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 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.31K+ 127.19% |
$367K - $393K
|
9.48K
$257K
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
5.3K+ 1.71% |
$367K - $392K
|
315K
$8.53M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.29K+ 169.39% |
$366K - $391K
|
8.41K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.2K+ 19.89% |
$360K - $385K
|
31.4K
$849K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.14K+ 11.25% |
$355K - $380K
|
50.8K
$1.38M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5.11K+ 19.97% |
$354K - $378K
|
30.7K
$831K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.96K+ 36.84% |
$343K - $367K
|
18.4K
$499K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
4.9K+ 40.54% |
$339K - $363K
|
17K
$460K
|
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
4.85K+ 0.91% |
$335K - $358K
|
540K
$14.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
4.84K+ 4.16% |
$335K - $358K
|
121K
$3.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
4.82KNew |
$333K - $356K
|
4.82K
$130K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.8KNew |
$332K - $355K
|
4.8K
$130K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.74K+ 47.68% |
$328K - $351K
|
14.7K
$398K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
4.74K+ 4.11% |
$328K - $350K
|
120K
$3.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
4.71K+ 25.57% |
$326K - $348K
|
23.1K
$626K
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
4.67KNew |
$323K - $345K
|
4.67K
$127K
|
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
4.64KNew |
$321K - $343K
|
4.64K
$126K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.58K+ 7.15% |
$317K - $339K
|
68.7K
$1.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.55K+ 9.34% |
$315K - $337K
|
53.3K
$1.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.53K+ 7.52% |
$313K - $335K
|
64.7K
$1.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.46K+ 2.65% |
$309K - $330K
|
173K
$4.69M
|
|
|
Jul 10, 2023
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.43KNew |
$306K - $327K
|
4.43K
$120K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.43KNew |
$306K - $327K
|
4.43K
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.33KNew |
$299K - $320K
|
4.33K
$117K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
4.33K+ 1.4% |
$299K - $320K
|
313K
$8.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
4.3KNew |
$297K - $318K
|
4.3K
$116K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
4.25K+ 76.08% |
$294K - $314K
|
9.83K
$266K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.24KNew |
$293K - $313K
|
4.24K
$115K
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
4.21K+ 6.98% |
$291K - $311K
|
64.4K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.2KNew |
$290K - $310K
|
4.2K
$114K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
4.18K+ 1992.38% |
$289K - $309K
|
4.39K
$119K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
4.14KNew |
$286K - $306K
|
4.14K
$112K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.11K+ 4.03% |
$285K - $304K
|
106K
$2.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4.09KNew |
$283K - $303K
|
4.09K
$111K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.08K+ 63.77% |
$282K - $301K
|
10.5K
$283K
|
|
|
Aug 10, 2023
Q2 2023
|
Opus Investment Management Inc
|
BUY
|
- |
4.04K+ 24.12% |
$279K - $299K
|
20.8K
$563K
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4KNew |
$277K - $296K
|
4K
$108K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.99K+ 4.42% |
$276K - $295K
|
94.3K
$2.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
3.99KNew |
$276K - $295K
|
3.99K
$108K
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
3.97K+ 1.87% |
$275K - $293K
|
216K
$5.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
3.96K+ 4.63% |
$274K - $293K
|
89.4K
$2.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
BUY
|
- |
3.93K+ 3.71% |
$272K - $291K
|
110K
$2.97M
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
3.93K+ 5.71% |
$272K - $290K
|
72.8K
$1.97M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
3.92K+ 112.69% |
$271K - $290K
|
7.39K
$200K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.88K+ 2.91% |
$268K - $287K
|
137K
$3.72M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
3.88K+ 18.91% |
$268K - $287K
|
24.4K
$660K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.87K+ 8.59% |
$268K - $286K
|
48.9K
$1.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
3.87KNew |
$267K - $286K
|
3.87K
$105K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.79K+ 122.37% |
$262K - $280K
|
6.88K
$186K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.78K+ 2.26% |
$262K - $280K
|
171K
$4.63M
|