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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2023
Q4 2022
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
8.36KNew |
$561K - $661K
|
8.36K
$232K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
8.35KNew |
$561K - $660K
|
8.35K
$232K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
8.28K+ 98.94% |
$556K - $654K
|
16.6K
$463K
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
8.23KNew |
$553K - $651K
|
8.23K
$229K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
8.09K+ 12.68% |
$543K - $640K
|
71.9K
$2M
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
8.08KNew |
$543K - $639K
|
8.08K
$225K
|
|
|
Jan 30, 2023
Q4 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
8.02KNew |
$539K - $634K
|
8.02K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
8KNew |
$537K - $632K
|
8K
$222K
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
7.98KNew |
$536K - $631K
|
7.98K
$222K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
7.96K+ 60.81% |
$535K - $630K
|
21.1K
$586K
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
7.95K+ 60.99% |
$534K - $629K
|
21K
$584K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
7.93KNew |
$532K - $627K
|
7.93K
$220K
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
7.88K+ 6.86% |
$529K - $623K
|
123K
$3.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.85K+ 32.16% |
$527K - $620K
|
32.2K
$896K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.78K+ 2.42% |
$523K - $615K
|
329K
$9.15M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
7.72KNew |
$518K - $610K
|
7.72K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
7.69K+ 25.44% |
$516K - $608K
|
37.9K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.69K+ 1.73% |
$516K - $608K
|
453K
$12.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.67K+ 93.86% |
$515K - $606K
|
15.8K
$441K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
7.61K+ 8.23% |
$511K - $601K
|
100K
$2.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
7.55KNew |
$507K - $597K
|
7.55K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
7.47K+ 12.42% |
$502K - $591K
|
67.6K
$1.88M
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
7.44K+ 18.79% |
$500K - $588K
|
47K
$1.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
7.41K+ 17.34% |
$498K - $586K
|
50.1K
$1.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.39K+ 6.73% |
$496K - $584K
|
117K
$3.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.33K+ 7.62% |
$492K - $580K
|
104K
$2.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.27K+ 9.7% |
$488K - $575K
|
82.2K
$2.29M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
7.24K+ 17.36% |
$486K - $572K
|
48.9K
$1.36M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.22K+ 75.17% |
$485K - $571K
|
16.8K
$468K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.18K+ 65.07% |
$482K - $567K
|
18.2K
$506K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
7.16K+ 66.14% |
$481K - $566K
|
18K
$500K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.16K+ 19.75% |
$481K - $566K
|
43.4K
$1.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
7.16K+ 12.46% |
$481K - $566K
|
64.6K
$1.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.14K+ 66.79% |
$480K - $565K
|
17.8K
$496K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
7.14K+ 18.0% |
$479K - $564K
|
46.8K
$1.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
7.1K+ 27.55% |
$477K - $562K
|
32.9K
$914K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
7.06K+ 3.15% |
$474K - $558K
|
231K
$6.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.03KNew |
$472K - $556K
|
7.03K
$196K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.03K+ 33.48% |
$472K - $556K
|
28K
$779K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.98K+ 14.71% |
$469K - $552K
|
54.5K
$1.51M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
6.94K+ 4.68% |
$466K - $549K
|
155K
$4.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
6.88K+ 1.13% |
$462K - $544K
|
615K
$17.1M
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
6.73K+ 48.23% |
$452K - $532K
|
20.7K
$575K
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
6.65K+ 23.55% |
$447K - $526K
|
34.9K
$970K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.65K+ 94.78% |
$446K - $526K
|
13.7K
$380K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
6.61K+ 9.5% |
$444K - $523K
|
76.1K
$2.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.58K+ 29.5% |
$442K - $520K
|
28.9K
$803K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.57K+ 5.39% |
$442K - $520K
|
129K
$3.58M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
6.57K+ 27.01% |
$441K - $520K
|
30.9K
$860K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6.57K+ 13.66% |
$441K - $520K
|
54.7K
$1.52M
|