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
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
13.5K
+ 13.94%
$899K - $1.05M
111K $3.17M
Nov 09, 2022 Q3 2022
Edge Capital Group, LLC

BUY
 -
13.3K
New
$884K - $1.04M
13.3K $381K
Oct 13, 2023 Q3 2022
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
13.2K
+ 3.4%
$879K - $1.03M
403K $11.5M
Nov 08, 2022 Q3 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
13.1K
+ 17.88%
$873K - $1.02M
86.7K $2.48M
Nov 14, 2022 Q3 2022
Jackson Wealth Management, LLC

BUY
 -
13K
+ 149.98%
$863K - $1.01M
21.7K $620K
Nov 15, 2022 Q3 2022
Pittenger & Anderson Inc

BUY
 -
13K
+ 10.82%
$860K - $1.01M
133K $3.8M
Jan 04, 2023 Q3 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
12.1K
New
$802K - $940K
12.1K $346K
Nov 08, 2022 Q3 2022
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
12K
+ 2.26%
$799K - $937K
546K $15.6M
Oct 28, 2022 Q3 2022
Canvas Wealth Advisors, LLC

BUY
 -
11.8K
+ 20.5%
$786K - $921K
69.5K $1.99M
Nov 14, 2022 Q3 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
11.7K
+ 1236.35%
$779K - $914K
12.7K $363K
Oct 21, 2022 Q3 2022
Cra Financial Services, LLC

BUY
 -
11.5K
+ 5.29%
$761K - $892K
228K $6.53M
Oct 26, 2022 Q3 2022
Sequoia Financial Advisors, LLC

BUY
 -
11.2K
+ 18.71%
$744K - $872K
71.1K $2.03M
Nov 04, 2022 Q3 2022
Transatlantique Private Wealth LLC

BUY
 -
11.2K
+ 103.33%
$743K - $871K
22K $630K
Nov 10, 2022 Q3 2022
Valley Forge Investment Consultants Inc Adv

BUY
 -
11.2K
+ 19.56%
$742K - $870K
68.3K $1.96M
Oct 14, 2022 Q3 2022
Powers Advisory Group, LLC

BUY
 -
11.1K
+ 9.8%
$740K - $868K
125K $3.57M
Oct 18, 2022 Q3 2022
Manning & Napier Group, LLC

BUY
 -
11.1K
+ 5.18%
$736K - $863K
225K $6.45M
Oct 26, 2022 Q3 2022
B&D White Capital Company, LLC

BUY
 -
10.8K
+ 2.01%
$720K - $844K
549K $15.7M
Oct 27, 2022 Q3 2022
Founders Financial Securities LLC

BUY
 -
10.8K
+ 21.07%
$718K - $841K
62.1K $1.78M
Nov 09, 2022 Q3 2022
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
10.7K
+ 7.79%
$710K - $833K
148K $4.24M
Nov 08, 2022 Q3 2022
Warner Financial, Inc

Bethesda, MD
BUY
 -
10.7K
+ 282.1%
$708K - $829K
14.4K $413K
Oct 17, 2022 Q3 2022
Wealth Care Investment Partners, LLC

BUY
 -
10.5K
+ 14.41%
$699K - $820K
83.6K $2.39M
Oct 19, 2022 Q3 2022
Mayflower Financial Advisors, LLC

BUY
 -
10.4K
New
$693K - $813K
10.4K $299K
Nov 14, 2022 Q3 2022
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
10.4K
New
$691K - $810K
10.4K $298K
Nov 08, 2022 Q3 2022
Planning Directions Inc

BUY
 -
10.3K
+ 6.81%
$685K - $803K
162K $4.63M
Oct 13, 2022 Q3 2022
Exeter Financial, LLC

BUY
 -
10.3K
+ 100.38%
$684K - $802K
20.6K $589K
Oct 17, 2022 Q3 2022
Iam Advisory, LLC

BUY
 -
10.2K
+ 3.36%
$678K - $795K
314K $8.99M
Oct 18, 2022 Q3 2022
Whelan Financial

BUY
 -
10.2K
+ 2.87%
$675K - $791K
363K $10.4M
Oct 25, 2022 Q3 2022
Fifth Third Securities, Inc.

BUY
 -
10.1K
+ 8.58%
$669K - $784K
127K $3.65M
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
9.87K
+ 33.26%
$656K - $769K
39.5K $1.13M
Nov 14, 2022 Q3 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
9.7K
+ 66.04%
$644K - $755K
24.4K $698K
Oct 28, 2022 Q3 2022
Chesapeake Wealth Management

BUY
 -
9.55K
+ 31.08%
$634K - $743K
40.3K $1.15M
Nov 14, 2022 Q3 2022
Sei Investments CO

Oaks, PA
BUY
 -
9.46K
+ 20.13%
$629K - $737K
56.5K $1.62M
May 15, 2024 Q3 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
9.35K
+ 7.92%
$621K - $728K
127K $3.65M
Nov 03, 2022 Q3 2022
Yhb Investment Advisors, Inc.

BUY
 -
9.16K
+ 7.66%
$608K - $713K
129K $3.69M
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
9.11K
+ 827.82%
$605K - $709K
10.2K $292K
Oct 18, 2022 Q3 2022
Olio Financial Planning

BUY
 -
9.07K
+ 41.02%
$603K - $706K
31.2K $893K
Oct 13, 2022 Q3 2022
Wealth Management Resources, Inc.

BUY
 -
8.91K
+ 4.23%
$592K - $694K
220K $6.28M
Nov 15, 2022 Q3 2022
Mai Capital Management

BUY
 -
8.88K
+ 50.92%
$590K - $692K
26.3K $754K
Oct 12, 2022 Q3 2022
Keudell

BUY
 -
8.87K
+ 127.33%
$589K - $691K
15.8K $453K
Aug 16, 2024 Q3 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
8.83K
+ 4.37%
$587K - $688K
211K $6.04M
Nov 06, 2024 Q3 2022
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
8.79K
+ 11.88%
$584K - $684K
82.8K $2.37M
Nov 02, 2022 Q3 2022
Barnes Pettey Financial Advisors, LLC

BUY
 -
8.67K
New
$576K - $675K
8.67K $248K
Oct 21, 2022 Q3 2022
Arkadios Wealth Advisors

BUY
 -
8.66K
+ 11.31%
$575K - $674K
85.3K $2.44M
Oct 14, 2022 Q3 2022
West Bancorporation Inc

BUY
 -
8.58K
+ 6498.48%
$570K - $668K
8.71K $249K
Nov 07, 2022 Q3 2022
Vista Capital Partners, Inc.

BUY
 -
8.54K
New
$567K - $665K
8.54K $244K
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
8.51K
+ 29.2%
$565K - $663K
37.6K $1.08M
Oct 12, 2022 Q3 2022
Teamwork Financial Advisors, LLC

BUY
 -
8.49K
+ 61.42%
$564K - $661K
22.3K $639K
Nov 14, 2022 Q3 2022
Dt Investment Partners, LLC

BUY
 -
8.46K
+ 3.18%
$562K - $659K
275K $7.86M
Nov 08, 2022 Q3 2022
Ahrens Investment Partners LLC

BUY
 -
8.38K
+ 170.07%
$556K - $652K
13.3K $381K

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