Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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 03, 2023 Q4 2022
Western Pacific Wealth Management, LP

BUY
 -
67
New
$4.5K - $5.3K
67 $1.92K
Feb 06, 2023 Q4 2022
Glassman Wealth Services

BUY
 -
63
+ 3.53%
$4.23K - $4.98K
1.85K $52.9K
Feb 09, 2023 Q4 2022
Citizens National Bank Trust Department

BUY
 -
60
New
$4.03K - $4.74K
60 $1.72K
Jan 09, 2023 Q4 2022
Cwa Asset Management Group, LLC

BUY
 -
59
+ 0.74%
$3.96K - $4.66K
7.99K $229K
Jan 19, 2023 Q4 2022
Eagle Ridge Investment Management

BUY
 -
58
+ 0.18%
$3.9K - $4.59K
32.6K $932K
Feb 14, 2023 Q4 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
55
+ 0.71%
$3.69K - $4.35K
7.85K $225K
Feb 09, 2023 Q4 2022
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
52
+ 0.86%
$3.49K - $4.11K
6.13K $176K
Jan 31, 2023 Q4 2022
Ellis Investment Partners, LLC

BUY
 -
52
+ 0.92%
$3.49K - $4.11K
5.68K $163K
Jan 12, 2023 Q4 2022
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
51
New
$3.43K - $4.03K
51 $1.46K
Feb 13, 2023 Q4 2022
Andrews, Lucia Wealth Management LLC

BUY
 -
50
+ 0.77%
$3.36K - $3.95K
6.53K $187K
Jan 23, 2023 Q4 2022
First Command Bank

BUY
 -
49
New
$3.29K - $3.87K
49 $1.4K
Jan 25, 2023 Q4 2022
Aj Wealth Strategies, LLC

BUY
 -
49
+ 0.04%
$3.29K - $3.87K
117K $3.36M
Jan 13, 2023 Q4 2022
Ferguson Wellman Capital Management, Inc

BUY
 -
45
+ 0.98%
$3.02K - $3.56K
4.63K $133K
Feb 14, 2023 Q4 2022
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
45
+ 0.08%
$3.02K - $3.56K
59.8K $1.71M
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

BUY
 -
44
+ 5.04%
$2.96K - $3.48K
917 $26.3K
Jan 18, 2023 Q4 2022
Northwest Investment Counselors, LLC

BUY
 -
43
+ 0.07%
$2.89K - $3.4K
58.6K $1.68M
Jan 25, 2023 Q4 2022
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
41
+ 0.5%
$2.75K - $3.24K
8.24K $236K
Jan 10, 2023 Q4 2022
Fc Advisory LLC

BUY
 -
40
+ 0.64%
$2.69K - $3.16K
6.3K $180K
Jan 19, 2023 Q4 2022
Kingfisher Capital LLC

BUY
 -
40
+ 0.29%
$2.69K - $3.16K
13.6K $390K
Feb 14, 2023 Q4 2022
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
38
New
$2.55K - $3K
38 $1.09K
Feb 13, 2023 Q4 2022
Rench Wealth Management, Inc.

Denton, TX
BUY
 -
37
+ 0.38%
$2.48K - $2.93K
9.88K $283K
Jan 25, 2023 Q4 2022
Planned Solutions, Inc.

BUY
 -
33
+ 0.84%
$2.22K - $2.61K
3.95K $113K
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
32
+ 0.54%
$2.15K - $2.53K
6.01K $172K
Jan 12, 2023 Q4 2022
Lederer & Associates Investment Counsel

Long Beach, CA
BUY
 -
29
+ 0.34%
$1.95K - $2.29K
8.51K $244K
Jan 19, 2023 Q4 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
29
+ 2.27%
$1.95K - $2.29K
1.3K $37.3K
Jan 20, 2023 Q4 2022
Global Strategic Investment Solutions, LLC

BUY
 -
29
+ 0.04%
$1.95K - $2.29K
72.9K $2.09M
Jan 30, 2023 Q4 2022
Burleson & Company, LLC

BUY
 -
28
+ 0.03%
$1.88K - $2.21K
99.3K $2.84M
Jul 10, 2024 Q4 2022
Strategic Financial Partners, Ltd.

Bend, OR
BUY
 -
28
+ 0.92%
$1.88K - $2.21K
3.07K $87.8K
Feb 13, 2023 Q4 2022
Finer Wealth Management, Inc.

Salem, MA
BUY
 -
26
+ 0.52%
$1.75K - $2.06K
5.03K $144K
Jan 17, 2023 Q4 2022
Bangor Savings Bank

Bangor, ME
BUY
 -
24
+ 0.07%
$1.61K - $1.9K
36.2K $1.04M
Feb 15, 2023 Q4 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
24
+ 0.51%
$1.61K - $1.9K
4.76K $136K
Feb 07, 2023 Q4 2022
Lockerman Financial Group, Inc.

BUY
 -
23
+ 0.73%
$1.54K - $1.82K
3.16K $90.3K
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

BUY
 -
22
+ 1.14%
$1.48K - $1.74K
1.95K $55.7K
Feb 10, 2023 Q4 2022
Baldwin Investment Management, LLC

BUY
 -
21
+ 0.18%
$1.41K - $1.66K
12K $343K
Feb 06, 2023 Q4 2022
Column Capital Advisors, LLC

BUY
 -
20
+ 2.53%
$1.34K - $1.58K
810 $23.2K
Jan 19, 2023 Q4 2022
Asset Dedication, LLC

BUY
 -
19
+ 0.07%
$1.28K - $1.5K
28.3K $809K
Jan 24, 2023 Q4 2022
White Lighthouse Investment Management Inc.

BUY
 -
19
+ 0.04%
$1.28K - $1.5K
43.2K $1.24M
Feb 09, 2023 Q4 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
19
+ 1.3%
$1.28K - $1.5K
1.48K $42.3K
Feb 09, 2023 Q4 2022
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
18
+ 0.24%
$1.21K - $1.42K
7.38K $211K
Jan 12, 2023 Q4 2022
Solitude Financial Services

BUY
 -
15
+ 0.18%
$1.01K - $1.19K
8.29K $237K
Feb 14, 2023 Q4 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
15
+ 0.64%
$1.01K - $1.19K
2.36K $67.4K
Jan 27, 2023 Q4 2022
West Branch Capital LLC

BUY
 -
14
+ 22.58%
$940 - $1.11K
76 $2.18K
Feb 14, 2023 Q4 2022
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
14
+ 0.07%
$940 - $1.11K
20.7K $593K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
14
New
$940 - $1.11K
14 $401
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
14
New
$940 - $1.11K
14 $401
Jan 24, 2023 Q4 2022
Lyell Wealth Management, LP

BUY
 -
13
+ 0.2%
$873 - $1.03K
6.42K $184K
Jan 27, 2023 Q4 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
13
+ 0.69%
$873 - $1.03K
1.9K $54.4K
Feb 01, 2023 Q4 2022
Patten & Patten Inc

BUY
 -
13
+ 0.23%
$873 - $1.03K
5.77K $165K
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

BUY
 -
12
+ 0.1%
$806 - $949
12.1K $345K

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