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 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
11.9K+ 13.27% |
$798K - $911K
|
102K
$2.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
11.6K+ 10.3% |
$776K - $886K
|
124K
$3.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
11.6K+ 5.12% |
$776K - $885K
|
238K
$6.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
11.6KNew |
$774K - $883K
|
11.6K
$331K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
11.5K+ 81.53% |
$770K - $879K
|
25.6K
$734K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
11.5K+ 2.07% |
$766K - $874K
|
564K
$16.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
11.3K+ 90.57% |
$755K - $862K
|
23.8K
$680K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
11.3K+ 4.84% |
$754K - $860K
|
244K
$6.99M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
11.1K+ 4.13% |
$743K - $848K
|
280K
$8.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11.1K+ 73.62% |
$743K - $848K
|
26.2K
$750K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
10.9KNew |
$726K - $829K
|
10.9K
$311K
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
10.8K+ 4.53% |
$725K - $827K
|
250K
$7.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
10.8K+ 6.66% |
$721K - $823K
|
173K
$4.95M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
10.7K+ 1028.33% |
$719K - $820K
|
11.8K
$338K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
10.6KNew |
$711K - $811K
|
10.6K
$304K
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
10.6K+ 42.18% |
$709K - $809K
|
35.7K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10.6K+ 2.85% |
$708K - $807K
|
381K
$10.9M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
10.5KNew |
$703K - $802K
|
10.5K
$301K
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
BUY
|
- |
10.3K+ 6.18% |
$687K - $784K
|
176K
$5.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.2KNew |
$682K - $778K
|
10.2K
$292K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
10.1K+ 3.52% |
$674K - $769K
|
296K
$8.48M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
10K+ 7.57% |
$671K - $765K
|
142K
$4.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
BUY
|
- |
9.94KNew |
$665K - $758K
|
9.94K
$284K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.64K+ 34.79% |
$645K - $735K
|
37.3K
$1.07M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
9.62KNew |
$644K - $734K
|
9.62K
$275K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.54K+ 102.77% |
$638K - $728K
|
18.8K
$539K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
9.48KNew |
$634K - $723K
|
9.48K
$271K
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
9.31K+ 39.44% |
$623K - $710K
|
32.9K
$942K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
9.16K+ 8.5% |
$613K - $699K
|
117K
$3.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.04K+ 30.79% |
$605K - $690K
|
38.4K
$1.1M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
8.98KNew |
$601K - $685K
|
8.98K
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
8.98K+ 278.41% |
$600K - $685K
|
12.2K
$349K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
8.97K+ 274.41% |
$600K - $684K
|
12.2K
$350K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
8.7KNew |
$582K - $664K
|
8.7K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
8.65K+ 19.16% |
$579K - $660K
|
53.8K
$1.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
8.57K+ 13.32% |
$573K - $654K
|
72.9K
$2.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
8.55KNew |
$572K - $653K
|
8.55K
$245K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
8.53K+ 33.98% |
$571K - $651K
|
33.6K
$963K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
8.49KNew |
$568K - $648K
|
8.49K
$243K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
8.43K+ 22.38% |
$564K - $643K
|
46.1K
$1.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
8.41KNew |
$563K - $642K
|
8.41K
$241K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
8.4K+ 4.02% |
$562K - $641K
|
217K
$6.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.24K+ 2.48% |
$551K - $629K
|
340K
$9.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
8.18KNew |
$547K - $624K
|
8.18K
$234K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
8.16K+ 4.02% |
$546K - $622K
|
211K
$6.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
8.05KNew |
$538K - $614K
|
8.05K
$230K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
7.79KNew |
$521K - $594K
|
7.79K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
7.77K+ 2.8% |
$520K - $593K
|
285K
$8.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
7.73KNew |
$517K - $590K
|
7.73K
$221K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
7.7K+ 2.91% |
$515K - $588K
|
272K
$7.79M
|