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 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
304+ 1.64% |
$20.3K - $23.2K
|
18.9K
$541K
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
294+ 3.43% |
$19.7K - $22.4K
|
8.86K
$254K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
285+ 1.16% |
$19.1K - $21.8K
|
24.9K
$713K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
283+ 0.92% |
$18.9K - $21.6K
|
30.9K
$884K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
271New |
$18.1K - $20.7K
|
271
$7.76K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
264+ 3.57% |
$17.7K - $20.1K
|
7.66K
$219K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
262+ 19.01% |
$17.5K - $20K
|
1.64K
$47K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
259New |
$17.3K - $19.8K
|
259
$7.42K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
255+ 5.41% |
$17.1K - $19.5K
|
4.97K
$142K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
251+ 0.37% |
$16.8K - $19.2K
|
68.3K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
250+ 1190.48% |
$16.7K - $19.1K
|
271
$7.76K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
248+ 1.04% |
$16.6K - $18.9K
|
24K
$688K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
245+ 5.93% |
$16.4K - $18.7K
|
4.38K
$125K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
243+ 4.49% |
$16.3K - $18.5K
|
5.65K
$162K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
243+ 4.49% |
$16.3K - $18.5K
|
5.65K
$162K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
241New |
$16.1K - $18.4K
|
241
$6.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
240+ 1.01% |
$16.1K - $18.3K
|
23.9K
$684K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
239+ 0.34% |
$16K - $18.2K
|
71.1K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
236+ 6.74% |
$15.8K - $18K
|
3.74K
$107K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
234+ 4.87% |
$15.7K - $17.9K
|
5.04K
$144K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
230+ 4.14% |
$15.4K - $17.6K
|
5.78K
$165K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
225New |
$15.1K - $17.2K
|
225
$6.44K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
219New |
$14.7K - $16.7K
|
219
$6.27K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
209+ 0.84% |
$14K - $16K
|
25.2K
$722K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
206+ 2.45% |
$13.8K - $15.7K
|
8.63K
$247K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
206+ 0.29% |
$13.8K - $15.7K
|
71.2K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
203+ 1.5% |
$13.6K - $15.5K
|
13.8K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
202+ 0.69% |
$13.5K - $15.4K
|
29.3K
$840K
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
200+ 6.67% |
$13.4K - $15.3K
|
3.2K
$91.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
196+ 0.87% |
$13.1K - $15K
|
22.7K
$651K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
192+ 4.33% |
$12.8K - $14.7K
|
4.63K
$133K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
192+ 0.7% |
$12.8K - $14.7K
|
27.5K
$788K
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
192+ 2.99% |
$12.8K - $14.7K
|
6.62K
$189K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
185New |
$12.4K - $14.1K
|
185
$5.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
184New |
$12.3K - $14K
|
184
$5.27K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
182+ 2.24% |
$12.2K - $13.9K
|
8.31K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
180New |
$12K - $13.7K
|
180
$5.15K
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
172+ 2.09% |
$11.5K - $13.1K
|
8.41K
$241K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
165+ 11.36% |
$11K - $12.6K
|
1.62K
$46.3K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
159+ 1.77% |
$10.6K - $12.1K
|
9.16K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
150+ 2.16% |
$10K - $11.4K
|
7.09K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
150+ 0.78% |
$10K - $11.4K
|
19.4K
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
150+ 1.45% |
$10K - $11.4K
|
10.5K
$301K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
146+ 0.74% |
$9.77K - $11.1K
|
19.9K
$569K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
145+ 1.03% |
$9.7K - $11.1K
|
14.2K
$405K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
144+ 0.45% |
$9.63K - $11K
|
32K
$917K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
136+ 1.01% |
$9.1K - $10.4K
|
13.6K
$389K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
135+ 2.9% |
$9.03K - $10.3K
|
4.78K
$137K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
134+ 131.37% |
$8.96K - $10.2K
|
236
$6.76K
|
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
132+ 3.04% |
$8.83K - $10.1K
|
4.47K
$128K
|