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 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.84KNew |
$190K - $224K
|
2.84K
$78.8K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.83KNew |
$190K - $224K
|
2.83K
$78.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
2.83K+ 5.68% |
$190K - $223K
|
52.5K
$1.46M
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.82K+ 6.67% |
$189K - $223K
|
45.1K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.82K+ 91.88% |
$189K - $223K
|
5.88K
$164K
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
2.81KNew |
$189K - $222K
|
2.81K
$78.2K
|
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.8KNew |
$188K - $221K
|
2.8K
$77.9K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.8K+ 1449.74% |
$188K - $221K
|
2.99K
$83.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
2.8KNew |
$188K - $221K
|
2.8K
$77.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
2.8K+ 71.33% |
$188K - $221K
|
6.72K
$187K
|
|
|
Jan 23, 2023
Q4 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.79K+ 11.89% |
$188K - $221K
|
26.3K
$731K
|
|
|
Feb 09, 2023
Q4 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
2.79KNew |
$188K - $221K
|
2.79K
$77.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.79K+ 3.61% |
$187K - $221K
|
80.1K
$2.23M
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
BUY
|
- |
2.78KNew |
$186K - $219K
|
2.78K
$77.2K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.77KNew |
$186K - $219K
|
2.77K
$77K
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.76KNew |
$186K - $219K
|
2.76K
$76.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.75KNew |
$185K - $217K
|
2.75K
$76.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
BUY
|
- |
2.75KNew |
$184K - $217K
|
2.75K
$76.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
2.72K+ 33.98% |
$183K - $215K
|
10.7K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
2.72KNew |
$183K - $215K
|
2.72K
$75.6K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
2.72KNew |
$182K - $215K
|
2.72K
$75.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
2.71K+ 4.76% |
$182K - $214K
|
59.7K
$1.66M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.71KNew |
$182K - $214K
|
2.71K
$75.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.7KNew |
$181K - $213K
|
2.7K
$75K
|
|
|
Jan 18, 2023
Q4 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.7K+ 6.76% |
$181K - $213K
|
42.6K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.67KNew |
$180K - $211K
|
2.67K
$74.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.67KNew |
$179K - $211K
|
2.67K
$74.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.66KNew |
$178K - $210K
|
2.66K
$73.9K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2.62KNew |
$176K - $207K
|
2.62K
$72.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.6K+ 6.25% |
$175K - $206K
|
44.2K
$1.23M
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
BUY
|
- |
2.6K+ 44.22% |
$175K - $206K
|
8.48K
$236K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.6KNew |
$175K - $206K
|
2.6K
$72.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
2.56K+ 47.67% |
$172K - $203K
|
7.94K
$221K
|
|
|
Jan 26, 2023
Q4 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.53K+ 4.36% |
$170K - $200K
|
60.4K
$1.68M
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2.48K+ 1258.38% |
$166K - $196K
|
2.68K
$74.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2.47K+ 2.29% |
$166K - $195K
|
110K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.45K+ 25.41% |
$164K - $193K
|
12.1K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.41KNew |
$162K - $190K
|
2.41K
$66.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.36K+ 248.11% |
$159K - $187K
|
3.31K
$92.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.33K+ 70.52% |
$156K - $184K
|
5.63K
$156K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.3K+ 52.03% |
$154K - $182K
|
6.71K
$187K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.3KNew |
$154K - $182K
|
2.3K
$63.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
2.27K+ 5.42% |
$152K - $179K
|
44.1K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.23K+ 1.29% |
$150K - $176K
|
176K
$4.88M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.18K+ 3.8% |
$146K - $172K
|
59.5K
$1.65M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2.16K+ 21.2% |
$145K - $171K
|
12.4K
$344K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
2.15K+ 2.71% |
$144K - $170K
|
81.3K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.13K+ 558.12% |
$143K - $169K
|
2.51K
$69.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.13K+ 4.8% |
$143K - $168K
|
46.5K
$1.29M
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2.11K+ 27.57% |
$142K - $167K
|
9.78K
$272K
|