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 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
199K+ 86.01% |
$13.4M - $15.8M
|
431K
$12.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
196KNew |
$13.1M - $15.5M
|
196K
$5.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
193KNew |
$13M - $15.3M
|
193K
$5.54M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
185K+ 15.3% |
$12.4M - $14.6M
|
1.39M
$39.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
177K+ 3.06% |
$11.9M - $14M
|
5.96M
$171M
|
|
|
Feb 13, 2023
Q4 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
174K+ 223.33% |
$11.7M - $13.8M
|
253K
$7.23M
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
173KNew |
$11.6M - $13.6M
|
173K
$4.94M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
172KNew |
$11.6M - $13.6M
|
172K
$4.93M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
172K+ 5.6% |
$11.5M - $13.6M
|
3.24M
$92.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
172K+ 7.54% |
$11.5M - $13.6M
|
2.45M
$70.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
170K+ 144.48% |
$11.4M - $13.4M
|
287K
$8.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
170K+ 26.91% |
$11.4M - $13.4M
|
800K
$22.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
167K+ 13.67% |
$11.2M - $13.2M
|
1.39M
$39.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
165K+ 91.3% |
$11.1M - $13M
|
345K
$9.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
163K+ 555.65% |
$11M - $12.9M
|
193K
$5.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
154K+ 248.76% |
$10.4M - $12.2M
|
217K
$6.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
151KNew |
$10.2M - $12M
|
151K
$4.34M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
147K+ 45.02% |
$9.88M - $11.6M
|
474K
$13.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
147K+ 125.16% |
$9.88M - $11.6M
|
265K
$7.57M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
144KNew |
$9.7M - $11.4M
|
144K
$4.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
143K+ 8.24% |
$9.62M - $11.3M
|
1.88M
$53.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
140K+ 4.17% |
$9.42M - $11.1M
|
3.5M
$100M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
140K+ 2.72% |
$9.38M - $11M
|
5.27M
$151M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
129K+ 62.21% |
$8.68M - $10.2M
|
337K
$9.65M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
129KNew |
$8.66M - $10.2M
|
129K
$3.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
BUY
|
- |
124K+ 349.23% |
$8.35M - $9.83M
|
160K
$4.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
120KNew |
$8.08M - $9.51M
|
120K
$3.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
119KNew |
$8M - $9.42M
|
119K
$3.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
119K+ 13.65% |
$7.99M - $9.4M
|
990K
$28.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
119K+ 25.46% |
$7.96M - $9.38M
|
584K
$16.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Whelan Financial
|
BUY
|
- |
114K+ 31.25% |
$7.63M - $8.98M
|
477K
$13.7M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
105KNew |
$7.07M - $8.32M
|
105K
$3.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
104K+ 133.91% |
$6.99M - $8.23M
|
182K
$5.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
104K+ 27.18% |
$6.97M - $8.2M
|
486K
$13.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
102K+ 110.54% |
$6.87M - $8.09M
|
195K
$5.58M
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
98.7K+ 83.45% |
$6.63M - $7.8M
|
217K
$6.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
97.6K+ 613.36% |
$6.56M - $7.72M
|
114K
$3.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
96.9K+ 4.15% |
$6.51M - $7.66M
|
2.43M
$69.6M
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
94.8KNew |
$6.37M - $7.5M
|
94.8K
$2.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
94K+ 7.66% |
$6.31M - $7.43M
|
1.32M
$37.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
93.5KNew |
$6.28M - $7.39M
|
93.5K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
92.1K+ 1328.48% |
$6.19M - $7.28M
|
99.1K
$2.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
90.9K+ 0.99% |
$6.11M - $7.19M
|
9.3M
$266M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
87.1K+ 834.05% |
$5.85M - $6.88M
|
97.5K
$2.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
86.3K+ 16.21% |
$5.79M - $6.82M
|
619K
$17.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
84.3K+ 11.54% |
$5.66M - $6.67M
|
815K
$23.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
83.8KNew |
$5.63M - $6.62M
|
83.8K
$2.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
81.1KNew |
$5.45M - $6.41M
|
81.1K
$2.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
80.6K+ 29.99% |
$5.41M - $6.37M
|
349K
$10M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
78.3K+ 44.46% |
$5.26M - $6.19M
|
255K
$7.29M
|