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 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-819- 3.98% |
$57.8K - $62K
|
19.7K
$565K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-837- 45.56% |
$59.1K - $63.3K
|
1K
$28.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-839- 1.64% |
$59.3K - $63.5K
|
50.3K
$1.44M
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-842- 1.01% |
$59.5K - $63.7K
|
82.1K
$2.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-842- 4.12% |
$59.5K - $63.7K
|
19.6K
$561K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-851- 3.49% |
$60.1K - $64.4K
|
23.5K
$673K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-859- 6.4% |
$60.7K - $65K
|
12.6K
$360K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-859- 6.4% |
$60.7K - $65K
|
12.6K
$360K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-866- 7.71% |
$61.2K - $65.5K
|
10.4K
$297K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-880- 1.66% |
$62.2K - $66.6K
|
52.1K
$1.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-882- 4.32% |
$62.3K - $66.7K
|
19.5K
$560K
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-885- 4.6% |
$62.5K - $67K
|
18.4K
$526K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-889- 1.25% |
$62.8K - $67.3K
|
70.2K
$2.01M
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-891- 2.83% |
$62.9K - $67.4K
|
30.6K
$877K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-899- 3.75% |
$63.5K - $68K
|
23.1K
$660K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-920- 0.86% |
$65K - $69.6K
|
106K
$3.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-924- 3.07% |
$65.3K - $69.9K
|
29.1K
$834K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-926- 1.45% |
$65.4K - $70.1K
|
63K
$1.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-927- 14.42% |
$65.5K - $70.1K
|
5.5K
$157K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-932- 2.48% |
$65.8K - $70.5K
|
36.6K
$1.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
SELL
|
- |
-966- 6.21% |
$68.2K - $73.1K
|
14.6K
$417K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.02K- 0.31% |
$72K - $77.2K
|
328K
$9.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.03K- 2.99% |
$72.5K - $77.6K
|
33.3K
$952K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.03K- 1.8% |
$72.9K - $78.1K
|
56.3K
$1.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.05K- 0.81% |
$74.2K - $79.5K
|
129K
$3.69M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.08K- 10.41% |
$76.4K - $81.9K
|
9.31K
$267K
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.09K- 1.93% |
$76.8K - $82.3K
|
55.3K
$1.58M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.09K- 0.14% |
$77.2K - $82.7K
|
777K
$22.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 7.49% |
$77.7K - $83.2K
|
13.6K
$389K
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 7.49% |
$77.7K - $83.2K
|
13.6K
$389K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-1.11K- 2.34% |
$78.4K - $84K
|
46.4K
$1.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.13K- 6.28% |
$80K - $85.6K
|
16.9K
$484K
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.18K- 0.69% |
$83.1K - $89K
|
170K
$4.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 2.61% |
$85.4K - $91.5K
|
45.1K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.25K- 28.87% |
$88.2K - $94.5K
|
3.08K
$88.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.26K- 0.96% |
$89.2K - $95.6K
|
131K
$3.75M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.3K- 7.63% |
$91.6K - $98.1K
|
15.7K
$450K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.33K- 9.3% |
$93.7K - $100K
|
12.9K
$370K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.36K- 10.24% |
$95.7K - $103K
|
11.9K
$340K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.37K- 11.49% |
$96.8K - $104K
|
10.6K
$302K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-1.39K- 4.11% |
$98.2K - $105K
|
32.5K
$929K
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.39K- 7.47% |
$98.2K - $105K
|
17.2K
$493K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.41K- 2.19% |
$99.5K - $107K
|
62.9K
$1.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-1.45K- 11.23% |
$102K - $110K
|
11.5K
$328K
|
|
|
Oct 30, 2023
Q3 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-1.45K- 0.75% |
$102K - $110K
|
192K
$5.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.47K- 17.83% |
$104K - $112K
|
6.8K
$195K
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1.48K- 5.95% |
$105K - $112K
|
23.4K
$670K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.5K- 4.04% |
$106K - $113K
|
35.5K
$1.02M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.5K- 43.27% |
$106K - $113K
|
1.96K
$56.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.54K- 14.54% |
$109K - $117K
|
9.07K
$260K
|