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 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.77K+ 18.32% |
$250K - $293K
|
24.3K
$663K
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.76K+ 6.19% |
$250K - $293K
|
64.6K
$1.76M
|
|
Oct 25, 2022
Q3 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
3.71K+ 3.78% |
$246K - $289K
|
102K
$2.78M
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.68K+ 2.17% |
$245K - $287K
|
173K
$4.72M
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.68K+ 3.89% |
$244K - $286K
|
98.2K
$2.68M
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
3.67K+ 2.72% |
$244K - $286K
|
139K
$3.78M
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
3.66K+ 6.15% |
$243K - $285K
|
63.1K
$1.72M
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
3.62K+ 7.86% |
$241K - $282K
|
49.7K
$1.35M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.61K+ 8.97% |
$240K - $281K
|
43.8K
$1.19M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.59K+ 13.66% |
$239K - $280K
|
29.9K
$815K
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.59KNew |
$238K - $280K
|
3.59K
$97.9K
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.59K+ 11.31% |
$238K - $279K
|
35.3K
$962K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
3.55KNew |
$236K - $277K
|
3.55K
$96.9K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3.55K+ 28.97% |
$236K - $276K
|
15.8K
$431K
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
3.53K+ 17.12% |
$235K - $275K
|
24.2K
$659K
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.52K+ 12.27% |
$234K - $274K
|
32.2K
$877K
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.51K+ 3.72% |
$233K - $273K
|
97.9K
$2.67M
|
|
Nov 14, 2022
Q3 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
3.51K+ 4.38% |
$233K - $273K
|
83.5K
$2.28M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.49K+ 5.1% |
$232K - $272K
|
71.9K
$1.96M
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3.49K+ 2.54% |
$232K - $272K
|
141K
$3.84M
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
BUY
|
- |
3.48K+ 146.05% |
$231K - $271K
|
5.86K
$160K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.45K+ 14.55% |
$229K - $269K
|
27.2K
$740K
|
|
Nov 14, 2022
Q3 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
3.45KNew |
$229K - $268K
|
3.45K
$94K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.45K+ 16.67% |
$229K - $268K
|
24.1K
$657K
|
|
Oct 06, 2022
Q3 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
3.43K+ 37.79% |
$228K - $267K
|
12.5K
$341K
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.41K+ 1.11% |
$226K - $265K
|
309K
$8.44M
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.4K+ 20.37% |
$226K - $265K
|
20.1K
$548K
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
BUY
|
- |
3.39K+ 27.61% |
$225K - $264K
|
15.7K
$427K
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.39K+ 110.73% |
$225K - $264K
|
6.44K
$176K
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.37K+ 25.25% |
$224K - $263K
|
16.7K
$456K
|
|
Nov 07, 2022
Q3 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
3.36K+ 1.65% |
$223K - $261K
|
207K
$5.65M
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
3.35KNew |
$222K - $260K
|
3.35K
$91.2K
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
3.3KNew |
$219K - $257K
|
3.3K
$90K
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3.3K+ 6.31% |
$219K - $257K
|
55.5K
$1.51M
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.29K+ 52.13% |
$219K - $256K
|
9.61K
$262K
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.28K+ 7.77% |
$218K - $255K
|
45.4K
$1.24M
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.28KNew |
$218K - $255K
|
3.28K
$89.3K
|
|
Oct 13, 2022
Q3 2022
|
Solitude Financial Services
|
BUY
|
- |
3.22K+ 63.76% |
$214K - $251K
|
8.27K
$225K
|
|
Oct 18, 2022
Q3 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
3.18KNew |
$211K - $247K
|
3.18K
$86.6K
|
|
Oct 24, 2022
Q3 2022
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
3.16K+ 2.4% |
$210K - $246K
|
135K
$3.68M
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.13KNew |
$208K - $244K
|
3.13K
$85.4K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.13K+ 118.55% |
$208K - $244K
|
5.77K
$157K
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
3.1K+ 44.73% |
$206K - $241K
|
10K
$273K
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.07KNew |
$204K - $239K
|
3.07K
$83.6K
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.02K+ 96.02% |
$200K - $235K
|
6.16K
$168K
|
|
Nov 03, 2022
Q3 2022
|
Presidio Capital Management, LLC
|
BUY
|
- |
3.01K+ 1.7% |
$200K - $234K
|
180K
$4.9M
|
|
Nov 14, 2022
Q3 2022
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
3.01K+ 4.97% |
$200K - $234K
|
63.5K
$1.73M
|
|
Nov 16, 2022
Q3 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.95K+ 7.7% |
$196K - $229K
|
41.2K
$1.12M
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.91K+ 51.37% |
$193K - $226K
|
8.57K
$234K
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.87K+ 1.73% |
$191K - $224K
|
169K
$4.6M
|