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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
36.8KNew |
$2.46M - $2.81M
|
36.8K
$1.05M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
35.3KNew |
$2.36M - $2.7M
|
35.3K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33.9K+ 38.28% |
$2.27M - $2.59M
|
122K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
33.4K+ 155.23% |
$2.23M - $2.55M
|
54.9K
$1.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
33.2KNew |
$2.22M - $2.53M
|
33.2K
$950K
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
33.1KNew |
$2.22M - $2.53M
|
33.1K
$949K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
32.5K+ 44.27% |
$2.18M - $2.48M
|
106K
$3.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
32.3KNew |
$2.16M - $2.47M
|
32.3K
$925K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
30.9K+ 263.68% |
$2.07M - $2.36M
|
42.6K
$1.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
30.1KNew |
$2.02M - $2.3M
|
30.1K
$862K
|
|
|
Nov 18, 2024
Q4 2023
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
29.9K+ 626.78% |
$2M - $2.28M
|
34.7K
$993K
|
|
|
Jan 25, 2024
Q4 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
29.8K+ 787.88% |
$1.99M - $2.27M
|
33.5K
$960K
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
29.6KNew |
$1.98M - $2.26M
|
29.6K
$846K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
29.3K+ 2055.5% |
$1.96M - $2.24M
|
30.8K
$881K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
29.3K+ 8.33% |
$1.96M - $2.24M
|
381K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
28.9K+ 151.53% |
$1.93M - $2.21M
|
48K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
28.5K+ 155.63% |
$1.9M - $2.17M
|
46.8K
$1.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
28.4K+ 10.16% |
$1.9M - $2.17M
|
308K
$8.83M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
28.3K+ 44.98% |
$1.89M - $2.16M
|
91.1K
$2.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
28.2KNew |
$1.89M - $2.15M
|
28.2K
$808K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
27.6K+ 5.89% |
$1.84M - $2.1M
|
495K
$14.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
27.5KNew |
$1.84M - $2.1M
|
27.5K
$787K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
27.4K+ 1.71% |
$1.84M - $2.09M
|
1.63M
$46.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
27.3K+ 567.64% |
$1.83M - $2.09M
|
32.2K
$921K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
27.3K+ 269.57% |
$1.82M - $2.08M
|
37.4K
$1.07M
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
26.8KNew |
$1.79M - $2.05M
|
26.8K
$768K
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
26.8K+ 15.0% |
$1.79M - $2.04M
|
205K
$5.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
25.9K+ 272.66% |
$1.73M - $1.98M
|
35.4K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
25.4K+ 23.39% |
$1.7M - $1.93M
|
134K
$3.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
25.2K+ 57.55% |
$1.69M - $1.92M
|
69K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
25.2K+ 2.5% |
$1.68M - $1.92M
|
1.03M
$29.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
24.4KNew |
$1.63M - $1.86M
|
24.4K
$699K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
24KNew |
$1.61M - $1.83M
|
24K
$687K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
23.9K+ 7.28% |
$1.6M - $1.82M
|
352K
$10.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
23.1K+ 6.66% |
$1.54M - $1.76M
|
369K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
22.9KNew |
$1.53M - $1.75M
|
22.9K
$656K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22.9K+ 17.62% |
$1.53M - $1.75M
|
153K
$4.37M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
22.3K+ 7.13% |
$1.49M - $1.7M
|
335K
$9.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
22.2K+ 12.27% |
$1.49M - $1.7M
|
203K
$5.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
21.9K+ 49.26% |
$1.47M - $1.67M
|
66.5K
$1.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
21.8KNew |
$1.46M - $1.66M
|
21.8K
$624K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
21.8K+ 36.97% |
$1.46M - $1.66M
|
80.7K
$2.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
21.6KNew |
$1.44M - $1.65M
|
21.6K
$618K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
21.5K+ 5.89% |
$1.44M - $1.64M
|
387K
$11.1M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
21KNew |
$1.4M - $1.6M
|
21K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
20.2K+ 36.83% |
$1.35M - $1.54M
|
75.2K
$2.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
19.8K+ 16.79% |
$1.33M - $1.51M
|
138K
$3.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.7K+ 39.27% |
$1.32M - $1.51M
|
70K
$2M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
19.7K+ 4.83% |
$1.32M - $1.5M
|
427K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
BUY
|
- |
19.6KNew |
$1.31M - $1.49M
|
19.6K
$560K
|