
$2.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
8.43K+ 1.3% |
$583K - $623K
|
655K
$17.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
8.35K+ 187.47% |
$577K - $617K
|
12.8K
$347K
|
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
8.29K+ 11.61% |
$573K - $613K
|
79.7K
$2.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
8.28K+ 1.51% |
$573K - $612K
|
558K
$15.1M
|