Purchases and Sales Made in Q4 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 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 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
1.34K
New
$89.9K - $106K
1.34K $37.2K
Jan 24, 2023 Q4 2022
Milestone Advisory Partners

BUY
 -
1.34K
+ 0.57%
$89.8K - $106K
236K $6.57M
Jan 25, 2023 Q4 2022
Evanson Asset Management, LLC

BUY
 -
1.34K
+ 9.17%
$89.7K - $106K
15.9K $442K
Aug 03, 2023 Q4 2022
Winthrop Advisory Group LLC

BUY
 -
1.31K
+ 0.99%
$87.8K - $103K
133K $3.71M
Feb 14, 2023 Q4 2022
Angeles Wealth Management, LLC

BUY
 -
1.3K
+ 19.98%
$87K - $102K
7.78K $216K
Jan 25, 2023 Q4 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
1.28K
+ 11.28%
$85.8K - $101K
12.6K $350K
Jan 13, 2023 Q4 2022
Olio Financial Planning

BUY
 -
1.27K
+ 4.09%
$85.6K - $101K
32.5K $903K
Jan 11, 2023 Q4 2022
Sound Income Strategies, LLC

BUY
 -
1.27K
+ 154.95%
$85.2K - $100K
2.09K $58.1K
Jan 24, 2023 Q4 2022
Buckingham Capital Management, Inc.

BUY
 -
1.25K
+ 6.92%
$84K - $98.9K
19.3K $538K
Jan 26, 2023 Q4 2022
York Bridge Wealth Partners, LLC

BUY
 -
1.23K
+ 6.57%
$82.3K - $96.9K
19.9K $553K
Feb 13, 2023 Q4 2022
ETF Store, Inc.

BUY
 -
1.21K
+ 19.87%
$81.1K - $95.4K
7.28K $202K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
1.2K
New
$80.7K - $95K
1.2K $33.4K
Feb 17, 2023 Q4 2022
Adams Wealth Management

BUY
 -
1.18K
+ 9.75%
$79.3K - $93.4K
13.3K $370K
Feb 14, 2023 Q4 2022
Wills Financial Group, Inc.

BUY
 -
1.16K
+ 6.79%
$77.9K - $91.7K
18.2K $507K
Feb 14, 2023 Q4 2022
Squarepoint Ops LLC

New York, NY
BUY
 -
1.14K
+ 13.28%
$76.8K - $90.4K
9.75K $271K
Jan 27, 2023 Q4 2022
Joel Isaacson & Co., LLC

BUY
 -
1.1K
+ 18.66%
$73.9K - $87K
7K $195K
Jan 31, 2023 Q4 2022
Fifth Third Securities, Inc.

BUY
 -
1.08K
+ 0.84%
$72.3K - $85.1K
129K $3.58M
Jan 26, 2023 Q4 2022
Pds Planning, Inc

BUY
 -
1.07K
+ 20.47%
$72.1K - $84.8K
6.31K $176K
Feb 09, 2023 Q4 2022
Capital Advisors Wealth Management, LLC

BUY
 -
1.06K
+ 27.03%
$71.4K - $84K
5K $139K
Jan 12, 2023 Q4 2022
Eagle Capital Management, LLC

BUY
 -
1.06K
+ 2.16%
$71.2K - $83.8K
50.2K $1.4M
Feb 13, 2023 Q4 2022
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
1.05K
+ 3.64%
$70.7K - $83.3K
29.9K $833K
Feb 07, 2023 Q4 2022
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
1.05K
+ 29.9%
$70.7K - $83.2K
4.57K $127K
Jan 23, 2023 Q4 2022
Lex Aurum Advisors, LLC

BUY
 -
1.05K
+ 2.71%
$70.5K - $82.9K
39.8K $1.11M
Jan 18, 2023 Q4 2022
Winthrop Advisory Group LLC

BUY
 -
1.04K
+ 0.79%
$70K - $82.5K
133K $3.71M
Feb 13, 2023 Q4 2022
Wealth Alliance

Mellville, NY
BUY
 -
1.04K
+ 25.06%
$70K - $82.4K
5.2K $145K
Nov 13, 2023 Q4 2022
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
1.03K
+ 177.85%
$69K - $81.3K
1.61K $44.7K
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
1.03K
+ 27.35%
$69K - $81.2K
4.78K $133K
Feb 10, 2023 Q4 2022
Commerce Bank

Kansas City, MO
BUY
 -
1K
+ 4.23%
$67.3K - $79.2K
24.7K $686K
Jun 09, 2023 Q4 2022
Bar Harbor Wealth Management

Concord, NH
BUY
 -
1K
+ 14.29%
$67.2K - $79.1K
8K $222K
Feb 06, 2023 Q4 2022
Fsb Premier Wealth Management, Inc.

BUY
 -
990
+ 14.11%
$66.5K - $78.3K
8.01K $223K
Feb 14, 2023 Q4 2022
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
988
New
$66.4K - $78.1K
988 $27.5K
Jan 16, 2024 Q4 2022
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
982
+ 33.93%
$66K - $77.6K
3.88K $108K
Jan 13, 2023 Q4 2022
Focused Wealth Management, Inc

BUY
 -
981
+ 1721.05%
$65.9K - $77.6K
1.04K $28.9K
Feb 02, 2023 Q4 2022
Montag A & Associates Inc

Atlanta, GA
BUY
 -
974
+ 102.53%
$65.4K - $77K
1.92K $53.5K
Feb 14, 2023 Q4 2022
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
970
+ 0.87%
$65.1K - $76.7K
112K $3.12M
Feb 10, 2023 Q4 2022
Fortune 45 LLC

BUY
 -
966
+ 2.17%
$64.9K - $76.4K
45.6K $1.27M
Jan 26, 2023 Q4 2022
Acas, LLC

BUY
 -
956
+ 3.01%
$64.2K - $75.6K
32.8K $911K
Feb 14, 2023 Q4 2022
Valley Financial Management, Inc.

New York, NY
BUY
 -
948
+ 2.9%
$63.7K - $74.9K
33.6K $935K
Feb 09, 2023 Q4 2022
Firestone Capital Management

BUY
 -
947
+ 17.72%
$63.6K - $74.9K
6.29K $175K
Feb 14, 2023 Q4 2022
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
942
+ 9.06%
$63.3K - $74.5K
11.3K $315K
Jan 20, 2023 Q4 2022
V Wealth Advisors LLC

BUY
 -
941
+ 9.74%
$63.2K - $74.4K
10.6K $295K
Feb 10, 2023 Q4 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
901
+ 11.53%
$60.5K - $71.2K
8.71K $242K
Jan 18, 2023 Q4 2022
Hanson & Doremus Investment Management

BUY
 -
899
+ 153.68%
$60.4K - $71.1K
1.48K $41.3K
Feb 13, 2023 Q4 2022
Paradigm Capital Management, LLC

Reno, NV
BUY
 -
883
+ 1.39%
$59.3K - $69.8K
64.4K $1.79M
Feb 09, 2023 Q4 2022
Xml Financial, LLC

BUY
 -
875
+ 1.97%
$58.8K - $69.2K
45.3K $1.26M
Feb 15, 2023 Q4 2022
True Wealth Design, LLC

Akron, OH
BUY
 -
874
New
$58.7K - $69.1K
874 $24.3K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
864
New
$58K - $68.3K
864 $24K
Feb 13, 2023 Q4 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
862
+ 2.0%
$57.9K - $68.1K
44K $1.22M
Jan 05, 2023 Q4 2022
Martin Capital Partners, LLC

BUY
 -
838
+ 6.7%
$56.3K - $66.3K
13.3K $371K

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