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 10, 2023
Q4 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
12+ 0.17% |
$806 - $949
|
6.99K
$200K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
12+ 4.44% |
$806 - $949
|
282
$8.07K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.1% |
$806 - $949
|
12.1K
$345K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
10+ 12.35% |
$672 - $791
|
91
$2.61K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
9+ 0.66% |
$604 - $712
|
1.38K
$39.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
9+ 0.13% |
$604 - $712
|
7.1K
$203K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
9+ 20.45% |
$604 - $712
|
53
$1.52K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9+ 0.92% |
$604 - $712
|
991
$28.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
8+ 10.67% |
$537 - $632
|
83
$2.38K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
7+ 0.05% |
$470 - $553
|
14.9K
$426K
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
7+ 0.1% |
$470 - $553
|
7.3K
$209K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
6+ 0.08% |
$403 - $474
|
7.3K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
6+ 0.05% |
$403 - $474
|
11.7K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
5+ 0.5% |
$336 - $395
|
1.01K
$28.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4+ 0.52% |
$269 - $316
|
769
$22K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4New |
$269 - $316
|
4
$115
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
4+ 2.4% |
$269 - $316
|
171
$4.9K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
4+ 0.2% |
$269 - $316
|
2.05K
$58.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
3+ 1.15% |
$201 - $237
|
265
$7.59K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.06% |
$201 - $237
|
5.21K
$149K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 1.32% |
$201 - $237
|
230
$6.58K
|
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
BUY
|
- |
3+ 1.03% |
$201 - $237
|
293
$8.39K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.05% |
$201 - $237
|
5.5K
$157K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 0.72% |
$134 - $158
|
279
$7.99K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2New |
$134 - $158
|
2
$57.3
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$134 - $158
|
3.18K
$91K
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2+ 0.04% |
$134 - $158
|
5.61K
$161K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.43% |
$67.2 - $79.1
|
236
$6.76K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 1.37% |
$67.2 - $79.1
|
74
$2.12K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.03% |
$67.2 - $79.1
|
3.1K
$88.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
1+ 0.03% |
$67.2 - $79.1
|
3.99K
$114K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.84% |
$67.2 - $79.1
|
120
$3.44K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.17% |
$67.2 - $79.1
|
596
$17.1K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1New |
$67.2 - $79.1
|
1
$28.6
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-14- 1.71% |
$940 - $1.11K
|
807
$23.1K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-16- 0.01% |
$1.07K - $1.26K
|
145K
$4.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-25- 0.21% |
$1.68K - $1.98K
|
11.7K
$334K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-27- 0.67% |
$1.81K - $2.13K
|
4K
$115K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-32- 0.12% |
$2.15K - $2.53K
|
26.3K
$753K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-36- 2.19% |
$2.42K - $2.85K
|
1.61K
$46.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-38- 1.12% |
$2.55K - $3K
|
3.36K
$96.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-40- 0.19% |
$2.69K - $3.16K
|
20.5K
$588K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-42- 0.87% |
$2.82K - $3.32K
|
4.79K
$137K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-42- 0.49% |
$2.82K - $3.32K
|
8.48K
$243K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-48- 0.74% |
$3.22K - $3.79K
|
6.42K
$184K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-50- 2.53% |
$3.36K - $3.95K
|
1.93K
$55.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-53- 0.53% |
$3.56K - $4.19K
|
9.88K
$283K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-53- 2.85% |
$3.56K - $4.19K
|
1.81K
$51.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-55- 1.4% |
$3.69K - $4.35K
|
3.87K
$111K
|