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 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-695- 11.83% |
$46.7K - $54.9K
|
5.18K
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-696- 6.6% |
$46.7K - $55K
|
9.85K
$282K
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-727- 3.42% |
$48.8K - $57.5K
|
20.6K
$589K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-731- 2.36% |
$49.1K - $57.8K
|
30.3K
$867K
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-742- 3.26% |
$49.8K - $58.7K
|
22K
$631K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-762- 42.05% |
$51.2K - $60.2K
|
1.05K
$30.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-774- 7.69% |
$52K - $61.2K
|
9.29K
$266K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-777- 3.26% |
$52.2K - $61.4K
|
23.1K
$660K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-778- 2.53% |
$52.3K - $61.5K
|
30K
$859K
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-780- 4.27% |
$52.4K - $61.7K
|
17.5K
$500K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-815- 0.44% |
$54.7K - $64.4K
|
185K
$5.29M
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-843- 3.23% |
$56.6K - $66.6K
|
25.3K
$723K
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-843- 4.82% |
$56.6K - $66.6K
|
16.6K
$476K
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-846- 1.56% |
$56.8K - $66.9K
|
53.4K
$1.53M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-864- 16.04% |
$58K - $68.3K
|
4.52K
$129K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-921- 29.67% |
$61.9K - $72.8K
|
2.18K
$62.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-927- 6.29% |
$62.3K - $73.3K
|
13.8K
$395K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-964- 13.2% |
$64.7K - $76.2K
|
6.34K
$181K
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-964- 1.28% |
$64.7K - $76.2K
|
74.6K
$2.13M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-979- 88.12% |
$65.7K - $77.4K
|
132
$3.78K
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-1.03K- 1.92% |
$68.9K - $81.1K
|
52.3K
$1.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.05K- 2.45% |
$70.2K - $82.7K
|
41.6K
$1.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.06K- 7.51% |
$71.1K - $83.7K
|
13K
$373K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.1K- 7.19% |
$73.6K - $86.6K
|
14.1K
$405K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.11K- 6.0% |
$74.8K - $88.1K
|
17.5K
$500K
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.16K- 18.11% |
$78K - $91.9K
|
5.25K
$150K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.19K- 11.06% |
$79.8K - $93.9K
|
9.55K
$273K
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-1.2K- 17.83% |
$80.6K - $94.9K
|
5.53K
$158K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.22K- 10.87% |
$82.1K - $96.7K
|
10K
$287K
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.22K- 0.67% |
$82.2K - $96.8K
|
181K
$5.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 2.35% |
$84.7K - $99.7K
|
52.4K
$1.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.27K- 4.05% |
$85.1K - $100K
|
30K
$859K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.33K- 16.33% |
$89.6K - $105K
|
6.83K
$196K
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-1.34K- 8.57% |
$90.1K - $106K
|
14.3K
$410K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.35K- 3.82% |
$90.6K - $107K
|
33.9K
$972K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.39K- 1.86% |
$93.1K - $110K
|
73.1K
$2.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.39K- 21.6% |
$93.6K - $110K
|
5.06K
$145K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-1.41K- 11.53% |
$94.6K - $111K
|
10.8K
$309K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.41K- 0.84% |
$94.8K - $112K
|
168K
$4.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-1.52K- 5.74% |
$102K - $120K
|
25K
$714K
|
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
SELL
|
- |
-1.57K- 0.69% |
$106K - $124K
|
226K
$6.47M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.63K- 4.48% |
$109K - $129K
|
34.7K
$993K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.67K- 60.95% |
$112K - $132K
|
1.07K
$30.6K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.71K- 1.01% |
$115K - $135K
|
167K
$4.78M
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.76K- 2.5% |
$118K - $139K
|
68.5K
$1.96M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.76K- 20.47% |
$118K - $139K
|
6.83K
$196K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.83K- 3.08% |
$123K - $145K
|
57.7K
$1.65M
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.88K- 1.85% |
$127K - $149K
|
100K
$2.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.9K- 10.48% |
$128K - $150K
|
16.2K
$465K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.93K- 1.83% |
$129K - $152K
|
103K
$2.96M
|