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 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-5.03KClosed |
$338K - $398K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-5.07K- 8.0% |
$340K - $401K
|
58.3K
$1.67M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.16K- 18.64% |
$347K - $408K
|
22.5K
$645K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.45K- 4.32% |
$366K - $431K
|
121K
$3.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-5.61K- 25.9% |
$377K - $444K
|
16K
$459K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5.68K- 6.07% |
$381K - $449K
|
87.9K
$2.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-5.83K- 1.43% |
$392K - $461K
|
402K
$11.5M
|
|
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.93K- 1.7% |
$398K - $469K
|
342K
$9.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.27K- 5.23% |
$421K - $495K
|
114K
$3.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-6.38K- 48.4% |
$428K - $504K
|
6.8K
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-6.44K- 2.15% |
$432K - $509K
|
292K
$8.37M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.64K- 9.23% |
$446K - $525K
|
65.3K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6.73K- 40.18% |
$452K - $532K
|
10K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-6.77K- 24.39% |
$455K - $535K
|
21K
$601K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-6.77K- 3.56% |
$455K - $535K
|
184K
$5.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-7.02K- 10.51% |
$472K - $555K
|
59.8K
$1.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-7.23K- 19.56% |
$486K - $572K
|
29.7K
$852K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.55K- 2.12% |
$507K - $597K
|
348K
$9.97M
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-8.53K- 3.79% |
$573K - $674K
|
217K
$6.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-8.53K- 40.06% |
$573K - $674K
|
12.8K
$365K
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-9.71K- 5.11% |
$652K - $768K
|
180K
$5.17M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-9.78K- 3.82% |
$657K - $773K
|
246K
$7.04M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-11.5K- 32.62% |
$774K - $912K
|
23.8K
$682K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-12.2K- 52.72% |
$820K - $965K
|
11K
$314K
|
|
|
Feb 13, 2023
Q4 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-12.3K- 10.41% |
$827K - $973K
|
106K
$3.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-13K- 75.1% |
$871K - $1.03M
|
4.3K
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.4K- 5.66% |
$898K - $1.06M
|
223K
$6.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-13.4K- 44.13% |
$902K - $1.06M
|
17K
$487K
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-13.4K- 3.94% |
$903K - $1.06M
|
327K
$9.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.7K- 21.25% |
$923K - $1.09M
|
50.9K
$1.46M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-13.8K- 4.78% |
$929K - $1.09M
|
276K
$7.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-13.9K- 39.69% |
$931K - $1.1M
|
21.1K
$603K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-14.1K- 24.5% |
$948K - $1.12M
|
43.5K
$1.24M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-14.2K- 16.0% |
$951K - $1.12M
|
74.3K
$2.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Gunma Bank,Ltd.
|
SELL
|
- |
-15K- 21.43% |
$1.01M - $1.19M
|
55K
$1.57M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16.4K- 91.57% |
$1.1M - $1.3M
|
1.51K
$43.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-16.4K- 3.0% |
$1.1M - $1.3M
|
531K
$15.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-16.7K- 14.79% |
$1.12M - $1.32M
|
96.1K
$2.75M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-17.2K- 9.25% |
$1.16M - $1.36M
|
169K
$4.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-21.3K- 45.23% |
$1.43M - $1.68M
|
25.7K
$737K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-22.7K- 51.83% |
$1.52M - $1.79M
|
21.1K
$604K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-23.1K- 23.57% |
$1.55M - $1.82M
|
74.8K
$2.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-23.3K- 35.16% |
$1.56M - $1.84M
|
43K
$1.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-26.5K- 13.29% |
$1.78M - $2.1M
|
173K
$4.96M
|
|
|
Feb 07, 2023
Q4 2022
|
Presidio Capital Management, LLC
|
SELL
|
- |
-27.3K- 15.16% |
$1.83M - $2.16M
|
153K
$4.37M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-28.1KClosed |
$1.89M - $2.22M
|
0
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-35.8K- 48.51% |
$2.41M - $2.83M
|
38K
$1.09M
|
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-36.2K- 19.67% |
$2.43M - $2.86M
|
148K
$4.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-36.7K- 30.9% |
$2.46M - $2.9M
|
82K
$2.35M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-37.6K- 14.2% |
$2.52M - $2.97M
|
227K
$6.5M
|