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 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-14.4K- 55.95% |
$955K - $1.12M
|
11.3K
$324K
|
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-15.1K- 19.61% |
$1M - $1.17M
|
61.8K
$1.77M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16.9K- 14.88% |
$1.12M - $1.32M
|
96.6K
$2.77M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.5K- 6.89% |
$1.16M - $1.36M
|
236K
$6.77M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-17.7K- 6.12% |
$1.17M - $1.38M
|
271K
$7.75M
|
|
|
Nov 18, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-18K- 30.08% |
$1.2M - $1.4M
|
41.9K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-18.2K- 17.14% |
$1.21M - $1.42M
|
87.9K
$2.52M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19K- 4.74% |
$1.26M - $1.48M
|
382K
$10.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-20.2K- 11.96% |
$1.34M - $1.57M
|
148K
$4.25M
|
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-21.1K- 7.93% |
$1.4M - $1.64M
|
245K
$7M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.6K- 60.19% |
$1.43M - $1.68M
|
14.3K
$408K
|
|
|
Nov 14, 2022
Q3 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-22.7K- 25.11% |
$1.51M - $1.77M
|
67.6K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-22.8K- 5.8% |
$1.51M - $1.77M
|
370K
$10.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
SELL
|
- |
-24.5K- 16.26% |
$1.63M - $1.91M
|
126K
$3.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-24.8K- 9.33% |
$1.65M - $1.93M
|
241K
$6.91M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-25.7K- 10.52% |
$1.71M - $2M
|
218K
$6.26M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-29.2K- 7.09% |
$1.94M - $2.27M
|
382K
$10.9M
|
|
|
Aug 18, 2023
Q3 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-29.4K- 13.78% |
$1.95M - $2.29M
|
184K
$5.26M
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-31.7KClosed |
$2.1M - $2.47M
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-33.4K- 28.94% |
$2.22M - $2.6M
|
82K
$2.35M
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-35.1K- 25.78% |
$2.33M - $2.73M
|
101K
$2.89M
|
|
|
Nov 09, 2022
Q3 2022
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-35.9K- 99.89% |
$2.38M - $2.79M
|
39
$1.12K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortune 45 LLC
|
SELL
|
- |
-36.9K- 45.3% |
$2.45M - $2.88M
|
44.6K
$1.28M
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-38.6K- 26.59% |
$2.57M - $3.01M
|
107K
$3.06M
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-40.6K- 9.22% |
$2.69M - $3.16M
|
399K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-43.4K- 38.1% |
$2.88M - $3.38M
|
70.5K
$2.02M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-50.3K- 15.99% |
$3.34M - $3.92M
|
265K
$7.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-53.4K- 38.16% |
$3.55M - $4.16M
|
86.5K
$2.48M
|
|
|
Oct 11, 2022
Q3 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-57.1K- 14.98% |
$3.8M - $4.45M
|
324K
$9.28M
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-58.7K- 15.22% |
$3.9M - $4.57M
|
327K
$9.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-75.2K- 19.01% |
$5M - $5.86M
|
320K
$9.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-79.2K- 21.74% |
$5.26M - $6.16M
|
285K
$8.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
SELL
|
- |
-81.1K- 95.54% |
$5.39M - $6.32M
|
3.78K
$108K
|
|
|
Oct 12, 2022
Q3 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-84.6K- 15.88% |
$5.62M - $6.59M
|
448K
$12.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
SELL
|
- |
-97.8K- 92.14% |
$6.5M - $7.62M
|
8.35K
$239K
|
|
|
Nov 01, 2022
Q3 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-123K- 8.34% |
$8.15M - $9.55M
|
1.35M
$38.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-124K- 11.98% |
$8.26M - $9.68M
|
913K
$26.1M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-198K- 5.57% |
$13.2M - $15.4M
|
3.36M
$96.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-243K- 39.65% |
$16.1M - $18.9M
|
370K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-244K- 80.7% |
$16.2M - $19M
|
58.4K
$1.67M
|
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-522K- 95.7% |
$34.7M - $40.7M
|
23.5K
$672K
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-702K- 67.3% |
$46.6M - $54.6M
|
341K
$9.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-764K- 12.96% |
$50.8M - $59.5M
|
5.13M
$147M
|