Purchases and Sales Made in Q3 2023 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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 03, 2023 Q3 2023
Fortis Capital Management LLC

BUY
 -
1.17K
+ 39.41%
$82.7K - $88.6K
4.14K $119K
Oct 17, 2023 Q3 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
1.17K
+ 6.31%
$82.7K - $88.6K
19.7K $565K
Nov 07, 2023 Q3 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
1.16K
+ 18.72%
$81.9K - $87.8K
7.36K $211K
Nov 14, 2023 Q3 2023
White Knight Strategic Wealth Advisors, LLC

Princeton, NJ
BUY
 -
1.16K
+ 5.92%
$81.6K - $87.4K
20.7K $592K
Nov 07, 2023 Q3 2023
Auxano Advisors, LLC

BUY
 -
1.14K
+ 1.97%
$80.2K - $85.9K
58.9K $1.69M
Oct 13, 2023 Q3 2023
John W. Brooker & Co., Cp As

BUY
 -
1.13K
+ 1.02%
$79.5K - $85.1K
112K $3.2M
Oct 19, 2023 Q3 2023
Eagle Capital Management, LLC

BUY
 -
1.07K
+ 0.4%
$75.6K - $81K
270K $7.74M
Oct 23, 2023 Q3 2023
Vicus Capital

State College, PA
BUY
 -
1.05K
+ 13.71%
$74.2K - $79.5K
8.72K $250K
Nov 03, 2023 Q3 2023
Camden Capital, LLC

BUY
 -
1.05K
+ 10.69%
$74.2K - $79.5K
10.9K $312K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
1.02K
New
$72K - $77.1K
1.02K $29.2K
Nov 06, 2023 Q3 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
1K
+ 10.99%
$70.7K - $75.7K
10.1K $290K
Oct 18, 2023 Q3 2023
White Lighthouse Investment Management Inc.

BUY
 -
996
+ 2.34%
$70.3K - $75.4K
43.5K $1.25M
Oct 19, 2023 Q3 2023
Act Advisors, Llc.

BUY
 -
992
+ 13.48%
$70.1K - $75.1K
8.35K $239K
Oct 16, 2023 Q3 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
988
+ 22.36%
$69.8K - $74.8K
5.41K $155K
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
978
+ 11.64%
$69.1K - $74K
9.38K $269K
Oct 10, 2023 Q3 2023
Bank Of New Hampshire

BUY
 -
970
+ 10.42%
$68.5K - $73.4K
10.3K $294K
Nov 06, 2023 Q3 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
970
+ 4.28%
$68.5K - $73.4K
23.6K $677K
Oct 10, 2023 Q3 2023
Maple Capital Management, Inc.

BUY
 -
965
+ 3.84%
$68.2K - $73K
26.1K $747K
Oct 24, 2023 Q3 2023
Gradient Capital Advisors, LLC

BUY
 -
944
+ 3.23%
$66.7K - $71.4K
30.2K $865K
Nov 09, 2023 Q3 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
942
+ 40.97%
$66.5K - $71.3K
3.24K $92.8K
Nov 08, 2023 Q3 2023
Platform Technology Partners

BUY
 -
942
+ 2.16%
$66.5K - $71.3K
44.5K $1.28M
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
939
+ 19.45%
$66.3K - $71K
5.77K $165K
Nov 07, 2023 Q3 2023
Hc Advisors, LLC

BUY
 -
933
+ 1.33%
$65.9K - $70.6K
71K $2.03M
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
929
New
$65.6K - $70.3K
929 $26.6K
Nov 13, 2023 Q3 2023
Transatlantique Private Wealth LLC

BUY
 -
917
+ 3.02%
$64.8K - $69.4K
31.3K $896K
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
915
+ 14.07%
$64.6K - $69.2K
7.42K $212K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
914
+ 2.98%
$64.6K - $69.2K
31.5K $903K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
892
New
$63K - $67.5K
892 $25.5K
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
891
+ 7.52%
$62.9K - $67.4K
12.7K $365K
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
884
+ 1.36%
$62.4K - $66.9K
65.7K $1.88M
Oct 31, 2023 Q3 2023
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
880
+ 9.05%
$62.2K - $66.6K
10.6K $304K
Sep 11, 2024 Q3 2023
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
870
+ 4.24%
$61.4K - $65.8K
21.4K $613K
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
862
+ 256.55%
$60.9K - $65.2K
1.2K $34.3K
Oct 05, 2023 Q3 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
853
+ 1.4%
$60.2K - $64.5K
61.7K $1.77M
Nov 01, 2023 Q3 2023
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
852
+ 24.66%
$60.2K - $64.5K
4.31K $123K
Oct 25, 2023 Q3 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
848
+ 7.58%
$59.9K - $64.2K
12K $345K
Nov 08, 2023 Q3 2023
Redwood Financial Network Corp

BUY
 -
847
+ 12.55%
$59.8K - $64.1K
7.6K $217K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
834
+ 151.36%
$58.9K - $63.1K
1.39K $39.7K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
821
+ 0.16%
$58K - $62.1K
515K $14.7M
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
820
+ 34.89%
$57.9K - $62K
3.17K $90.8K
Nov 14, 2023 Q3 2023
Destination Wealth Management

BUY
 -
807
+ 25.37%
$57K - $61.1K
3.99K $114K
Nov 14, 2023 Q3 2023
Fusion Capital, LLC

BUY
 -
783
+ 7.83%
$55.3K - $59.2K
10.8K $309K
Oct 10, 2023 Q3 2023
Tsfg, LLC

BUY
 -
776
+ 3.18%
$54.8K - $58.7K
25.1K $720K
Oct 30, 2023 Q3 2023
Wolff Wiese Magana LLC

BUY
 -
717
+ 29.79%
$50.6K - $54.2K
3.12K $89.4K
Nov 13, 2023 Q3 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
706
+ 54.14%
$49.9K - $53.4K
2.01K $57.5K
Oct 25, 2023 Q3 2023
Oxinas Partners Wealth Management LLC

BUY
 -
704
+ 12.99%
$49.7K - $53.3K
6.12K $175K
Oct 19, 2023 Q3 2023
Verity & Verity, LLC

Beaufort, SC
BUY
 -
697
+ 15.74%
$49.2K - $52.7K
5.13K $147K
Nov 14, 2023 Q3 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
679
+ 8.63%
$48K - $51.4K
8.55K $245K
Nov 01, 2023 Q3 2023
Allen Capital Group, LLC

BUY
 -
676
+ 2.1%
$47.7K - $51.1K
32.9K $941K

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