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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
15.9K+ 55.73% |
$1.07M - $1.26M
|
44.5K
$1.25M
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
15.9K+ 258.39% |
$1.07M - $1.25M
|
22K
$616K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.8K+ 17.38% |
$1.06M - $1.25M
|
107K
$3M
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
15.8K+ 19.06% |
$1.06M - $1.25M
|
98.5K
$2.76M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.7KNew |
$1.06M - $1.24M
|
15.7K
$441K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
15.7K+ 6.86% |
$1.05M - $1.24M
|
244K
$6.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
15.4KNew |
$1.04M - $1.22M
|
15.4K
$433K
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
15.2K+ 66.03% |
$1.02M - $1.2M
|
38.2K
$1.07M
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
14.9K+ 11.6% |
$1M - $1.18M
|
144K
$4.02M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
14.9K+ 32.0% |
$1M - $1.18M
|
61.5K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
14.9K+ 454.96% |
$1M - $1.18M
|
18.2K
$509K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14.9K+ 64.27% |
$999K - $1.18M
|
38K
$1.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
14.8K+ 2.44% |
$997K - $1.17M
|
624K
$17.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
14.3K+ 64.6% |
$963K - $1.13M
|
36.6K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
14.2K+ 4.6% |
$956K - $1.13M
|
324K
$9.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.1K+ 10.98% |
$949K - $1.12M
|
143K
$4M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
14K+ 41.28% |
$938K - $1.1M
|
47.8K
$1.34M
|
|
|
Jan 17, 2023
Q4 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
14K+ 21.66% |
$937K - $1.1M
|
78.4K
$2.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
13.9K+ 16.69% |
$937K - $1.1M
|
97.5K
$2.73M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
13.9K+ 8.43% |
$935K - $1.1M
|
179K
$5.02M
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
13.8KNew |
$925K - $1.09M
|
13.8K
$386K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
13.7K+ 65.89% |
$921K - $1.08M
|
34.5K
$967K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
13.6KNew |
$916K - $1.08M
|
13.6K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13.6K+ 208.32% |
$916K - $1.08M
|
20.2K
$565K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
13.5K+ 15.83% |
$909K - $1.07M
|
99K
$2.77M
|
|
|
Feb 01, 2023
Q4 2022
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
13.5KNew |
$906K - $1.07M
|
13.5K
$378K
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
13.5KNew |
$905K - $1.07M
|
13.5K
$378K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
13.4K+ 10.12% |
$902K - $1.06M
|
146K
$4.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
13.3K+ 7.53% |
$896K - $1.05M
|
190K
$5.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
13.3K+ 38.39% |
$891K - $1.05M
|
47.8K
$1.34M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
13.2K+ 3.76% |
$889K - $1.05M
|
366K
$10.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
12.9KNew |
$867K - $1.02M
|
12.9K
$361K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.9K+ 4.29% |
$865K - $1.02M
|
313K
$8.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
12.8K+ 18.79% |
$862K - $1.01M
|
81.1K
$2.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
BUY
|
- |
12.8KNew |
$860K - $1.01M
|
12.8K
$359K
|
|
|
Jan 24, 2023
Q4 2022
|
Exeter Financial, LLC
|
BUY
|
- |
12.6K+ 61.4% |
$848K - $999K
|
33.2K
$930K
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
12.5KNew |
$839K - $988K
|
12.5K
$350K
|
|
|
Feb 06, 2023
Q4 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
12.4K+ 7.97% |
$831K - $978K
|
168K
$4.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
12.4K+ 4.34% |
$831K - $978K
|
297K
$8.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
12.3KNew |
$824K - $970K
|
12.3K
$344K
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
12.2K+ 5.23% |
$821K - $967K
|
246K
$6.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12.1K+ 159.47% |
$814K - $958K
|
19.7K
$552K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
12.1K+ 13.77% |
$813K - $957K
|
100K
$2.8M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
12K+ 4.61% |
$803K - $945K
|
271K
$7.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
11.9K+ 3.41% |
$796K - $937K
|
360K
$10.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
11.8K+ 97.92% |
$796K - $937K
|
23.9K
$671K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
11.7K+ 143.38% |
$789K - $928K
|
19.9K
$558K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.6K+ 16.95% |
$776K - $913K
|
79.7K
$2.23M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
11.5K+ 15.13% |
$774K - $911K
|
87.7K
$2.46M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11.5K+ 9.08% |
$772K - $909K
|
138K
$3.87M
|