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
|
South State Corp
|
BUY
|
- |
2.08KNew |
$139K - $164K
|
2.08K
$59.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.06K+ 28.23% |
$138K - $163K
|
9.34K
$267K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.04K+ 4.23% |
$137K - $161K
|
50.2K
$1.44M
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.02K+ 4.46% |
$136K - $160K
|
47.4K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.02K+ 24.08% |
$136K - $160K
|
10.4K
$298K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.01K+ 21.71% |
$135K - $159K
|
11.3K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.95K+ 18.89% |
$131K - $154K
|
12.3K
$351K
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
1.94K+ 9.31% |
$130K - $153K
|
22.8K
$652K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.93K+ 16.31% |
$130K - $153K
|
13.8K
$394K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.93K+ 5.53% |
$130K - $153K
|
36.9K
$1.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.88K+ 1.94% |
$126K - $149K
|
98.9K
$2.83M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.86K+ 4.19% |
$125K - $147K
|
46.3K
$1.33M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.86K+ 1.06% |
$125K - $147K
|
178K
$5.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.86K+ 43.37% |
$125K - $147K
|
6.15K
$176K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.85K+ 1.38% |
$124K - $146K
|
135K
$3.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.84K+ 2.47% |
$124K - $145K
|
76.2K
$2.18M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.83K+ 31.68% |
$123K - $145K
|
7.61K
$218K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.83K+ 7.89% |
$123K - $145K
|
25K
$716K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.8K+ 5.31% |
$121K - $143K
|
35.8K
$1.02M
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.73K+ 13.95% |
$116K - $136K
|
14.1K
$404K
|
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
1.72K+ 18.71% |
$116K - $136K
|
10.9K
$313K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
1.7K+ 7.03% |
$114K - $134K
|
25.9K
$741K
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.69K+ 2.61% |
$113K - $133K
|
66.3K
$1.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.64K+ 50.67% |
$110K - $130K
|
4.87K
$139K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
1.63K+ 33.9% |
$110K - $129K
|
6.45K
$185K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.6K+ 6.02% |
$107K - $126K
|
28.1K
$805K
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.58K+ 12.13% |
$106K - $125K
|
14.6K
$418K
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.57K+ 34.62% |
$106K - $124K
|
6.12K
$175K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.57K+ 43.03% |
$105K - $124K
|
5.2K
$149K
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
BUY
|
- |
1.56K+ 20.69% |
$105K - $123K
|
9.08K
$260K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.55K+ 11.67% |
$104K - $123K
|
14.9K
$425K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.55K+ 1.31% |
$104K - $122K
|
119K
$3.42M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
1.54K+ 51.44% |
$103K - $121K
|
4.52K
$129K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.51K+ 1.62% |
$101K - $119K
|
94.2K
$2.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
1.49KNew |
$100K - $118K
|
1.49K
$42.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.48K+ 8.37% |
$99.3K - $117K
|
19.1K
$548K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.47K+ 39.36% |
$98.9K - $116K
|
5.21K
$149K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.47K+ 10.55% |
$98.6K - $116K
|
15.4K
$440K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.45K+ 30.8% |
$97.4K - $115K
|
6.16K
$176K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.45K+ 3.71% |
$97.4K - $115K
|
40.6K
$1.16M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.45K+ 8.56% |
$97.2K - $114K
|
18.4K
$526K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.45K+ 1.69% |
$97K - $114K
|
86.7K
$2.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
1.44K+ 32.99% |
$96.7K - $114K
|
5.81K
$166K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.44K+ 0.39% |
$96.7K - $114K
|
372K
$10.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.42K+ 242.32% |
$95.4K - $112K
|
2.01K
$57.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
1.42K+ 27.42% |
$95.1K - $112K
|
6.58K
$188K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.39K+ 1.65% |
$93.1K - $110K
|
85.3K
$2.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.38KNew |
$92.8K - $109K
|
1.38K
$39.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.36K+ 1.39% |
$91.4K - $108K
|
99.4K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.34K+ 23.05% |
$90.2K - $106K
|
7.17K
$205K
|