Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.59KNew |
$308K - $363K
|
4.59K
$131K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4.59KNew |
$308K - $362K
|
4.59K
$131K
|
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.55K+ 49.49% |
$306K - $360K
|
13.7K
$393K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
4.55K+ 15.05% |
$305K - $360K
|
34.8K
$995K
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
4.49K+ 3.33% |
$302K - $355K
|
139K
$3.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.46K+ 30.9% |
$299K - $352K
|
18.9K
$541K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
4.46K+ 2.17% |
$299K - $352K
|
210K
$6.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.45K+ 5.01% |
$299K - $352K
|
93.2K
$2.67M
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
4.43KNew |
$297K - $350K
|
4.43K
$127K
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
4.42KNew |
$297K - $349K
|
4.42K
$126K
|
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
4.4KNew |
$296K - $348K
|
4.4K
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.4K+ 1.44% |
$295K - $348K
|
310K
$8.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
4.39K+ 39.86% |
$295K - $347K
|
15.4K
$441K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.39K+ 120.63% |
$295K - $347K
|
8.03K
$230K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.36KNew |
$293K - $345K
|
4.36K
$125K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.36K+ 3.85% |
$293K - $344K
|
117K
$3.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
4.25K+ 7.28% |
$286K - $336K
|
62.7K
$1.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
4.23K+ 32.62% |
$284K - $334K
|
17.2K
$492K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.22KNew |
$284K - $334K
|
4.22K
$121K
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
4.22K+ 0.77% |
$283K - $334K
|
550K
$15.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4.19K+ 7.55% |
$281K - $331K
|
59.7K
$1.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
4.18K+ 8.52% |
$280K - $330K
|
53.2K
$1.52M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
4.16KNew |
$279K - $328K
|
4.16K
$119K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.14K+ 71.64% |
$278K - $327K
|
9.91K
$284K
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4.11KNew |
$276K - $325K
|
4.11K
$118K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
4.11KNew |
$276K - $325K
|
4.11K
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.1K+ 21.45% |
$275K - $324K
|
23.2K
$664K
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
4.09KNew |
$275K - $323K
|
4.09K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.09K+ 1.86% |
$275K - $323K
|
224K
$6.42M
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
4.09K+ 10.11% |
$274K - $323K
|
44.5K
$1.27M
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.04KNew |
$272K - $320K
|
4.04K
$116K
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.04K+ 126.82% |
$271K - $319K
|
7.22K
$207K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
4.02K+ 5.93% |
$270K - $318K
|
71.7K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
4.02K+ 55.0% |
$270K - $317K
|
11.3K
$324K
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.01K+ 5.34% |
$269K - $317K
|
79K
$2.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
4.01KNew |
$269K - $317K
|
4.01K
$115K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.96K+ 10.52% |
$266K - $313K
|
41.6K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3.94KNew |
$265K - $312K
|
3.94K
$113K
|
|
|
Feb 06, 2023
Q4 2022
|
Hamel Associates, Inc.
|
BUY
|
- |
3.94K+ 10.15% |
$265K - $312K
|
42.8K
$1.22M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
3.92KNew |
$263K - $310K
|
3.92K
$112K
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.88KNew |
$260K - $306K
|
3.88K
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
3.79K+ 25.45% |
$255K - $300K
|
18.7K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.78K+ 6.58% |
$254K - $299K
|
61.3K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
3.74KNew |
$251K - $296K
|
3.74K
$107K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.74KNew |
$251K - $296K
|
3.74K
$107K
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
3.73K+ 35.86% |
$251K - $295K
|
14.1K
$405K
|
|
|
Feb 02, 2023
Q4 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
3.71K+ 0.83% |
$249K - $293K
|
448K
$12.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
3.7KNew |
$248K - $292K
|
3.7K
$106K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
3.69K+ 71.61% |
$248K - $292K
|
8.85K
$253K
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
3.69KNew |
$248K - $291K
|
3.69K
$106K
|