Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Us Dividen (SCHD)
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 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
87+ 1.15% |
$5.78K - $6.77K
|
7.66K
$209K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
86+ 1.19% |
$5.71K - $6.7K
|
7.28K
$199K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
81New |
$5.38K - $6.31K
|
81
$2.21K
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
78+ 1.44% |
$5.18K - $6.07K
|
5.51K
$150K
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
76+ 1.32% |
$5.05K - $5.92K
|
5.83K
$159K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
75+ 0.39% |
$4.98K - $5.84K
|
19.1K
$522K
|
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
68+ 0.89% |
$4.52K - $5.3K
|
7.67K
$210K
|
|
|
Oct 19, 2022
Q3 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
65+ 1.12% |
$4.32K - $5.06K
|
5.88K
$161K
|
|
|
Nov 22, 2022
Q3 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
65+ 0.6% |
$4.32K - $5.06K
|
11K
$299K
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
64+ 1.0% |
$4.25K - $4.98K
|
6.48K
$177K
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
62+ 0.38% |
$4.12K - $4.83K
|
16.3K
$445K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
54New |
$3.59K - $4.2K
|
54
$1.48K
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
52+ 0.86% |
$3.45K - $4.05K
|
6.08K
$166K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
52+ 0.93% |
$3.45K - $4.05K
|
5.63K
$154K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
BUY
|
- |
50New |
$3.32K - $3.89K
|
50
$1.37K
|
|
|
Nov 14, 2022
Q3 2022
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
50New |
$3.32K - $3.89K
|
50
$1.37K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
47+ 0.35% |
$3.12K - $3.66K
|
13.4K
$366K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
46New |
$3.06K - $3.58K
|
46
$1.26K
|
|
|
Oct 20, 2022
Q3 2022
|
Planned Solutions, Inc.
|
BUY
|
- |
44+ 1.14% |
$2.92K - $3.43K
|
3.92K
$107K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
44+ 0.83% |
$2.92K - $3.43K
|
5.36K
$146K
|
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
44+ 0.24% |
$2.92K - $3.43K
|
18.1K
$494K
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
42+ 0.51% |
$2.79K - $3.27K
|
8.2K
$224K
|
|
|
Oct 11, 2022
Q3 2022
|
Grandview Asset Management LLC
|
BUY
|
- |
41+ 0.74% |
$2.72K - $3.19K
|
5.56K
$152K
|
|
|
Oct 25, 2024
Q3 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
41+ 0.92% |
$2.72K - $3.19K
|
4.49K
$123K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
40+ 0.44% |
$2.66K - $3.11K
|
9.21K
$251K
|
|
|
Oct 21, 2022
Q3 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
40+ 0.27% |
$2.66K - $3.11K
|
15.1K
$413K
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
40+ 0.3% |
$2.66K - $3.11K
|
13.6K
$371K
|
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
BUY
|
- |
38+ 0.95% |
$2.52K - $2.96K
|
4.04K
$110K
|
|
|
Oct 24, 2022
Q3 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
38+ 0.77% |
$2.52K - $2.96K
|
4.98K
$136K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
35+ 0.94% |
$2.33K - $2.73K
|
3.76K
$103K
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
34+ 0.58% |
$2.26K - $2.65K
|
5.9K
$161K
|
|
|
Nov 08, 2022
Q3 2022
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
34+ 0.09% |
$2.26K - $2.65K
|
39.3K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
34+ 0.82% |
$2.26K - $2.65K
|
4.16K
$114K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
33+ 82.5% |
$2.19K - $2.57K
|
73
$1.99K
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
32+ 0.21% |
$2.13K - $2.49K
|
15K
$409K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
31+ 0.56% |
$2.06K - $2.41K
|
5.59K
$153K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
31+ 0.89% |
$2.06K - $2.41K
|
3.52K
$96.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
31+ 0.82% |
$2.06K - $2.41K
|
3.82K
$104K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
30+ 3.95% |
$1.99K - $2.34K
|
790
$21.6K
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
28+ 0.93% |
$1.86K - $2.18K
|
3.04K
$83K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
27+ 0.13% |
$1.79K - $2.1K
|
20.4K
$558K
|
|
|
Oct 27, 2022
Q3 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
27+ 0.48% |
$1.79K - $2.1K
|
5.63K
$154K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
27+ 0.93% |
$1.79K - $2.1K
|
2.93K
$80.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
25+ 0.96% |
$1.66K - $1.95K
|
2.64K
$72.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
BUY
|
- |
25+ 0.47% |
$1.66K - $1.95K
|
5.35K
$146K
|
|
|
Nov 03, 2022
Q3 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
24+ 0.7% |
$1.59K - $1.87K
|
3.44K
$94K
|
|
|
Oct 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
23+ 1.6% |
$1.53K - $1.79K
|
1.46K
$39.8K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
22+ 55.0% |
$1.46K - $1.71K
|
62
$1.69K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
22+ 100.0% |
$1.46K - $1.71K
|
44
$1.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
BUY
|
- |
22+ 0.13% |
$1.46K - $1.71K
|
17.5K
$478K
|