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 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
41.1KNew |
$2.76M - $3.25M
|
41.1K
$1.18M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
40.4K+ 12.31% |
$2.71M - $3.19M
|
368K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
40.2K+ 300.58% |
$2.7M - $3.18M
|
53.6K
$1.54M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
39.6K+ 6.94% |
$2.66M - $3.13M
|
611K
$17.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39.5K+ 21.05% |
$2.65M - $3.12M
|
227K
$6.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
39.4K+ 21.46% |
$2.65M - $3.12M
|
223K
$6.39M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
39.2KNew |
$2.63M - $3.1M
|
39.2K
$1.12M
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
38.2K+ 31.66% |
$2.57M - $3.02M
|
159K
$4.55M
|
|
|
Feb 15, 2023
Q4 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
37.3K+ 25.22% |
$2.5M - $2.95M
|
185K
$5.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
37.2K+ 15.43% |
$2.5M - $2.94M
|
279K
$7.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
BUY
|
- |
37.2K+ 44.01% |
$2.5M - $2.94M
|
122K
$3.48M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.8KNew |
$2.47M - $2.91M
|
36.8K
$1.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
36.5K+ 2.92% |
$2.45M - $2.89M
|
1.29M
$36.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
35.9K+ 31.6% |
$2.41M - $2.84M
|
150K
$4.28M
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
35.7K+ 411.75% |
$2.4M - $2.82M
|
44.4K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
35.4K+ 3.61% |
$2.38M - $2.8M
|
1.02M
$29.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
35.3KNew |
$2.37M - $2.79M
|
35.3K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
35KNew |
$2.35M - $2.77M
|
35K
$1M
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
34.3K+ 16.58% |
$2.31M - $2.72M
|
242K
$6.92M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
34.2K+ 48.17% |
$2.3M - $2.71M
|
105K
$3.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
34KNew |
$2.28M - $2.69M
|
34K
$973K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34K+ 13.16% |
$2.28M - $2.68M
|
292K
$8.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
33.8K+ 65.92% |
$2.27M - $2.67M
|
85K
$2.43M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
33.7K+ 47.22% |
$2.26M - $2.66M
|
105K
$3.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
33.6K+ 0.96% |
$2.26M - $2.66M
|
3.53M
$101M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33.5K+ 38.26% |
$2.25M - $2.65M
|
121K
$3.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
32.9KNew |
$2.21M - $2.6M
|
32.9K
$942K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
32.6K+ 14.3% |
$2.19M - $2.58M
|
261K
$7.46M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
32K+ 66.42% |
$2.15M - $2.53M
|
80.1K
$2.29M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
31.5K+ 443.52% |
$2.12M - $2.49M
|
38.6K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
30.3K+ 11.76% |
$2.03M - $2.39M
|
288K
$8.24M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.9K+ 7.34% |
$2.01M - $2.36M
|
437K
$12.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
29.5K+ 210.57% |
$1.98M - $2.33M
|
43.5K
$1.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
29.4KNew |
$1.97M - $2.32M
|
29.4K
$841K
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
29.2K+ 27.39% |
$1.96M - $2.31M
|
136K
$3.89M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
28.7K+ 119.2% |
$1.93M - $2.27M
|
52.9K
$1.51M
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
28.3K+ 75.35% |
$1.9M - $2.24M
|
65.9K
$1.89M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
28K+ 399.12% |
$1.88M - $2.22M
|
35K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
27.6K+ 21.87% |
$1.85M - $2.18M
|
154K
$4.4M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
26.8KNew |
$1.8M - $2.12M
|
26.8K
$766K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
26.3K+ 9.93% |
$1.77M - $2.08M
|
291K
$8.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
26.2K+ 26.11% |
$1.76M - $2.07M
|
126K
$3.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
25.9K+ 20.84% |
$1.74M - $2.05M
|
150K
$4.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
25.6K+ 4.4% |
$1.72M - $2.02M
|
608K
$17.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
25.6K+ 157.22% |
$1.72M - $2.02M
|
41.9K
$1.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
25.2K+ 17.02% |
$1.69M - $1.99M
|
173K
$4.96M
|
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
25KNew |
$1.68M - $1.98M
|
25K
$717K
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
24.8K+ 43.71% |
$1.66M - $1.96M
|
81.4K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
24.5K+ 15.13% |
$1.64M - $1.93M
|
186K
$5.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
24.2K+ 5.43% |
$1.63M - $1.91M
|
470K
$13.5M
|