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 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
3.76KNew |
$260K - $278K
|
3.76K
$102K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.74K+ 8.38% |
$259K - $276K
|
48.4K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.73KNew |
$258K - $276K
|
3.73K
$101K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.72K+ 21.51% |
$257K - $275K
|
21K
$569K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
3.72KNew |
$257K - $275K
|
3.72K
$101K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.71K+ 6.99% |
$256K - $274K
|
56.7K
$1.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.69KNew |
$255K - $272K
|
3.69K
$99.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.68K+ 4.94% |
$255K - $272K
|
78.2K
$2.12M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
3.65KNew |
$253K - $270K
|
3.65K
$98.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.64K+ 64.87% |
$252K - $269K
|
9.26K
$251K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.64KNew |
$252K - $269K
|
3.64K
$98.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
3.64KNew |
$252K - $269K
|
3.64K
$98.6K
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3.61KNew |
$250K - $267K
|
3.61K
$97.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
3.59K+ 2.89% |
$248K - $266K
|
128K
$3.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.55K+ 22.47% |
$246K - $263K
|
19.4K
$524K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.52KNew |
$244K - $260K
|
3.52K
$95.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.5K+ 11.19% |
$242K - $259K
|
34.8K
$942K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.48K+ 70.14% |
$241K - $257K
|
8.43K
$228K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.48K+ 2.01% |
$240K - $257K
|
176K
$4.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.47K+ 6.42% |
$240K - $256K
|
57.5K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
3.47K+ 6.42% |
$240K - $256K
|
57.5K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.46K+ 3.58% |
$239K - $255K
|
99.8K
$2.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.45K+ 16.44% |
$238K - $255K
|
24.4K
$661K
|
|
|
Oct 20, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.38KNew |
$234K - $250K
|
3.38K
$91.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
3.37K+ 8.1% |
$233K - $249K
|
45K
$1.22M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.36K+ 12.99% |
$233K - $249K
|
29.3K
$793K
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
3.36K+ 2.09% |
$233K - $249K
|
164K
$4.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.36K+ 67.82% |
$232K - $248K
|
8.31K
$225K
|
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
3.33K+ 15.57% |
$230K - $246K
|
24.7K
$669K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.3K+ 1.99% |
$228K - $244K
|
169K
$4.57M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.25K+ 3.68% |
$225K - $240K
|
91.5K
$2.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.23K+ 9.76% |
$224K - $239K
|
36.3K
$984K
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
3.21K+ 12.71% |
$222K - $238K
|
28.5K
$772K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.21K+ 1.6% |
$222K - $237K
|
204K
$5.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.2K+ 7.12% |
$222K - $237K
|
48.2K
$1.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.18K+ 11.17% |
$220K - $235K
|
31.7K
$857K
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.18KNew |
$220K - $235K
|
3.18K
$86.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
3.16K+ 21.33% |
$218K - $233K
|
18K
$486K
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
3.1K+ 4.46% |
$215K - $230K
|
72.7K
$1.97M
|
|
|
Jul 19, 2023
Q2 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3.09KNew |
$214K - $229K
|
3.09K
$83.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.06K+ 3.01% |
$212K - $226K
|
105K
$2.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.01K+ 11.21% |
$208K - $223K
|
29.9K
$809K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.01K+ 5.78% |
$208K - $222K
|
55.1K
$1.49M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3KNew |
$207K - $221K
|
3K
$81.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
2.99KNew |
$207K - $221K
|
2.99K
$80.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
2.97KNew |
$206K - $220K
|
2.97K
$80.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.95KNew |
$204K - $218K
|
2.95K
$79.9K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.93KNew |
$202K - $216K
|
2.93K
$79.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.92KNew |
$202K - $216K
|
2.92K
$79.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
2.91K+ 3.76% |
$201K - $215K
|
80.3K
$2.17M
|