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 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
643+ 2.3% |
$45.4K - $48.6K
|
28.5K
$817K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
640+ 1.0% |
$45.2K - $48.4K
|
64.8K
$1.86M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
629+ 78.82% |
$44.4K - $47.6K
|
1.43K
$40.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
625+ 0.89% |
$44.1K - $47.3K
|
71K
$2.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
BUY
|
- |
611+ 2.14% |
$43.2K - $46.2K
|
29.1K
$834K
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
598+ 13.5% |
$42.2K - $45.2K
|
5.03K
$144K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
579+ 1.12% |
$40.9K - $43.8K
|
52.2K
$1.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
551+ 0.42% |
$38.9K - $41.7K
|
133K
$3.82M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
550New |
$38.8K - $41.6K
|
550
$15.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
550+ 3.93% |
$38.8K - $41.6K
|
14.5K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
539+ 3.0% |
$38.1K - $40.8K
|
18.5K
$530K
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
535+ 2.4% |
$37.8K - $40.5K
|
22.8K
$654K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
530+ 5.12% |
$37.4K - $40.1K
|
10.9K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
521+ 10.14% |
$36.8K - $39.4K
|
5.66K
$162K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
520+ 18.83% |
$36.7K - $39.3K
|
3.28K
$93.9K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
512+ 44.6% |
$36.2K - $38.7K
|
1.66K
$47.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
508+ 2.25% |
$35.9K - $38.4K
|
23.1K
$661K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
500+ 1.77% |
$35.3K - $37.8K
|
28.8K
$823K
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
491+ 0.28% |
$34.7K - $37.1K
|
177K
$5.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
490+ 2.37% |
$34.6K - $37.1K
|
21.2K
$607K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
487+ 5.87% |
$34.4K - $36.8K
|
8.79K
$252K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
480+ 0.89% |
$33.9K - $36.3K
|
54.3K
$1.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
465+ 5.87% |
$32.8K - $35.2K
|
8.39K
$240K
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
462+ 3.83% |
$32.6K - $35K
|
12.5K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
459+ 3.36% |
$32.4K - $34.7K
|
14.1K
$404K
|
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
454+ 1.84% |
$32.1K - $34.3K
|
25.2K
$721K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
453+ 2.57% |
$32K - $34.3K
|
18.1K
$517K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
453+ 5.69% |
$32K - $34.3K
|
8.42K
$241K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
450+ 56.53% |
$31.8K - $34K
|
1.25K
$35.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
431+ 0.14% |
$30.4K - $32.6K
|
318K
$9.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
429+ 2.86% |
$30.3K - $32.5K
|
15.4K
$442K
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
409+ 0.23% |
$28.9K - $30.9K
|
180K
$5.15M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
409+ 11.61% |
$28.9K - $30.9K
|
3.93K
$113K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
407+ 18.47% |
$28.7K - $30.8K
|
2.61K
$74.7K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
405+ 1.07% |
$28.6K - $30.6K
|
38.1K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
401+ 7.53% |
$28.3K - $30.3K
|
5.73K
$164K
|
|
|
Oct 18, 2023
Q3 2023
|
Ddd Partners, LLC
|
BUY
|
- |
399+ 11.14% |
$28.2K - $30.2K
|
3.98K
$114K
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
396+ 9.12% |
$28K - $30K
|
4.74K
$136K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
395+ 1.92% |
$27.9K - $29.9K
|
21K
$601K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
392New |
$27.7K - $29.7K
|
392
$11.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
387+ 2.72% |
$27.3K - $29.3K
|
14.6K
$419K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
375+ 9.2% |
$26.5K - $28.4K
|
4.45K
$127K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
370+ 0.74% |
$26.1K - $28K
|
50.3K
$1.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
366+ 25.7% |
$25.9K - $27.7K
|
1.79K
$51.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
360+ 0.73% |
$25.4K - $27.2K
|
49.7K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
360+ 1.01% |
$25.4K - $27.2K
|
35.8K
$1.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
356+ 2.28% |
$25.1K - $26.9K
|
16K
$458K
|
|
|
Oct 20, 2023
Q3 2023
|
Outfitter Financial LLC
|
BUY
|
- |
355+ 1.95% |
$25.1K - $26.9K
|
18.6K
$532K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
352+ 0.29% |
$24.9K - $26.6K
|
121K
$3.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
349+ 4.08% |
$24.6K - $26.4K
|
8.91K
$255K
|