Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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
Scotia Capital Inc.

BUY
 -
24.2K
New
$1.61M - $1.88M
24.2K $693K
Nov 14, 2022 Q3 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
23.6K
+ 10.09%
$1.56M - $1.83M
257K $7.36M
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
23.4K
+ 8.3%
$1.55M - $1.82M
305K $8.74M
Oct 26, 2022 Q3 2022
Orion Capital Management LLC

BUY
 -
23K
New
$1.53M - $1.79M
23K $659K
Feb 01, 2023 Q3 2022
Cypress Capital, LLC

BUY
 -
22.8K
New
$1.51M - $1.77M
22.8K $652K
Nov 07, 2022 Q3 2022
Windsor Group LTD

BUY
 -
22.5K
+ 7.36%
$1.49M - $1.75M
328K $9.38M
Oct 26, 2022 Q3 2022
Adamsbrown Wealth Consultants LLC

BUY
 -
22.3K
+ 8.02%
$1.48M - $1.74M
301K $8.62M
Nov 08, 2022 Q3 2022
Valley National Advisers Inc

BUY
 -
22.2K
+ 12.67%
$1.48M - $1.73M
198K $5.66M
Nov 14, 2022 Q3 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
22.1K
+ 36.63%
$1.47M - $1.72M
82.4K $2.36M
Nov 14, 2022 Q3 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
21.5K
+ 6.42%
$1.43M - $1.67M
356K $10.2M
Oct 18, 2022 Q3 2022
Clearview Wealth Advisors LLC

BUY
 -
21K
+ 10.83%
$1.4M - $1.64M
215K $6.16M
Nov 14, 2022 Q3 2022
Choate Investment Advisors

Boston, MA
BUY
 -
21K
New
$1.39M - $1.63M
21K $601K
Nov 10, 2022 Q3 2022
True North Advisors, LLC

BUY
 -
20.8K
New
$1.38M - $1.62M
20.8K $596K
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
20.7K
+ 47.69%
$1.38M - $1.61M
64.1K $1.84M
Oct 23, 2023 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
20.7K
+ 47.69%
$1.38M - $1.61M
64.1K $1.84M
Nov 07, 2022 Q3 2022
Cozad Asset Management Inc

Champaign, IL
BUY
 -
20.5K
+ 22.48%
$1.36M - $1.59M
112K $3.19M
Nov 14, 2022 Q3 2022
David A. Siegel Two Sigma Advisers, LP | New York, Ny
BUY
 -
20.2K
+ 10.46%
$1.34M - $1.57M
213K $6.11M
Nov 15, 2022 Q3 2022
Highland Financial Advisors, LLC

BUY
 -
20.1K
New
$1.34M - $1.57M
20.1K $576K
Nov 01, 2022 Q3 2022
Hartline Investment Corp

Winnetka, IL
BUY
 -
19.9K
New
$1.32M - $1.55M
19.9K $570K
Oct 18, 2022 Q3 2022
Wedbush Securities Inc

BUY
 -
19.6K
+ 219.82%
$1.3M - $1.53M
28.6K $817K
Nov 04, 2022 Q3 2022
Cx Institutional

BUY
 -
19.6K
+ 288.92%
$1.3M - $1.52M
26.3K $754K
Oct 13, 2022 Q3 2022
Sunburst Financial Group, LLC

BUY
 -
19.5K
+ 4.83%
$1.3M - $1.52M
424K $12.2M
Nov 14, 2022 Q3 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
19.2K
+ 9.56%
$1.28M - $1.49M
220K $6.3M
Oct 14, 2022 Q3 2022
Scott Capital Advisors, LLC

BUY
 -
19.1K
+ 4.93%
$1.27M - $1.49M
407K $11.7M
Nov 02, 2022 Q3 2022
Hudock, Inc.

BUY
 -
18.8K
+ 112.12%
$1.25M - $1.47M
35.6K $1.02M
Oct 25, 2022 Q3 2022
Financial Guidance Group, Inc.

BUY
 -
18.7K
+ 8.46%
$1.24M - $1.46M
240K $6.88M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
18.6K
+ 4.17%
$1.24M - $1.45M
466K $13.3M
Feb 14, 2023 Q3 2022
All Gen Financial Advisors, Inc.

Orlando, FL
BUY
 -
18.6K
+ 6.63%
$1.23M - $1.45M
299K $8.56M
Oct 18, 2022 Q3 2022
Koshinski Asset Management, Inc.

BUY
 -
18.4K
+ 6.08%
$1.22M - $1.44M
321K $9.2M
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
18.2K
+ 18.33%
$1.21M - $1.42M
118K $3.36M
Oct 24, 2022 Q3 2022
Tru Wealth Advisors, LLC

BUY
 -
17.9K
+ 43.11%
$1.19M - $1.39M
59.4K $1.7M
Nov 14, 2022 Q3 2022
Crewe Advisors LLC

BUY
 -
16.7K
+ 406.67%
$1.11M - $1.3M
20.8K $596K
Oct 31, 2022 Q3 2022
J.W. Cole Advisors, Inc.

BUY
 -
16.7K
+ 28.82%
$1.11M - $1.3M
74.5K $2.13M
Nov 14, 2022 Q3 2022
Venture Visionary Partners LLC

BUY
 -
16.5K
+ 6.86%
$1.1M - $1.29M
257K $7.37M
Nov 09, 2022 Q3 2022
Sws Partners

BUY
 -
16.3K
New
$1.08M - $1.27M
16.3K $466K
Oct 17, 2022 Q3 2022
Cambridge Advisors Inc.

BUY
 -
16.2K
+ 37.23%
$1.08M - $1.26M
59.8K $1.71M
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
16.2K
+ 14.43%
$1.08M - $1.26M
129K $3.68M
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
16K
+ 15.05%
$1.06M - $1.24M
122K $3.49M
Nov 14, 2022 Q3 2022
Tradition Wealth Management, LLC

BUY
 -
15.3K
+ 3.81%
$1.02M - $1.19M
417K $11.9M
Oct 13, 2022 Q3 2022
Pennsylvania Capital Management Inc

BUY
 -
15.2K
+ 7.9%
$1.01M - $1.19M
208K $5.96M
Oct 27, 2022 Q3 2022
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
14.5K
+ 6.8%
$966K - $1.13M
228K $6.54M
Nov 01, 2022 Q3 2022
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
14.4K
+ 17.88%
$957K - $1.12M
95K $2.72M
Nov 14, 2022 Q3 2022
Goepper Burkhardt LLC

BUY
 -
14.3K
+ 33.88%
$953K - $1.12M
56.7K $1.62M
Oct 20, 2022 Q3 2022
Wt Wealth Management

BUY
 -
14K
New
$930K - $1.09M
14K $401K
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
13.9K
New
$924K - $1.08M
13.9K $398K
Nov 14, 2022 Q3 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
13.8K
+ 29.93%
$917K - $1.07M
59.9K $1.72M
Nov 09, 2022 Q3 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
13.8K
+ 5.63%
$915K - $1.07M
259K $7.4M
Oct 05, 2022 Q3 2022
Econ Financial Services Corp

BUY
 -
13.7K
New
$910K - $1.07M
13.7K $392K
Oct 17, 2022 Q3 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
13.6K
+ 18.38%
$902K - $1.06M
87.4K $2.5M

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