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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.61K+ 9.65% |
$242K - $285K
|
41K
$1.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.55K+ 14.37% |
$238K - $280K
|
28.2K
$808K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.53K+ 4.93% |
$237K - $279K
|
75.1K
$2.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.51KNew |
$236K - $277K
|
3.51K
$100K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.49K+ 40.77% |
$234K - $276K
|
12.1K
$345K
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.49K+ 62.67% |
$234K - $276K
|
9.05K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.44KNew |
$231K - $272K
|
3.44K
$98.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.38K+ 10.57% |
$227K - $267K
|
35.4K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.37KNew |
$227K - $267K
|
3.37K
$96.6K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.37KNew |
$226K - $267K
|
3.37K
$96.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.36K+ 16.97% |
$225K - $265K
|
23.1K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
3.33KNew |
$224K - $263K
|
3.33K
$95.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.31K+ 15.32% |
$223K - $262K
|
24.9K
$714K
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
3.31K+ 81.56% |
$222K - $262K
|
7.36K
$211K
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.25K+ 71.8% |
$219K - $257K
|
7.79K
$223K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.22KNew |
$216K - $254K
|
3.22K
$92.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
3.2K+ 36.33% |
$215K - $253K
|
12K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.17KNew |
$213K - $251K
|
3.17K
$90.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.17KNew |
$213K - $251K
|
3.17K
$90.8K
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
3.15K+ 7.83% |
$212K - $249K
|
43.4K
$1.24M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.12K+ 3.96% |
$209K - $246K
|
81.9K
$2.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
3.1KNew |
$208K - $245K
|
3.1K
$88.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.1KNew |
$208K - $245K
|
3.1K
$88.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.1K+ 9.97% |
$208K - $245K
|
34.2K
$978K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.09K+ 4.09% |
$208K - $244K
|
78.6K
$2.25M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
3.07KNew |
$206K - $243K
|
3.07K
$88K
|
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
3.07KNew |
$206K - $243K
|
3.07K
$87.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
3.07K+ 1.77% |
$206K - $242K
|
176K
$5.05M
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.06K+ 27.11% |
$206K - $242K
|
14.4K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
3.05K+ 14.7% |
$205K - $241K
|
23.8K
$681K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.01K+ 5.03% |
$202K - $238K
|
62.8K
$1.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
3KNew |
$201K - $237K
|
3K
$85.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3KNew |
$201K - $237K
|
3K
$85.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.99KNew |
$201K - $236K
|
2.99K
$85.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.99KNew |
$200K - $236K
|
2.99K
$85.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.99KNew |
$200K - $236K
|
2.99K
$85.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.98KNew |
$200K - $236K
|
2.98K
$85.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.98KNew |
$200K - $236K
|
2.98K
$85.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.98KNew |
$200K - $236K
|
2.98K
$85.3K
|
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
BUY
|
- |
2.97KNew |
$200K - $235K
|
2.97K
$85.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.95KNew |
$198K - $233K
|
2.95K
$84.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.93KNew |
$197K - $231K
|
2.93K
$83.8K
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
2.91KNew |
$195K - $230K
|
2.91K
$83.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
2.9KNew |
$194K - $229K
|
2.9K
$82.9K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
2.89KNew |
$194K - $229K
|
2.89K
$82.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.89KNew |
$194K - $229K
|
2.89K
$82.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
2.89K+ 5.86% |
$194K - $228K
|
52.2K
$1.49M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.88KNew |
$193K - $228K
|
2.88K
$82.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2.87KNew |
$193K - $227K
|
2.87K
$82.2K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.86K+ 21.54% |
$192K - $226K
|
16.1K
$462K
|