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 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-16K- 3.02% |
$1.07M - $1.22M
|
513K
$14.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-16K- 29.78% |
$1.07M - $1.22M
|
37.7K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-16.4K- 5.21% |
$1.1M - $1.25M
|
298K
$8.54M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-16.5K- 8.35% |
$1.1M - $1.26M
|
181K
$5.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-16.7K- 12.23% |
$1.12M - $1.27M
|
120K
$3.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-16.8K- 11.0% |
$1.13M - $1.28M
|
136K
$3.9M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-17.3K- 7.34% |
$1.16M - $1.32M
|
219K
$6.26M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-17.3K- 32.63% |
$1.16M - $1.32M
|
35.8K
$1.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-17.4K- 8.13% |
$1.16M - $1.33M
|
197K
$5.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-17.5K- 16.17% |
$1.17M - $1.34M
|
90.7K
$2.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-17.8K- 13.77% |
$1.19M - $1.35M
|
111K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-17.9K- 84.33% |
$1.2M - $1.36M
|
3.32K
$95K
|
|
|
Feb 05, 2024
Q4 2023
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-18.3K- 30.64% |
$1.22M - $1.4M
|
41.4K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-18.5K- 76.99% |
$1.23M - $1.41M
|
5.52K
$158K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-18.8K- 2.88% |
$1.26M - $1.44M
|
635K
$18.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-19K- 8.85% |
$1.27M - $1.45M
|
195K
$5.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.1K- 3.98% |
$1.28M - $1.46M
|
461K
$13.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-19.1K- 50.39% |
$1.28M - $1.46M
|
18.8K
$539K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-19.1K- 55.0% |
$1.28M - $1.46M
|
15.7K
$449K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-19.7K- 16.1% |
$1.32M - $1.5M
|
103K
$2.94M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-20.5K- 18.16% |
$1.37M - $1.56M
|
92.4K
$2.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-20.6K- 65.79% |
$1.38M - $1.57M
|
10.7K
$307K
|
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-20.9K- 6.57% |
$1.4M - $1.6M
|
297K
$8.52M
|
|
|
Jan 11, 2024
Q4 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-21.4K- 11.88% |
$1.43M - $1.63M
|
159K
$4.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-21.7K- 56.36% |
$1.45M - $1.66M
|
16.8K
$482K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-21.9K- 60.87% |
$1.46M - $1.67M
|
14.1K
$403K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-22.5K- 21.15% |
$1.51M - $1.72M
|
84K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-22.8K- 13.99% |
$1.53M - $1.74M
|
140K
$4.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-23.8K- 6.45% |
$1.59M - $1.82M
|
346K
$9.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-24.5K- 8.38% |
$1.64M - $1.87M
|
267K
$7.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-24.6K- 95.34% |
$1.64M - $1.87M
|
1.2K
$34.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-24.9K- 11.0% |
$1.67M - $1.9M
|
202K
$5.78M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-25.7K- 18.21% |
$1.72M - $1.97M
|
116K
$3.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-26.1K- 40.48% |
$1.75M - $1.99M
|
38.4K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-26.6K- 72.0% |
$1.78M - $2.03M
|
10.3K
$296K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.7K- 5.19% |
$1.79M - $2.04M
|
488K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-26.7K- 47.91% |
$1.79M - $2.04M
|
29.1K
$832K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-26.7K- 8.26% |
$1.79M - $2.04M
|
297K
$8.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-27.3K- 10.56% |
$1.82M - $2.08M
|
231K
$6.62M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-27.4K- 19.23% |
$1.83M - $2.09M
|
115K
$3.3M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-27.7K- 10.92% |
$1.85M - $2.12M
|
226K
$6.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-28K- 1.67% |
$1.87M - $2.14M
|
1.65M
$47.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-29K- 75.38% |
$1.94M - $2.21M
|
9.47K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-29K- 30.47% |
$1.94M - $2.21M
|
66.2K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-30.1K- 31.23% |
$2.01M - $2.3M
|
66.3K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.3K- 57.14% |
$2.03M - $2.32M
|
22.8K
$652K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-31K- 8.99% |
$2.07M - $2.37M
|
314K
$8.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-31.1K- 77.81% |
$2.08M - $2.38M
|
8.88K
$254K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-31.3K- 79.83% |
$2.09M - $2.39M
|
7.91K
$226K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-31.9K- 29.25% |
$2.14M - $2.44M
|
77.2K
$2.21M
|