Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.33K+ 13.37% |
$156K - $178K
|
19.7K
$565K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.31K+ 8.62% |
$155K - $176K
|
29.1K
$834K
|
|
|
Jan 29, 2024
Q4 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.3K+ 0.76% |
$154K - $175K
|
303K
$8.67M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
2.27K+ 17.52% |
$152K - $173K
|
15.2K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.27K+ 1.25% |
$152K - $173K
|
184K
$5.28M
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2.26K+ 0.51% |
$151K - $172K
|
446K
$12.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.25K+ 7.32% |
$150K - $172K
|
33K
$944K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.25K+ 1.48% |
$150K - $172K
|
154K
$4.41M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
2.24K+ 2.26% |
$150K - $171K
|
101K
$2.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
2.24K+ 3.19% |
$150K - $171K
|
72.5K
$2.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2.24K+ 0.51% |
$150K - $171K
|
444K
$12.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.23K+ 16.91% |
$149K - $170K
|
15.4K
$440K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 16.15% |
$149K - $170K
|
16K
$458K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.21K+ 0.63% |
$148K - $169K
|
355K
$10.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.19K+ 76.48% |
$146K - $167K
|
5.05K
$145K
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
2.17K+ 17.36% |
$145K - $166K
|
14.7K
$421K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
2.17K+ 17.36% |
$145K - $166K
|
14.7K
$421K
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
2.13K+ 51.36% |
$143K - $163K
|
6.29K
$180K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.13K+ 46.03% |
$143K - $163K
|
6.76K
$194K
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.13K+ 0.96% |
$142K - $162K
|
224K
$6.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2.12K+ 10.39% |
$142K - $162K
|
22.5K
$645K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.12K+ 20.99% |
$142K - $162K
|
12.2K
$350K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
2.11K+ 17.65% |
$141K - $161K
|
14K
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.06K+ 49.4% |
$138K - $157K
|
6.22K
$178K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.04K+ 195.77% |
$136K - $156K
|
3.08K
$88.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
2.02K+ 3.76% |
$135K - $154K
|
55.8K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
2K+ 7.29% |
$134K - $152K
|
29.4K
$842K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.99K+ 3.68% |
$133K - $152K
|
55.9K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.99K+ 1.58% |
$133K - $152K
|
128K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.96K+ 1.13% |
$131K - $150K
|
175K
$5.01M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 1.53% |
$128K - $147K
|
127K
$3.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.92K+ 0.93% |
$128K - $146K
|
207K
$5.93M
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.91K+ 2.5% |
$128K - $146K
|
78.4K
$2.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.91K+ 2.69% |
$128K - $145K
|
72.8K
$2.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
1.9K+ 18.49% |
$127K - $145K
|
12.2K
$349K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.9K+ 17.02% |
$127K - $145K
|
13K
$373K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.9K+ 2.57% |
$127K - $145K
|
75.8K
$2.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.88K+ 5.11% |
$126K - $143K
|
38.6K
$1.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.86K+ 8.83% |
$125K - $142K
|
23K
$658K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.86K+ 8.08% |
$125K - $142K
|
24.9K
$714K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.86K+ 5.86% |
$125K - $142K
|
33.7K
$964K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1.85K+ 5.79% |
$124K - $141K
|
33.8K
$967K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
1.85K+ 7.86% |
$124K - $141K
|
25.4K
$726K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.84K+ 38.65% |
$123K - $140K
|
6.6K
$189K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.82K+ 17.83% |
$122K - $139K
|
12K
$344K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.81K+ 27.18% |
$121K - $138K
|
8.46K
$242K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
BUY
|
- |
1.77K+ 3.56% |
$118K - $135K
|
51.5K
$1.47M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.76K+ 3.42% |
$118K - $134K
|
53.2K
$1.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.76K+ 7.2% |
$117K - $134K
|
26.1K
$748K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.75K+ 3.14% |
$117K - $134K
|
57.5K
$1.65M
|