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 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
345+ 1.76% |
$24.4K - $26.1K
|
19.9K
$571K
|
|
|
Nov 13, 2023
Q3 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
345+ 3.74% |
$24.4K - $26.1K
|
9.58K
$274K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
344+ 209.76% |
$24.3K - $26K
|
508
$14.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
341New |
$24.1K - $25.8K
|
341
$9.76K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
326+ 0.78% |
$23K - $24.7K
|
42K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
325+ 2.77% |
$23K - $24.6K
|
12.1K
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
323New |
$22.8K - $24.4K
|
323
$9.25K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
319+ 106.33% |
$22.5K - $24.1K
|
619
$17.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
316+ 3.54% |
$22.3K - $23.9K
|
9.24K
$265K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
311+ 8.34% |
$22K - $23.5K
|
4.04K
$116K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
304New |
$21.5K - $23K
|
304
$8.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
304+ 0.53% |
$21.5K - $23K
|
57.8K
$1.65M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
303+ 1.89% |
$21.4K - $22.9K
|
16.3K
$467K
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
300+ 10.41% |
$21.2K - $22.7K
|
3.18K
$91.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
298+ 0.58% |
$21K - $22.5K
|
51.9K
$1.48M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
298+ 8.02% |
$21K - $22.5K
|
4.02K
$115K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
288+ 0.98% |
$20.3K - $21.8K
|
29.8K
$854K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
271+ 0.25% |
$19.1K - $20.5K
|
108K
$3.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
270+ 0.7% |
$19.1K - $20.4K
|
39K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
265+ 13.62% |
$18.7K - $20K
|
2.21K
$63.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
255+ 1.21% |
$18K - $19.3K
|
21.3K
$609K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
245+ 98.0% |
$17.3K - $18.5K
|
495
$14.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
243+ 2.99% |
$17.2K - $18.4K
|
8.37K
$240K
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
232+ 5.62% |
$16.4K - $17.6K
|
4.36K
$125K
|
|
|
Oct 10, 2023
Q3 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
228+ 0.3% |
$16.1K - $17.3K
|
76.5K
$2.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
226+ 0.34% |
$16K - $17.1K
|
66.5K
$1.91M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
224+ 3.21% |
$15.8K - $16.9K
|
7.21K
$206K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
224+ 9.17% |
$15.8K - $16.9K
|
2.67K
$76.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
222+ 2.61% |
$15.7K - $16.8K
|
8.73K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
221+ 6.02% |
$15.6K - $16.7K
|
3.89K
$111K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
220+ 2.09% |
$15.5K - $16.6K
|
10.7K
$307K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
218+ 9.23% |
$15.4K - $16.5K
|
2.58K
$73.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
218+ 5.12% |
$15.4K - $16.5K
|
4.48K
$128K
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
218+ 0.31% |
$15.4K - $16.5K
|
71.7K
$2.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
215+ 3.67% |
$15.2K - $16.3K
|
6.07K
$174K
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
BUY
|
- |
214+ 6.36% |
$15.1K - $16.2K
|
3.58K
$102K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
213+ 0.42% |
$15K - $16.1K
|
50.8K
$1.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
212+ 5.84% |
$15K - $16K
|
3.84K
$110K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
208+ 3.17% |
$14.7K - $15.7K
|
6.77K
$194K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
205+ 5.22% |
$14.5K - $15.5K
|
4.13K
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
200+ 5.5% |
$14.1K - $15.1K
|
3.84K
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
200New |
$14.1K - $15.1K
|
200
$5.73K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
189+ 1.6% |
$13.3K - $14.3K
|
12K
$343K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
186+ 1.03% |
$13.1K - $14.1K
|
18.2K
$522K
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
BUY
|
- |
183+ 6.16% |
$12.9K - $13.8K
|
3.15K
$90.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
183+ 1.79% |
$12.9K - $13.8K
|
10.4K
$298K
|
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
175+ 4.52% |
$12.4K - $13.2K
|
4.05K
$116K
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
170+ 0.75% |
$12K - $12.9K
|
22.8K
$651K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
170+ 0.71% |
$12K - $12.9K
|
24K
$686K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
162+ 4.54% |
$11.4K - $12.3K
|
3.73K
$107K
|