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 14, 2022 Q3 2022
Capital Advisors Wealth Management, LLC

BUY
 -
623
+ 18.82%
$41.4K - $48.5K
3.93K $107K
Oct 27, 2022 Q3 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
608
+ 8.44%
$40.4K - $47.3K
7.81K $213K
Oct 12, 2022 Q3 2022
Key Client Fiduciary Advisors, LLC

BUY
 -
606
+ 12.68%
$40.3K - $47.2K
5.39K $147K
Oct 17, 2022 Q3 2022
American Financial Advisors, LLC

BUY
 -
604
+ 10.91%
$40.1K - $47K
6.14K $168K
Nov 10, 2022 Q3 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
598
+ 12.64%
$39.7K - $46.6K
5.33K $146K
Nov 01, 2022 Q3 2022
Sheets Smith Wealth Management

BUY
 -
596
+ 0.51%
$39.6K - $46.4K
118K $3.23M
Nov 08, 2022 Q3 2022
Blue Bell Private Wealth Management, LLC

BUY
 -
595
+ 3.18%
$39.5K - $46.3K
19.3K $527K
Nov 10, 2022 Q3 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
589
+ 0.99%
$39.1K - $45.9K
60.1K $1.64M
Oct 20, 2022 Q3 2022
Hanson & Doremus Investment Management

BUY
 -
585
New
$38.9K - $45.6K
585 $16K
Nov 14, 2022 Q3 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
576
New
$38.3K - $44.9K
576 $15.7K
Oct 31, 2022 Q3 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
565
+ 7.81%
$37.5K - $44K
7.8K $213K
Nov 14, 2022 Q3 2022
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
558
+ 2.02%
$37.1K - $43.5K
28.2K $771K
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

BUY
 -
551
+ 40.16%
$36.6K - $42.9K
1.92K $52.5K
Nov 03, 2022 Q3 2022
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
549
+ 0.6%
$36.5K - $42.8K
92.4K $2.53M
Oct 27, 2022 Q3 2022
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
531
+ 15.65%
$35.3K - $41.3K
3.92K $107K
Nov 14, 2022 Q3 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
521
+ 7.76%
$34.6K - $40.6K
7.24K $198K
Nov 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
513
+ 1.84%
$34.1K - $39.9K
28.4K $776K
Oct 11, 2022 Q3 2022
Trust CO

BUY
 -
506
+ 1.77%
$33.6K - $39.4K
29K $794K
Oct 18, 2022 Q3 2022
Wbh Advisory Inc

BUY
 -
503
+ 1.45%
$33.4K - $39.2K
35.2K $962K
Oct 28, 2022 Q3 2022
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
490
+ 2.14%
$32.6K - $38.2K
23.4K $639K
Nov 07, 2022 Q3 2022
Private Portfolio Partners LLC

BUY
 -
488
+ 1.02%
$32.4K - $38K
48.1K $1.32M
Mar 14, 2023 Q3 2022
Private Portfolio Partners LLC

BUY
 -
488
+ 1.02%
$32.4K - $38K
48.1K $1.32M
Oct 19, 2022 Q3 2022
Outfitter Financial LLC

BUY
 -
475
+ 2.79%
$31.6K - $37K
17.5K $479K
Oct 13, 2022 Q3 2022
Old Port Advisors

BUY
 -
470
+ 0.75%
$31.2K - $36.6K
62.9K $1.72M
Oct 05, 2022 Q3 2022
American National Bank

BUY
 -
468
+ 374.4%
$31.1K - $36.4K
593 $16.2K
Oct 21, 2022 Q3 2022
Palouse Capital Management, Inc.

BUY
 -
467
+ 14.26%
$31K - $36.4K
3.74K $102K
Oct 12, 2022 Q3 2022
Cornell Pochily Investment Advisors, Inc.

BUY
 -
456
+ 4.83%
$30.3K - $35.5K
9.91K $271K
Nov 14, 2022 Q3 2022
Squarepoint Ops LLC

New York, NY
BUY
 -
449
+ 5.5%
$29.8K - $35K
8.61K $235K
Dec 05, 2022 Q3 2022
Centaurus Financial, Inc.

BUY
 -
437
+ 0.82%
$29K - $34K
53.4K $1.46M
Nov 14, 2022 Q3 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
434
+ 0.87%
$28.8K - $33.8K
50.2K $1.37M
Nov 16, 2022 Q3 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
427
New
$28.4K - $33.3K
427 $11.7K
Oct 12, 2022 Q3 2022
Acropolis Investment Management, LLC

BUY
 -
425
+ 10.08%
$28.2K - $33.1K
4.64K $127K
Oct 27, 2022 Q3 2022
Appleton Partners Inc

BUY
 -
402
+ 5.29%
$26.7K - $31.3K
8.01K $219K
Oct 20, 2022 Q3 2022
Signet Investment Advisory Group, Inc.

BUY
 -
397
+ 2.42%
$26.4K - $30.9K
16.8K $459K
Nov 10, 2022 Q3 2022
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
390
+ 4.88%
$25.9K - $30.4K
8.38K $229K
Nov 21, 2022 Q3 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
387
+ 1.26%
$25.7K - $30.1K
31.1K $851K
Nov 14, 2022 Q3 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
384
+ 65.75%
$25.5K - $29.9K
968 $26.4K
Oct 12, 2022 Q3 2022
Triton Wealth Management, Pllc

BUY
 -
383
+ 0.91%
$25.4K - $29.8K
42.4K $1.16M
Nov 08, 2022 Q3 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
373
+ 11.47%
$24.8K - $29K
3.63K $99.1K
Oct 25, 2022 Q3 2022
Thompson Siegel & Walmsley LLC

BUY
 -
364
New
$24.2K - $28.3K
364 $9.94K
Oct 14, 2022 Q3 2022
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
361
+ 89.36%
$24K - $28.1K
765 $20.9K
Oct 13, 2022 Q3 2022
National Bank Of Canada

BUY
 -
350
+ 70.28%
$23.3K - $27.3K
848 $23.2K
Nov 14, 2022 Q3 2022
Mirador Capital Partners LP

BUY
 -
339
+ 2.88%
$22.5K - $26.4K
12.1K $331K
Oct 14, 2022 Q3 2022
Danda Trouve Investment Management, Inc.

BUY
 -
337
+ 320.95%
$22.4K - $26.2K
442 $12.1K
Oct 21, 2022 Q3 2022
Transform Wealth, LLC

BUY
 -
337
+ 2.64%
$22.4K - $26.2K
13.1K $358K
Nov 14, 2022 Q3 2022
Cnb Bank

Clearfield, PA
BUY
 -
318
+ 2.47%
$21.1K - $24.8K
13.2K $360K
Nov 14, 2022 Q3 2022
Redmont Wealth Advisors LLC

Chicago, IL
BUY
 -
305
+ 10.17%
$20.3K - $23.8K
3.31K $90.3K
Nov 10, 2022 Q3 2022
Quent Capital, LLC

BUY
 -
262
New
$17.4K - $20.4K
262 $7.16K
Nov 04, 2022 Q3 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
254
+ 1.57%
$16.9K - $19.8K
16.4K $449K

Track Institutional and Insider Activities on SCHD

Follow SCHWAB STRATEGIC TR US DIVIDEN and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHD shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Dividen insider buys or sells SCHD shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US DIVIDEN

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHD