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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
115KNew |
$7.67M - $8.99M
|
115K
$3.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
114K+ 26.64% |
$7.56M - $8.87M
|
541K
$15.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
111K+ 75.19% |
$7.35M - $8.61M
|
258K
$7.38M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
111K+ 75.19% |
$7.35M - $8.61M
|
258K
$7.38M
|
|
|
Oct 13, 2022
Q3 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
110K+ 242.07% |
$7.3M - $8.56M
|
155K
$4.45M
|
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
109K+ 48.94% |
$7.23M - $8.48M
|
331K
$9.49M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
105K+ 810.55% |
$6.99M - $8.2M
|
118K
$3.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
103K+ 100.83% |
$6.86M - $8.04M
|
206K
$5.89M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
103K+ 2.75% |
$6.84M - $8.02M
|
3.84M
$110M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
100K+ 8.87% |
$6.64M - $7.78M
|
1.23M
$35.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
98.9K+ 40.73% |
$6.57M - $7.7M
|
342K
$9.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
94.9K+ 5.74% |
$6.3M - $7.39M
|
1.75M
$50.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
93K+ 14.74% |
$6.18M - $7.25M
|
724K
$20.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
90.8K+ 97.42% |
$6.03M - $7.07M
|
184K
$5.27M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
90.3K+ 17.83% |
$6M - $7.03M
|
596K
$17.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
89.4K+ 222.42% |
$5.94M - $6.96M
|
130K
$3.71M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
89.1KNew |
$5.92M - $6.94M
|
89.1K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
87.7KNew |
$5.83M - $6.83M
|
87.7K
$2.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
85.4K+ 66.73% |
$5.67M - $6.65M
|
213K
$6.11M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
83.5K+ 13.13% |
$5.54M - $6.5M
|
719K
$20.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
79.6K+ 2.33% |
$5.29M - $6.2M
|
3.49M
$100M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
78.9K+ 17.69% |
$5.24M - $6.14M
|
525K
$15M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
77.9K+ 7.11% |
$5.18M - $6.07M
|
1.17M
$33.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
77.2K+ 21439.17% |
$5.13M - $6.01M
|
77.5K
$2.22M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
75.5K+ 73.14% |
$5.01M - $5.88M
|
179K
$5.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
73.9KNew |
$4.91M - $5.75M
|
73.9K
$2.12M
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
73.6KNew |
$4.89M - $5.73M
|
73.6K
$2.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
73.4K+ 83.29% |
$4.88M - $5.72M
|
162K
$4.63M
|
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
73.2K+ 19.69% |
$4.86M - $5.7M
|
445K
$12.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
72.9K+ 55.54% |
$4.84M - $5.68M
|
204K
$5.84M
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
72.7K+ 795.58% |
$4.83M - $5.66M
|
81.9K
$2.34M
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
BUY
|
- |
72.4K+ 599.21% |
$4.81M - $5.64M
|
84.5K
$2.42M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
71.4KNew |
$4.74M - $5.56M
|
71.4K
$2.04M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
71.3K+ 532.07% |
$4.73M - $5.55M
|
84.7K
$2.42M
|
|
|
Nov 01, 2022
Q3 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
70.5K+ 468.38% |
$4.68M - $5.49M
|
85.6K
$2.45M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
68.4K+ 6.62% |
$4.54M - $5.32M
|
1.1M
$31.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
68.3K+ 13.27% |
$4.54M - $5.32M
|
583K
$16.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
67.2K+ 12.43% |
$4.46M - $5.23M
|
608K
$17.4M
|
|
|
Oct 07, 2022
Q3 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
66.9KNew |
$4.44M - $5.21M
|
66.9K
$1.92M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
65.6K+ 255.66% |
$4.36M - $5.11M
|
91.2K
$2.61M
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
64.7K+ 11.96% |
$4.3M - $5.04M
|
606K
$17.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
62.2K+ 42.76% |
$4.13M - $4.85M
|
208K
$5.95M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
59.1K+ 4.97% |
$3.93M - $4.6M
|
1.25M
$35.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
59KNew |
$3.92M - $4.59M
|
59K
$1.69M
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
57.5K+ 308.6% |
$3.82M - $4.48M
|
76.2K
$2.18M
|
|
|
Oct 28, 2022
Q3 2022
|
Reliant Wealth Planning
|
BUY
|
- |
54.7K+ 15.82% |
$3.63M - $4.26M
|
400K
$11.5M
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
50.9K+ 16.87% |
$3.38M - $3.96M
|
352K
$10.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
49.4K+ 72.45% |
$3.28M - $3.84M
|
118K
$3.36M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
47.9KNew |
$3.18M - $3.73M
|
47.9K
$1.37M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
47.4K+ 67.21% |
$3.15M - $3.69M
|
118K
$3.38M
|