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 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.53K+ 8.31% |
$370K - $422K
|
72.1K
$2.06M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.51KNew |
$368K - $420K
|
5.51K
$158K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.51K+ 18.22% |
$368K - $420K
|
35.7K
$1.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
5.5KNew |
$368K - $420K
|
5.5K
$157K
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.46KNew |
$365K - $417K
|
5.46K
$156K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.45K+ 17.59% |
$364K - $416K
|
36.4K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.43K+ 39.9% |
$363K - $414K
|
19K
$545K
|
|
|
Feb 07, 2024
Q4 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
5.42K+ 175.19% |
$362K - $413K
|
8.51K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
5.41K+ 18.38% |
$362K - $413K
|
34.9K
$998K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
5.36KNew |
$358K - $409K
|
5.36K
$153K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.32K+ 13.41% |
$356K - $406K
|
45K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
5.3K+ 5.84% |
$355K - $404K
|
96.1K
$2.75M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.27K+ 3.75% |
$353K - $402K
|
146K
$4.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.27K+ 2.34% |
$353K - $402K
|
230K
$6.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.26KNew |
$352K - $401K
|
5.26K
$151K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.22K+ 38.56% |
$349K - $398K
|
18.7K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.12KNew |
$342K - $390K
|
5.12K
$146K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.1K+ 9.98% |
$341K - $390K
|
56.3K
$1.61M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
5.09KNew |
$340K - $388K
|
5.09K
$146K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.04KNew |
$337K - $385K
|
5.04K
$144K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
5.02K+ 15.2% |
$336K - $383K
|
38K
$1.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.98K+ 34.29% |
$333K - $380K
|
19.5K
$559K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.9KNew |
$328K - $374K
|
4.9K
$140K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
4.83KNew |
$323K - $369K
|
4.83K
$138K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.74KNew |
$317K - $362K
|
4.74K
$136K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
4.7KNew |
$314K - $359K
|
4.7K
$135K
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
4.69KNew |
$314K - $358K
|
4.69K
$134K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
4.66K+ 122.52% |
$312K - $355K
|
8.46K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
4.65K+ 8.01% |
$311K - $355K
|
62.7K
$1.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
BUY
|
- |
4.59KNew |
$307K - $351K
|
4.59K
$132K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4.57KNew |
$306K - $349K
|
4.57K
$131K
|
|
|
Feb 01, 2024
Q4 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
4.54K+ 0.92% |
$304K - $346K
|
500K
$14.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.47K+ 8.61% |
$299K - $341K
|
56.4K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.46K+ 19.79% |
$298K - $340K
|
27K
$772K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.43K+ 14.87% |
$297K - $338K
|
34.2K
$980K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.43K+ 49.4% |
$297K - $338K
|
13.4K
$384K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.39KNew |
$294K - $335K
|
4.39K
$126K
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
4.33KNew |
$289K - $330K
|
4.33K
$124K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.32K+ 29.55% |
$289K - $330K
|
19K
$543K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.32K+ 5.82% |
$289K - $330K
|
78.6K
$2.25M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.31K+ 4.1% |
$288K - $329K
|
109K
$3.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.28KNew |
$286K - $327K
|
4.28K
$123K
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
4.2KNew |
$281K - $321K
|
4.2K
$120K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
4.2K+ 123.67% |
$281K - $321K
|
7.6K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
4.11KNew |
$275K - $314K
|
4.11K
$118K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
4.07KNew |
$272K - $311K
|
4.07K
$117K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.07KNew |
$272K - $311K
|
4.07K
$117K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.07K+ 6.41% |
$272K - $310K
|
67.5K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
4.03K+ 4.22% |
$270K - $308K
|
99.6K
$2.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
4KNew |
$268K - $305K
|
4K
$115K
|