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 30, 2023 Q3 2023
Choate Investment Advisors

Boston, MA
BUY
 -
11.4K
+ 40.69%
$805K - $863K
39.4K $1.13M
Oct 10, 2023 Q3 2023
Webster Bank, N. A.

BUY
 -
11.4K
New
$805K - $862K
11.4K $326K
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
BUY
 -
11.3K
+ 18.24%
$800K - $857K
73.4K $2.1M
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
11.1K
New
$787K - $843K
11.1K $319K
Oct 25, 2023 Q3 2023
Presidio Capital Management, LLC

BUY
 -
11.1K
+ 7.18%
$785K - $841K
166K $4.75M
Nov 07, 2023 Q3 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
10.8K
+ 2.72%
$761K - $815K
406K $11.6M
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
10.8K
+ 54.53%
$760K - $815K
30.5K $874K
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
10.6K
+ 6.41%
$748K - $802K
176K $5.04M
Nov 08, 2023 Q3 2023
Milestone Advisory Partners

BUY
 -
10.5K
+ 4.59%
$742K - $795K
239K $6.85M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
10.5K
+ 2.75%
$740K - $793K
391K $11.2M
Nov 09, 2023 Q3 2023
Curran Financial Partners, LLC

BUY
 -
10.3K
+ 4.5%
$729K - $780K
240K $6.86M
Oct 18, 2023 Q3 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
10.3K
+ 716.93%
$727K - $778K
11.7K $336K
Oct 13, 2023 Q3 2023
Cooper Financial Group

BUY
 -
10.3K
+ 8.36%
$726K - $778K
133K $3.82M
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
10.3K
+ 19.85%
$725K - $776K
62K $1.77M
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
10.2K
+ 14.55%
$723K - $774K
80.6K $2.31M
Nov 13, 2023 Q3 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
10.2K
New
$721K - $773K
10.2K $292K
Oct 24, 2023 Q3 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
10.1K
+ 22.99%
$710K - $761K
53.8K $1.54M
Nov 09, 2023 Q3 2023
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
10K
+ 121.17%
$708K - $758K
18.3K $524K
Oct 23, 2023 Q3 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
9.93K
+ 9.67%
$702K - $752K
113K $3.22M
Nov 13, 2023 Q3 2023
Landaas & CO

Milwaukee, WI
BUY
 -
9.84K
New
$695K - $744K
9.84K $282K
Nov 14, 2023 Q3 2023
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
9.72K
+ 7.22%
$687K - $736K
144K $4.13M
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
9.71K
+ 75.76%
$686K - $735K
22.5K $645K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
9.57K
+ 18.83%
$676K - $724K
60.4K $1.73M
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
9.57K
+ 50.67%
$676K - $724K
28.4K $814K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
9.47K
+ 81.33%
$669K - $717K
21.1K $605K
Oct 13, 2023 Q3 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
9.28K
New
$656K - $702K
9.28K $266K
Nov 14, 2023 Q3 2023
Old Port Advisors

BUY
 -
9.16K
+ 12.76%
$647K - $693K
80.9K $2.32M
Oct 24, 2023 Q3 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
9.07K
+ 26.81%
$640K - $686K
42.9K $1.23M
Nov 13, 2023 Q3 2023
Madden Advisory Services, Inc.

BUY
 -
8.99K
+ 51.21%
$635K - $680K
26.5K $760K
Oct 17, 2023 Q3 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
8.84K
+ 6.89%
$624K - $668K
137K $3.93M
Oct 17, 2023 Q3 2023
Integrated Investment Consultants, LLC

BUY
 -
8.67K
+ 3.54%
$613K - $656K
254K $7.26M
Nov 13, 2023 Q3 2023
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
8.62K
+ 5.24%
$609K - $652K
173K $4.96M
Nov 27, 2023 Q3 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
8.61K
+ 17.58%
$608K - $652K
57.6K $1.65M
Nov 06, 2023 Q3 2023
Hudock, Inc.

BUY
 -
8.5K
+ 2.65%
$601K - $643K
329K $9.42M
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
8.34K
+ 12.65%
$589K - $631K
74.3K $2.13M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
8.33K
New
$589K - $630K
8.33K $239K
Oct 13, 2023 Q3 2023
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
8.33K
New
$588K - $630K
8.33K $238K
Oct 20, 2023 Q3 2023
Manning & Napier Group, LLC

BUY
 -
8.32K
+ 3.84%
$588K - $630K
225K $6.43M
Nov 13, 2023 Q3 2023
Goepper Burkhardt LLC

BUY
 -
8.3K
+ 8.57%
$586K - $628K
105K $3.01M
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
8.28K
+ 120.25%
$585K - $626K
15.2K $434K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
8.23K
+ 7.17%
$581K - $623K
123K $3.52M
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
8.22K
+ 10.93%
$581K - $622K
83.4K $2.39M
Oct 17, 2023 Q3 2023
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
8.18K
+ 4.16%
$578K - $619K
205K $5.86M
Oct 13, 2023 Q3 2023
Cra Financial Services, LLC

BUY
 -
8.16K
+ 2.73%
$576K - $617K
307K $8.79M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
8.15K
+ 25.13%
$576K - $617K
40.6K $1.16M
Oct 25, 2023 Q3 2023
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
8.15K
+ 3.8%
$575K - $616K
222K $6.37M
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
8.12K
+ 22.74%
$573K - $614K
43.8K $1.25M
Oct 13, 2023 Q3 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
8.01K
+ 1.84%
$566K - $606K
442K $12.7M
Oct 24, 2023 Q3 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
7.82K
+ 3.96%
$552K - $592K
205K $5.88M

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