Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.36M+ 79.96% |
$90.5M - $106M
|
3.07M
$87.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.26M+ 22.25% |
$83.8M - $98.3M
|
6.93M
$199M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.2M+ 1379.87% |
$80M - $93.7M
|
1.29M
$37M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.15M+ 21.66% |
$76.5M - $89.7M
|
6.47M
$185M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.08M+ 18.81% |
$71.8M - $84.1M
|
6.83M
$195M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.01M+ 18.53% |
$66.9M - $78.5M
|
6.45M
$185M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
901K+ 9.11% |
$59.9M - $70.2M
|
10.8M
$309M
|
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
858KNew |
$57M - $66.8M
|
858K
$24.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
754K+ 10.93% |
$50.1M - $58.7M
|
7.65M
$219M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
667K+ 136.75% |
$44.3M - $52M
|
1.16M
$33.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
585K+ 2443.24% |
$38.9M - $45.5M
|
609K
$17.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
561K+ 24.45% |
$37.3M - $43.7M
|
2.85M
$81.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
553K+ 603.29% |
$36.8M - $43.1M
|
645K
$18.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
525K+ 2585.31% |
$34.9M - $40.9M
|
546K
$15.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
495K+ 15.53% |
$32.9M - $38.6M
|
3.68M
$105M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
466K+ 115.1% |
$31M - $36.3M
|
871K
$24.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
460K+ 25.33% |
$30.6M - $35.8M
|
2.28M
$65.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
420K+ 31.81% |
$27.9M - $32.7M
|
1.74M
$49.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
365K+ 16.01% |
$24.3M - $28.5M
|
2.65M
$75.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
355K+ 41.68% |
$23.6M - $27.6M
|
1.21M
$34.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
349K+ 8.39% |
$23.2M - $27.2M
|
4.51M
$129M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
303KNew |
$20.1M - $23.6M
|
303K
$8.68M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
301KNew |
$20M - $23.4M
|
301K
$8.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
237K+ 2.64% |
$15.7M - $18.4M
|
9.21M
$264M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
237K+ 2.64% |
$15.7M - $18.4M
|
9.21M
$264M
|
|
|
Oct 25, 2022
Q3 2022
|
Matrix Trust CO
|
BUY
|
- |
228KNew |
$15.1M - $17.7M
|
228K
$6.52M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
225K+ 17.53% |
$15M - $17.5M
|
1.51M
$43.2M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
224KNew |
$14.9M - $17.5M
|
224K
$6.42M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
206KNew |
$13.7M - $16M
|
206K
$5.89M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
202K+ 386.45% |
$13.4M - $15.7M
|
254K
$7.27M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
200KNew |
$13.3M - $15.6M
|
200K
$5.73M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
196K+ 6.99% |
$13M - $15.3M
|
3M
$85.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
189K+ 18.62% |
$12.5M - $14.7M
|
1.2M
$34.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
178K+ 2052.36% |
$11.8M - $13.8M
|
186K
$5.33M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
173K+ 277.62% |
$11.5M - $13.5M
|
235K
$6.73M
|
|
|
Oct 12, 2022
Q3 2022
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
168K+ 15.95% |
$11.2M - $13.1M
|
1.22M
$35M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
158K+ 7.28% |
$10.5M - $12.3M
|
2.33M
$66.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
154K+ 3.56% |
$10.2M - $12M
|
4.47M
$128M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
153K+ 22.36% |
$10.1M - $11.9M
|
835K
$23.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Consulate, Inc
|
BUY
|
- |
148KNew |
$9.85M - $11.5M
|
148K
$4.25M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
147K+ 17.63% |
$9.77M - $11.5M
|
981K
$28.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
145K+ 14.77% |
$9.6M - $11.3M
|
1.12M
$32.1M
|
|
|
Nov 16, 2023
Q3 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
144K+ 49.32% |
$9.54M - $11.2M
|
435K
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
139KNew |
$9.22M - $10.8M
|
139K
$3.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
135K+ 43.51% |
$8.98M - $10.5M
|
446K
$12.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
127K+ 25.14% |
$8.42M - $9.86M
|
631K
$18.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Systelligence, LLC
|
BUY
|
- |
124K+ 32.06% |
$8.22M - $9.64M
|
510K
$14.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
119K+ 9.56% |
$7.92M - $9.28M
|
1.37M
$39.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
118KNew |
$7.85M - $9.2M
|
118K
$3.38M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
118K+ 28.43% |
$7.83M - $9.18M
|
532K
$15.2M
|