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 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-183- 0.84% |
$12.2K - $14.3K
|
21.6K
$619K
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-184- 0.5% |
$12.2K - $14.3K
|
36.3K
$1.04M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-184- 0.38% |
$12.2K - $14.3K
|
48.1K
$1.38M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-185- 0.21% |
$12.3K - $14.4K
|
88.5K
$2.53M
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-200- 3.29% |
$13.3K - $15.6K
|
5.88K
$168K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-200- 1.33% |
$13.3K - $15.6K
|
14.9K
$426K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-204- 13.77% |
$13.6K - $15.9K
|
1.28K
$36.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-208- 1.85% |
$13.8K - $16.2K
|
11.1K
$317K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-210- 25.12% |
$14K - $16.4K
|
626
$17.9K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-210- 18.39% |
$14K - $16.4K
|
932
$26.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-212- 5.73% |
$14.1K - $16.5K
|
3.49K
$99.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-220- 2.51% |
$14.6K - $17.1K
|
8.56K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-229- 6.18% |
$15.2K - $17.8K
|
3.48K
$99.5K
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-239- 0.22% |
$15.9K - $18.6K
|
109K
$3.11M
|
|
|
Nov 04, 2022
Q3 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-239- 1.29% |
$15.9K - $18.6K
|
18.4K
$525K
|
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-245- 2.67% |
$16.3K - $19.1K
|
8.92K
$255K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-250- 2.43% |
$16.6K - $19.5K
|
10K
$287K
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-260- 1.72% |
$17.3K - $20.2K
|
14.8K
$425K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-260- 4.0% |
$17.3K - $20.2K
|
6.23K
$178K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-266Closed |
$17.7K - $20.7K
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-274- 1.04% |
$18.2K - $21.3K
|
26.1K
$747K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-279- 0.37% |
$18.5K - $21.7K
|
74.4K
$2.13M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-281- 1.72% |
$18.7K - $21.9K
|
16.1K
$461K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-292- 2.37% |
$19.4K - $22.7K
|
12K
$345K
|
|
|
Oct 18, 2022
Q3 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-292- 1.9% |
$19.4K - $22.7K
|
15.1K
$431K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-292- 2.37% |
$19.4K - $22.7K
|
12K
$345K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-296- 3.21% |
$19.7K - $23K
|
8.93K
$256K
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-300- 6.89% |
$19.9K - $23.4K
|
4.06K
$116K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-300- 5.06% |
$19.9K - $23.4K
|
5.63K
$161K
|
|
|
Oct 14, 2022
Q3 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-302- 1.4% |
$20.1K - $23.5K
|
21.3K
$609K
|
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-317- 2.2% |
$21.1K - $24.7K
|
14.1K
$404K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-323- 2.42% |
$21.5K - $25.2K
|
13K
$373K
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-325- 89.04% |
$21.6K - $25.3K
|
40
$1.15K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-330- 4.71% |
$21.9K - $25.7K
|
6.68K
$191K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-332- 7.8% |
$22.1K - $25.9K
|
3.92K
$112K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-340- 2.27% |
$22.6K - $26.5K
|
14.7K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
SELL
|
- |
-345- 2.54% |
$22.9K - $26.9K
|
13.2K
$379K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-358- 0.8% |
$23.8K - $27.9K
|
44.1K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-369- 0.31% |
$24.5K - $28.7K
|
120K
$3.43M
|
|
|
Nov 02, 2022
Q3 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-376- 0.26% |
$25K - $29.3K
|
147K
$4.21M
|
|
|
Oct 12, 2022
Q3 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-379- 1.41% |
$25.2K - $29.5K
|
26.5K
$758K
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-385- 2.07% |
$25.6K - $30K
|
18.2K
$522K
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-427Closed |
$28.4K - $33.3K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-438- 1.07% |
$29.1K - $34.1K
|
40.4K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-440- 7.89% |
$29.2K - $34.3K
|
5.14K
$147K
|
|
|
Nov 10, 2022
Q3 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-441- 4.34% |
$29.3K - $34.3K
|
9.72K
$278K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-448- 2.05% |
$29.8K - $34.9K
|
21.5K
$614K
|
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
SELL
|
- |
-449- 3.58% |
$29.8K - $35K
|
12.1K
$347K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-461- 4.29% |
$30.6K - $35.9K
|
10.3K
$294K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-464- 1.61% |
$30.8K - $36.1K
|
28.3K
$810K
|