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 26, 2022 Q3 2022
Truist Financial Corp

BUY
 -
45.9K
+ 5.14%
$3.05M - $3.58M
941K $25.6M
Nov 14, 2022 Q3 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
44.9K
+ 0.78%
$2.98M - $3.49M
5.78M $158M
Oct 31, 2022 Q3 2022
Nadler Financial Group, Inc.

BUY
 -
44.8K
+ 27.5%
$2.98M - $3.49M
208K $5.67M
Nov 14, 2022 Q3 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
43.8K
New
$2.91M - $3.41M
43.8K $1.19M
Oct 19, 2022 Q3 2022
Joule Financial, LLC

BUY
 -
43.3K
+ 60.45%
$2.88M - $3.37M
115K $3.13M
Oct 27, 2022 Q3 2022
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
42.9K
+ 40.96%
$2.85M - $3.34M
148K $4.03M
Oct 13, 2022 Q3 2022
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
42.9K
New
$2.85M - $3.34M
42.9K $1.17M
Nov 10, 2022 Q3 2022
Dakota Wealth Management

BUY
 -
42.7K
New
$2.84M - $3.33M
42.7K $1.16M
Oct 21, 2022 Q3 2022
Whittier Trust CO

BUY
 -
42.5K
+ 84.1%
$2.83M - $3.31M
93.1K $2.54M
Oct 24, 2022 Q3 2022
Trinity Financial Advisors LLC

BUY
 -
42.3K
+ 69.09%
$2.81M - $3.29M
104K $2.82M
Oct 24, 2022 Q3 2022
Main Street Financial Solutions, LLC

BUY
 -
41.7K
+ 13.67%
$2.77M - $3.25M
347K $9.46M
Oct 13, 2022 Q3 2022
Brookstone Capital Management

BUY
 -
41.7K
+ 28.03%
$2.77M - $3.24M
190K $5.19M
Nov 14, 2022 Q3 2022
Veritable, L.P.

Newtown Square, PA
BUY
 -
41.4K
+ 26.31%
$2.75M - $3.23M
199K $5.42M
Oct 28, 2022 Q3 2022
Mc Carthy Asset Management, Inc.

BUY
 -
41.3K
+ 13.34%
$2.74M - $3.22M
351K $9.57M
Nov 03, 2022 Q3 2022
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
41K
New
$2.72M - $3.19M
41K $1.12M
Oct 11, 2022 Q3 2022
Obsidian Personal Planning Solutions LLC

BUY
 -
39.9K
New
$2.65M - $3.11M
39.9K $1.09M
Nov 14, 2022 Q3 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
39K
+ 5.64%
$2.59M - $3.04M
731K $19.9M
Nov 14, 2022 Q3 2022
Baker Avenue Asset Management, LP

BUY
 -
37.8K
+ 271.43%
$2.51M - $2.95M
51.8K $1.41M
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
37K
+ 4.9%
$2.46M - $2.88M
791K $21.6M
Oct 20, 2022 Q3 2022
Asset Allocation & Management Company, LLC

BUY
 -
36.8K
New
$2.45M - $2.87M
36.8K $1M
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
36K
+ 10.58%
$2.39M - $2.8M
376K $10.2M
Nov 04, 2022 Q3 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
34.9K
+ 23.47%
$2.32M - $2.72M
184K $5.01M
Nov 04, 2022 Q3 2022
Independent Advisor Alliance

BUY
 -
34.9K
New
$2.32M - $2.72M
34.9K $952K
Nov 09, 2022 Q3 2022
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
34.5K
+ 46.17%
$2.29M - $2.68M
109K $2.97M
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
32.9K
+ 12.33%
$2.19M - $2.56M
300K $8.18M
Oct 13, 2022 Q3 2022
Lvw Advisors, LLC

BUY
 -
32.8K
+ 16.5%
$2.18M - $2.56M
232K $6.32M
Nov 14, 2022 Q3 2022
Valley Financial Management, Inc.

New York, NY
BUY
 -
32.7K
New
$2.17M - $2.54M
32.7K $890K
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
32.5K
+ 8.46%
$2.16M - $2.53M
417K $11.4M
Nov 09, 2022 Q3 2022
Davidson Capital Management Inc.

Corpus Christi, TX
BUY
 -
31.9K
+ 7.7%
$2.12M - $2.49M
446K $12.2M
Oct 25, 2022 Q3 2022
First Merchants Corp

BUY
 -
31.2K
+ 29.88%
$2.07M - $2.43M
136K $3.7M
Nov 10, 2022 Q3 2022
Private Advisory Group LLC

Redmond, WA
BUY
 -
31.2K
New
$2.07M - $2.43M
31.2K $849K
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
30.8K
+ 6.61%
$2.05M - $2.4M
497K $13.6M
Oct 28, 2022 Q3 2022
Washburn Capital Management, Inc.

BUY
 -
30.5K
New
$2.02M - $2.37M
30.5K $830K
Nov 09, 2022 Q3 2022
Legacy Financial Advisors, Inc.

BUY
 -
30.4K
New
$2.02M - $2.37M
30.4K $830K
Oct 27, 2022 Q3 2022
Keybank National Association

BUY
 -
30K
+ 2.38%
$1.99M - $2.34M
1.29M $35.2M
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
29.9K
+ 13.12%
$1.99M - $2.33M
258K $7.03M
Nov 10, 2022 Q3 2022
Citigroup Inc

BUY
 -
29.9K
+ 53.35%
$1.99M - $2.33M
86K $2.35M
Nov 14, 2022 Q3 2022
Bokf, Na

Tulsa, OK
BUY
 -
29.5K
+ 31.1%
$1.96M - $2.3M
124K $3.39M
Nov 15, 2022 Q3 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
29.4K
New
$1.95M - $2.29M
29.4K $801K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
28.8K
+ 9.36%
$1.92M - $2.25M
337K $9.18M
Nov 14, 2022 Q3 2022
Fiduciary Trust CO

Boston, MA
BUY
 -
28.7K
+ 8.97%
$1.9M - $2.23M
348K $9.49M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
28.2K
New
$1.88M - $2.2M
28.2K $770K
Oct 21, 2022 Q3 2022
True Wealth Advisors, LLC

BUY
 -
26.9K
+ 45.87%
$1.79M - $2.09M
85.5K $2.33M
Oct 07, 2022 Q3 2022
Worth Asset Management, LLC

BUY
 -
26.8K
+ 169.56%
$1.78M - $2.09M
42.7K $1.16M
Oct 12, 2022 Q3 2022
Milestone Advisory Partners

BUY
 -
26.3K
+ 12.62%
$1.75M - $2.05M
235K $6.41M
Nov 10, 2022 Q3 2022
Concord Wealth Partners

BUY
 -
26.1K
+ 20.68%
$1.74M - $2.04M
153K $4.16M
Nov 10, 2022 Q3 2022
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
BUY
 -
25.3K
+ 6.02%
$1.68M - $1.97M
445K $12.1M
Oct 20, 2022 Q3 2022
Arden Trust CO

BUY
 -
25.2K
+ 47.81%
$1.67M - $1.96M
77.8K $2.12M
Nov 09, 2022 Q3 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
24.7K
+ 10.28%
$1.64M - $1.92M
265K $7.22M

Track Institutional and Insider Activities on SCHD

Follow SCHWAB STRATEGIC TR US DIVIDEN and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells SCHD shares.

Notify only if

Insider Trading

Get notified when an Schwab Strategic Tr Us Dividen insider buys or sells SCHD shares.

Notify only if

News

Receive news related to SCHWAB STRATEGIC TR US DIVIDEN

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on SCHD