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 14, 2023
Q3 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-430- 2.95% |
$30.4K - $32.5K
|
14.2K
$405K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-442- 12.8% |
$31.2K - $33.4K
|
3.01K
$86.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-444- 1.55% |
$31.4K - $33.6K
|
28.2K
$807K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-448- 5.16% |
$31.6K - $33.9K
|
8.24K
$236K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-456- 10.61% |
$32.2K - $34.5K
|
3.84K
$110K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-459- 11.25% |
$32.4K - $34.7K
|
3.62K
$104K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-461- 6.9% |
$32.6K - $34.9K
|
6.22K
$178K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-463- 0.48% |
$32.7K - $35K
|
95.2K
$2.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-487- 4.18% |
$34.4K - $36.8K
|
11.2K
$320K
|
|
|
Oct 17, 2023
Q3 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-488- 2.0% |
$34.5K - $36.9K
|
24K
$686K
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-498- 12.66% |
$35.2K - $37.7K
|
3.44K
$98.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-502- 5.88% |
$35.5K - $38K
|
8.04K
$230K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-514- 97.9% |
$36.3K - $38.9K
|
11
$315
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-524- 99.81% |
$37K - $39.6K
|
1
$28.6
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-528- 10.58% |
$37.3K - $39.9K
|
4.46K
$128K
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-547- 2.7% |
$38.6K - $41.4K
|
19.7K
$564K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-555- 3.21% |
$39.2K - $42K
|
16.8K
$480K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-557- 9.34% |
$39.3K - $42.1K
|
5.41K
$155K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-577- 3.02% |
$40.8K - $43.7K
|
18.5K
$531K
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-584- 2.11% |
$41.2K - $44.2K
|
27.1K
$775K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-592- 2.33% |
$41.8K - $44.8K
|
24.8K
$711K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-592- 4.4% |
$41.8K - $44.8K
|
12.9K
$368K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-595- 1.59% |
$42K - $45K
|
36.9K
$1.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-595- 1.95% |
$42K - $45K
|
30K
$858K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-605- 0.34% |
$42.7K - $45.8K
|
175K
$5.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-627- 0.1% |
$44.3K - $47.4K
|
654K
$18.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-644- 0.68% |
$45.5K - $48.7K
|
94.7K
$2.71M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-650- 6.29% |
$45.9K - $49.2K
|
9.68K
$277K
|
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-660- 11.41% |
$46.6K - $49.9K
|
5.13K
$147K
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-663- 13.29% |
$46.8K - $50.2K
|
4.33K
$124K
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-667- 14.12% |
$47.1K - $50.5K
|
4.06K
$116K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-672- 1.58% |
$47.5K - $50.8K
|
41.8K
$1.2M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-675- 2.02% |
$47.7K - $51.1K
|
32.7K
$936K
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-676- 5.82% |
$47.7K - $51.1K
|
10.9K
$313K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-678- 4.07% |
$47.9K - $51.3K
|
16K
$458K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-684- 1.3% |
$48.3K - $51.8K
|
52.1K
$1.49M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-702- 9.42% |
$49.6K - $53.1K
|
6.75K
$193K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-717- 1.85% |
$50.6K - $54.2K
|
38.1K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-723- 1.44% |
$51.1K - $54.7K
|
49.4K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-732- 17.58% |
$51.7K - $55.4K
|
3.43K
$98.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-733- 4.87% |
$51.8K - $55.5K
|
14.3K
$410K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-736- 1.95% |
$52K - $55.7K
|
37K
$1.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-737- 0.46% |
$52.1K - $55.8K
|
161K
$4.61M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-759- 11.73% |
$53.6K - $57.4K
|
5.71K
$164K
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-761- 11.18% |
$53.7K - $57.6K
|
6.05K
$173K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-764- 9.06% |
$54K - $57.8K
|
7.67K
$220K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-765- 14.5% |
$54K - $57.9K
|
4.51K
$129K
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
SELL
|
- |
-780- 6.04% |
$55.1K - $59K
|
12.1K
$347K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-800- 16.92% |
$56.5K - $60.5K
|
3.93K
$112K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-804- 2.39% |
$56.8K - $60.8K
|
32.9K
$941K
|