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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.89K+ 33.51% |
$200K - $214K
|
11.5K
$312K
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.88KNew |
$200K - $213K
|
2.88K
$78.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.84K+ 10.62% |
$197K - $210K
|
29.6K
$802K
|
|
|
Jul 12, 2023
Q2 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.81KNew |
$194K - $207K
|
2.81K
$76K
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
2.8KNew |
$193K - $207K
|
2.8K
$75.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2.79KNew |
$193K - $206K
|
2.79K
$75.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.78K+ 4.38% |
$192K - $206K
|
66.3K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.78K+ 8.49% |
$192K - $205K
|
35.5K
$961K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.77K+ 31.68% |
$192K - $205K
|
11.5K
$312K
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.77KNew |
$192K - $205K
|
2.77K
$75K
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.76K+ 29.12% |
$191K - $204K
|
12.2K
$332K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.76KNew |
$191K - $204K
|
2.76K
$74.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2.76K+ 15.47% |
$191K - $204K
|
20.6K
$558K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
2.73K+ 96.8% |
$189K - $201K
|
5.54K
$150K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.73K+ 48.89% |
$189K - $201K
|
8.3K
$225K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.72K+ 2.52% |
$188K - $201K
|
111K
$3M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
2.69K+ 56.28% |
$186K - $199K
|
7.46K
$202K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.68KNew |
$185K - $198K
|
2.68K
$72.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.67K+ 4.18% |
$184K - $197K
|
66.4K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.65K+ 2.42% |
$183K - $196K
|
112K
$3.04M
|
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.64K+ 30.03% |
$183K - $195K
|
11.4K
$310K
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.64K+ 2.1% |
$182K - $195K
|
128K
$3.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.64K+ 52.46% |
$182K - $195K
|
7.66K
$207K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.63K+ 2.27% |
$182K - $194K
|
118K
$3.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.62K+ 0.89% |
$182K - $194K
|
298K
$8.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.6KNew |
$180K - $192K
|
2.6K
$70.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
2.6K+ 163.46% |
$180K - $192K
|
4.19K
$113K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.59K+ 297.47% |
$179K - $191K
|
3.45K
$93.5K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
2.56K+ 50.16% |
$177K - $189K
|
7.66K
$208K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.56K+ 2.86% |
$177K - $189K
|
92K
$2.49M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.54K+ 3.69% |
$176K - $188K
|
71.5K
$1.93M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.52K+ 109.86% |
$174K - $186K
|
4.81K
$130K
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2.52K+ 14.79% |
$174K - $186K
|
19.5K
$529K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.48K+ 9.15% |
$171K - $183K
|
29.5K
$800K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.47K+ 1.29% |
$171K - $183K
|
194K
$5.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.45K+ 4.19% |
$169K - $181K
|
60.9K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.4K+ 18.76% |
$166K - $177K
|
15.2K
$411K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
2.39K+ 15.21% |
$165K - $177K
|
18.1K
$490K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.37K+ 85.69% |
$164K - $175K
|
5.14K
$139K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.36K+ 4.93% |
$163K - $174K
|
50.2K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.36K+ 20.87% |
$163K - $174K
|
13.6K
$369K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.35K+ 4.09% |
$162K - $174K
|
59.7K
$1.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.32K+ 11.46% |
$161K - $172K
|
22.6K
$611K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.26K+ 0.42% |
$156K - $167K
|
538K
$14.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.24K+ 23.17% |
$155K - $166K
|
11.9K
$323K
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.23K+ 16.02% |
$154K - $165K
|
16.1K
$437K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
2.22K+ 20.77% |
$153K - $164K
|
12.9K
$349K
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.2K+ 4.49% |
$152K - $163K
|
51.1K
$1.38M
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
2.19K+ 1.0% |
$151K - $162K
|
221K
$5.99M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.17K+ 14.09% |
$150K - $161K
|
17.6K
$477K
|