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 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-461- 4.29% |
$30.6K - $35.9K
|
10.3K
$281K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-464- 1.61% |
$30.8K - $36.1K
|
28.3K
$773K
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-470- 10.55% |
$31.2K - $36.6K
|
3.99K
$109K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-495- 9.29% |
$32.9K - $38.5K
|
4.83K
$132K
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-512- 2.6% |
$34K - $39.9K
|
19.2K
$523K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-520- 28.97% |
$34.5K - $40.5K
|
1.28K
$34.8K
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-534- 11.64% |
$35.5K - $41.6K
|
4.05K
$111K
|
|
|
Nov 04, 2022
Q3 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-536- 10.66% |
$35.6K - $41.7K
|
4.49K
$123K
|
|
|
Nov 14, 2022
Q3 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-538- 1.83% |
$35.7K - $41.9K
|
28.9K
$789K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-581- 3.35% |
$38.6K - $45.2K
|
16.8K
$458K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-587- 0.98% |
$39K - $45.7K
|
59.6K
$1.63M
|
|
|
Oct 24, 2022
Q3 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-613- 8.67% |
$40.7K - $47.7K
|
6.46K
$176K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-619- 5.55% |
$41.1K - $48.2K
|
10.5K
$288K
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-619- 0.49% |
$41.1K - $48.2K
|
125K
$3.43M
|
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-636- 12.18% |
$42.2K - $49.5K
|
4.59K
$125K
|
|
|
Nov 14, 2022
Q3 2022
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-642- 6.13% |
$42.6K - $50K
|
9.84K
$269K
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-650- 16.95% |
$43.2K - $50.6K
|
3.18K
$87K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-670- 2.82% |
$44.5K - $52.2K
|
23.1K
$631K
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
SELL
|
- |
-675- 13.39% |
$44.8K - $52.6K
|
4.37K
$119K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-682- 12.59% |
$45.3K - $53.1K
|
4.74K
$129K
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-690- 15.55% |
$45.8K - $53.7K
|
3.75K
$102K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-797- 5.13% |
$52.9K - $62.1K
|
14.7K
$402K
|
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-800- 13.72% |
$53.1K - $62.3K
|
5.03K
$137K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-815- 4.87% |
$54.1K - $63.5K
|
15.9K
$435K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-842- 3.08% |
$55.9K - $65.6K
|
26.5K
$724K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-844- 2.88% |
$56.1K - $65.7K
|
28.4K
$777K
|
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-873- 17.96% |
$58K - $68K
|
3.99K
$109K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-927- 1.3% |
$61.6K - $72.2K
|
70.2K
$1.92M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-928- 13.84% |
$61.6K - $72.3K
|
5.78K
$158K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-928- 8.76% |
$61.6K - $72.3K
|
9.66K
$264K
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-933- 10.25% |
$62K - $72.7K
|
8.17K
$223K
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-952- 21.2% |
$63.2K - $74.1K
|
3.54K
$96.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-969- 0.23% |
$64.4K - $75.5K
|
428K
$11.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-987- 85.68% |
$65.6K - $76.9K
|
165
$4.51K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-995- 66.96% |
$66.1K - $77.5K
|
491
$13.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-996- 0.91% |
$66.2K - $77.6K
|
109K
$2.97M
|
|
|
Oct 12, 2022
Q3 2022
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-1K- 2.0% |
$66.7K - $78.2K
|
49.3K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.02K- 40.96% |
$67.6K - $79.2K
|
1.47K
$40.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.03K- 1.35% |
$68.4K - $80.1K
|
75K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.04K- 2.63% |
$68.8K - $80.7K
|
38.3K
$1.05M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.04K- 2.43% |
$69K - $80.9K
|
41.6K
$1.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.08K- 4.83% |
$71.7K - $84.1K
|
21.3K
$581K
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-1.1K- 4.14% |
$72.9K - $85.5K
|
25.4K
$695K
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.17K- 23.84% |
$77.8K - $91.2K
|
3.74K
$102K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.2K- 1.2% |
$79.4K - $93.1K
|
98K
$2.68M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.21K- 6.99% |
$80.2K - $94.1K
|
16.1K
$439K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
SELL
|
- |
-1.22K- 0.83% |
$81.1K - $95.1K
|
145K
$3.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.23K- 4.99% |
$81.6K - $95.6K
|
23.4K
$639K
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.24K- 3.68% |
$82.4K - $96.6K
|
32.4K
$886K
|
|
|
Nov 09, 2022
Q3 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-1.27K- 6.87% |
$84.6K - $99.2K
|
17.3K
$472K
|