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
Nov 13, 2023 Q3 2023
Broadleaf Partners, LLC

Hudson, OH
BUY
 -
7.6K
+ 17.14%
$537K - $575K
51.9K $1.49M
Feb 09, 2024 Q3 2023
Yelin Lapidot Holdings Management Ltd.

Tel Aviv, L3
BUY
 -
7.55K
New
$533K - $571K
7.55K $216K
Nov 07, 2023 Q3 2023
Alpha Omega Group, Inc.

BUY
 -
7.53K
+ 10.28%
$532K - $570K
80.7K $2.31M
Oct 26, 2023 Q3 2023
High Note Wealth, LLC

Deephaven, MN
BUY
 -
7.4K
New
$523K - $560K
7.4K $212K
Nov 13, 2023 Q3 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
7.4K
+ 7.45%
$523K - $560K
107K $3.06M
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
7.29K
+ 4.34%
$515K - $551K
175K $5.02M
Oct 20, 2023 Q3 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
7.29K
+ 14.51%
$515K - $551K
57.5K $1.65M
Nov 07, 2023 Q3 2023
Ledyard National Bank

BUY
 -
7.27K
+ 7.04%
$513K - $550K
111K $3.16M
Nov 07, 2023 Q3 2023
M. Kulyk & Associates, LLC

BUY
 -
7.26K
New
$513K - $549K
7.26K $208K
Nov 13, 2023 Q3 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
7.23K
New
$511K - $547K
7.23K $207K
Oct 12, 2023 Q3 2023
Paradigm Financial Partners, LLC

BUY
 -
7.17K
+ 22.04%
$506K - $542K
39.7K $1.14M
Nov 06, 2023 Q3 2023
Leelyn Smith, LLC

Geneva, IL
BUY
 -
7.15K
+ 2.01%
$505K - $541K
362K $10.4M
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
7K
+ 7.43%
$494K - $530K
101K $2.9M
Oct 13, 2023 Q3 2023
Courage Miller Partners, LLC

BUY
 -
6.96K
+ 5.25%
$492K - $527K
140K $4M
Nov 07, 2023 Q3 2023
Vaughan David Investments LLC

Peoria, IL
BUY
 -
6.92K
+ 2.04%
$489K - $524K
346K $9.91M
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
6.81K
+ 7.89%
$481K - $515K
93.1K $2.67M
Oct 11, 2023 Q3 2023
Worth Asset Management, LLC

BUY
 -
6.62K
+ 132.06%
$467K - $500K
11.6K $333K
Nov 02, 2023 Q3 2023
Hoyle Cohen, LLC

BUY
 -
6.53K
+ 13.35%
$461K - $494K
55.5K $1.59M
Oct 23, 2023 Q3 2023
Private Ocean, LLC

BUY
 -
6.45K
+ 29.65%
$456K - $488K
28.2K $808K
Oct 27, 2023 Q3 2023
Allspring Global Investments Holdings, LLC

BUY
 -
6.37K
New
$450K - $482K
6.37K $182K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
6.26K
+ 34.61%
$442K - $474K
24.4K $698K
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
6.24K
New
$441K - $472K
6.24K $179K
Nov 13, 2023 Q3 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
6.23K
+ 26.85%
$440K - $472K
29.5K $843K
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
6.21K
+ 2.77%
$438K - $470K
231K $6.6M
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
6.16K
+ 6.89%
$435K - $466K
95.6K $2.74M
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
6.14K
+ 6.24%
$433K - $464K
104K $2.99M
Oct 16, 2023 Q3 2023
Exeter Financial, LLC

BUY
 -
6.12K
+ 13.59%
$432K - $463K
51.1K $1.46M
Jan 02, 2024 Q3 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
6.1K
+ 16.14%
$431K - $462K
43.9K $1.26M
Nov 15, 2023 Q3 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
6.01K
+ 9.25%
$425K - $455K
71K $2.03M
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
5.82K
+ 3.03%
$411K - $440K
198K $5.68M
Nov 01, 2023 Q3 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
5.78K
+ 6.91%
$408K - $437K
89.4K $2.56M
Oct 19, 2023 Q3 2023
Sunburst Financial Group, LLC

BUY
 -
5.76K
+ 1.27%
$407K - $436K
458K $13.1M
Nov 07, 2023 Q3 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
5.61K
New
$396K - $424K
5.61K $160K
Nov 06, 2023 Q3 2023
Curi Wealth Management, LLC

BUY
 -
5.59K
+ 4.6%
$394K - $423K
127K $3.64M
Dec 05, 2023 Q3 2023
Advisory Resource Group

BUY
 -
5.59K
+ 75.56%
$394K - $423K
13K $372K
Oct 31, 2023 Q3 2023
Teamwork Financial Advisors, LLC

BUY
 -
5.55K
+ 8.87%
$392K - $420K
68.1K $1.95M
Nov 13, 2023 Q3 2023
Blue Barn Wealth, LLC

BUY
 -
5.52K
+ 4.66%
$390K - $417K
124K $3.55M
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
5.45K
+ 10.9%
$385K - $413K
55.5K $1.59M
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
5.43K
+ 43.91%
$383K - $410K
17.8K $509K
Nov 14, 2023 Q3 2023
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
5.39K
New
$381K - $408K
5.39K $154K
Nov 07, 2023 Q3 2023
Warwick Investment Management, Inc.

BUY
 -
5.38K
+ 10.09%
$380K - $407K
58.7K $1.68M
Oct 19, 2023 Q3 2023
Mba Advisors LLC

Hermitage, PA
BUY
 -
5.33K
+ 6.62%
$376K - $403K
85.8K $2.46M
Oct 10, 2023 Q3 2023
Tru Wealth Advisors, LLC

BUY
 -
5.29K
+ 1.53%
$373K - $400K
352K $10.1M
Nov 16, 2023 Q3 2023
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
5.26K
New
$372K - $398K
5.26K $151K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
5.25K
+ 0.38%
$371K - $397K
1.39M $39.8M
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
5.19K
+ 7.55%
$367K - $393K
73.9K $2.12M
Nov 06, 2023 Q3 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
5.15K
+ 0.94%
$363K - $389K
553K $15.8M
Nov 03, 2023 Q3 2023
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
5.14K
+ 2.13%
$363K - $389K
246K $7.05M
Oct 24, 2023 Q3 2023
Forth Right Wealth Management, LLC

BUY
 -
5.08K
+ 1.96%
$359K - $385K
264K $7.57M

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