Purchases and Sales Made in Q2 2023 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
7.92K
+ 9.97%
$548K - $586K
87.4K $2.37M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
7.9K
New
$547K - $584K
7.9K $214K
Jul 13, 2023 Q2 2023
Presidio Capital Management, LLC

BUY
 -
7.76K
+ 5.27%
$537K - $573K
155K $4.19M
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
7.75K
+ 2.36%
$536K - $573K
337K $9.12M
Jul 18, 2023 Q2 2023
Eagle Ridge Investment Management

BUY
 -
7.7K
+ 24.01%
$533K - $569K
39.8K $1.08M
Aug 14, 2023 Q2 2023
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
7.69K
+ 12.97%
$532K - $568K
67K $1.81M
Aug 14, 2023 Q2 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
7.61K
New
$527K - $563K
7.61K $206K
Jul 12, 2023 Q2 2023
Herbst Group, LLC

Westport, CT
BUY
 -
7.58K
New
$524K - $560K
7.58K $205K
Jul 20, 2023 Q2 2023
Trinity Financial Advisors LLC

BUY
 -
7.58K
+ 4.52%
$524K - $560K
175K $4.75M
Aug 07, 2023 Q2 2023
Cap Wealth Advisors, LLC

BUY
 -
7.42K
+ 10.7%
$513K - $548K
76.7K $2.08M
Nov 21, 2023 Q2 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
7.41K
New
$513K - $548K
7.41K $201K
Aug 07, 2023 Q2 2023
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
7.34K
+ 24.61%
$508K - $543K
37.2K $1.01M
Jul 07, 2023 Q2 2023
Lvm Capital Management LTD

BUY
 -
7.24K
+ 44.96%
$501K - $535K
23.3K $632K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
7.16K
+ 213.99%
$495K - $529K
10.5K $285K
Jul 11, 2023 Q2 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
6.99K
+ 34.58%
$483K - $517K
27.2K $736K
Aug 07, 2023 Q2 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
6.98K
+ 1.29%
$483K - $516K
548K $14.8M
Jul 26, 2023 Q2 2023
Aspire Capital Advisors LLC

Seattle, WA
BUY
 -
6.87K
+ 2.68%
$475K - $508K
263K $7.12M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
6.81K
+ 8.56%
$471K - $503K
86.3K $2.34M
Jul 24, 2023 Q2 2023
Paul Damon & Associates, Inc.

Grand Rapids, MI
BUY
 -
6.75K
+ 2.99%
$467K - $499K
233K $6.3M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
6.71K
+ 25.04%
$464K - $496K
33.5K $907K
Aug 04, 2023 Q2 2023
Mission Wealth Management, LP

BUY
 -
6.69K
New
$463K - $495K
6.69K $181K
Jul 12, 2023 Q2 2023
Collective Family Office LLC

BUY
 -
6.67K
+ 17.44%
$461K - $493K
44.9K $1.22M
Aug 14, 2023 Q2 2023
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
6.6K
+ 211.5%
$457K - $488K
9.72K $263K
Aug 14, 2023 Q2 2023
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
6.59K
+ 5.93%
$456K - $487K
118K $3.19M
Aug 11, 2023 Q2 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
6.48K
+ 7.49%
$448K - $479K
93K $2.52M
Jul 14, 2023 Q2 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
6.45K
+ 14.74%
$446K - $477K
50.2K $1.36M
Jul 28, 2023 Q2 2023
Carson Advisory Inc.

BUY
 -
6.43K
New
$445K - $475K
6.43K $174K
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
6.39K
+ 121.43%
$442K - $472K
11.6K $315K
Aug 04, 2023 Q2 2023
Comerica Securities,Inc.

BUY
 -
6.37K
+ 13.48%
$441K - $471K
53.6K $1.45M
Jul 24, 2023 Q2 2023
Accurate Wealth Management, LLC

BUY
 -
6.31K
New
$436K - $466K
6.31K $171K
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

BUY
 -
6.29K
+ 96.8%
$435K - $465K
12.8K $346K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
6.24K
+ 2.02%
$432K - $462K
315K $8.53M
Aug 08, 2023 Q2 2023
Alpha Omega Group, Inc.

BUY
 -
6.15K
+ 9.17%
$425K - $455K
73.2K $1.98M
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

BUY
 -
6.06K
+ 11.93%
$419K - $448K
56.8K $1.54M
Jul 07, 2023 Q2 2023
Weitzel Financial Services, Inc.

BUY
 -
5.99K
+ 190.89%
$415K - $443K
9.13K $247K
Jul 28, 2023 Q2 2023
Paces Ferry Wealth Advisors, LLC

BUY
 -
5.92K
+ 14.64%
$409K - $438K
46.4K $1.26M
Jul 19, 2023 Q2 2023
Advisors Management Group Inc

BUY
 -
5.86K
+ 25.86%
$406K - $433K
28.5K $773K
Jul 05, 2023 Q2 2023
Waller Financial Planning Group, Inc

BUY
 -
5.81K
+ 3.2%
$402K - $430K
187K $5.07M
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
5.8K
+ 5.97%
$401K - $429K
103K $2.79M
Jul 26, 2023 Q2 2023
West Wealth Group, LLC

BUY
 -
5.79K
New
$400K - $428K
5.79K $157K
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
5.78K
+ 7.31%
$400K - $427K
84.8K $2.3M
Aug 07, 2023 Q2 2023
Townsend Asset Management Corp

BUY
 -
5.72K
+ 23.55%
$396K - $423K
30K $813K
Aug 02, 2023 Q2 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
5.69K
+ 14.07%
$393K - $420K
46.1K $1.25M
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
5.67K
+ 116.99%
$392K - $419K
10.5K $285K
Jul 05, 2023 Q2 2023
Uma Financial Services, Inc.

BUY
 -
5.43K
+ 16.3%
$376K - $402K
38.7K $1.05M
Jul 28, 2023 Q2 2023
Gpm Growth Investors, Inc.

BUY
 -
5.43K
+ 9.99%
$376K - $401K
59.8K $1.62M
Jul 14, 2023 Q2 2023
Oxinas Partners Wealth Management LLC

BUY
 -
5.42K
New
$375K - $401K
5.42K $147K
Aug 01, 2023 Q2 2023
Semus Wealth Partners LLC

Boca Raton, FL
BUY
 -
5.39K
+ 12.67%
$373K - $398K
47.9K $1.3M
Aug 03, 2023 Q2 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
5.34K
+ 12.81%
$369K - $394K
47K $1.27M

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