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
Oct 19, 2023 Q3 2023
Great Diamond Partners, LLC

SELL
 -
-52
- 0.38%
$3.67K - $3.93K
13.6K $388K
Oct 17, 2023 Q3 2023
Nikulski Financial, Inc.

SELL
 -
-55
- 0.14%
$3.88K - $4.16K
38.8K $1.11M
Nov 13, 2023 Q3 2023
Apriem Advisors

Irvine, CA
SELL
 -
-58
- 0.11%
$4.1K - $4.39K
51.5K $1.47M
Oct 13, 2023 Q3 2023
Bond & Devick Financial Network, Inc.

SELL
 -
-59
- 0.38%
$4.17K - $4.46K
15.4K $441K
Nov 01, 2023 Q3 2023
Key F Inancial Inc

SELL
 -
-59
- 0.7%
$4.17K - $4.46K
8.32K $238K
Nov 13, 2023 Q3 2023
Lokken Investment Group LLC

SELL
 -
-59
- 1.22%
$4.17K - $4.46K
4.76K $136K
Oct 30, 2023 Q3 2023
Pflug Koory, LLC

SELL
 -
-60
- 1.03%
$4.24K - $4.54K
5.77K $165K
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

SELL
 -
-60
- 0.73%
$4.24K - $4.54K
8.12K $233K
Oct 27, 2023 Q3 2023
Portside Wealth Group, LLC

Provo, UT
SELL
 -
-61
- 1.54%
$4.31K - $4.62K
3.91K $112K
Oct 20, 2023 Q3 2023
Signet Investment Advisory Group, Inc.

SELL
 -
-62
- 0.41%
$4.38K - $4.69K
14.9K $427K
Nov 08, 2023 Q3 2023
Costello Asset Management, Inc

SELL
 -
-62
- 1.48%
$4.38K - $4.69K
4.13K $118K
Nov 02, 2023 Q3 2023
M&T Bank Corp

SELL
 -
-65
- 0.12%
$4.59K - $4.92K
55K $1.57M
Nov 14, 2023 Q3 2023
Ironwood Investment Counsel, LLC

SELL
 -
-66
- 1.19%
$4.66K - $4.99K
5.49K $157K
Nov 13, 2023 Q3 2023
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-69
- 0.55%
$4.87K - $5.22K
12.4K $355K
Nov 14, 2023 Q3 2023
Insigneo Advisory Services, LLC

Miami, FL
SELL
 -
-69
- 0.36%
$4.87K - $5.22K
19.3K $553K
Nov 15, 2023 Q3 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-69
- 0.66%
$4.87K - $5.22K
10.4K $297K
Nov 27, 2023 Q3 2023
All Square Wealth Management LLC

Albany, NY
SELL
 -
-70
- 52.63%
$4.94K - $5.3K
63 $1.8K
Oct 25, 2023 Q3 2023
ETF Store, Inc.

SELL
 -
-72
- 1.07%
$5.09K - $5.45K
6.65K $190K
Nov 03, 2023 Q3 2023
Financial Freedom, LLC

Cincinnati, OH
SELL
 -
-73
- 2.97%
$5.16K - $5.52K
2.39K $68.3K
Nov 14, 2023 Q3 2023
Stone X Group Inc.

SELL
 -
-77
- 0.76%
$5.44K - $5.83K
10.1K $289K
Nov 09, 2023 Q3 2023
Adams Wealth Management

SELL
 -
-80
- 0.51%
$5.65K - $6.05K
15.5K $445K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-87
- 1.47%
$6.14K - $6.58K
5.82K $167K
Nov 13, 2023 Q3 2023
Nwk Group, Inc.

San Francisco, CA
SELL
 -
-87
Closed
$6.14K - $6.58K
0 $0
Oct 13, 2023 Q3 2023
Thrive Wealth Management, LLC

SELL
 -
-88
- 0.71%
$6.22K - $6.66K
12.3K $353K
Nov 02, 2023 Q3 2023
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
SELL
 -
-94
- 1.08%
$6.64K - $7.11K
8.6K $246K
Apr 03, 2024 Q3 2023
Waypoint Wealth Counsel

Atlanta, GA
SELL
 -
-95
- 0.28%
$6.71K - $7.19K
33.9K $972K
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

SELL
 -
-96
- 97.96%
$6.78K - $7.26K
2 $57.3
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-98
- 1.42%
$6.92K - $7.41K
6.78K $194K
Oct 31, 2023 Q3 2023
Byrne Asset Management LLC

SELL
 -
-100
- 5.19%
$7.06K - $7.57K
1.83K $52.3K
Nov 06, 2023 Q3 2023
Hm Payson & CO

Portland, ME
SELL
 -
-100
- 2.0%
$7.06K - $7.57K
4.89K $140K
Dec 06, 2023 Q3 2023
David R. Rahn & Associates Inc.

SELL
 -
-100
- 0.96%
$7.06K - $7.57K
10.4K $296K
Oct 31, 2023 Q3 2023
Gpm Growth Investors, Inc.

SELL
 -
-104
- 0.17%
$7.35K - $7.87K
59.7K $1.71M
Oct 23, 2023 Q3 2023
Hendershot Investments Inc.

SELL
 -
-116
- 5.12%
$8.19K - $8.78K
2.15K $61.6K
Oct 20, 2023 Q3 2023
Ridgewood Investments LLC

SELL
 -
-120
- 2.1%
$8.48K - $9.08K
5.58K $160K
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-120
- 14.63%
$8.48K - $9.08K
700 $20K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

SELL
 -
-124
- 0.26%
$8.76K - $9.38K
48.4K $1.38M
Oct 13, 2023 Q3 2023
Retirement Guys Formula LLC

SELL
 -
-126
- 0.79%
$8.9K - $9.53K
15.8K $453K
Oct 10, 2023 Q3 2023
Soundmark Wealth Management, LLC

SELL
 -
-128
- 1.32%
$9.04K - $9.68K
9.55K $274K
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

SELL
 -
-129
- 0.92%
$9.11K - $9.76K
13.9K $398K
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

SELL
 -
-137
- 1.8%
$9.68K - $10.4K
7.46K $214K
Oct 20, 2023 Q3 2023
Townsend Asset Management Corp

SELL
 -
-138
- 0.46%
$9.75K - $10.4K
29.9K $855K
Oct 30, 2023 Q3 2023
Barnett & Company, Inc.

SELL
 -
-141
- 1.23%
$9.96K - $10.7K
11.3K $323K
Nov 13, 2023 Q3 2023
Merriman Wealth Management, LLC

SELL
 -
-147
- 3.2%
$10.4K - $11.1K
4.45K $127K
Oct 24, 2023 Q3 2023
North Rock Partners, LLC

SELL
 -
-149
- 2.74%
$10.5K - $11.3K
5.29K $152K
Oct 26, 2023 Q3 2023
Steph & CO

SELL
 -
-150
- 42.86%
$10.6K - $11.3K
200 $5.73K
Oct 27, 2023 Q3 2023
Alterity Financial Group, LLC

Bangor, ME
SELL
 -
-152
- 3.07%
$10.7K - $11.5K
4.8K $137K
Oct 18, 2023 Q3 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
SELL
 -
-155
- 1.02%
$10.9K - $11.7K
15K $429K
Oct 19, 2023 Q3 2023
Ballast Advisors LLC

SELL
 -
-156
- 11.62%
$11K - $11.8K
1.19K $34K
Nov 07, 2023 Q3 2023
Van Hulzen Asset Management, LLC

SELL
 -
-157
- 2.49%
$11.1K - $11.9K
6.14K $176K

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