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
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.27K- 3.43% |
$85.2K - $97.2K
|
35.9K
$989K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.28K- 1.09% |
$85.6K - $97.6K
|
116K
$3.2M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-1.31K- 22.19% |
$87.3K - $99.6K
|
4.58K
$126K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.31K- 3.96% |
$87.7K - $100K
|
31.8K
$876K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.31K- 3.51% |
$87.9K - $100K
|
36.1K
$996K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-1.34K- 11.05% |
$89.6K - $102K
|
10.8K
$297K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.35K- 52.67% |
$90.2K - $103K
|
1.21K
$33.4K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1.35K- 5.77% |
$90.3K - $103K
|
22K
$608K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.36K- 1.74% |
$91.2K - $104K
|
76.9K
$2.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.36K- 5.57% |
$91.3K - $104K
|
23.1K
$637K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.39K- 9.09% |
$93K - $106K
|
13.9K
$383K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.4K- 1.78% |
$93.5K - $107K
|
77.3K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.4K- 10.31% |
$93.7K - $107K
|
12.2K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.4K- 10.31% |
$93.7K - $107K
|
12.2K
$336K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-1.42K- 11.72% |
$95.3K - $109K
|
10.7K
$296K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-1.44K- 2.13% |
$96.3K - $110K
|
66.1K
$1.82M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.44K- 30.24% |
$96.3K - $110K
|
3.32K
$91.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-1.48K- 3.99% |
$98.7K - $113K
|
35.5K
$980K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.48K- 2.98% |
$98.8K - $113K
|
48.1K
$1.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.49K- 10.48% |
$99.4K - $113K
|
12.7K
$350K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.51K- 60.95% |
$101K - $115K
|
965
$26.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.51K- 5.78% |
$101K - $115K
|
24.6K
$677K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.55K- 7.23% |
$104K - $118K
|
19.9K
$547K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.59K- 81.65% |
$106K - $121K
|
357
$9.84K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.6K- 4.85% |
$107K - $122K
|
31.3K
$863K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.62K- 19.91% |
$108K - $123K
|
6.51K
$179K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.66K- 3.4% |
$111K - $127K
|
47.1K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.68K- 3.23% |
$113K - $129K
|
50.5K
$1.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.7K- 16.1% |
$114K - $130K
|
8.86K
$244K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.71K- 15.78% |
$114K - $131K
|
9.13K
$252K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.72K- 13.3% |
$115K - $131K
|
11.2K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.73K- 18.2% |
$116K - $132K
|
7.76K
$214K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-1.78K- 0.66% |
$119K - $136K
|
268K
$7.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.79K- 40.46% |
$120K - $137K
|
2.63K
$72.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-1.8K- 6.59% |
$121K - $138K
|
25.6K
$704K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.84K- 13.31% |
$123K - $140K
|
12K
$330K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-1.85K- 1.0% |
$124K - $141K
|
184K
$5.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.89K- 11.33% |
$126K - $144K
|
14.8K
$408K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.9K- 30.47% |
$127K - $145K
|
4.33K
$119K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.9K- 2.89% |
$127K - $145K
|
63.8K
$1.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.92K- 8.33% |
$129K - $147K
|
21.1K
$583K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.93K- 7.8% |
$129K - $147K
|
22.7K
$627K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.93K- 3.59% |
$129K - $148K
|
51.9K
$1.43M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.94K- 12.87% |
$130K - $148K
|
13.2K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.96K- 0.99% |
$131K - $150K
|
196K
$5.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.97K- 18.12% |
$132K - $151K
|
8.91K
$246K
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.99K- 34.51% |
$133K - $152K
|
3.78K
$104K
|
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-2.04K- 0.41% |
$136K - $155K
|
496K
$13.7M
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-2.05K- 26.48% |
$137K - $156K
|
5.68K
$156K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-2.05K- 68.94% |
$137K - $156K
|
922
$25.4K
|