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 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
4KNew |
$267K - $305K
|
4K
$114K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.98K+ 11.97% |
$266K - $304K
|
37.2K
$1.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.95K+ 5.55% |
$264K - $302K
|
75.1K
$2.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.95K+ 50.47% |
$264K - $301K
|
11.8K
$337K
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
3.91KNew |
$262K - $299K
|
3.91K
$112K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
3.9KNew |
$261K - $297K
|
3.9K
$112K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.89K+ 46.19% |
$260K - $297K
|
12.3K
$352K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
3.88K+ 12.59% |
$260K - $296K
|
34.7K
$995K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.87K+ 3.71% |
$259K - $296K
|
108K
$3.1M
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
3.86K+ 5.01% |
$258K - $294K
|
80.9K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.79K+ 11.46% |
$254K - $290K
|
36.9K
$1.06M
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
3.79KNew |
$253K - $289K
|
3.79K
$108K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.75K+ 20.79% |
$251K - $286K
|
21.8K
$624K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.75K+ 96.33% |
$251K - $286K
|
7.64K
$219K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.75K+ 36.72% |
$251K - $286K
|
14K
$400K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.75K+ 326.39% |
$251K - $286K
|
4.9K
$140K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.72K+ 2.53% |
$249K - $284K
|
151K
$4.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.7K+ 64.59% |
$247K - $282K
|
9.43K
$270K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.66K+ 54.16% |
$245K - $279K
|
10.4K
$298K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
3.63KNew |
$243K - $277K
|
3.63K
$104K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.6KNew |
$241K - $275K
|
3.6K
$103K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.58K+ 48.71% |
$240K - $273K
|
10.9K
$313K
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
3.56KNew |
$238K - $272K
|
3.56K
$102K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3.55KNew |
$237K - $271K
|
3.55K
$102K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.47K+ 25.74% |
$232K - $265K
|
17K
$486K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.45K+ 89.92% |
$231K - $263K
|
7.29K
$209K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.45K+ 3.14% |
$231K - $263K
|
113K
$3.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.42KNew |
$229K - $261K
|
3.42K
$97.9K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
3.37KNew |
$225K - $257K
|
3.37K
$96.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.35K+ 7129.79% |
$224K - $256K
|
3.4K
$97.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.35KNew |
$224K - $255K
|
3.35K
$95.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
3.34K+ 4.08% |
$224K - $255K
|
85.3K
$2.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3.34KNew |
$223K - $255K
|
3.34K
$95.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.26K+ 30.66% |
$218K - $249K
|
13.9K
$397K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
3.24KNew |
$216K - $247K
|
3.24K
$92.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.24K+ 5.89% |
$216K - $247K
|
58.1K
$1.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
3.23KNew |
$216K - $246K
|
3.23K
$92.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.21K+ 31.43% |
$215K - $245K
|
13.4K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.2KNew |
$214K - $244K
|
3.2K
$91.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3.18K+ 100.99% |
$213K - $242K
|
6.32K
$181K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.16KNew |
$211K - $241K
|
3.16K
$90.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3.15K+ 90.23% |
$211K - $240K
|
6.64K
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
3.15K+ 2.03% |
$211K - $240K
|
158K
$4.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.14KNew |
$210K - $239K
|
3.14K
$89.8K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
3.12K+ 7.26% |
$209K - $238K
|
46.1K
$1.32M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
3.09K+ 41.36% |
$206K - $235K
|
10.5K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.08KNew |
$206K - $235K
|
3.08K
$88.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
3.05K+ 2.12% |
$204K - $233K
|
147K
$4.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
3.05KNew |
$204K - $233K
|
3.05K
$87.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.98KNew |
$199K - $227K
|
2.98K
$85.2K
|