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 30, 2023
Q4 2022
|
Sws Partners
|
SELL
|
- |
-329- 2.02% |
$22.1K - $26K
|
16K
$457K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
SELL
|
- |
-331- 8.75% |
$22.2K - $26.2K
|
3.45K
$98.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-347- 6.24% |
$23.3K - $27.4K
|
5.21K
$149K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-358- 0.07% |
$24K - $28.3K
|
540K
$15.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-360- 2.43% |
$24.2K - $28.5K
|
14.5K
$415K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-364- 2.46% |
$24.4K - $28.8K
|
14.4K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-375- 5.82% |
$25.2K - $29.6K
|
6.07K
$174K
|
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-387- 0.68% |
$26K - $30.6K
|
56.7K
$1.62M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-395- 3.85% |
$26.5K - $31.2K
|
9.88K
$283K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-397- 4.23% |
$26.7K - $31.4K
|
8.98K
$257K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-397- 0.16% |
$26.7K - $31.4K
|
253K
$7.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-400- 8.79% |
$26.9K - $31.6K
|
4.15K
$119K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-401- 7.23% |
$26.9K - $31.7K
|
5.15K
$147K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-407- 3.04% |
$27.3K - $32.2K
|
13K
$372K
|
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-410- 34.17% |
$27.5K - $32.4K
|
790
$22.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
SELL
|
- |
-431- 5.16% |
$28.9K - $34.1K
|
7.92K
$227K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-432- 0.4% |
$29K - $34.2K
|
108K
$3.11M
|
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-434- 1.17% |
$29.1K - $34.3K
|
36.7K
$1.05M
|
|
|
Jan 30, 2023
Q4 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-435- 6.98% |
$29.2K - $34.4K
|
5.8K
$166K
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-444- 0.41% |
$29.8K - $35.1K
|
108K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-446- 6.16% |
$30K - $35.3K
|
6.79K
$194K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-447- 12.02% |
$30K - $35.3K
|
3.27K
$93.6K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-457- 11.28% |
$30.7K - $36.1K
|
3.6K
$103K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-462- 8.91% |
$31K - $36.5K
|
4.73K
$135K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-480- 11.46% |
$32.2K - $37.9K
|
3.71K
$106K
|
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-480- 0.94% |
$32.2K - $37.9K
|
50.5K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-493- 0.55% |
$33.1K - $39K
|
88.7K
$2.54M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-500- 1.36% |
$33.6K - $39.5K
|
36.3K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-509- 38.91% |
$34.2K - $40.2K
|
799
$22.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-512- 3.44% |
$34.4K - $40.5K
|
14.4K
$411K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-515- 1.25% |
$34.6K - $40.7K
|
40.7K
$1.17M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-524- 2.56% |
$35.2K - $41.4K
|
19.9K
$570K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-530- 3.52% |
$35.6K - $41.9K
|
14.5K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-533- 0.91% |
$35.8K - $42.1K
|
58.3K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-536- 89.93% |
$36K - $42.4K
|
60
$1.72K
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-543- 1.02% |
$36.5K - $42.9K
|
52.5K
$1.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-568- 27.27% |
$38.1K - $44.9K
|
1.52K
$43.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-572- 0.19% |
$38.4K - $45.2K
|
294K
$8.42M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-583- 12.52% |
$39.2K - $46.1K
|
4.07K
$117K
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-599- 15.98% |
$40.2K - $47.4K
|
3.15K
$90.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-611- 5.99% |
$41K - $48.3K
|
9.59K
$275K
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-612- 4.47% |
$41.1K - $48.4K
|
13.1K
$375K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-612- 0.56% |
$41.1K - $48.4K
|
108K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-625- 0.91% |
$42K - $49.4K
|
68.3K
$1.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-639- 2.98% |
$42.9K - $50.5K
|
20.8K
$596K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-657- 3.92% |
$44.1K - $51.9K
|
16.1K
$461K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-680- 19.56% |
$45.7K - $53.8K
|
2.8K
$80.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-687- 14.37% |
$46.1K - $54.3K
|
4.09K
$117K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-690- 2.22% |
$46.3K - $54.6K
|
30.4K
$872K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-693- 6.62% |
$46.5K - $54.8K
|
9.77K
$280K
|