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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
571+ 12.64% |
$38.2K - $43.6K
|
5.09K
$146K
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
545+ 2.76% |
$36.5K - $41.6K
|
20.3K
$581K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
540New |
$36.1K - $41.2K
|
540
$15.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
534+ 4.24% |
$35.7K - $40.8K
|
13.1K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
527+ 10.34% |
$35.3K - $40.2K
|
5.63K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
526+ 5.18% |
$35.2K - $40.1K
|
10.7K
$306K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
520+ 1.34% |
$34.8K - $39.7K
|
39.3K
$1.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
517+ 0.82% |
$34.6K - $39.5K
|
63.5K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
517+ 4.11% |
$34.6K - $39.5K
|
13.1K
$375K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
507+ 5.4% |
$33.9K - $38.7K
|
9.89K
$283K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
504+ 1.63% |
$33.7K - $38.5K
|
31.5K
$901K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
491+ 15.49% |
$32.8K - $37.5K
|
3.66K
$105K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
484+ 2.62% |
$32.4K - $36.9K
|
19K
$543K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
472+ 1.12% |
$31.6K - $36K
|
42.4K
$1.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
463+ 13.61% |
$31K - $35.3K
|
3.87K
$111K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
463+ 10.4% |
$31K - $35.3K
|
4.91K
$141K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
460+ 10.21% |
$30.8K - $35.1K
|
4.97K
$142K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
460+ 7.89% |
$30.8K - $35.1K
|
6.29K
$180K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
456+ 10.19% |
$30.5K - $34.8K
|
4.93K
$141K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
452+ 7.25% |
$30.2K - $34.5K
|
6.69K
$192K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
450New |
$30.1K - $34.3K
|
450
$12.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
439+ 10.56% |
$29.4K - $33.5K
|
4.6K
$132K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
420+ 3.1% |
$28.1K - $32.1K
|
14K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
420+ 0.48% |
$28.1K - $32.1K
|
87.9K
$2.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
415New |
$27.8K - $31.7K
|
415
$11.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
415+ 1.05% |
$27.8K - $31.7K
|
39.8K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
401+ 9.93% |
$26.8K - $30.6K
|
4.44K
$127K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
396+ 1.73% |
$26.5K - $30.2K
|
23.2K
$665K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
394+ 8.83% |
$26.4K - $30.1K
|
4.86K
$139K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
390+ 2.78% |
$26.1K - $29.8K
|
14.4K
$413K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
380+ 0.32% |
$25.4K - $29K
|
119K
$3.42M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
380+ 76.77% |
$25.4K - $29K
|
875
$25.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
379+ 74.61% |
$25.4K - $28.9K
|
887
$25.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
377+ 6.16% |
$25.2K - $28.8K
|
6.5K
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
376+ 6.56% |
$25.2K - $28.7K
|
6.11K
$175K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
375+ 0.98% |
$25.1K - $28.6K
|
38.5K
$1.1M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
375New |
$25.1K - $28.6K
|
375
$10.7K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
368+ 26.57% |
$24.6K - $28.1K
|
1.75K
$50.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
356+ 8.54% |
$23.8K - $27.2K
|
4.53K
$130K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
356+ 2.45% |
$23.8K - $27.2K
|
14.9K
$426K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
BUY
|
- |
352+ 1.65% |
$23.5K - $26.9K
|
21.7K
$621K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
348+ 8.85% |
$23.3K - $26.6K
|
4.28K
$122K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
344+ 1.62% |
$23K - $26.3K
|
21.5K
$617K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
332+ 7.28% |
$22.2K - $25.3K
|
4.89K
$140K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
327+ 0.51% |
$21.9K - $25K
|
65.1K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
325+ 9.12% |
$21.7K - $24.8K
|
3.89K
$111K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
323+ 0.34% |
$21.6K - $24.7K
|
95.5K
$2.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
322+ 1.28% |
$21.5K - $24.6K
|
25.4K
$727K
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
320+ 1.85% |
$21.4K - $24.4K
|
17.7K
$506K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
316+ 1.98% |
$21.1K - $24.1K
|
16.3K
$466K
|