Purchases and Sales Made in Q4 2023 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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 18, 2024 Q4 2023
Whelan Financial

BUY
 -
19.2K
+ 3.75%
$1.28M - $1.46M
530K $15.2M
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
18.8K
+ 23.99%
$1.26M - $1.43M
97.1K $2.78M
Jan 17, 2024 Q4 2023
Ahl Investment Management, Inc.

BUY
 -
18.5K
+ 82.33%
$1.24M - $1.41M
41K $1.17M
Feb 08, 2024 Q4 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
18.2K
+ 101.06%
$1.21M - $1.39M
36.1K $1.03M
Jan 19, 2024 Q4 2023
Summit Financial Wealth Advisors, LLC

BUY
 -
18.1K
+ 13.31%
$1.21M - $1.38M
154K $4.4M
Jan 16, 2024 Q4 2023
Cooper Financial Group

BUY
 -
18K
+ 13.47%
$1.2M - $1.37M
151K $4.33M
Jan 23, 2024 Q4 2023
Derbend Asset Management

BUY
 -
17.6K
New
$1.18M - $1.34M
17.6K $503K
Jan 17, 2024 Q4 2023
Threadgill Financial, LLC

BUY
 -
17.5K
New
$1.17M - $1.33M
17.5K $501K
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
BUY
 -
17.4K
+ 21.58%
$1.16M - $1.33M
98K $2.81M
Aug 14, 2024 Q4 2023
Capital Investment Counsel, LLC

Denver, CO
BUY
 -
17.4K
New
$1.16M - $1.33M
17.4K $497K
Feb 05, 2024 Q4 2023
Matrix Trust CO

BUY
 -
17.2K
+ 8.62%
$1.15M - $1.31M
216K $6.19M
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

BUY
 -
16.9K
+ 13.96%
$1.13M - $1.29M
138K $3.96M
Jan 11, 2024 Q4 2023
Orgel Wealth Management, LLC

BUY
 -
16.9K
+ 0.41%
$1.13M - $1.29M
4.11M $118M
Feb 14, 2024 Q4 2023
Clifford Group, LLC

Wayland, MA
BUY
 -
16.8K
+ 7.32%
$1.13M - $1.29M
247K $7.07M
Feb 07, 2024 Q4 2023
Avantax Advisory Services, Inc.

BUY
 -
16.7K
+ 0.22%
$1.12M - $1.28M
7.48M $214M
Feb 09, 2024 Q4 2023
Jpl Wealth Management, LLC

Highlands Ranch, CO
BUY
 -
16.2K
New
$1.09M - $1.24M
16.2K $465K
Feb 05, 2024 Q4 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
16.1K
+ 25.93%
$1.07M - $1.23M
78K $2.23M
Feb 13, 2024 Q4 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
15.4K
New
$1.03M - $1.18M
15.4K $442K
Feb 12, 2024 Q4 2023
Goepper Burkhardt LLC

BUY
 -
15.4K
+ 14.66%
$1.03M - $1.18M
121K $3.45M
Jan 22, 2024 Q4 2023
Hudock, Inc.

BUY
 -
15.3K
+ 4.66%
$1.03M - $1.17M
344K $9.86M
Feb 14, 2024 Q4 2023
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
15.1K
New
$1.01M - $1.16M
15.1K $433K
Jan 22, 2024 Q4 2023
Seven Bridge Financial Group, LLC

BUY
 -
15.1K
+ 11.96%
$1.01M - $1.15M
142K $4.05M
Feb 06, 2024 Q4 2023
Montis Financial, LLC

BUY
 -
14.9K
New
$996K - $1.14M
14.9K $426K
Jan 29, 2024 Q4 2023
Adamsbrown Wealth Consultants LLC

BUY
 -
14.4K
+ 3.48%
$962K - $1.1M
428K $12.2M
Feb 02, 2024 Q4 2023
Asset Advisors Investment Management, LLC

BUY
 -
14.3K
+ 1.1%
$954K - $1.09M
1.31M $37.4M
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
14.1K
+ 23.31%
$942K - $1.07M
74.5K $2.13M
Feb 13, 2024 Q4 2023
Valley Financial Group, Inc.

Ambler, PA
BUY
 -
14K
New
$938K - $1.07M
14K $401K
Jan 31, 2024 Q4 2023
Onyx Bridge Wealth Group LLC

BUY
 -
13.8K
+ 23.29%
$922K - $1.05M
72.9K $2.09M
Feb 14, 2024 Q4 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
13.1K
+ 25.55%
$876K - $999K
64.3K $1.84M
Feb 06, 2024 Q4 2023
First National Trust CO

BUY
 -
13K
New
$873K - $996K
13K $374K
Feb 15, 2024 Q4 2023
Venture Visionary Partners LLC

BUY
 -
13K
+ 3.37%
$873K - $996K
400K $11.5M
Feb 06, 2024 Q4 2023
All Gen Financial Advisors, Inc.

Orlando, FL
BUY
 -
12.9K
+ 4.86%
$866K - $988K
279K $8M
Feb 08, 2024 Q4 2023
Leelyn Smith, LLC

Geneva, IL
BUY
 -
12.9K
+ 3.55%
$861K - $983K
375K $10.7M
Feb 14, 2024 Q4 2023
Elevate Wealth Advisory, Inc

Athens, GA
BUY
 -
12.9K
New
$861K - $982K
12.9K $368K
Feb 05, 2024 Q4 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
12.8K
+ 15.36%
$858K - $978K
96.3K $2.76M
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
12.7K
+ 15.27%
$852K - $972K
96.2K $2.75M
Feb 13, 2024 Q4 2023
Edge Capital Group, LLC

BUY
 -
12.7K
+ 17.22%
$851K - $971K
86.6K $2.48M
Feb 02, 2024 Q4 2023
Valmark Advisers, Inc.

BUY
 -
12.7K
+ 1.68%
$851K - $970K
768K $22M
Feb 14, 2024 Q4 2023
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
12.7K
+ 119.89%
$850K - $970K
23.3K $667K
Jan 24, 2024 Q4 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
12.6K
+ 24.21%
$844K - $963K
64.7K $1.85M
Jan 18, 2024 Q4 2023
Transform Wealth, LLC

BUY
 -
12.6K
+ 47.48%
$842K - $960K
39.1K $1.12M
Jan 24, 2024 Q4 2023
Financial Insights, Inc.

BUY
 -
12.4K
+ 4.42%
$829K - $946K
293K $8.37M
Feb 13, 2024 Q4 2023
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
12.4K
+ 31.51%
$829K - $946K
51.7K $1.48M
Jan 11, 2024 Q4 2023
Intergy Private Wealth, LLC

BUY
 -
12.3K
+ 4.66%
$825K - $941K
277K $7.93M
Feb 09, 2024 Q4 2023
Barry Investment Advisors, LLC

BUY
 -
12.3K
New
$824K - $940K
12.3K $353K
Feb 12, 2024 Q4 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
12.2K
+ 764.83%
$819K - $935K
13.8K $396K
Mar 26, 2024 Q4 2023
Napatree Capital LLC

Westerly, RI
BUY
 -
12.2K
New
$819K - $935K
12.2K $351K
Jan 09, 2024 Q4 2023
Lion Street Advisors, LLC

BUY
 -
12.2K
+ 33.94%
$816K - $931K
48.1K $1.38M
May 03, 2024 Q4 2023
Guardian Asset Advisors, LLC

Mechanicsburg, PA
BUY
 -
11.9K
New
$799K - $911K
11.9K $342K

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