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 31, 2022
Q3 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
23+ 1.6% |
$1.53K - $1.79K
|
1.46K
$38.7K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
22+ 55.0% |
$1.46K - $1.71K
|
62
$1.65K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
22+ 100.0% |
$1.46K - $1.71K
|
44
$1.17K
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
BUY
|
- |
22+ 0.13% |
$1.46K - $1.71K
|
17.5K
$464K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
22+ 0.95% |
$1.46K - $1.71K
|
2.34K
$62.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
21+ 12.96% |
$1.4K - $1.64K
|
183
$4.86K
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20New |
$1.33K - $1.56K
|
20
$531
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
19+ 1.08% |
$1.26K - $1.48K
|
1.79K
$47.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.18% |
$1.26K - $1.48K
|
10.3K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
18+ 0.29% |
$1.2K - $1.4K
|
6.22K
$165K
|
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
BUY
|
- |
17+ 0.05% |
$1.13K - $1.32K
|
37.6K
$999K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
17+ 0.78% |
$1.13K - $1.32K
|
2.2K
$58.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
17+ 11.33% |
$1.13K - $1.32K
|
167
$4.44K
|
|
|
Nov 02, 2022
Q3 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
16+ 8.84% |
$1.06K - $1.25K
|
197
$5.23K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15+ 4.17% |
$996 - $1.17K
|
375
$9.96K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
15New |
$996 - $1.17K
|
15
$399
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
14+ 0.07% |
$930 - $1.09K
|
20.7K
$550K
|
|
|
Oct 05, 2022
Q3 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
13+ 0.19% |
$864 - $1.01K
|
6.98K
$185K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
13+ 0.35% |
$864 - $1.01K
|
3.72K
$98.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
10+ 0.27% |
$664 - $779
|
3.75K
$99.7K
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8+ 0.05% |
$531 - $623
|
14.9K
$395K
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
8+ 0.16% |
$531 - $623
|
5.17K
$137K
|
|
|
Nov 16, 2022
Q3 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
8+ 0.17% |
$531 - $623
|
4.82K
$128K
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.06% |
$399 - $467
|
10K
$267K
|
|
|
Nov 16, 2022
Q3 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
5+ 0.06% |
$332 - $389
|
8.67K
$230K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3+ 4.17% |
$199 - $234
|
75
$1.99K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
3+ 0.07% |
$199 - $234
|
4.19K
$111K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.06% |
$199 - $234
|
4.92K
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
3+ 0.02% |
$199 - $234
|
17.1K
$454K
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.02% |
$133 - $156
|
12.1K
$321K
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2+ 0.02% |
$133 - $156
|
12.8K
$339K
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.04% |
$133 - $156
|
4.54K
$121K
|
|
|
Oct 31, 2022
Q3 2022
|
Emfo, LLC
|
BUY
|
- |
2+ 0.69% |
$133 - $156
|
290
$7.71K
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 0.15% |
$133 - $156
|
1.32K
$35.2K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.04% |
$133 - $156
|
5.2K
$138K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.89% |
$133 - $156
|
227
$6.03K
|
|
|
Nov 14, 2022
Q3 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2+ 0.04% |
$133 - $156
|
5.61K
$149K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.43% |
$66.4 - $77.9
|
235
$6.24K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.17% |
$66.4 - $77.9
|
595
$15.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.85% |
$66.4 - $77.9
|
119
$3.16K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
1+ 0.03% |
$66.4 - $77.9
|
3.99K
$106K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.01% |
$66.4 - $77.9
|
10.5K
$278K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1- 2.04% |
$66.4 - $77.9
|
48
$1.28K
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-2- 0.03% |
$133 - $156
|
7.57K
$201K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-5- 1.67% |
$332 - $389
|
295
$7.84K
|
|
|
Oct 21, 2022
Q3 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-6- 0.02% |
$399 - $467
|
37.1K
$986K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6- 1.69% |
$399 - $467
|
348
$9.25K
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-6- 0.05% |
$399 - $467
|
12K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-11- 0.16% |
$731 - $857
|
6.92K
$184K
|
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-12- 0.24% |
$797 - $934
|
5.04K
$134K
|