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 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
77.6K+ 97.89% |
$5.21M - $6.13M
|
157K
$4.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
76.5K+ 153.36% |
$5.14M - $6.05M
|
126K
$3.52M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
74.3KNew |
$4.99M - $5.88M
|
74.3K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
74K+ 36.25% |
$4.97M - $5.85M
|
278K
$7.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
73.3KNew |
$4.92M - $5.8M
|
73.3K
$2.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
72.5K+ 88.0% |
$4.87M - $5.74M
|
155K
$4.31M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
71.4K+ 13.88% |
$4.8M - $5.65M
|
586K
$16.3M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
70.8K+ 437.27% |
$4.75M - $5.6M
|
87K
$2.42M
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
68.8KNew |
$4.62M - $5.44M
|
68.8K
$1.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
68.3K+ 13.01% |
$4.58M - $5.4M
|
593K
$16.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
68.1K+ 11.25% |
$4.57M - $5.38M
|
674K
$18.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
67.4K+ 91.53% |
$4.52M - $5.33M
|
141K
$3.92M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
64.6K+ 32.63% |
$4.34M - $5.1M
|
262K
$7.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
62.5KNew |
$4.2M - $4.94M
|
62.5K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
62.1K+ 29.09% |
$4.17M - $4.91M
|
276K
$7.66M
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
61.2K+ 142.57% |
$4.11M - $4.84M
|
104K
$2.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
58.4K+ 9.79% |
$3.92M - $4.62M
|
655K
$18.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
56.4K+ 54.5% |
$3.79M - $4.46M
|
160K
$4.45M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
56.4KNew |
$3.79M - $4.46M
|
56.4K
$1.57M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
55.6K+ 65.72% |
$3.74M - $4.4M
|
140K
$3.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
55.2K+ 146.68% |
$3.71M - $4.37M
|
92.9K
$2.58M
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
54.2K+ 463.93% |
$3.64M - $4.29M
|
65.9K
$1.83M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
53.7K+ 6.79% |
$3.61M - $4.25M
|
845K
$23.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
52.9KNew |
$3.55M - $4.18M
|
52.9K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
52.2K+ 29.23% |
$3.51M - $4.13M
|
231K
$6.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
52.2K+ 29.23% |
$3.51M - $4.13M
|
231K
$6.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
52.2K+ 45.19% |
$3.5M - $4.12M
|
168K
$4.66M
|
|
|
Feb 01, 2023
Q4 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
50.3K+ 60.27% |
$3.38M - $3.97M
|
134K
$3.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
47.4KNew |
$3.18M - $3.75M
|
47.4K
$1.32M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
47.3KNew |
$3.18M - $3.74M
|
47.3K
$1.32M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
47.2K+ 54.57% |
$3.17M - $3.73M
|
134K
$3.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
46.2KNew |
$3.11M - $3.66M
|
46.2K
$1.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
46.2K+ 12.48% |
$3.1M - $3.65M
|
416K
$11.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
46.1K+ 41.34% |
$3.1M - $3.65M
|
158K
$4.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
46KNew |
$3.09M - $3.64M
|
46K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
46K+ 17.9% |
$3.09M - $3.64M
|
303K
$8.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.9K+ 9.23% |
$3.08M - $3.63M
|
543K
$15.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
45.5K+ 15.13% |
$3.06M - $3.6M
|
347K
$9.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
44.6KNew |
$3M - $3.53M
|
44.6K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
44.5KNew |
$2.99M - $3.52M
|
44.5K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
44K+ 173.16% |
$2.96M - $3.48M
|
69.4K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
43.9K+ 12.86% |
$2.95M - $3.47M
|
386K
$10.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
42.9K+ 12.94% |
$2.88M - $3.39M
|
374K
$10.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
42.4K+ 23.06% |
$2.85M - $3.36M
|
227K
$6.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
42.2K+ 32.57% |
$2.83M - $3.34M
|
172K
$4.78M
|
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
42.1K+ 107853.85% |
$2.82M - $3.33M
|
42.1K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
41.9KNew |
$2.81M - $3.31M
|
41.9K
$1.16M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
41.8K+ 528.74% |
$2.81M - $3.31M
|
49.8K
$1.38M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
41.5K+ 43.73% |
$2.79M - $3.28M
|
137K
$3.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.3K+ 4.94% |
$2.77M - $3.26M
|
877K
$24.4M
|