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 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.3K- 22.6% |
$867K - $928K
|
42K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-12.4K- 92.3% |
$872K - $935K
|
1.03K
$29.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-12.4K- 8.31% |
$874K - $937K
|
137K
$3.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-12.6K- 9.64% |
$892K - $955K
|
118K
$3.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.8K- 8.23% |
$903K - $967K
|
143K
$4.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-12.9K- 19.31% |
$909K - $974K
|
53.8K
$1.54M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-13.4K- 21.76% |
$947K - $1.01M
|
48.2K
$1.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.2K- 11.52% |
$1M - $1.08M
|
109K
$3.13M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-14.4K- 11.66% |
$1.02M - $1.09M
|
109K
$3.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-14.5K- 11.07% |
$1.02M - $1.09M
|
116K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-14.6K- 25.33% |
$1.03M - $1.1M
|
42.9K
$1.23M
|
|
|
Oct 17, 2023
Q3 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-15K- 28.96% |
$1.06M - $1.13M
|
36.8K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-15.3K- 44.49% |
$1.08M - $1.16M
|
19.1K
$546K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-15.5K- 2.01% |
$1.09M - $1.17M
|
755K
$21.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-16K- 2.32% |
$1.13M - $1.21M
|
674K
$19.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-16.1K- 29.13% |
$1.14M - $1.22M
|
39.2K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-16.3K- 6.84% |
$1.15M - $1.24M
|
222K
$6.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-16.5K- 6.01% |
$1.17M - $1.25M
|
258K
$7.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-16.8K- 8.53% |
$1.19M - $1.27M
|
180K
$5.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-17.4K- 3.22% |
$1.23M - $1.31M
|
523K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.7K- 6.44% |
$1.32M - $1.41M
|
271K
$7.77M
|
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-18.9K- 1.44% |
$1.33M - $1.43M
|
1.29M
$37M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-19.1K- 10.24% |
$1.35M - $1.44M
|
167K
$4.79M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-19.1K- 49.39% |
$1.35M - $1.45M
|
19.6K
$560K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-20.7K- 35.92% |
$1.46M - $1.57M
|
36.9K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-20.7K- 8.43% |
$1.46M - $1.57M
|
225K
$6.45M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-22.4K- 29.57% |
$1.58M - $1.69M
|
53.4K
$1.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-22.9K- 70.58% |
$1.62M - $1.73M
|
9.55K
$273K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-23K- 16.12% |
$1.63M - $1.74M
|
120K
$3.43M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.9K- 0.29% |
$1.69M - $1.81M
|
8.14M
$233M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-24.4K- 3.7% |
$1.72M - $1.85M
|
636K
$18.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-25.2K- 42.05% |
$1.78M - $1.91M
|
34.7K
$994K
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-27.6K- 29.61% |
$1.95M - $2.09M
|
65.6K
$1.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-29.3K- 29.44% |
$2.07M - $2.22M
|
70.2K
$2.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-29.4K- 6.61% |
$2.08M - $2.23M
|
416K
$11.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-30.5K- 81.91% |
$2.15M - $2.3M
|
6.73K
$193K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-31.4K- 34.3% |
$2.21M - $2.37M
|
60K
$1.72M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-31.4K- 0.76% |
$2.22M - $2.37M
|
4.1M
$117M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-31.6K- 13.78% |
$2.23M - $2.39M
|
198K
$5.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-31.7K- 30.84% |
$2.24M - $2.4M
|
71.2K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32.4K- 3.07% |
$2.29M - $2.45M
|
1.02M
$29.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-33.2K- 10.87% |
$2.35M - $2.51M
|
272K
$7.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-33.7K- 26.12% |
$2.38M - $2.55M
|
95.2K
$2.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-35.6K- 24.61% |
$2.52M - $2.7M
|
109K
$3.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-36.6K- 23.04% |
$2.59M - $2.77M
|
122K
$3.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-38.5K- 83.39% |
$2.72M - $2.92M
|
7.67K
$220K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-38.9K- 16.47% |
$2.75M - $2.95M
|
197K
$5.65M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-42.6K- 28.55% |
$3.01M - $3.22M
|
106K
$3.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-42.7K- 21.61% |
$3.01M - $3.23M
|
155K
$4.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-43.4K- 22.1% |
$3.07M - $3.28M
|
153K
$4.38M
|