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 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.97K+ 3.18% |
$198K - $226K
|
96.3K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.96K+ 1.09% |
$198K - $226K
|
274K
$7.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.94K+ 8.15% |
$196K - $224K
|
39K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.94KNew |
$196K - $224K
|
2.94K
$84.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.93KNew |
$196K - $224K
|
2.93K
$83.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.92K+ 77.23% |
$196K - $223K
|
6.71K
$192K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.89KNew |
$193K - $220K
|
2.89K
$82.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.88K+ 2.34% |
$193K - $220K
|
126K
$3.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.88K+ 31.15% |
$193K - $220K
|
12.1K
$347K
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2.88K+ 56.86% |
$192K - $219K
|
7.93K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.87K+ 21.11% |
$192K - $219K
|
16.5K
$472K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.86K+ 39.6% |
$192K - $219K
|
10.1K
$289K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
2.84KNew |
$190K - $216K
|
2.84K
$81.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
2.83KNew |
$189K - $216K
|
2.83K
$81K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
2.83KNew |
$189K - $216K
|
2.83K
$80.9K
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.82KNew |
$188K - $215K
|
2.82K
$80.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
2.81KNew |
$188K - $215K
|
2.81K
$80.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.81K+ 4.87% |
$188K - $214K
|
60.4K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.8KNew |
$187K - $214K
|
2.8K
$80.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.8KNew |
$187K - $213K
|
2.8K
$80.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.79KNew |
$187K - $213K
|
2.79K
$79.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
2.79K+ 1.74% |
$186K - $213K
|
163K
$4.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.77K+ 8.43% |
$185K - $211K
|
35.6K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.76K+ 39.72% |
$185K - $211K
|
9.72K
$278K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.75K+ 1.75% |
$184K - $210K
|
160K
$4.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.74KNew |
$183K - $209K
|
2.74K
$78.4K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.73KNew |
$183K - $208K
|
2.73K
$78.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.72KNew |
$182K - $207K
|
2.72K
$77.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
2.71K+ 11.58% |
$181K - $207K
|
26.1K
$748K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
2.71K+ 3.35% |
$181K - $207K
|
83.6K
$2.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
2.69KNew |
$180K - $205K
|
2.69K
$77K
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.68KNew |
$179K - $204K
|
2.68K
$76.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.67K+ 6.23% |
$179K - $204K
|
45.6K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.65K+ 11.89% |
$177K - $202K
|
25K
$715K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.65KNew |
$177K - $202K
|
2.65K
$75.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
2.64KNew |
$176K - $201K
|
2.64K
$75.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.62K+ 5.39% |
$175K - $200K
|
51.2K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
2.61K+ 33.38% |
$175K - $199K
|
10.4K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.57K+ 2.49% |
$172K - $196K
|
106K
$3.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
2.52K+ 56.28% |
$168K - $192K
|
6.98K
$200K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.52KNew |
$168K - $192K
|
2.52K
$72K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.49K+ 82.08% |
$167K - $190K
|
5.53K
$158K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
2.47KNew |
$165K - $188K
|
2.47K
$70.7K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.47K+ 6.63% |
$165K - $188K
|
39.7K
$1.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.44K+ 2.84% |
$163K - $186K
|
88.2K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
2.42KNew |
$162K - $185K
|
2.42K
$69.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.42K+ 27.13% |
$162K - $184K
|
11.3K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.39K+ 23.12% |
$160K - $182K
|
12.7K
$364K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.34K+ 319.95% |
$157K - $179K
|
3.07K
$88K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.33K+ 6.88% |
$156K - $178K
|
36.2K
$1.04M
|