Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7.25M+ 5492.69% |
$512M - $549M
|
7.38M
$211M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.61M+ 600.23% |
$114M - $122M
|
1.88M
$53.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.29MNew |
$91.3M - $97.8M
|
1.29M
$37M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.01MNew |
$71.4M - $76.5M
|
1.01M
$28.9M
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
865KNew |
$61.1M - $65.5M
|
865K
$24.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
743K+ 15.81% |
$52.4M - $56.2M
|
5.44M
$156M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
580K+ 211.71% |
$40.9M - $43.9M
|
853K
$24.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
504K+ 4.68% |
$35.6M - $38.1M
|
11.3M
$323M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
477K+ 34.14% |
$33.7M - $36.1M
|
1.87M
$53.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
452K+ 11.8% |
$31.9M - $34.2M
|
4.28M
$123M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
374K+ 12467.5% |
$26.4M - $28.3M
|
377K
$10.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
349K+ 8.56% |
$24.6M - $26.4M
|
4.42M
$127M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
338K+ 1924.8% |
$23.9M - $25.6M
|
355K
$10.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
313KNew |
$22.1M - $23.6M
|
313K
$8.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
291KNew |
$20.6M - $22M
|
291K
$8.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
282K+ 43.68% |
$19.9M - $21.3M
|
928K
$26.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
267K+ 3.71% |
$18.8M - $20.2M
|
7.46M
$214M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
244K+ 7729.91% |
$17.3M - $18.5M
|
248K
$7.09M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
241K+ 1029.59% |
$17M - $18.2M
|
264K
$7.57M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
226K+ 2267.7% |
$16M - $17.1M
|
236K
$6.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
219K+ 342.37% |
$15.5M - $16.6M
|
283K
$8.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
216KNew |
$15.2M - $16.3M
|
216K
$6.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
214K+ 1630.53% |
$15.1M - $16.2M
|
227K
$6.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
212K+ 12.59% |
$15M - $16.1M
|
1.9M
$54.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Appleton Group, LLC
|
BUY
|
- |
208K+ 1790.14% |
$14.7M - $15.8M
|
220K
$6.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
186KNew |
$13.1M - $14.1M
|
186K
$5.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
162K+ 774.44% |
$11.4M - $12.2M
|
183K
$5.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
158K+ 19.97% |
$11.2M - $12M
|
950K
$27.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
153K+ 46.97% |
$10.8M - $11.6M
|
479K
$13.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
151K+ 1650.07% |
$10.6M - $11.4M
|
160K
$4.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
146K+ 86.73% |
$10.3M - $11M
|
314K
$8.98M
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
146K+ 308.92% |
$10.3M - $11M
|
193K
$5.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
145K+ 2.58% |
$10.3M - $11M
|
5.78M
$165M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
144K+ 18.92% |
$10.1M - $10.9M
|
902K
$25.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
138K+ 211.18% |
$9.73M - $10.4M
|
203K
$5.81M
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
132KNew |
$9.36M - $10M
|
132K
$3.79M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
124K+ 721.05% |
$8.73M - $9.35M
|
141K
$4.03M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
120K+ 6667.57% |
$8.51M - $9.12M
|
122K
$3.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
112K+ 3.72% |
$7.93M - $8.5M
|
3.13M
$89.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
109K+ 851.24% |
$7.69M - $8.24M
|
122K
$3.49M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
107K+ 124.82% |
$7.55M - $8.09M
|
193K
$5.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
105K+ 182.97% |
$7.44M - $7.97M
|
163K
$4.67M
|
|
|
Nov 01, 2023
Q3 2023
|
Reliant Wealth Planning
|
BUY
|
- |
103K+ 26.08% |
$7.26M - $7.77M
|
497K
$14.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
101K+ 57.32% |
$7.13M - $7.64M
|
277K
$7.93M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
99.2KNew |
$7.01M - $7.51M
|
99.2K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
97.3K+ 529.03% |
$6.87M - $7.36M
|
116K
$3.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
96.7K+ 1436.71% |
$6.83M - $7.31M
|
103K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
96.3K+ 8.75% |
$6.8M - $7.28M
|
1.2M
$34.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
96.2K+ 1.89% |
$6.8M - $7.28M
|
5.19M
$149M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
95.1K+ 2.24% |
$6.72M - $7.19M
|
4.35M
$125M
|