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 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
90.6K+ 999.38% |
$6.06M - $6.91M
|
99.7K
$2.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
90.4KNew |
$6.05M - $6.9M
|
90.4K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
88K+ 7.57% |
$5.89M - $6.71M
|
1.25M
$35.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
87.5K+ 37.58% |
$5.85M - $6.68M
|
320K
$9.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
86.4KNew |
$5.78M - $6.6M
|
86.4K
$2.47M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
85.1K+ 227.48% |
$5.69M - $6.49M
|
123K
$3.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
84K+ 43.59% |
$5.62M - $6.41M
|
277K
$7.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
80.8K+ 29.38% |
$5.41M - $6.17M
|
356K
$10.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
79.4KNew |
$5.31M - $6.06M
|
79.4K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
79.1KNew |
$5.29M - $6.04M
|
79.1K
$2.27M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
75.8K+ 21.84% |
$5.07M - $5.78M
|
423K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
75.4K+ 229.46% |
$5.05M - $5.76M
|
108K
$3.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
73.7K+ 10.67% |
$4.93M - $5.63M
|
765K
$21.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
73.6K+ 60.84% |
$4.93M - $5.62M
|
195K
$5.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Schaeffer Financial LLC
|
BUY
|
- |
72.9K+ 50.87% |
$4.88M - $5.57M
|
216K
$6.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
67.3K+ 487.43% |
$4.5M - $5.13M
|
81.1K
$2.32M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
66.9K+ 26225.49% |
$4.47M - $5.1M
|
67.1K
$1.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
63.6K+ 402.47% |
$4.25M - $4.85M
|
79.4K
$2.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
63.3K+ 34.58% |
$4.23M - $4.83M
|
246K
$7.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
61.7KNew |
$4.13M - $4.71M
|
61.7K
$1.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
61K+ 26.97% |
$4.08M - $4.65M
|
287K
$8.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
60.8K+ 540.18% |
$4.07M - $4.64M
|
72.1K
$2.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
60.2K+ 58.18% |
$4.02M - $4.59M
|
164K
$4.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
56.8KNew |
$3.8M - $4.34M
|
56.8K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
56.6K+ 96.37% |
$3.78M - $4.32M
|
115K
$3.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
54.8K+ 2.55% |
$3.67M - $4.18M
|
2.2M
$63M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
53.5KNew |
$3.58M - $4.09M
|
53.5K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
53.4KNew |
$3.57M - $4.07M
|
53.4K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
52.8K+ 12.32% |
$3.54M - $4.03M
|
482K
$13.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
51.2KNew |
$3.43M - $3.91M
|
51.2K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
51.1K+ 3.54% |
$3.42M - $3.9M
|
1.49M
$42.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
50.5K+ 13.37% |
$3.38M - $3.85M
|
428K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
49K+ 14.21% |
$3.28M - $3.74M
|
394K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
47KNew |
$3.15M - $3.59M
|
47K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
46.9K+ 12.23% |
$3.14M - $3.58M
|
431K
$12.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Reliant Wealth Planning
|
BUY
|
- |
46.5K+ 9.37% |
$3.11M - $3.55M
|
543K
$15.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
45.2K+ 87.54% |
$3.03M - $3.45M
|
96.9K
$2.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
45K+ 0.47% |
$3.01M - $3.44M
|
9.68M
$277M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
45K+ 75.6% |
$3.01M - $3.43M
|
104K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
44.3KNew |
$2.96M - $3.38M
|
44.3K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
43.6K+ 138.04% |
$2.91M - $3.32M
|
75.1K
$2.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
42.2K+ 29.9% |
$2.82M - $3.22M
|
183K
$5.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
41.9K+ 12.21% |
$2.8M - $3.2M
|
385K
$11M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
41.5K+ 65.94% |
$2.78M - $3.17M
|
104K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
40.1KNew |
$2.68M - $3.06M
|
40.1K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
38.8K+ 78.35% |
$2.59M - $2.96M
|
88.3K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
38.7K+ 13.11% |
$2.59M - $2.95M
|
334K
$9.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
37.7KNew |
$2.52M - $2.88M
|
37.7K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
37.4K+ 56.26% |
$2.5M - $2.86M
|
104K
$2.98M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
37.1K+ 8.43% |
$2.48M - $2.83M
|
477K
$13.7M
|