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 24, 2023 Q3 2023
Wealth Management Resources, Inc.

BUY
 -
19.1K
+ 7.41%
$1.35M - $1.45M
277K $7.92M
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
19K
+ 10.02%
$1.34M - $1.44M
209K $5.98M
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
18.9K
+ 5.81%
$1.34M - $1.43M
345K $9.88M
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
18.6K
+ 99.49%
$1.31M - $1.4M
37.2K $1.07M
Oct 26, 2023 Q3 2023
Gratus Capital LLC

BUY
 -
18.4K
+ 103.83%
$1.3M - $1.39M
36.1K $1.03M
Oct 10, 2023 Q3 2023
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
18.1K
+ 5.8%
$1.28M - $1.37M
331K $9.47M
Oct 26, 2023 Q3 2023
Mirae Asset Global Investments Co., Ltd.

BUY
 -
18K
+ 157.4%
$1.27M - $1.36M
29.4K $841K
Nov 06, 2023 Q3 2023
Souders Financial Advisors

BUY
 -
17.9K
+ 6.68%
$1.27M - $1.36M
286K $8.19M
Oct 11, 2023 Q3 2023
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
17.6K
+ 8.94%
$1.24M - $1.33M
214K $6.13M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
17.4K
+ 1.39%
$1.23M - $1.32M
1.27M $36.2M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
16.8K
+ 50.04%
$1.18M - $1.27M
50.3K $1.44M
Nov 02, 2023 Q3 2023
Crew Capital Management, Ltd.

BUY
 -
16.5K
+ 51.4%
$1.17M - $1.25M
48.6K $1.39M
Oct 19, 2023 Q3 2023
Charles Schwab Trust CO

BUY
 -
16.5K
+ 16.21%
$1.16M - $1.25M
118K $3.38M
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
16.2K
+ 1.64%
$1.14M - $1.23M
1.01M $28.8M
Nov 08, 2023 Q3 2023
Plancorp, LLC

BUY
 -
16K
+ 118.24%
$1.13M - $1.21M
29.6K $848K
Nov 13, 2023 Q3 2023
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
16K
+ 6.67%
$1.13M - $1.21M
256K $7.32M
Nov 14, 2023 Q3 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
16K
New
$1.13M - $1.21M
16K $457K
Nov 08, 2023 Q3 2023
Wulff, Hansen & Co.

BUY
 -
15.9K
New
$1.12M - $1.21M
15.9K $456K
Oct 10, 2023 Q3 2023
Northwest Capital Management Inc

BUY
 -
15.8K
+ 46.1%
$1.11M - $1.19M
49.9K $1.43M
Nov 09, 2023 Q3 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
BUY
 -
15.7K
+ 13.66%
$1.11M - $1.19M
131K $3.74M
Nov 13, 2023 Q3 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
15.4K
+ 5.92%
$1.09M - $1.16M
275K $7.87M
Oct 20, 2023 Q3 2023
Whelan Financial

BUY
 -
15.2K
+ 3.06%
$1.07M - $1.15M
511K $14.6M
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
15.2K
+ 13.71%
$1.07M - $1.15M
126K $3.6M
Oct 13, 2023 Q3 2023
Venture Visionary Partners LLC

BUY
 -
15.1K
+ 4.32%
$1.07M - $1.14M
366K $10.5M
Nov 15, 2023 Q3 2023
American Trust

Lexington, KY
BUY
 -
15.1K
+ 3.33%
$1.07M - $1.14M
468K $13.4M
Oct 20, 2023 Q3 2023
Capital Planning LLC

BUY
 -
15K
+ 28.82%
$1.06M - $1.13M
66.9K $1.92M
Nov 14, 2023 Q3 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
14.7K
+ 6.85%
$1.04M - $1.12M
230K $6.58M
Nov 13, 2023 Q3 2023
Viawealth, LLC

Overland Park, KS
BUY
 -
14.7K
+ 191.24%
$1.03M - $1.11M
22.3K $639K
Oct 11, 2023 Q3 2023
Hbw Advisory Services LLC

BUY
 -
14.6K
+ 16.86%
$1.03M - $1.11M
101K $2.9M
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
14.5K
+ 29.9%
$1.02M - $1.09M
62.8K $1.8M
Nov 15, 2023 Q3 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
14.4K
+ 202.76%
$1.02M - $1.09M
21.5K $615K
Oct 18, 2023 Q3 2023
Trinity Financial Advisors LLC

BUY
 -
14.4K
+ 8.19%
$1.01M - $1.09M
190K $5.43M
Oct 30, 2023 Q3 2023
Matrix Trust CO

BUY
 -
14.3K
+ 7.72%
$1.01M - $1.08M
199K $5.7M
Nov 15, 2023 Q3 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
14.2K
+ 41.52%
$1M - $1.07M
48.4K $1.39M
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
14K
New
$991K - $1.06M
14K $402K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
13.8K
+ 6038.16%
$972K - $1.04M
14K $401K
Nov 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
13.5K
New
$955K - $1.02M
13.5K $387K
Oct 23, 2023 Q3 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
13.5K
New
$953K - $1.02M
13.5K $386K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
13.1K
+ 4.16%
$925K - $991K
328K $9.4M
Oct 27, 2023 Q3 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
13K
+ 3.25%
$918K - $983K
413K $11.8M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
12.9K
+ 4.53%
$912K - $977K
298K $8.53M
Nov 09, 2023 Q3 2023
Hallmark Capital Management Inc

BUY
 -
12.8K
New
$906K - $971K
12.8K $367K
Oct 10, 2023 Q3 2023
Howard Financial Services, Ltd.

BUY
 -
12.5K
+ 2.07%
$884K - $947K
618K $17.7M
Oct 24, 2023 Q3 2023
Lynch & Associates

BUY
 -
12.5K
New
$880K - $943K
12.5K $357K
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
12.2K
+ 65.21%
$863K - $925K
31K $887K
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
12.1K
+ 123.44%
$853K - $914K
21.9K $626K
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

BUY
 -
11.8K
New
$834K - $894K
11.8K $338K
Oct 19, 2023 Q3 2023
Intergy Private Wealth, LLC

BUY
 -
11.6K
+ 4.6%
$821K - $880K
265K $7.57M
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
11.4K
+ 21.62%
$808K - $865K
64.3K $1.84M

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