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
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.9K- 16.46% |
$2.2M - $2.51M
|
167K
$4.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-32.9K- 19.65% |
$2.2M - $2.51M
|
134K
$3.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-33K- 56.05% |
$2.21M - $2.52M
|
25.9K
$741K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-33.3K- 14.68% |
$2.22M - $2.54M
|
193K
$5.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-33.6K- 61.39% |
$2.25M - $2.56M
|
21.1K
$605K
|
|
|
Feb 09, 2024
Q4 2023
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-33.9K- 10.82% |
$2.27M - $2.59M
|
280K
$8.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-34.3K- 90.14% |
$2.29M - $2.61M
|
3.75K
$107K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-34.6K- 18.94% |
$2.32M - $2.64M
|
148K
$4.24M
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-34.9K- 4.03% |
$2.33M - $2.66M
|
831K
$23.8M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-35.4K- 99.84% |
$2.37M - $2.7M
|
56
$1.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-36.5K- 7.01% |
$2.44M - $2.78M
|
484K
$13.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-36.7K- 0.63% |
$2.45M - $2.8M
|
5.74M
$164M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-36.9K- 38.58% |
$2.47M - $2.81M
|
58.7K
$1.68M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-37K- 12.04% |
$2.47M - $2.82M
|
270K
$7.74M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-37K- 69.36% |
$2.48M - $2.82M
|
16.3K
$468K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-37K- 53.73% |
$2.48M - $2.83M
|
31.9K
$913K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-37.4K- 22.84% |
$2.5M - $2.85M
|
126K
$3.62M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-37.4K- 22.84% |
$2.5M - $2.85M
|
126K
$3.62M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-37.8K- 88.05% |
$2.53M - $2.88M
|
5.12K
$147K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-38.7K- 54.56% |
$2.59M - $2.95M
|
32.2K
$923K
|
|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-39.3K- 17.54% |
$2.63M - $3M
|
185K
$5.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-39.7K- 21.37% |
$2.65M - $3.03M
|
146K
$4.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-43.4K- 93.51% |
$2.9M - $3.31M
|
3.01K
$86.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-43.4K- 16.5% |
$2.91M - $3.31M
|
220K
$6.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-43.8K- 19.71% |
$2.93M - $3.34M
|
179K
$5.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-44.7K- 72.06% |
$2.99M - $3.41M
|
17.3K
$496K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-46.4K- 5.97% |
$3.1M - $3.54M
|
730K
$20.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-46.8K- 25.92% |
$3.13M - $3.57M
|
134K
$3.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-47.3K- 43.32% |
$3.17M - $3.61M
|
61.9K
$1.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
SELL
|
- |
-49.4K- 73.78% |
$3.3M - $3.77M
|
17.5K
$502K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-50.7K- 1.62% |
$3.39M - $3.87M
|
3.08M
$88.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-51.1K- 35.15% |
$3.42M - $3.9M
|
94.3K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-53.1K- 45.93% |
$3.55M - $4.05M
|
62.5K
$1.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-55.8K- 10.67% |
$3.73M - $4.26M
|
467K
$13.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-58.2K- 19.85% |
$3.89M - $4.44M
|
235K
$6.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-60.1K- 8.91% |
$4.02M - $4.59M
|
614K
$17.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-62.2K- 8.68% |
$4.16M - $4.75M
|
654K
$18.7M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-62.9K- 36.81% |
$4.21M - $4.8M
|
108K
$3.09M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-63.8K- 41.23% |
$4.27M - $4.87M
|
91K
$2.6M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-69K- 27.34% |
$4.62M - $5.27M
|
183K
$5.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-69.3K- 27.31% |
$4.64M - $5.29M
|
184K
$5.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-69.7K- 27.27% |
$4.66M - $5.32M
|
186K
$5.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-71.5K- 43.44% |
$4.79M - $5.46M
|
93.2K
$2.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-72K- 56.63% |
$4.81M - $5.49M
|
55.1K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-73.3K- 2.01% |
$4.9M - $5.59M
|
3.57M
$102M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-78.7K- 41.47% |
$5.26M - $6M
|
111K
$3.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-80.9K- 1.56% |
$5.41M - $6.18M
|
5.11M
$146M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-84K- 80.54% |
$5.62M - $6.41M
|
20.3K
$581K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-84.3K- 11.09% |
$5.64M - $6.43M
|
676K
$19.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-84.6K- 84.14% |
$5.66M - $6.46M
|
16K
$457K
|