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 06, 2023 Q3 2023
Firestone Capital Management

BUY
 -
46
+ 0.6%
$3.25K - $3.48K
7.69K $220K
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
44
+ 0.19%
$3.11K - $3.33K
22.8K $654K
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
42
+ 0.49%
$2.97K - $3.18K
8.57K $245K
Nov 14, 2023 Q3 2023
Kingfisher Capital LLC

BUY
 -
42
+ 0.35%
$2.97K - $3.18K
12K $345K
Oct 26, 2023 Q3 2023
Graypoint LLC

BUY
 -
40
+ 0.86%
$2.83K - $3.03K
4.71K $135K
Oct 23, 2023 Q3 2023
Sweet Financial Partners, LLC

BUY
 -
38
+ 0.01%
$2.68K - $2.88K
292K $8.36M
Oct 28, 2024 Q3 2023
Old North State Wealth Management, LLC

Wilmington, NC
BUY
 -
38
+ 0.91%
$2.68K - $2.88K
4.19K $120K
Oct 30, 2023 Q3 2023
Blue Chip Partners, Inc.

BUY
 -
37
+ 0.9%
$2.61K - $2.8K
4.13K $118K
Nov 13, 2023 Q3 2023
Bryant Woods Investment Advisors, LLC

BUY
 -
37
+ 0.52%
$2.61K - $2.8K
7.22K $207K
Nov 15, 2023 Q3 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
36
+ 0.71%
$2.54K - $2.72K
5.1K $146K
Oct 25, 2023 Q3 2023
Everhart Financial Group, Inc.

BUY
 -
34
+ 0.06%
$2.4K - $2.57K
52.6K $1.5M
Nov 13, 2023 Q3 2023
Meridian Wealth Advisors, LLC

BUY
 -
33
+ 0.95%
$2.33K - $2.5K
3.52K $101K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
BUY
 -
33
+ 47.83%
$2.33K - $2.5K
102 $2.92K
Nov 01, 2023 Q3 2023
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
32
+ 2.38%
$2.26K - $2.42K
1.38K $39.5K
Nov 13, 2023 Q3 2023
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
32
+ 0.36%
$2.26K - $2.42K
8.91K $255K
Nov 17, 2023 Q3 2023
Diversified Trust CO

BUY
 -
32
+ 0.29%
$2.26K - $2.42K
10.9K $312K
Oct 12, 2023 Q3 2023
Raub Brock Capital Management LP

BUY
 -
28
+ 0.75%
$1.98K - $2.12K
3.78K $108K
Nov 15, 2023 Q3 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
28
+ 0.93%
$1.98K - $2.12K
3.04K $87.1K
Jul 10, 2024 Q3 2023
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
28
+ 0.9%
$1.98K - $2.12K
3.15K $90.1K
Nov 13, 2023 Q3 2023
Coombe, Bender & CO LLC

BUY
 -
27
+ 0.22%
$1.91K - $2.04K
12.1K $348K
Oct 18, 2023 Q3 2023
Dominguez Wealth Management Solutions, Inc.

Williamsburg, VA
BUY
 -
25
+ 0.32%
$1.77K - $1.89K
7.95K $228K
Oct 24, 2023 Q3 2023
Blb&B Advisors, LLC

BUY
 -
24
+ 0.25%
$1.7K - $1.82K
9.51K $272K
Oct 25, 2023 Q3 2023
Bnc Wealth Management, LLC

BUY
 -
24
+ 0.13%
$1.7K - $1.82K
18.3K $523K
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
24
+ 0.53%
$1.7K - $1.82K
4.52K $129K
Oct 16, 2023 Q3 2023
Greenhouse Wealth Management, LLC

BUY
 -
22
+ 0.2%
$1.55K - $1.66K
11.2K $321K
Oct 18, 2023 Q3 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
22
+ 0.92%
$1.55K - $1.66K
2.42K $69.3K
Oct 23, 2023 Q3 2023
Hexagon Capital Partners LLC

BUY
 -
21
+ 17.36%
$1.48K - $1.59K
142 $4.07K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
21
+ 0.51%
$1.48K - $1.59K
4.16K $119K
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
19
+ 0.22%
$1.34K - $1.44K
8.63K $247K
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
18
+ 0.19%
$1.27K - $1.36K
9.69K $277K
Nov 13, 2024 Q3 2023
Covington Investment Advisors Inc.

Ligonier, PA
BUY
 -
18
+ 0.28%
$1.27K - $1.36K
6.42K $184K
Oct 10, 2023 Q3 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
16
+ 0.17%
$1.13K - $1.21K
9.5K $272K
Oct 30, 2023 Q3 2023
Marino, Stram & Associates LLC

BUY
 -
16
+ 0.13%
$1.13K - $1.21K
11.9K $341K
Nov 08, 2023 Q3 2023
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
16
+ 0.53%
$1.13K - $1.21K
3.03K $86.8K
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
14
New
$989 - $1.06K
14 $401
Nov 14, 2023 Q3 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
14
+ 0.08%
$989 - $1.06K
16.7K $477K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
14
New
$989 - $1.06K
14 $401
Nov 13, 2023 Q3 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
12
+ 0.3%
$848 - $908
4.06K $116K
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
12
+ 0.07%
$848 - $908
18.4K $528K
Oct 30, 2023 Q3 2023
Leisure Capital Management

BUY
 -
10
+ 0.27%
$706 - $757
3.77K $108K
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
10
New
$706 - $757
10 $286
Oct 10, 2023 Q3 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
9
+ 0.87%
$636 - $681
1.05K $29.9K
Nov 02, 2023 Q3 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
9
+ 0.63%
$636 - $681
1.43K $40.9K
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
8
+ 0.03%
$565 - $605
25.1K $718K
Oct 03, 2023 Q3 2023
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
7
+ 0.05%
$494 - $530
14.9K $427K
Oct 27, 2023 Q3 2023
Capital Advisors, Ltd. LLC

BUY
 -
7
+ 0.16%
$494 - $530
4.44K $127K
Oct 31, 2023 Q3 2023
Moloney Securities Asset Management, LLC

BUY
 -
7
+ 0.06%
$494 - $530
11.5K $330K
Nov 06, 2023 Q3 2023
Keystone Financial Group

BUY
 -
7
+ 0.2%
$494 - $530
3.59K $103K
Nov 13, 2023 Q3 2023
Riggs Asset Managment Co. Inc.

BUY
 -
7
+ 0.91%
$494 - $530
777 $22.2K

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