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 02, 2022 Q3 2022
ETF Store, Inc.

BUY
 -
1.14K
+ 23.15%
$75.9K - $88.9K
6.07K $166K
Oct 21, 2022 Q3 2022
Rothschild Investment Corp

BUY
 -
1.14K
+ 31.58%
$75.4K - $88.4K
4.73K $129K
May 11, 2023 Q3 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
1.11K
New
$73.8K - $86.5K
1.11K $30.4K
Oct 17, 2022 Q3 2022
Burleson & Company, LLC

BUY
 -
1.11K
+ 1.13%
$73.5K - $86.1K
99.2K $2.71M
Feb 27, 2023 Q3 2022
Financial Partners Capital Management LLC

New York, NY
BUY
 -
1.1K
+ 2.71%
$73.3K - $86K
41.9K $1.15M
Oct 17, 2022 Q3 2022
Private Trust CO Na

BUY
 -
1.1K
+ 14.27%
$72.9K - $85.5K
8.8K $240K
Nov 02, 2022 Q3 2022
Cap Wealth Advisors, LLC

BUY
 -
1.09K
+ 10.31%
$72.6K - $85.1K
11.7K $319K
Nov 07, 2022 Q3 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
1.08K
+ 1.11%
$71.9K - $84.3K
98.5K $2.69M
Nov 10, 2022 Q3 2022
United Bank

BUY
 -
1.04K
+ 2.21%
$69.3K - $81.2K
48.2K $1.32M
Jan 03, 2023 Q3 2022
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
1.04K
+ 8.21%
$69.1K - $81K
13.7K $374K
Oct 26, 2022 Q3 2022
Smart Money Group LLC

BUY
 -
1.01K
+ 7.17%
$67K - $78.5K
15.1K $411K
Oct 20, 2022 Q3 2022
Financial Advisory Service, Inc.

BUY
 -
997
+ 8.93%
$66.2K - $77.6K
12.2K $332K
Oct 24, 2022 Q3 2022
Investment Advisory Group, LLC

BUY
 -
994
+ 13.85%
$66K - $77.4K
8.17K $223K
Nov 03, 2022 Q3 2022
Larson Financial Group LLC

BUY
 -
993
+ 260.63%
$66K - $77.3K
1.37K $37.5K
Oct 19, 2022 Q3 2022
Essex Savings Bank

BUY
 -
982
+ 23.52%
$65.2K - $76.5K
5.16K $141K
Nov 09, 2022 Q3 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
982
New
$65.2K - $76.5K
982 $26.8K
Oct 31, 2022 Q3 2022
Capital Advantage, Inc.

BUY
 -
980
+ 0.34%
$65.1K - $76.3K
289K $7.9M
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
969
+ 2.85%
$64.4K - $75.5K
34.9K $955K
Oct 24, 2022 Q3 2022
Smith Anglin Financial, LLC

BUY
 -
952
+ 2.3%
$63.2K - $74.1K
42.4K $1.16M
Oct 13, 2022 Q3 2022
Centerpoint Advisors, LLC

BUY
 -
949
+ 11.16%
$63K - $73.9K
9.46K $258K
Nov 14, 2022 Q3 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
942
+ 7.64%
$62.6K - $73.4K
13.3K $363K
Nov 14, 2022 Q3 2022
Peoples Bank

BUY
 -
941
+ 1.29%
$62.5K - $73.3K
73.6K $2.01M
Dec 09, 2022 Q3 2022
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
937
+ 22.05%
$62.2K - $73K
5.19K $142K
Nov 15, 2022 Q3 2022
Maple Capital Management, Inc.

BUY
 -
935
+ 3.69%
$62.1K - $72.8K
26.3K $718K
Nov 04, 2022 Q3 2022
Simplex Trading, LLC

BUY
 -
932
+ 11.96%
$61.9K - $72.6K
8.73K $238K
Nov 03, 2022 Q3 2022
Fortress Wealth Management, Inc.

BUY
 -
916
+ 2.99%
$60.8K - $71.3K
31.5K $861K
Oct 24, 2022 Q3 2022
Lyell Wealth Management, LP

BUY
 -
913
+ 16.61%
$60.7K - $71.1K
6.41K $175K
Nov 03, 2022 Q3 2022
Private Capital Management LLC

BUY
 -
907
+ 6.97%
$60.3K - $70.6K
13.9K $380K
Dec 18, 2023 Q3 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
903
+ 27.68%
$60K - $70.3K
4.17K $114K
Oct 18, 2022 Q3 2022
Access Financial Services, Inc.

BUY
 -
891
+ 1.59%
$59.2K - $69.4K
57K $1.56M
Nov 04, 2022 Q3 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
890
+ 4.15%
$59.1K - $69.3K
22.4K $611K
Nov 18, 2022 Q3 2022
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
887
+ 5.12%
$58.9K - $69.1K
18.2K $498K
Oct 31, 2022 Q3 2022
Calton & Associates, Inc.

BUY
 -
885
+ 10.92%
$58.8K - $68.9K
8.99K $246K
Nov 02, 2022 Q3 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
882
+ 4.02%
$58.6K - $68.7K
22.8K $623K
Nov 10, 2022 Q3 2022
Momentum Advisors, LLC

BUY
 -
880
+ 4.13%
$58.5K - $68.5K
22.2K $607K
Oct 20, 2022 Q3 2022
Fin Trust Capital Advisors, LLC

BUY
 -
859
+ 39.73%
$57.1K - $66.9K
3.02K $82.5K
Nov 14, 2022 Q3 2022
Ascent Group, LLC

BUY
 -
828
+ 2.72%
$55K - $64.5K
31.3K $854K
Nov 03, 2022 Q3 2022
Abbrea Capital, LLC

BUY
 -
814
+ 2.77%
$54.1K - $63.4K
30.2K $826K
Nov 08, 2022 Q3 2022
Ironwood Investment Counsel, LLC

BUY
 -
798
+ 12.27%
$53K - $62.1K
7.3K $199K
Oct 26, 2022 Q3 2022
Galvin, Gaustad & Stein, LLC

BUY
 -
786
+ 5.44%
$52.2K - $61.2K
15.2K $416K
Apr 06, 2023 Q3 2022
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
769
+ 4.28%
$51.1K - $59.9K
18.7K $511K
Oct 13, 2022 Q3 2022
Tompkins Financial Corp

BUY
 -
762
+ 72.57%
$50.6K - $59.3K
1.81K $49.5K
Nov 07, 2022 Q3 2022
Jnba Financial Advisors

BUY
 -
746
+ 0.18%
$49.6K - $58.1K
408K $11.2M
Nov 14, 2022 Q3 2022
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
731
+ 0.39%
$48.6K - $56.9K
190K $5.2M
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
717
+ 305.11%
$47.6K - $55.8K
952 $26K
Nov 15, 2022 Q3 2022
Signature Securities Group Corporation

BUY
 -
711
New
$47.2K - $55.4K
711 $19.4K
Nov 14, 2022 Q3 2022
Brasada Capital Management, LP

Houston, TX
BUY
 -
696
+ 7.07%
$46.2K - $54.2K
10.5K $288K
Oct 27, 2022 Q3 2022
Cottage Street Advisors LLC

BUY
 -
692
+ 14.89%
$46K - $53.9K
5.34K $146K
Nov 14, 2022 Q3 2022
Jt Stratford LLC

Gainesville, GA
BUY
 -
654
+ 1.38%
$43.4K - $50.9K
48.1K $1.31M

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