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 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
8.18KNew |
$547K - $624K
|
8.18K
$233K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
8.16K+ 4.02% |
$546K - $622K
|
211K
$6.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
8.05KNew |
$538K - $614K
|
8.05K
$230K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
7.79KNew |
$521K - $594K
|
7.79K
$222K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
7.77K+ 2.8% |
$520K - $593K
|
285K
$8.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
7.73KNew |
$517K - $590K
|
7.73K
$221K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
7.7K+ 2.91% |
$515K - $588K
|
272K
$7.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.62K+ 8.26% |
$510K - $582K
|
99.9K
$2.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
7.58K+ 6.86% |
$507K - $579K
|
118K
$3.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
7.53K+ 1.82% |
$504K - $575K
|
421K
$12M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.52KNew |
$503K - $574K
|
7.52K
$215K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
7.49KNew |
$501K - $572K
|
7.49K
$214K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
7.46K+ 2.25% |
$499K - $569K
|
338K
$9.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
7.29K+ 28.26% |
$487K - $556K
|
33.1K
$944K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
7.27K+ 62.51% |
$486K - $555K
|
18.9K
$539K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
7.2K+ 3.52% |
$482K - $550K
|
212K
$6.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
7.17K+ 5.98% |
$480K - $547K
|
127K
$3.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
7.14KNew |
$478K - $545K
|
7.14K
$204K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
7.02K+ 5.71% |
$470K - $536K
|
130K
$3.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7K+ 28.43% |
$468K - $534K
|
31.6K
$902K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.99KNew |
$467K - $533K
|
6.99K
$199K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
6.96K+ 5.62% |
$466K - $531K
|
131K
$3.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
6.94KNew |
$464K - $530K
|
6.94K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
6.89K+ 6.45% |
$461K - $526K
|
114K
$3.24M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.88K+ 191.17% |
$461K - $525K
|
10.5K
$299K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.87KNew |
$460K - $525K
|
6.87K
$196K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
6.82K+ 40.91% |
$456K - $521K
|
23.5K
$670K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
6.74K+ 16.01% |
$451K - $514K
|
48.9K
$1.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
6.67K+ 5.11% |
$446K - $509K
|
137K
$3.92M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
6.61K+ 9.58% |
$442K - $504K
|
75.5K
$2.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.58K+ 7.06% |
$440K - $502K
|
99.7K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.53K+ 15.07% |
$437K - $498K
|
49.9K
$1.42M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
6.41K+ 11.14% |
$428K - $489K
|
63.9K
$1.82M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
6.4K+ 1.93% |
$428K - $488K
|
338K
$9.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.37KNew |
$426K - $486K
|
6.37K
$182K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.37K+ 161.88% |
$426K - $486K
|
10.3K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
6.29K+ 23.71% |
$421K - $480K
|
32.8K
$937K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Advisors, LLC
|
BUY
|
- |
6.29K+ 1.51% |
$421K - $480K
|
421K
$12M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
6.27KNew |
$420K - $479K
|
6.27K
$179K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6.27KNew |
$419K - $478K
|
6.27K
$179K
|
|
|
Feb 05, 2024
Q4 2023
|
Del Sette Capital Management, LLC
|
BUY
|
- |
6.26KNew |
$419K - $478K
|
6.26K
$179K
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
6.24KNew |
$418K - $476K
|
6.24K
$178K
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
6.15K+ 12.38% |
$411K - $469K
|
55.8K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
6.11K+ 29.54% |
$409K - $466K
|
26.8K
$765K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.1K+ 6.24% |
$408K - $466K
|
104K
$2.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.99K+ 0.59% |
$401K - $457K
|
1.02M
$29M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
5.95K+ 14.13% |
$398K - $454K
|
48.1K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5.95KNew |
$398K - $454K
|
5.95K
$170K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.87K+ 9.78% |
$393K - $448K
|
65.9K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
5.87K+ 141.74% |
$393K - $448K
|
10K
$286K
|