Purchases and Sales Made in Q1 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 Q1 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
May 10, 2023 Q1 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
3.16K
+ 3.39%
$222K - $246K
96.4K $2.67M
Apr 06, 2023 Q1 2023
Revolve Wealth Partners, LLC

BUY
 -
3.15K
+ 10.18%
$221K - $246K
34.1K $945K
Apr 20, 2023 Q1 2023
High Tower Trust Services, Lta

BUY
 -
3.15K
+ 5.58%
$221K - $246K
59.5K $1.65M
Apr 05, 2023 Q1 2023
Weitzel Financial Services, Inc.

BUY
 -
3.14K
New
$221K - $245K
3.14K $87.1K
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
3.12K
New
$219K - $243K
3.12K $86.6K
May 05, 2023 Q1 2023
Carson Advisory Inc.

BUY
 -
3.1K
+ 70.38%
$218K - $242K
7.5K $208K
Apr 05, 2023 Q1 2023
Carmichael Hill & Associates, Inc.

BUY
 -
3.08K
+ 17.39%
$217K - $240K
20.8K $577K
Apr 24, 2023 Q1 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
3.08K
+ 16.31%
$217K - $240K
22K $610K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
3.06K
+ 0.9%
$215K - $239K
344K $9.54M
May 10, 2023 Q1 2023
Amg National Trust Bank

BUY
 -
3.05K
+ 6.52%
$214K - $238K
49.8K $1.38M
Apr 14, 2023 Q1 2023
John W. Brooker & Co., Cp As

BUY
 -
3.01K
+ 2.78%
$212K - $235K
111K $3.09M
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
3K
+ 0.72%
$211K - $234K
420K $11.7M
May 05, 2023 Q1 2023
Hoyle Cohen, LLC

BUY
 -
2.99K
+ 7.1%
$210K - $233K
45K $1.25M
Apr 25, 2023 Q1 2023
Atlas Financial Advisors, Inc.

BUY
 -
2.95K
New
$207K - $230K
2.95K $81.8K
Apr 18, 2023 Q1 2023
Hm Payson & CO

Portland, ME
BUY
 -
2.95K
+ 80.85%
$207K - $230K
6.59K $183K
May 04, 2023 Q1 2023
Wealth Effects LLC

BUY
 -
2.94K
New
$206K - $229K
2.94K $81.5K
May 15, 2023 Q1 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
2.9K
New
$204K - $227K
2.9K $80.6K
Apr 07, 2023 Q1 2023
Emerald Advisors, LLC

BUY
 -
2.88K
+ 12.84%
$202K - $225K
25.3K $702K
May 03, 2023 Q1 2023
Calamos Wealth Management LLC

BUY
 -
2.84K
New
$199K - $221K
2.84K $78.7K
Apr 14, 2023 Q1 2023
Washburn Capital Management, Inc.

BUY
 -
2.84K
+ 7.01%
$199K - $221K
43.3K $1.2M
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
2.82K
+ 38.21%
$198K - $220K
10.2K $283K
Apr 12, 2023 Q1 2023
Rda Financial Network

BUY
 -
2.82K
New
$198K - $220K
2.82K $78.1K
May 05, 2023 Q1 2023
Delta Investment Management, LLC

BUY
 -
2.81K
New
$198K - $219K
2.81K $78.1K
May 12, 2023 Q1 2023
Esl Trust Services, LLC

BUY
 -
2.81K
+ 0.63%
$198K - $219K
451K $12.5M
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
2.73K
+ 6.35%
$192K - $213K
45.7K $1.27M
May 04, 2023 Q1 2023
Edge Capital Group, LLC

BUY
 -
2.72K
+ 19.49%
$191K - $212K
16.7K $463K
Apr 26, 2023 Q1 2023
Act Advisors, Llc.

BUY
 -
2.7K
+ 29.76%
$190K - $211K
11.8K $327K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
2.62K
+ 5.31%
$184K - $205K
52.1K $1.44M
May 04, 2023 Q1 2023
Keating Investment Counselors Inc

BUY
 -
2.56K
+ 19.11%
$180K - $200K
15.9K $442K
May 15, 2023 Q1 2023
Squarepoint Ops LLC

New York, NY
BUY
 -
2.54K
+ 26.05%
$179K - $198K
12.3K $341K
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
2.52K
+ 4.12%
$177K - $197K
63.8K $1.77M
May 09, 2023 Q1 2023
Warwick Investment Management, Inc.

BUY
 -
2.51K
+ 5.42%
$176K - $196K
48.8K $1.35M
Apr 21, 2023 Q1 2023
West Oak Capital, LLC

BUY
 -
2.45K
+ 11.59%
$172K - $191K
23.6K $654K
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
2.45K
+ 10.86%
$172K - $191K
25K $694K
May 11, 2023 Q1 2023
Talisman Wealth Advisors LLC

Mountainside, NJ
BUY
 -
2.45K
+ 12.82%
$172K - $191K
21.5K $597K
Apr 12, 2023 Q1 2023
Old Port Advisors

BUY
 -
2.43K
+ 3.5%
$171K - $189K
71.8K $1.99M
May 10, 2023 Q1 2023
Fulcrum Capital LLC

BUY
 -
2.43K
+ 30.61%
$170K - $189K
10.4K $287K
May 10, 2023 Q1 2023
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
2.41K
New
$170K - $188K
2.41K $67K
May 11, 2023 Q1 2023
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
2.39K
+ 51.84%
$168K - $187K
7K $194K
May 03, 2023 Q1 2023
Stonebridge Financial Planning Group, LLC

BUY
 -
2.38K
+ 8.45%
$167K - $186K
30.6K $849K
Apr 27, 2023 Q1 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
2.37K
+ 22.78%
$166K - $185K
12.8K $354K
May 11, 2023 Q1 2023
Investors Research Corp

BUY
 -
2.35K
+ 4.47%
$165K - $183K
54.9K $1.52M
May 02, 2023 Q1 2023
Vicus Capital

State College, PA
BUY
 -
2.31K
+ 82.48%
$162K - $180K
5.1K $142K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
2.31K
+ 45.98%
$162K - $180K
7.32K $203K
Apr 17, 2023 Q1 2023
Cornell Pochily Investment Advisors, Inc.

BUY
 -
2.3K
+ 23.68%
$162K - $180K
12K $334K
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
2.3K
+ 8.92%
$161K - $179K
28K $778K
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
2.29K
New
$161K - $179K
2.29K $63.6K
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
2.26K
+ 25.87%
$159K - $176K
11K $305K
Apr 13, 2023 Q1 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
2.21K
+ 2.76%
$155K - $172K
82.4K $2.29M

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