Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
52.6M+ 104751.9% |
$3.53B - $4.16B
|
52.7M
$1.46B
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.11M+ 32.55% |
$141M - $167M
|
8.58M
$239M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.04M+ 45.61% |
$137M - $161M
|
6.51M
$181M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.79MNew |
$120M - $142M
|
1.79M
$49.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.41MNew |
$95M - $112M
|
1.41M
$39.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.35M+ 17.67% |
$90.8M - $107M
|
9M
$250M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.34M+ 50.76% |
$90.3M - $106M
|
3.99M
$111M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.32M+ 43.82% |
$88.3M - $104M
|
4.32M
$120M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.16M+ 17.99% |
$77.9M - $91.7M
|
7.61M
$212M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
911K+ 13.35% |
$61.2M - $72M
|
7.74M
$215M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
857K+ 22.31% |
$57.6M - $67.8M
|
4.7M
$131M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
735K+ 16.29% |
$49.4M - $58.1M
|
5.25M
$146M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
731K+ 19.85% |
$49.1M - $57.8M
|
4.42M
$123M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
668K+ 23.39% |
$44.8M - $52.8M
|
3.52M
$98M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
653K+ 6.05% |
$43.8M - $51.6M
|
11.4M
$318M
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
551K+ 6586.61% |
$37M - $43.6M
|
560K
$15.6M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
540K+ 87.02% |
$36.3M - $42.7M
|
1.16M
$32.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
521K+ 85.71% |
$35M - $41.2M
|
1.13M
$31.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
461K+ 63.57% |
$30.9M - $36.4M
|
1.19M
$33M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
434KNew |
$29.2M - $34.3M
|
434K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
429KNew |
$28.8M - $33.9M
|
429K
$11.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
429K+ 46.95% |
$28.8M - $33.9M
|
1.34M
$37.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
415KNew |
$27.9M - $32.8M
|
415K
$11.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
402K+ 62.29% |
$27M - $31.8M
|
1.05M
$29.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
400KNew |
$26.8M - $31.6M
|
400K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
394K+ 28.88% |
$26.5M - $31.2M
|
1.76M
$49M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
383K+ 25.39% |
$25.7M - $30.3M
|
1.89M
$52.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Evergreen Advisors, LLC
|
BUY
|
- |
382KNew |
$25.6M - $30.2M
|
382K
$10.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
364KNew |
$24.4M - $28.8M
|
364K
$10.1M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
358K+ 31.01% |
$24.1M - $28.3M
|
1.51M
$42.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
343K+ 28.55% |
$23M - $27.1M
|
1.54M
$43M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
340K+ 1223.78% |
$22.8M - $26.9M
|
368K
$10.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
334K+ 29.76% |
$22.4M - $26.4M
|
1.46M
$40.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
316K+ 58.34% |
$21.2M - $25M
|
857K
$23.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
300K+ 215.88% |
$20.1M - $23.7M
|
438K
$12.2M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
290K+ 2121.87% |
$19.5M - $22.9M
|
304K
$8.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
241K+ 3.48% |
$16.2M - $19.1M
|
7.18M
$200M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
237K+ 13.56% |
$15.9M - $18.7M
|
1.99M
$55.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
234K+ 18.1% |
$15.7M - $18.5M
|
1.53M
$42.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
233KNew |
$15.6M - $18.4M
|
233K
$6.47M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
223K+ 19.02% |
$15M - $17.7M
|
1.4M
$38.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
222K+ 53.17% |
$14.9M - $17.5M
|
639K
$17.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
220KNew |
$14.7M - $17.4M
|
220K
$6.11M
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
215KNew |
$14.4M - $17M
|
215K
$5.98M
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
214KNew |
$14.4M - $16.9M
|
214K
$5.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
213KNew |
$14.3M - $16.8M
|
213K
$5.91M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
212K+ 22.54% |
$14.2M - $16.8M
|
1.15M
$32.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
211K+ 49.29% |
$14.2M - $16.7M
|
639K
$17.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
210KNew |
$14.1M - $16.6M
|
210K
$5.85M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
204K+ 145.79% |
$13.7M - $16.2M
|
345K
$9.59M
|