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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-159- 1.78% |
$11.2K - $12K
|
8.79K
$252K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-160- 4.4% |
$11.3K - $12.1K
|
3.47K
$99.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-162- 88.52% |
$11.4K - $12.3K
|
21
$601
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-164- 0.66% |
$11.6K - $12.4K
|
24.7K
$706K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-164- 1.23% |
$11.6K - $12.4K
|
13.1K
$376K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-170- 3.24% |
$12K - $12.9K
|
5.08K
$145K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-170- 77.27% |
$12K - $12.9K
|
50
$1.43K
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-171- 2.21% |
$12.1K - $12.9K
|
7.55K
$216K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-172- 8.63% |
$12.1K - $13K
|
1.82K
$52.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-179- 1.75% |
$12.6K - $13.5K
|
10.1K
$288K
|
|
|
Nov 16, 2023
Q3 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-187- 2.14% |
$13.2K - $14.1K
|
8.56K
$245K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-189- 1.82% |
$13.3K - $14.3K
|
10.2K
$292K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-195- 56.52% |
$13.8K - $14.8K
|
150
$4.29K
|
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
SELL
|
- |
-195- 1.26% |
$13.8K - $14.8K
|
15.3K
$439K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-200- 5.23% |
$14.1K - $15.1K
|
3.63K
$104K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-203- 1.47% |
$14.3K - $15.4K
|
13.6K
$388K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-205- 1.28% |
$14.5K - $15.5K
|
15.8K
$452K
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-207- 6.34% |
$14.6K - $15.7K
|
3.06K
$87.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-217- 1.64% |
$15.3K - $16.4K
|
13K
$373K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-218- 1.56% |
$15.4K - $16.5K
|
13.8K
$394K
|
|
|
Nov 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-218- 4.16% |
$15.4K - $16.5K
|
5.02K
$144K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-227- 23.67% |
$16K - $17.2K
|
732
$21K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-229- 7.35% |
$16.2K - $17.3K
|
2.89K
$82.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-238- 0.8% |
$16.8K - $18K
|
29.4K
$843K
|
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-242- 0.13% |
$17.1K - $18.3K
|
187K
$5.35M
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-247- 2.16% |
$17.4K - $18.7K
|
11.2K
$320K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-263- 6.58% |
$18.6K - $19.9K
|
3.74K
$107K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-265- 84.66% |
$18.7K - $20K
|
48
$1.37K
|
|
|
Nov 08, 2023
Q3 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-267- 2.25% |
$18.9K - $20.2K
|
11.6K
$332K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-269- 0.72% |
$19K - $20.4K
|
37.2K
$1.06M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-271- 9.89% |
$19.1K - $20.5K
|
2.47K
$70.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-293- 2.27% |
$20.7K - $22.2K
|
12.6K
$361K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-296- 6.15% |
$20.9K - $22.4K
|
4.52K
$129K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-297- 7.03% |
$21K - $22.5K
|
3.93K
$113K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-310- 0.65% |
$21.9K - $23.5K
|
47.6K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-316- 6.8% |
$22.3K - $23.9K
|
4.33K
$124K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-318- 7.0% |
$22.5K - $24.1K
|
4.23K
$121K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-320- 9.54% |
$22.6K - $24.2K
|
3.04K
$86.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-323- 0.85% |
$22.8K - $24.4K
|
37.5K
$1.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-326- 7.7% |
$23K - $24.7K
|
3.91K
$112K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-335- 7.33% |
$23.7K - $25.3K
|
4.24K
$121K
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-350- 30.43% |
$24.7K - $26.5K
|
800
$22.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-351- 7.64% |
$24.8K - $26.6K
|
4.24K
$121K
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-354- 7.82% |
$25K - $26.8K
|
4.17K
$119K
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-357- 6.49% |
$25.2K - $27K
|
5.15K
$147K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
SELL
|
- |
-359- 2.11% |
$25.4K - $27.2K
|
16.7K
$477K
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-365- 2.65% |
$25.8K - $27.6K
|
13.4K
$384K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-368- 0.49% |
$26K - $27.8K
|
74.2K
$2.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-388- 0.61% |
$27.4K - $29.4K
|
63.4K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-425- 0.46% |
$30K - $32.2K
|
92.2K
$2.64M
|