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 02, 2023 Q4 2022
Bka Wealth Consulting, Inc.

BUY
 -
428
+ 8.6%
$28.7K - $33.8K
5.4K $150K
Feb 06, 2023 Q4 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
427
+ 6.03%
$28.7K - $33.8K
7.5K $209K
Feb 14, 2023 Q4 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
425
+ 3.52%
$28.5K - $33.6K
12.5K $348K
Feb 14, 2023 Q4 2022
True Private Wealth Advisors

BUY
 -
421
+ 6.0%
$28.3K - $33.3K
7.44K $207K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
420
New
$28.2K - $33.2K
420 $11.7K
Jan 11, 2023 Q4 2022
Financial Management Professionals, Inc.

BUY
 -
420
+ 287.67%
$28.2K - $33.2K
566 $15.7K
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
412
+ 10.98%
$27.7K - $32.6K
4.17K $116K
Feb 08, 2023 Q4 2022
Carson Advisory Inc.

BUY
 -
410
+ 10.28%
$27.5K - $32.4K
4.4K $122K
Jan 17, 2023 Q4 2022
Valicenti Advisory Services Inc

BUY
 -
408
+ 12.04%
$27.4K - $32.3K
3.8K $106K
Feb 10, 2023 Q4 2022
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
405
+ 3.08%
$27.2K - $32K
13.6K $377K
Feb 10, 2023 Q4 2022
Sandy Spring Bank

BUY
 -
401
+ 8.14%
$26.9K - $31.7K
5.33K $148K
Feb 14, 2023 Q4 2022
Fin Trust Capital Advisors, LLC

BUY
 -
401
+ 13.27%
$26.9K - $31.7K
3.42K $95.2K
Feb 13, 2023 Q4 2022
Haverford Trust CO

Radnor, PA
BUY
 -
400
+ 6.71%
$26.9K - $31.6K
6.36K $177K
Jan 26, 2023 Q4 2022
Granite Bay Wealth Management, LLC

BUY
 -
399
+ 2.87%
$26.8K - $31.5K
14.3K $398K
Feb 16, 2023 Q4 2022
Brick & Kyle, Associates

Newtown, PA
BUY
 -
397
+ 8.23%
$26.7K - $31.4K
5.22K $145K
Jan 12, 2023 Q4 2022
Crescent Grove Advisors, LLC

BUY
 -
392
+ 0.65%
$26.3K - $31K
61K $1.7M
Jan 13, 2023 Q4 2022
Piershale Financial Group, Inc.

BUY
 -
389
New
$26.1K - $30.8K
389 $10.8K
Jan 26, 2023 Q4 2022
Cutler Investment Counsel LLC

BUY
 -
373
+ 1.2%
$25.1K - $29.5K
31.4K $874K
Feb 14, 2023 Q4 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
368
+ 6.54%
$24.7K - $29.1K
6K $167K
Feb 10, 2023 Q4 2022
Thompson Siegel & Walmsley LLC

BUY
 -
367
New
$24.6K - $29K
367 $10.2K
Feb 03, 2023 Q4 2022
Tradition Wealth Management, LLC

BUY
 -
360
+ 0.09%
$24.2K - $28.5K
417K $11.6M
Feb 13, 2023 Q4 2022
Apriem Advisors

Irvine, CA
BUY
 -
358
+ 0.7%
$24K - $28.3K
51.5K $1.43M
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
352
New
$23.6K - $27.8K
352 $9.79K
Feb 03, 2023 Q4 2022
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
333
New
$22.4K - $26.3K
333 $9.26K
Feb 10, 2023 Q4 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
326
+ 3.06%
$21.9K - $25.8K
11K $306K
Feb 01, 2023 Q4 2022
Sendero Wealth Management, LLC

San Antonio, TX
BUY
 -
324
+ 0.55%
$21.8K - $25.6K
59.3K $1.65M
Jan 24, 2023 Q4 2022
Centerpoint Advisors, LLC

BUY
 -
316
+ 3.34%
$21.2K - $25K
9.77K $272K
Jan 30, 2023 Q4 2022
Byrne Asset Management LLC

BUY
 -
315
New
$21.2K - $24.9K
315 $8.76K
Feb 27, 2023 Q4 2022
Rebalance, LLC

Palo Alto, CA
BUY
 -
306
New
$20.6K - $24.2K
306 $8.51K
Jan 23, 2023 Q4 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
303
+ 87.07%
$20.3K - $24K
651 $18.1K
Jan 31, 2023 Q4 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
297
+ 761.54%
$19.9K - $23.5K
336 $9.34K
Jan 05, 2023 Q4 2022
Capital Investment Advisors, LLC

BUY
 -
295
+ 0.93%
$19.8K - $23.3K
32K $890K
Feb 14, 2023 Q4 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
284
+ 2.24%
$19.1K - $22.5K
13K $361K
Feb 10, 2023 Q4 2022
Broadleaf Partners, LLC

Hudson, OH
BUY
 -
282
+ 0.72%
$18.9K - $22.3K
39.6K $1.1M
Sep 06, 2024 Q4 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
280
+ 2.74%
$18.8K - $22.1K
10.5K $292K
Jan 05, 2023 Q4 2022
Modus Advisors, LLC

BUY
 -
276
+ 1.11%
$18.5K - $21.8K
25.1K $697K
Feb 01, 2023 Q4 2022
Sage Mountain Advisors LLC

BUY
 -
270
New
$18.1K - $21.3K
270 $7.51K
Mar 08, 2023 Q4 2022
Sheets Smith Wealth Management

BUY
 -
270
+ 0.23%
$18.1K - $21.3K
118K $3.3M
Feb 13, 2023 Q4 2022
Carmichael Hill & Associates, Inc.

BUY
 -
264
+ 1.51%
$17.7K - $20.9K
17.7K $493K
Feb 14, 2023 Q4 2022
Lowe Brockenbrough & CO Inc

BUY
 -
264
+ 3.8%
$17.7K - $20.9K
7.22K $201K
Feb 03, 2023 Q4 2022
Cutter & CO Brokerage, Inc.

BUY
 -
261
+ 7.59%
$17.5K - $20.6K
3.7K $103K
Feb 10, 2023 Q4 2022
United Bank

BUY
 -
246
+ 0.51%
$16.5K - $19.4K
48.4K $1.35M
Jan 05, 2023 Q4 2022
West Oak Capital, LLC

BUY
 -
232
+ 1.11%
$15.6K - $18.3K
21.1K $588K
Feb 09, 2023 Q4 2022
Game Plan Financial Advisors, LLC

BUY
 -
231
+ 0.54%
$15.5K - $18.3K
43K $1.19M
Feb 14, 2023 Q4 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
228
+ 6.29%
$15.3K - $18K
3.85K $107K
Jan 25, 2023 Q4 2022
Triton Wealth Management, Pllc

BUY
 -
223
+ 0.53%
$15K - $17.6K
42.6K $1.19M
Feb 13, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
221
+ 0.34%
$14.8K - $17.5K
64.3K $1.79M
Oct 23, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
221
+ 0.34%
$14.8K - $17.5K
64.3K $1.79M
Feb 02, 2023 Q4 2022
Tranquility Partners, LLC

BUY
 -
218
+ 2.07%
$14.6K - $17.2K
10.7K $299K

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