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 24, 2022
Q3 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1.28K- 22.5% |
$85K - $99.7K
|
4.41K
$120K
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.36K- 7.83% |
$90.4K - $106K
|
16K
$437K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.36K- 2.78% |
$90.5K - $106K
|
47.6K
$1.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.38K- 5.62% |
$91.6K - $107K
|
23.2K
$633K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-1.4K- 0.54% |
$92.9K - $109K
|
259K
$7.09M
|
|
|
Oct 11, 2022
Q3 2022
|
Fc Advisory LLC
|
SELL
|
- |
-1.41K- 18.44% |
$93.9K - $110K
|
6.26K
$171K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.44K- 32.0% |
$95.7K - $112K
|
3.06K
$83.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.45K- 2.47% |
$96.6K - $113K
|
57.5K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.46K- 8.02% |
$97.1K - $114K
|
16.8K
$458K
|
|
|
Nov 08, 2022
Q3 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.49K- 2.83% |
$99.1K - $116K
|
51.2K
$1.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-1.49K- 6.77% |
$99.2K - $116K
|
20.6K
$562K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.5K- 29.84% |
$99.4K - $116K
|
3.52K
$96.1K
|
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 13.12% |
$99.6K - $117K
|
9.94K
$271K
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.56K- 17.65% |
$104K - $122K
|
7.3K
$199K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.59K- 21.06% |
$106K - $124K
|
5.97K
$163K
|
|
|
Oct 14, 2022
Q3 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-1.63K- 20.14% |
$108K - $127K
|
6.47K
$177K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.67K- 91.96% |
$111K - $130K
|
146
$3.99K
|
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
SELL
|
- |
-1.76K- 14.45% |
$117K - $137K
|
10.4K
$284K
|
|
|
Jun 06, 2023
Q3 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-1.89K- 0.68% |
$126K - $147K
|
276K
$7.53M
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2K- 20.1% |
$133K - $155K
|
7.93K
$217K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2K- 44.4% |
$133K - $156K
|
2.5K
$68.4K
|
|
|
Oct 31, 2022
Q3 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-2.03K- 33.85% |
$135K - $158K
|
3.96K
$108K
|
|
|
Oct 24, 2022
Q3 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-2.07K- 0.66% |
$137K - $161K
|
311K
$8.5M
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.09K- 10.05% |
$139K - $162K
|
18.7K
$510K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.15K- 13.81% |
$142K - $167K
|
13.4K
$366K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.15K- 78.57% |
$143K - $167K
|
586
$16K
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
SELL
|
- |
-2.17K- 15.06% |
$144K - $169K
|
12.2K
$334K
|
|
|
Nov 10, 2022
Q3 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-2.21K- 10.87% |
$146K - $172K
|
18.1K
$494K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.31K- 38.84% |
$153K - $180K
|
3.64K
$99.4K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.33K- 16.28% |
$155K - $182K
|
12K
$328K
|
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-2.35K- 31.93% |
$156K - $183K
|
5.01K
$137K
|
|
|
Nov 02, 2022
Q3 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-2.4K- 5.32% |
$159K - $187K
|
42.7K
$1.17M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.46K- 4.4% |
$163K - $191K
|
53.4K
$1.46M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-2.47K- 1.19% |
$164K - $192K
|
206K
$5.62M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-2.5K- 3.67% |
$166K - $195K
|
65.5K
$1.79M
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-2.55K- 9.65% |
$169K - $198K
|
23.8K
$651K
|
|
|
Nov 14, 2022
Q3 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.6K- 14.96% |
$173K - $202K
|
14.8K
$404K
|
|
|
Nov 14, 2022
Q3 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.6K- 14.96% |
$173K - $202K
|
14.8K
$404K
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.62K- 5.84% |
$174K - $204K
|
42.2K
$1.15M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.69K- 1.99% |
$179K - $210K
|
132K
$3.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.7K- 8.19% |
$179K - $210K
|
30.2K
$826K
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.7K- 2.34% |
$179K - $210K
|
113K
$3.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-2.72K- 4.04% |
$181K - $212K
|
64.7K
$1.77M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.75K- 28.34% |
$183K - $214K
|
6.95K
$190K
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-2.76K- 41.33% |
$183K - $215K
|
3.92K
$107K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.83K- 4.61% |
$188K - $220K
|
58.6K
$1.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3.04K- 5.16% |
$202K - $237K
|
55.8K
$1.52M
|
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-3.12K- 29.31% |
$207K - $243K
|
7.52K
$205K
|
|
|
Oct 25, 2022
Q3 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-3.12K- 7.79% |
$207K - $243K
|
37K
$1.01M
|
|
|
Oct 18, 2022
Q3 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-3.14K- 2.3% |
$209K - $245K
|
134K
$3.65M
|