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
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.81K- 2.62% |
$198K - $212K
|
104K
$2.99M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.86K- 26.02% |
$202K - $216K
|
8.13K
$233K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-2.87K- 5.07% |
$203K - $217K
|
53.8K
$1.54M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.88K- 3.76% |
$203K - $218K
|
73.7K
$2.11M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.93KClosed |
$207K - $221K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.93K- 19.02% |
$207K - $222K
|
12.5K
$357K
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.97K- 4.44% |
$210K - $225K
|
64K
$1.83M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.01K- 15.0% |
$213K - $228K
|
17.1K
$489K
|
|
|
Oct 19, 2023
Q3 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-3.02K- 2.15% |
$214K - $229K
|
137K
$3.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-3.03K- 7.63% |
$214K - $229K
|
36.7K
$1.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-3.1K- 4.27% |
$219K - $235K
|
69.6K
$1.99M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.16K- 4.48% |
$223K - $239K
|
67.3K
$1.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-3.19K- 22.69% |
$225K - $241K
|
10.9K
$311K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.3K- 49.25% |
$233K - $249K
|
3.4K
$97.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-3.34K- 3.58% |
$236K - $253K
|
89.9K
$2.57M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-3.4K- 19.09% |
$240K - $257K
|
14.4K
$412K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-3.42K- 52.8% |
$242K - $259K
|
3.06K
$87.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-3.42K- 11.55% |
$242K - $259K
|
26.2K
$750K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.43K- 2.31% |
$242K - $259K
|
145K
$4.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.48K- 29.97% |
$246K - $264K
|
8.14K
$233K
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.53KClosed |
$250K - $267K
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.54K- 2.21% |
$250K - $268K
|
157K
$4.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.6K- 11.49% |
$254K - $272K
|
27.7K
$793K
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-3.72K- 0.89% |
$263K - $282K
|
413K
$11.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-3.76K- 51.86% |
$266K - $284K
|
3.49K
$99.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-3.78K- 30.86% |
$267K - $286K
|
8.47K
$242K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.78K- 26.26% |
$267K - $286K
|
10.6K
$304K
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-3.81K- 9.11% |
$269K - $288K
|
38K
$1.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-3.86K- 18.19% |
$272K - $292K
|
17.3K
$497K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.87K- 10.45% |
$273K - $292K
|
33.1K
$948K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-3.89K- 13.8% |
$275K - $294K
|
24.3K
$695K
|
|
|
Nov 13, 2023
Q3 2023
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-3.92K- 37.98% |
$277K - $297K
|
6.4K
$183K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-3.92K- 29.24% |
$277K - $297K
|
9.49K
$272K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-3.95K- 6.48% |
$279K - $299K
|
57K
$1.63M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-3.97K- 8.39% |
$280K - $300K
|
43.3K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.09K- 2.42% |
$289K - $309K
|
165K
$4.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4.18K- 2.87% |
$295K - $316K
|
141K
$4.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-4.33K- 40.38% |
$306K - $327K
|
6.39K
$183K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.34K- 1.35% |
$306K - $328K
|
318K
$9.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.61K- 2.52% |
$326K - $349K
|
178K
$5.11M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.61K- 1.48% |
$326K - $349K
|
307K
$8.79M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-4.63K- 2.71% |
$327K - $350K
|
166K
$4.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.65K- 7.67% |
$328K - $352K
|
56K
$1.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.83K- 1.62% |
$341K - $365K
|
293K
$8.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4.86K- 3.27% |
$343K - $368K
|
144K
$4.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-4.86K- 37.29% |
$343K - $368K
|
8.18K
$234K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-4.88K- 1.83% |
$345K - $369K
|
262K
$7.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.88K- 8.81% |
$345K - $369K
|
50.5K
$1.45M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.89K- 71.54% |
$345K - $370K
|
1.95K
$55.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4.92K- 36.82% |
$347K - $372K
|
8.44K
$241K
|