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 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-39.4K- 28.43% |
$2.65M - $3.12M
|
99.2K
$2.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-40K- 20.11% |
$2.69M - $3.16M
|
159K
$4.55M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-40.8K- 93.18% |
$2.74M - $3.23M
|
2.99K
$85.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-41.5K- 10.87% |
$2.79M - $3.28M
|
341K
$9.76M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-43.9K- 29.58% |
$2.95M - $3.47M
|
104K
$2.99M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-44.4K- 93.92% |
$2.98M - $3.51M
|
2.87K
$82.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-46.8K- 21.77% |
$3.15M - $3.7M
|
168K
$4.82M
|
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
SELL
|
- |
-51K- 9.99% |
$3.42M - $4.03M
|
459K
$13.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-54.8K- 26.34% |
$3.68M - $4.33M
|
153K
$4.39M
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-58.3K- 10.62% |
$3.92M - $4.61M
|
491K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-75.8K- 28.0% |
$5.09M - $5.99M
|
195K
$5.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-87.2K- 99.38% |
$5.86M - $6.89M
|
543
$15.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-108K- 42.01% |
$7.27M - $8.56M
|
149K
$4.28M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-108K- 42.01% |
$7.27M - $8.56M
|
149K
$4.28M
|
|
|
Nov 16, 2023
Q4 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-150K- 34.48% |
$10.1M - $11.8M
|
285K
$8.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-235K- 73.47% |
$15.8M - $18.6M
|
85K
$2.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-319K- 91.99% |
$21.4M - $25.2M
|
27.8K
$796K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-422K- 94.11% |
$28.3M - $33.3M
|
26.4K
$755K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-52.6M- 99.98% |
$3.54B - $4.16B
|
7.91K
$227K
|