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
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.9K+ 7.07% |
$392K - $459K
|
89.2K
$2.55M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.81K+ 13.94% |
$386K - $452K
|
47.5K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
5.66K+ 60.66% |
$376K - $440K
|
15K
$429K
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5.63K+ 39.36% |
$374K - $438K
|
19.9K
$571K
|
|
|
Nov 10, 2022
Q3 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
5.56KNew |
$370K - $433K
|
5.56K
$159K
|
|
|
Oct 28, 2022
Q3 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.55KNew |
$368K - $432K
|
5.55K
$159K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
5.48K+ 4.9% |
$364K - $427K
|
117K
$3.36M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
5.47K+ 10.49% |
$363K - $426K
|
57.6K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.44K+ 129.75% |
$361K - $424K
|
9.63K
$276K
|
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.4K+ 19.2% |
$359K - $420K
|
33.5K
$959K
|
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
BUY
|
- |
5.37KNew |
$357K - $418K
|
5.37K
$154K
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.36KNew |
$356K - $417K
|
5.36K
$153K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.31K+ 8.75% |
$353K - $414K
|
66K
$1.89M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5.15K+ 4.78% |
$342K - $401K
|
113K
$3.24M
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5.07K+ 2.02% |
$336K - $394K
|
256K
$7.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
4.97K+ 4.68% |
$330K - $387K
|
111K
$3.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.93K+ 24.1% |
$328K - $384K
|
25.4K
$727K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.92K+ 27.77% |
$327K - $383K
|
22.6K
$648K
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.86K+ 26.53% |
$323K - $378K
|
23.2K
$663K
|
|
|
Oct 28, 2022
Q3 2022
|
West Oak Capital, LLC
|
BUY
|
- |
4.8K+ 29.84% |
$319K - $374K
|
20.9K
$598K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
4.8K+ 12.12% |
$319K - $374K
|
44.4K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.8K+ 5.72% |
$319K - $374K
|
88.7K
$2.54M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4.79K+ 8.78% |
$318K - $373K
|
59.3K
$1.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4.69K+ 10.51% |
$311K - $365K
|
49.3K
$1.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.62K+ 2.81% |
$307K - $359K
|
169K
$4.84M
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.58K+ 30.08% |
$304K - $356K
|
19.8K
$567K
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
4.56K+ 22.68% |
$303K - $355K
|
24.7K
$706K
|
|
|
Nov 14, 2022
Q3 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
4.55KNew |
$302K - $354K
|
4.55K
$130K
|
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.53K+ 4.61% |
$301K - $353K
|
103K
$2.94M
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.48K+ 4.29% |
$297K - $349K
|
109K
$3.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.44K+ 8.37% |
$295K - $346K
|
57.5K
$1.64M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
4.44K+ 69.38% |
$295K - $345K
|
10.8K
$310K
|
|
|
Nov 14, 2022
Q3 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.4K+ 5.97% |
$292K - $343K
|
78.1K
$2.24M
|
|
|
Oct 27, 2022
Q3 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
4.36K+ 1.42% |
$290K - $340K
|
312K
$8.94M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.34K+ 5.46% |
$289K - $338K
|
83.9K
$2.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.31K+ 2.35% |
$286K - $336K
|
188K
$5.37M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.26K+ 2.88% |
$283K - $331K
|
152K
$4.35M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.25K+ 148.77% |
$282K - $331K
|
7.11K
$203K
|
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.22K+ 5.77% |
$280K - $329K
|
77.4K
$2.21M
|
|
|
Oct 28, 2022
Q3 2022
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.21K+ 6.99% |
$280K - $328K
|
64.4K
$1.85M
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4.16KNew |
$277K - $324K
|
4.16K
$119K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.05K+ 104.24% |
$269K - $316K
|
7.94K
$227K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
4.05K+ 23.65% |
$269K - $315K
|
21.2K
$606K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.04K+ 6.23% |
$268K - $314K
|
68.9K
$1.97M
|
|
|
Oct 27, 2022
Q3 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
4.04K+ 0.92% |
$268K - $314K
|
444K
$12.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.03K+ 11.6% |
$267K - $313K
|
38.7K
$1.11M
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.97K+ 4.63% |
$264K - $309K
|
89.6K
$2.57M
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
3.95K+ 6.2% |
$262K - $308K
|
67.7K
$1.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.84K+ 3.16% |
$255K - $299K
|
125K
$3.58M
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.77K+ 18.32% |
$250K - $293K
|
24.3K
$697K
|