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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-3.35K- 13.81% |
$224K - $256K
|
20.9K
$577K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-3.37K- 0.77% |
$226K - $257K
|
437K
$12M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.64K- 6.09% |
$244K - $278K
|
56.2K
$1.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.69K- 2.44% |
$247K - $281K
|
147K
$4.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.73K- 20.83% |
$250K - $285K
|
14.2K
$391K
|
|
|
Jan 04, 2024
Q4 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-3.83K- 24.38% |
$256K - $292K
|
11.9K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.86K- 21.7% |
$258K - $295K
|
13.9K
$384K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-3.88K- 4.81% |
$260K - $296K
|
76.9K
$2.12M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.92K- 43.59% |
$262K - $299K
|
5.07K
$140K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-3.94K- 3.71% |
$264K - $301K
|
102K
$2.82M
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-4K- 2.19% |
$267K - $305K
|
179K
$4.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-4.02K- 11.21% |
$269K - $307K
|
31.8K
$877K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-4.05K- 3.31% |
$271K - $309K
|
118K
$3.26M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.06K- 63.82% |
$272K - $310K
|
2.3K
$63.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.06K- 58.85% |
$272K - $310K
|
2.84K
$78.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-4.24K- 96.59% |
$284K - $324K
|
150
$4.13K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-4.24K- 96.59% |
$284K - $324K
|
150
$4.13K
|
|
|
Jan 30, 2024
Q4 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-4.28K- 51.23% |
$286K - $326K
|
4.07K
$112K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-4.3K- 13.71% |
$288K - $328K
|
27.1K
$746K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-4.38K- 43.06% |
$293K - $334K
|
5.79K
$160K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.39K- 10.45% |
$294K - $335K
|
37.6K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.42K- 13.29% |
$296K - $337K
|
28.8K
$795K
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-4.45K- 5.17% |
$298K - $339K
|
81.5K
$2.25M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-4.45K- 60.12% |
$298K - $340K
|
2.95K
$81.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-4.46K- 4.14% |
$298K - $340K
|
103K
$2.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-4.47K- 40.0% |
$299K - $341K
|
6.71K
$185K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-4.52K- 12.23% |
$302K - $345K
|
32.4K
$894K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.58K- 2.63% |
$306K - $349K
|
170K
$4.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.63K- 2.66% |
$310K - $353K
|
170K
$4.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.63K- 16.72% |
$310K - $354K
|
23.1K
$636K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-4.67K- 2.85% |
$312K - $356K
|
159K
$4.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.86K- 3.47% |
$325K - $371K
|
135K
$3.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.91K- 2.8% |
$328K - $375K
|
171K
$4.7M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.94K- 4.65% |
$331K - $377K
|
101K
$2.79M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-5.1K- 3.38% |
$341K - $389K
|
146K
$4.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.1K- 3.09% |
$341K - $389K
|
160K
$4.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-5.13K- 13.38% |
$343K - $392K
|
33.2K
$916K
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-5.41K- 7.54% |
$362K - $413K
|
66.3K
$1.83M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-5.53K- 19.61% |
$370K - $422K
|
22.7K
$625K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-5.55K- 4.55% |
$371K - $423K
|
116K
$3.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.61K- 11.37% |
$375K - $428K
|
43.7K
$1.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-5.65K- 10.18% |
$378K - $431K
|
49.8K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-5.7K- 8.8% |
$382K - $435K
|
59.1K
$1.63M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-5.78K- 18.85% |
$386K - $441K
|
24.9K
$685K
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-5.88K- 1.14% |
$393K - $448K
|
510K
$14.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-5.95K- 11.83% |
$398K - $454K
|
44.3K
$1.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-6.1K- 16.67% |
$408K - $466K
|
30.5K
$841K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-6.28K- 39.23% |
$420K - $479K
|
9.73K
$268K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-6.59K- 2.15% |
$441K - $503K
|
300K
$8.28M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.61K- 5.84% |
$442K - $505K
|
107K
$2.94M
|