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 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.7K- 3.67% |
$246K - $288K
|
97K
$2.78M
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-3.73K- 25.76% |
$248K - $290K
|
10.7K
$307K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3.76K- 11.28% |
$250K - $293K
|
29.6K
$848K
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.77K- 10.92% |
$251K - $294K
|
30.8K
$881K
|
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-3.81K- 6.56% |
$253K - $297K
|
54.3K
$1.55M
|
|
|
Nov 02, 2022
Q3 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-3.95K- 25.21% |
$262K - $307K
|
11.7K
$335K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.97K- 58.23% |
$263K - $309K
|
2.85K
$81.5K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.98K- 59.6% |
$265K - $310K
|
2.7K
$77.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Souders Financial Advisors
|
SELL
|
- |
-4.13K- 1.25% |
$274K - $322K
|
327K
$9.38M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-4.16K- 6.31% |
$276K - $324K
|
61.8K
$1.77M
|
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
SELL
|
- |
-5.13K- 11.46% |
$341K - $400K
|
39.6K
$1.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-5.17K- 22.85% |
$343K - $403K
|
17.5K
$500K
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.22K- 11.76% |
$347K - $406K
|
39.1K
$1.12M
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-5.5K- 6.79% |
$366K - $429K
|
75.5K
$2.16M
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-5.53K- 16.6% |
$367K - $430K
|
27.8K
$795K
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-5.6K- 31.89% |
$372K - $436K
|
12K
$343K
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-5.83K- 7.41% |
$387K - $454K
|
72.9K
$2.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-5.97K- 5.27% |
$397K - $465K
|
107K
$3.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.98K- 9.29% |
$397K - $466K
|
58.4K
$1.67M
|
|
|
Oct 21, 2022
Q3 2022
|
Forte Capital LLC
|
SELL
|
- |
-6.15K- 46.44% |
$409K - $479K
|
7.1K
$203K
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.16K- 46.54% |
$409K - $480K
|
7.08K
$203K
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-6.26K- 7.33% |
$416K - $488K
|
79.2K
$2.27M
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-6.55K- 4.18% |
$435K - $510K
|
150K
$4.3M
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-6.61K- 3.43% |
$439K - $515K
|
186K
$5.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.87K- 12.76% |
$457K - $535K
|
47K
$1.35M
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6.98K- 40.95% |
$464K - $544K
|
10.1K
$288K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.37K- 7.11% |
$489K - $574K
|
96.2K
$2.76M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-7.69K- 9.27% |
$511K - $599K
|
75.3K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.69K- 21.11% |
$511K - $599K
|
28.7K
$823K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.7K- 4.1% |
$512K - $600K
|
180K
$5.16M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-8.52K- 45.47% |
$566K - $664K
|
10.2K
$293K
|
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-8.99K- 1.55% |
$597K - $700K
|
571K
$16.3M
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.1K- 12.53% |
$605K - $709K
|
63.6K
$1.82M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.48K- 8.65% |
$630K - $739K
|
100K
$2.87M
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-9.5K- 1.54% |
$631K - $740K
|
608K
$17.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-9.71K- 15.33% |
$645K - $756K
|
53.6K
$1.54M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.1K- 4.84% |
$674K - $790K
|
200K
$5.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-10.4K- 5.55% |
$691K - $810K
|
177K
$5.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-10.5KClosed |
$698K - $818K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-11K- 14.8% |
$731K - $857K
|
63.4K
$1.81M
|
|
|
Oct 25, 2022
Q3 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-11K- 7.94% |
$733K - $860K
|
128K
$3.67M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-11.4K- 32.31% |
$758K - $889K
|
23.9K
$685K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-11.7K- 14.45% |
$776K - $909K
|
69.2K
$1.98M
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-11.7K- 99.52% |
$779K - $913K
|
57
$1.63K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-13.1K- 18.18% |
$868K - $1.02M
|
58.8K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-13.7K- 55.33% |
$907K - $1.06M
|
11K
$316K
|
|
|
Nov 08, 2022
Q3 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-14.1K- 91.53% |
$939K - $1.1M
|
1.31K
$37.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-14.3K- 19.56% |
$947K - $1.11M
|
58.7K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-14.3K- 19.56% |
$947K - $1.11M
|
58.7K
$1.68M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-14.3K- 2.7% |
$950K - $1.11M
|
516K
$14.8M
|