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
Oct 07, 2022 Q3 2022
Soa Wealth Advisors, Llc.

BUY
 -
250
New
$16.6K - $19.5K
250 $6.83K
Oct 25, 2022 Q3 2022
Vigilant Capital Management, LLC

BUY
 -
250
+ 13.64%
$16.6K - $19.5K
2.08K $56.9K
Oct 12, 2022 Q3 2022
Accel Wealth Management

BUY
 -
248
+ 13.61%
$16.5K - $19.3K
2.07K $56.6K
Oct 13, 2022 Q3 2022
Flagship Harbor Advisors, LLC

BUY
 -
237
+ 1.03%
$15.7K - $18.5K
23.1K $632K
Nov 10, 2022 Q3 2022
Lindbrook Capital, LLC

BUY
 -
236
+ 34.15%
$15.7K - $18.4K
927 $25.3K
Aug 13, 2024 Q3 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
235
+ 4700.0%
$15.6K - $18.3K
240 $6.56K
Nov 08, 2022 Q3 2022
Gfg Capital, LLC

BUY
 -
234
+ 8.33%
$15.5K - $18.2K
3.04K $83.1K
Nov 03, 2022 Q3 2022
Trustcore Financial Services, LLC

BUY
 -
233
+ 2.03%
$15.5K - $18.1K
11.7K $321K
Nov 08, 2022 Q3 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
228
+ 0.18%
$15.1K - $17.8K
126K $3.44M
Oct 03, 2022 Q3 2022
M&R Capital Management Inc

BUY
 -
220
+ 10.39%
$14.6K - $17.1K
2.34K $63.8K
Nov 14, 2022 Q3 2022
Insight 2811, Inc.

Chicago, IL
BUY
 -
215
+ 2.98%
$14.3K - $16.7K
7.42K $203K
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
205
New
$13.6K - $16K
205 $5.6K
Nov 07, 2022 Q3 2022
Epic Trust Investment Advisors, LLC

BUY
 -
201
+ 3.78%
$13.4K - $15.7K
5.52K $151K
Nov 02, 2022 Q3 2022
Townsend Asset Management Corp

BUY
 -
200
+ 0.84%
$13.3K - $15.6K
23.9K $654K
Nov 08, 2022 Q3 2022
Orcam Financial Group

Encinitas, CA
BUY
 -
200
+ 2.15%
$13.3K - $15.6K
9.49K $259K
Nov 09, 2022 Q3 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
200
+ 10.35%
$13.3K - $15.6K
2.13K $58.3K
Nov 08, 2022 Q3 2022
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
193
New
$12.8K - $15K
193 $5.27K
Oct 13, 2022 Q3 2022
Future Financial Wealth Managment LLC

BUY
 -
187
+ 1.36%
$12.4K - $14.6K
14K $381K
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
187
+ 1.57%
$12.4K - $14.6K
12.1K $330K
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
187
+ 1.57%
$12.4K - $14.6K
12.1K $330K
Oct 27, 2022 Q3 2022
Bourgeon Capital Management LLC

BUY
 -
185
New
$12.3K - $14.4K
185 $5.05K
Nov 14, 2022 Q3 2022
Creegan & Nassoura Financial Group, LLC

Portsmouth, NH
BUY
 -
182
+ 1.25%
$12.1K - $14.2K
14.7K $402K
Oct 14, 2022 Q3 2022
Toth Financial Advisory Corp

BUY
 -
178
+ 9.29%
$11.8K - $13.9K
2.1K $57.2K
Oct 20, 2022 Q3 2022
Waller Financial Planning Group, Inc

BUY
 -
177
+ 0.1%
$11.8K - $13.8K
182K $4.97M
Nov 15, 2022 Q3 2022
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
172
+ 0.51%
$11.4K - $13.4K
33.6K $918K
Oct 12, 2022 Q3 2022
Emerald Advisors, LLC

BUY
 -
171
+ 0.77%
$11.4K - $13.3K
22.3K $610K
Oct 26, 2022 Q3 2022
Wbi Investments, Inc.

BUY
 -
170
+ 4.26%
$11.3K - $13.2K
4.16K $114K
Oct 05, 2022 Q3 2022
Savior LLC

BUY
 -
164
New
$10.9K - $12.8K
164 $4.48K
Oct 11, 2022 Q3 2022
Eagle Capital Management, LLC

BUY
 -
164
+ 0.33%
$10.9K - $12.8K
49.2K $1.34M
Nov 14, 2022 Q3 2022
Robbins Farley LLC

Manchester, NH
BUY
 -
161
+ 0.14%
$10.7K - $12.5K
119K $3.24M
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
155
New
$10.3K - $12.1K
155 $4.23K
Nov 13, 2023 Q3 2022
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
153
+ 36.0%
$10.2K - $11.9K
578 $15.8K
Oct 14, 2022 Q3 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
150
+ 4.31%
$9.96K - $11.7K
3.63K $99.2K
Nov 15, 2022 Q3 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
146
+ 3.76%
$9.7K - $11.4K
4.03K $110K
Oct 14, 2022 Q3 2022
Agate Pass Investment Management, LLC

Bainbridge Island, WA
BUY
 -
144
+ 0.32%
$9.57K - $11.2K
44.5K $1.21M
Oct 28, 2022 Q3 2022
Walkner Condon Financial Advisors LLC

BUY
 -
140
+ 1.79%
$9.3K - $10.9K
7.95K $217K
Nov 07, 2022 Q3 2022
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
129
+ 1.29%
$8.57K - $10K
10.2K $277K
Oct 07, 2022 Q3 2022
Seneca House Advisors

BUY
 -
118
+ 0.73%
$7.84K - $9.19K
16.3K $444K
Nov 09, 2022 Q3 2022
Alterity Financial Group, LLC

Bangor, ME
BUY
 -
117
+ 2.87%
$7.77K - $9.11K
4.19K $115K
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
114
+ 1.77%
$7.57K - $8.88K
6.55K $179K
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
BUY
 -
111
+ 15.63%
$7.37K - $8.64K
821 $22.4K
Nov 04, 2022 Q3 2022
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
104
+ 2.88%
$6.91K - $8.1K
3.72K $102K
Oct 12, 2022 Q3 2022
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
101
New
$6.71K - $7.86K
101 $2.76K
Oct 12, 2022 Q3 2022
Bangor Savings Bank

Bangor, ME
BUY
 -
100
+ 0.28%
$6.64K - $7.79K
36.2K $989K
Nov 07, 2022 Q3 2022
Institutional & Family Asset Management, LLC

BUY
 -
100
+ 106.38%
$6.64K - $7.79K
194 $5.3K
Oct 13, 2022 Q3 2022
Bnc Wealth Management, LLC

BUY
 -
95
+ 0.51%
$6.31K - $7.4K
18.7K $512K
Oct 18, 2022 Q3 2022
Sound Income Strategies, LLC

BUY
 -
95
+ 13.12%
$6.31K - $7.4K
819 $22.4K
Oct 21, 2022 Q3 2022
Rosenberg Matthew Hamilton

BUY
 -
93
+ 2.15%
$6.18K - $7.24K
4.42K $121K
Oct 21, 2022 Q3 2022
Walter & Keenan Wealth Management LLC

BUY
 -
90
+ 1.09%
$5.98K - $7.01K
8.37K $229K

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