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 27, 2023 Q3 2023
Whittier Trust CO

SELL
 -
-1.54K
- 4.99%
$109K - $117K
29.4K $841K
Nov 14, 2023 Q3 2023
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-1.55K
- 8.76%
$110K - $117K
16.2K $463K
Oct 13, 2023 Q3 2023
Seneca House Advisors

SELL
 -
-1.57K
- 15.67%
$111K - $118K
8.42K $241K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
SELL
 -
-1.57K
- 9.01%
$111K - $119K
15.9K $454K
Jan 18, 2024 Q3 2023
Flc Capital Advisors

SELL
 -
-1.6K
- 2.33%
$113K - $121K
67.2K $1.92M
Oct 10, 2023 Q3 2023
Pasadena Private Wealth, LLC

Pasadena, CA
SELL
 -
-1.62K
- 7.72%
$114K - $122K
19.3K $554K
Oct 30, 2023 Q3 2023
Cowa, LLC

Tulsa, OK
SELL
 -
-1.64K
- 3.2%
$116K - $124K
49.6K $1.42M
Oct 20, 2023 Q3 2023
Modus Advisors, LLC

SELL
 -
-1.66K
- 6.75%
$117K - $126K
23K $657K
Nov 03, 2023 Q3 2023
Hamel Associates, Inc.

SELL
 -
-1.68K
- 4.24%
$118K - $127K
37.9K $1.09M
Oct 16, 2023 Q3 2023
Benchmark Wealth Management, LLC

SELL
 -
-1.74K
- 1.98%
$123K - $131K
86K $2.46M
Nov 01, 2023 Q3 2023
Madison Wealth Partners, Inc

SELL
 -
-1.77K
- 35.49%
$125K - $134K
3.22K $92.3K
Oct 27, 2023 Q3 2023
Whittier Trust CO Of Nevada Inc

SELL
 -
-1.81K
- 31.14%
$128K - $137K
3.99K $114K
Oct 26, 2023 Q3 2023
First Merchants Corp

SELL
 -
-1.82K
- 1.19%
$128K - $137K
151K $4.32M
Oct 10, 2023 Q3 2023
Madden Securities Corp

SELL
 -
-1.89K
- 1.85%
$134K - $143K
100K $2.86M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

SELL
 -
-1.89K
- 3.28%
$134K - $143K
55.8K $1.6M
Oct 10, 2023 Q3 2023
Wealth Care Investment Partners, LLC

SELL
 -
-1.9K
- 2.04%
$134K - $144K
91.4K $2.62M
Nov 06, 2023 Q3 2023
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-1.92K
- 3.44%
$136K - $145K
54K $1.54M
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

SELL
 -
-1.95K
- 0.37%
$138K - $148K
529K $15.1M
Dec 08, 2023 Q3 2023
Palladiem, LLC

SELL
 -
-2.02K
- 2.84%
$143K - $153K
69.1K $1.98M
Nov 13, 2023 Q3 2023
Cibc Private Wealth Group, LLC

SELL
 -
-2.03K
- 1.1%
$143K - $153K
182K $5.2M
Oct 30, 2023 Q3 2023
Spreng Capital Management, Inc.

SELL
 -
-2.05K
- 1.72%
$145K - $155K
117K $3.35M
Oct 26, 2023 Q3 2023
Nbt Bank N A

SELL
 -
-2.07K
- 1.89%
$146K - $157K
108K $3.08M
Oct 16, 2023 Q3 2023
All Gen Financial Advisors, Inc.

Orlando, FL
SELL
 -
-2.1K
- 0.78%
$148K - $159K
266K $7.63M
Oct 18, 2023 Q3 2023
Next Capital Management LLC

SELL
 -
-2.15K
- 27.12%
$152K - $162K
5.77K $165K
Oct 17, 2023 Q3 2023
Ellenbecker Investment Group

SELL
 -
-2.16K
- 5.43%
$152K - $163K
37.5K $1.07M
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-2.19K
- 10.88%
$154K - $165K
17.9K $513K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

SELL
 -
-2.21K
- 32.25%
$156K - $167K
4.65K $133K
Nov 13, 2023 Q3 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
SELL
 -
-2.22K
- 1.98%
$157K - $168K
110K $3.15M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-2.25K
- 2.46%
$159K - $170K
89.3K $2.56M
Oct 26, 2023 Q3 2023
Absolute Capital Management, LLC

SELL
 -
-2.25K
- 13.95%
$159K - $170K
13.9K $397K
Nov 13, 2023 Q3 2023
Centaurus Financial, Inc.

SELL
 -
-2.25K
- 4.19%
$159K - $170K
51.4K $1.47M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
SELL
 -
-2.26K
- 1.47%
$160K - $171K
152K $4.35M
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

SELL
 -
-2.28K
- 4.46%
$161K - $172K
48.8K $1.4M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-2.29K
- 1.96%
$162K - $173K
114K $3.27M
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-2.32K
- 5.09%
$164K - $176K
43.3K $1.24M
Nov 07, 2023 Q3 2023
Stonebridge Financial Planning Group, LLC

SELL
 -
-2.34K
- 8.01%
$165K - $177K
26.8K $768K
Nov 03, 2023 Q3 2023
Sp Asset Management LLC

Cupertino, CA
SELL
 -
-2.43K
- 25.11%
$172K - $184K
7.26K $208K
Oct 13, 2023 Q3 2023
Fulcrum Capital LLC

SELL
 -
-2.45K
- 23.61%
$173K - $185K
7.93K $227K
Nov 14, 2023 Q3 2023
Ncm Capital Management, LLC

Ramsey, NJ
SELL
 -
-2.45K
- 4.51%
$173K - $186K
52K $1.49M
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

SELL
 -
-2.52K
- 42.58%
$178K - $191K
3.4K $97.4K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

SELL
 -
-2.53K
- 11.54%
$179K - $192K
19.4K $556K
Oct 12, 2023 Q3 2023
Essex Savings Bank

SELL
 -
-2.57K
- 32.09%
$181K - $194K
5.43K $156K
Nov 08, 2023 Q3 2023
Bcgm Wealth Management, LLC

SELL
 -
-2.57K
- 1.39%
$181K - $194K
183K $5.24M
Oct 18, 2023 Q3 2023
Cambridge Advisors Inc.

SELL
 -
-2.61K
- 4.19%
$185K - $198K
59.8K $1.71M
Oct 05, 2023 Q3 2023
Mirador Capital Partners LP

SELL
 -
-2.65K
- 37.2%
$187K - $200K
4.47K $128K
Oct 11, 2023 Q3 2023
Frg Family Wealth Advisors LLC

SELL
 -
-2.66K
- 1.72%
$188K - $201K
152K $4.36M
Nov 03, 2023 Q3 2023
Montag & Caldwell, LLC

Atlanta, GA
SELL
 -
-2.68K
- 28.82%
$189K - $203K
6.62K $190K
Nov 14, 2023 Q3 2023
Sei Investments CO

Oaks, PA
SELL
 -
-2.73K
- 4.72%
$192K - $206K
54.9K $1.57M
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

SELL
 -
-2.73K
- 74.14%
$193K - $207K
953 $27.3K

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