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 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
55+ 0.24% |
$3.68K - $4.2K
|
22.9K
$636K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
54+ 0.13% |
$3.61K - $4.12K
|
41.9K
$1.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
52+ 1.1% |
$3.48K - $3.97K
|
4.78K
$133K
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
52+ 0.35% |
$3.48K - $3.97K
|
15K
$415K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
52+ 0.9% |
$3.48K - $3.97K
|
5.83K
$162K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
51+ 0.52% |
$3.41K - $3.89K
|
9.82K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
50+ 0.28% |
$3.35K - $3.82K
|
18K
$500K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
48+ 4.8% |
$3.21K - $3.66K
|
1.05K
$29.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
46+ 0.38% |
$3.08K - $3.51K
|
12.1K
$335K
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
43+ 1.03% |
$2.88K - $3.28K
|
4.24K
$118K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
40New |
$2.68K - $3.05K
|
40
$1.11K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
36+ 1.15% |
$2.41K - $2.75K
|
3.16K
$87.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
36+ 0.4% |
$2.41K - $2.75K
|
8.95K
$248K
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
33+ 1.05% |
$2.21K - $2.52K
|
3.18K
$88.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
31New |
$2.07K - $2.37K
|
31
$860
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
31+ 1.02% |
$2.07K - $2.37K
|
3.07K
$85.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
29+ 0.35% |
$1.94K - $2.21K
|
8.35K
$232K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
28New |
$1.87K - $2.14K
|
28
$777
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
28+ 1.27% |
$1.87K - $2.14K
|
2.24K
$62.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
23+ 0.96% |
$1.54K - $1.76K
|
2.41K
$66.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
21+ 0.28% |
$1.4K - $1.6K
|
7.55K
$210K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
20+ 0.69% |
$1.34K - $1.53K
|
2.9K
$80.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
19+ 0.96% |
$1.27K - $1.45K
|
1.99K
$55.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
18+ 0.59% |
$1.2K - $1.37K
|
3.05K
$84.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
17+ 0.09% |
$1.14K - $1.3K
|
19.4K
$539K
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
16+ 4.69% |
$1.07K - $1.22K
|
357
$9.91K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
16New |
$1.07K - $1.22K
|
16
$444
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
15New |
$1K - $1.14K
|
15
$416
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 0.77% |
$736 - $840
|
1.44K
$40K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
10+ 0.09% |
$669 - $763
|
10.7K
$296K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
10New |
$669 - $763
|
10
$278
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 0.97% |
$669 - $763
|
1.04K
$28.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
9+ 0.23% |
$602 - $687
|
3.93K
$109K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
BUY
|
- |
9+ 16.36% |
$602 - $687
|
64
$1.78K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8+ 0.04% |
$535 - $611
|
18.2K
$506K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
8+ 0.1% |
$535 - $611
|
8.02K
$222K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
8+ 0.26% |
$535 - $611
|
3.08K
$85.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
8+ 0.07% |
$535 - $611
|
11.5K
$320K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
8+ 1.03% |
$535 - $611
|
785
$21.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8New |
$535 - $611
|
8
$222
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 5.63% |
$535 - $611
|
150
$4.16K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
8+ 0.12% |
$535 - $611
|
6.91K
$192K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
7New |
$468 - $534
|
7
$194
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6+ 0.14% |
$401 - $458
|
4.27K
$118K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
6+ 0.98% |
$401 - $458
|
621
$17.2K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5+ 0.32% |
$335 - $382
|
1.57K
$43.5K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4+ 0.2% |
$268 - $305
|
1.97K
$54.6K
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
4+ 0.11% |
$268 - $305
|
3.71K
$103K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3+ 0.2% |
$201 - $229
|
1.49K
$41.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
3+ 1.0% |
$201 - $229
|
304
$8.44K
|