Purchases and Sales Made in Q3 2022 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 Q3 2022. 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
Nov 08, 2022 Q3 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
1.91K
+ 19.19%
$127K - $148K
11.8K $324K
Oct 13, 2022 Q3 2022
Benchmark Wealth Management, LLC

BUY
 -
1.9K
+ 2.76%
$126K - $148K
71K $1.94M
Nov 16, 2022 Q3 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
1.85K
+ 46.46%
$123K - $144K
5.83K $159K
Oct 25, 2022 Q3 2022
Newman & Schimel, LLC

BUY
 -
1.84K
+ 3.84%
$122K - $143K
49.6K $1.35M
Nov 02, 2022 Q3 2022
Clear Street Markets LLC

BUY
 -
1.8K
New
$120K - $140K
1.8K $49.2K
Oct 28, 2022 Q3 2022
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
1.79K
+ 16.86%
$119K - $139K
12.4K $338K
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1.79K
New
$119K - $139K
1.79K $48.8K
Dec 11, 2023 Q3 2022
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
1.79K
+ 1.95%
$119K - $139K
93.5K $2.56M
Nov 16, 2022 Q3 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
1.74K
+ 19.47%
$115K - $135K
10.7K $291K
Nov 14, 2022 Q3 2022
Masso Torrence Wealth Management Inc.

BUY
 -
1.73K
+ 1.83%
$115K - $135K
96.3K $2.63M
Nov 08, 2022 Q3 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
1.61K
+ 5.47%
$107K - $125K
31K $847K
Nov 10, 2022 Q3 2022
Miramar Capital, LLC

BUY
 -
1.58K
+ 11.99%
$105K - $123K
14.8K $404K
Oct 14, 2022 Q3 2022
Cypress Wealth Services, LLC

BUY
 -
1.57K
+ 4.84%
$104K - $122K
34K $928K
Oct 19, 2022 Q3 2022
Patten & Patten Inc

BUY
 -
1.56K
+ 37.18%
$104K - $121K
5.75K $157K
Oct 20, 2022 Q3 2022
Vigilare Wealth Management

BUY
 -
1.55K
+ 31.16%
$103K - $121K
6.53K $178K
Jan 25, 2023 Q3 2022
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
1.55K
New
$103K - $121K
1.55K $42.3K
Oct 17, 2022 Q3 2022
Marino, Stram & Associates LLC

BUY
 -
1.55K
+ 20.24%
$103K - $120K
9.19K $251K
Oct 07, 2024 Q3 2022
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
1.54K
+ 306.36%
$102K - $120K
2.04K $55.8K
Nov 14, 2022 Q3 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
1.54K
+ 4.79%
$102K - $120K
33.7K $920K
Nov 14, 2022 Q3 2022
White Knight Strategic Wealth Advisors, LLC

Princeton, NJ
BUY
 -
1.54K
+ 11.49%
$102K - $120K
14.9K $407K
Feb 10, 2023 Q3 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.49K
+ 4.15%
$98.9K - $116K
37.4K $1.02M
Nov 04, 2022 Q3 2022
Redwood Financial Network Corp

BUY
 -
1.48K
+ 41.17%
$98.6K - $116K
5.09K $139K
Nov 07, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
1.47K
+ 6.58%
$97.8K - $115K
23.8K $651K
Nov 09, 2022 Q3 2022
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
1.43K
+ 20.15%
$95K - $111K
8.53K $233K
Oct 18, 2022 Q3 2022
White Lighthouse Investment Management Inc.

BUY
 -
1.43K
+ 3.42%
$94.9K - $111K
43.2K $1.18M
Oct 28, 2022 Q3 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
1.42K
+ 3.41%
$94.5K - $111K
43.2K $1.18M
Oct 05, 2022 Q3 2022
Hbw Advisory Services LLC

BUY
 -
1.4K
+ 2.41%
$92.9K - $109K
59.5K $1.62M
Oct 05, 2022 Q3 2022
Engrave Wealth Partners LLC

BUY
 -
1.38K
+ 32.86%
$91.4K - $107K
5.56K $152K
Oct 28, 2022 Q3 2022
Savant Capital, LLC

BUY
 -
1.37K
+ 11.12%
$91K - $107K
13.7K $374K
Nov 14, 2022 Q3 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
1.32K
+ 18.17%
$87.8K - $103K
8.59K $235K
Nov 07, 2022 Q3 2022
Parsec Financial Management, Inc.

BUY
 -
1.29K
+ 25.15%
$85.7K - $100K
6.42K $175K
Nov 21, 2022 Q3 2022
Integrated Investment Consultants, LLC

BUY
 -
1.28K
+ 0.73%
$85.2K - $99.9K
176K $4.81M
Nov 10, 2022 Q3 2022
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
1.26K
+ 6.08%
$83.8K - $98.3K
22K $601K
Nov 02, 2022 Q3 2022
Pds Planning, Inc

BUY
 -
1.26K
+ 31.52%
$83.4K - $97.8K
5.24K $143K
Nov 07, 2022 Q3 2022
Cutler Investment Counsel LLC

BUY
 -
1.26K
+ 4.22%
$83.4K - $97.8K
31K $848K
Oct 31, 2022 Q3 2022
Mba Advisors LLC

Hermitage, PA
BUY
 -
1.25K
+ 1.74%
$83.1K - $97.4K
73.1K $2M
Nov 09, 2022 Q3 2022
Paradigm Financial Partners, LLC

BUY
 -
1.25K
+ 7.78%
$83.1K - $97.4K
17.3K $473K
Oct 18, 2022 Q3 2022
Ledyard National Bank

BUY
 -
1.24K
+ 2.72%
$82K - $96.2K
46.6K $1.27M
Nov 09, 2022 Q3 2022
Rollins Financial

BUY
 -
1.22K
+ 1.96%
$81.3K - $95.3K
63.8K $1.74M
Nov 15, 2022 Q3 2022
Colony Group LLC

Boston, MA
BUY
 -
1.22K
+ 0.38%
$81K - $95K
325K $8.89M
Oct 25, 2022 Q3 2022
Mendel Capital Management LLC

BUY
 -
1.22K
+ 0.71%
$80.9K - $94.8K
173K $4.74M
Nov 02, 2022 Q3 2022
Hoyle Cohen, LLC

BUY
 -
1.22K
+ 3.02%
$80.8K - $94.8K
41.5K $1.13M
Dec 13, 2022 Q3 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.21K
+ 4.25%
$80.3K - $94.1K
29.7K $811K
Oct 07, 2022 Q3 2022
Massmutual Trust CO Fsb

BUY
 -
1.2K
+ 7.19%
$79.7K - $93.4K
17.9K $489K
Nov 14, 2022 Q3 2022
Dakota Community Bank & Trust Na

Hebron, ND
BUY
 -
1.2K
New
$79.7K - $93.4K
1.2K $32.8K
Nov 14, 2022 Q3 2022
Weik Capital Management

Wyomissing, PA
BUY
 -
1.2K
+ 13.14%
$79.7K - $93.4K
10.3K $282K
Nov 14, 2022 Q3 2022
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 -
1.18K
New
$78.7K - $92.2K
1.18K $32.3K
Oct 26, 2022 Q3 2022
Schrum Private Wealth Management LLC

BUY
 -
1.17K
+ 34.88%
$77.9K - $91.3K
4.53K $124K
Oct 27, 2022 Q3 2022
Us Bancorp \De\

BUY
 -
1.15K
+ 4.01%
$76.5K - $89.6K
29.9K $816K

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