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
|
Advisors Management Group Inc
|
BUY
|
- |
2.86K+ 15.89% |
$190K - $222K
|
20.8K
$597K
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.86K+ 0.52% |
$190K - $222K
|
547K
$15.7M
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.83K+ 10.02% |
$188K - $220K
|
31.1K
$889K
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
2.82K+ 67.19% |
$187K - $220K
|
7.02K
$201K
|
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.8K+ 15.61% |
$186K - $218K
|
20.7K
$594K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
2.78K+ 8.76% |
$185K - $217K
|
34.5K
$989K
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
2.71K+ 1.67% |
$180K - $211K
|
165K
$4.73M
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
2.67K+ 30.93% |
$177K - $208K
|
11.3K
$323K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.6K+ 25.04% |
$172K - $202K
|
13K
$371K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.56K+ 3.36% |
$170K - $200K
|
78.8K
$2.25M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.56K+ 67.1% |
$170K - $199K
|
6.37K
$182K
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.56K+ 61.37% |
$170K - $199K
|
6.73K
$193K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
2.56K+ 14.29% |
$170K - $199K
|
20.5K
$586K
|
|
|
Oct 05, 2022
Q3 2022
|
Modus Advisors, LLC
|
BUY
|
- |
2.54K+ 11.4% |
$169K - $198K
|
24.8K
$710K
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.53K+ 2.36% |
$168K - $197K
|
110K
$3.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
2.53K+ 6.96% |
$168K - $197K
|
38.8K
$1.11M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.5K+ 32.48% |
$166K - $195K
|
10.2K
$292K
|
|
|
Oct 13, 2022
Q3 2022
|
Madden Securities Corp
|
BUY
|
- |
2.42K+ 6.88% |
$161K - $189K
|
37.7K
$1.08M
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
2.41K+ 0.44% |
$160K - $188K
|
550K
$15.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
2.39K+ 4.25% |
$159K - $186K
|
58.5K
$1.68M
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
2.36K+ 13.47% |
$157K - $184K
|
19.9K
$570K
|
|
|
Nov 08, 2022
Q3 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.35K+ 2.84% |
$156K - $183K
|
85K
$2.43M
|
|
|
Oct 17, 2022
Q3 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.35K+ 4.27% |
$156K - $183K
|
57.3K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2.33K+ 4.77% |
$155K - $181K
|
51.2K
$1.46M
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.32K+ 31.13% |
$154K - $181K
|
9.78K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.29K+ 3.67% |
$152K - $178K
|
64.6K
$1.85M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.29K+ 25.49% |
$152K - $178K
|
11.3K
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.2K+ 1.28% |
$146K - $172K
|
174K
$4.99M
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.19K+ 1.53% |
$145K - $170K
|
145K
$4.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2.19K+ 7.36% |
$145K - $170K
|
31.9K
$913K
|
|
|
Dec 15, 2022
Q3 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
2.18K+ 3.91% |
$145K - $170K
|
57.9K
$1.66M
|
|
|
Nov 04, 2022
Q3 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.13K+ 19.29% |
$142K - $166K
|
13.2K
$378K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.11K+ 16.91% |
$140K - $164K
|
14.6K
$417K
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.1K+ 0.72% |
$140K - $164K
|
295K
$8.44M
|
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.1K+ 8.83% |
$139K - $163K
|
25.9K
$740K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.09K+ 9.29% |
$139K - $163K
|
24.6K
$705K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.09K+ 17.67% |
$139K - $163K
|
13.9K
$398K
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
2.08K+ 2.91% |
$138K - $162K
|
73.6K
$2.11M
|
|
|
Nov 01, 2022
Q3 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
2.05K+ 3.95% |
$136K - $160K
|
53.9K
$1.54M
|
|
|
Nov 04, 2022
Q3 2022
|
Opus Investment Management Inc
|
BUY
|
- |
2.04K+ 23.65% |
$136K - $159K
|
10.7K
$305K
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.04K+ 10.95% |
$136K - $159K
|
20.7K
$592K
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.03K+ 9.36% |
$135K - $158K
|
23.7K
$677K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.01K+ 42.13% |
$134K - $157K
|
6.78K
$194K
|
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
2.01K+ 2.46% |
$133K - $156K
|
83.4K
$2.39M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.95K+ 169.21% |
$130K - $152K
|
3.1K
$88.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.95K+ 3.0% |
$129K - $152K
|
66.8K
$1.91M
|
|
|
Oct 17, 2022
Q3 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.93K+ 3.49% |
$128K - $150K
|
57.1K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.91K+ 1.04% |
$127K - $149K
|
186K
$5.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.91K+ 19.19% |
$127K - $148K
|
11.8K
$339K
|
|
|
Oct 13, 2022
Q3 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.9K+ 2.76% |
$126K - $148K
|
71K
$2.03M
|