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
|
Keybank National Association
|
SELL
|
- |
-93.1K- 6.68% |
$6.23M - $7.11M
|
1.3M
$37.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-94.6K- 7.0% |
$6.33M - $7.22M
|
1.26M
$36M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-94.7K- 19.76% |
$6.34M - $7.23M
|
385K
$11M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-95.7K- 7.02% |
$6.4M - $7.3M
|
1.27M
$36.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-96.2K- 4.41% |
$6.43M - $7.34M
|
2.08M
$59.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-98.5K- 72.57% |
$6.59M - $7.52M
|
37.3K
$1.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-101K- 33.77% |
$6.73M - $7.68M
|
197K
$5.65M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-112K- 23.83% |
$7.52M - $8.57M
|
359K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-128K- 28.03% |
$8.53M - $9.73M
|
327K
$9.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-129K- 19.44% |
$8.66M - $9.88M
|
536K
$15.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-135K- 13.15% |
$9M - $10.3M
|
889K
$25.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-144K- 11.11% |
$9.62M - $11M
|
1.15M
$32.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-146K- 12.16% |
$9.74M - $11.1M
|
1.05M
$30.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-152K- 20.4% |
$10.2M - $11.6M
|
595K
$17M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-162K- 33.25% |
$10.8M - $12.4M
|
326K
$9.32M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-170K- 50.44% |
$11.3M - $12.9M
|
167K
$4.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-177K- 22.09% |
$11.9M - $13.5M
|
625K
$17.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-182K- 62.68% |
$12.2M - $13.9M
|
108K
$3.1M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-205K- 10.93% |
$13.7M - $15.6M
|
1.67M
$47.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-208K- 4.24% |
$13.9M - $15.9M
|
4.69M
$134M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-227K- 4.18% |
$15.2M - $17.3M
|
5.2M
$149M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-231K- 59.11% |
$15.5M - $17.7M
|
160K
$4.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-244K- 16.44% |
$16.4M - $18.7M
|
1.24M
$35.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-271K- 6.12% |
$18.1M - $20.7M
|
4.15M
$119M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-281K- 32.9% |
$18.8M - $21.4M
|
573K
$16.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-297K- 71.43% |
$19.9M - $22.7M
|
119K
$3.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-301K- 17.95% |
$20.1M - $22.9M
|
1.37M
$39.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-345K- 97.04% |
$23.1M - $26.3M
|
10.5K
$301K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-372K- 99.91% |
$24.9M - $28.4M
|
321
$9.19K
|
|
|
Jan 19, 2024
Q4 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-438K- 43.89% |
$29.3M - $33.4M
|
560K
$16M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-585K- 8.13% |
$39.1M - $44.6M
|
6.61M
$189M
|
|
|
Feb 12, 2024
Q4 2023
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-625K- 69.39% |
$41.8M - $47.7M
|
276K
$7.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-714K- 16.42% |
$47.8M - $54.5M
|
3.64M
$104M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-974K- 79.24% |
$65.2M - $74.3M
|
255K
$7.31M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-995K- 10.74% |
$66.6M - $76M
|
8.28M
$237M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.08M- 19.9% |
$72.4M - $82.6M
|
4.36M
$125M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.16M- 98.69% |
$77.7M - $88.6M
|
15.5K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.22M- 68.99% |
$81.5M - $93M
|
548K
$15.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.5M- 32.11% |
$167M - $191M
|
5.28M
$151M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-7.18M- 97.25% |
$480M - $548M
|
203K
$5.81M
|