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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
1.82K+ 1.13% |
$128K - $137K
|
162K
$4.64M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.79K+ 21.27% |
$126K - $136K
|
10.2K
$292K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.78K+ 0.41% |
$125K - $134K
|
440K
$12.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.77K+ 19.26% |
$125K - $134K
|
11K
$315K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.77K+ 5.53% |
$125K - $134K
|
33.8K
$968K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.76K+ 2.29% |
$124K - $133K
|
78.7K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.75K+ 1.02% |
$124K - $133K
|
174K
$4.99M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.73KNew |
$122K - $131K
|
1.73K
$49.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.73K+ 13.47% |
$122K - $131K
|
14.5K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.72K+ 193.48% |
$121K - $130K
|
2.61K
$74.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.72K+ 47.18% |
$121K - $130K
|
5.35K
$153K
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.66K+ 7.21% |
$117K - $125K
|
24.6K
$704K
|
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
1.64K+ 3.29% |
$116K - $124K
|
51.7K
$1.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.62K+ 7.8% |
$114K - $122K
|
22.3K
$640K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.59K+ 4.02% |
$112K - $120K
|
41.1K
$1.18M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.57K+ 5.12% |
$111K - $119K
|
32.3K
$924K
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
1.55K+ 5.44% |
$109K - $117K
|
30.1K
$861K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.54K+ 55.42% |
$108K - $116K
|
4.31K
$123K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.53K+ 4.12% |
$108K - $116K
|
38.7K
$1.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.5K+ 18.18% |
$106K - $114K
|
9.77K
$280K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.49K+ 6.35% |
$105K - $113K
|
25K
$716K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.48K+ 6.07% |
$105K - $112K
|
25.9K
$741K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
1.47K+ 3.96% |
$104K - $111K
|
38.5K
$1.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.44K+ 4.73% |
$102K - $109K
|
31.9K
$912K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.44K+ 4.54% |
$102K - $109K
|
33.1K
$948K
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.43K+ 25.33% |
$101K - $108K
|
7.1K
$203K
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.43K+ 4.75% |
$101K - $108K
|
31.6K
$905K
|
|
|
Nov 03, 2023
Q3 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.41K+ 24.2% |
$99.4K - $106K
|
7.22K
$207K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.4K+ 4.78% |
$98.5K - $106K
|
30.6K
$876K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.35K+ 33.18% |
$95.1K - $102K
|
5.41K
$155K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.32K+ 3.64% |
$93.4K - $100K
|
37.6K
$1.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.32K+ 3.95% |
$93.3K - $99.9K
|
34.7K
$995K
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.32K+ 1.99% |
$93K - $99.6K
|
67.6K
$1.94M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.3K+ 10.97% |
$91.9K - $98.4K
|
13.2K
$377K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.3K+ 1.24% |
$91.6K - $98.1K
|
106K
$3.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.29K+ 44.97% |
$90.9K - $97.4K
|
4.15K
$119K
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.29K+ 14.42% |
$90.8K - $97.2K
|
10.2K
$292K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.28K+ 106.61% |
$90.1K - $96.5K
|
2.47K
$70.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.27K+ 1.98% |
$90K - $96.4K
|
65.7K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.26K+ 1.97% |
$88.9K - $95.2K
|
65K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.24K+ 8.98% |
$87.9K - $94.1K
|
15.1K
$432K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 13.61% |
$87.4K - $93.7K
|
10.3K
$296K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1.22K+ 3.98% |
$86.3K - $92.5K
|
31.9K
$914K
|
|
|
Oct 31, 2023
Q3 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
1.22K+ 1.64% |
$86.2K - $92.3K
|
75.6K
$2.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.22K+ 9.82% |
$86K - $92.1K
|
13.6K
$390K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.22K+ 11.43% |
$86K - $92.1K
|
11.9K
$340K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.22K+ 3.26% |
$85.8K - $91.9K
|
38.5K
$1.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.2K+ 1.15% |
$84.7K - $90.7K
|
106K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.2K+ 153.4% |
$84.4K - $90.4K
|
1.97K
$56.5K
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
1.18K+ 3.13% |
$83.4K - $89.4K
|
38.9K
$1.11M
|