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 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
23.8K+ 15.62% |
$1.6M - $1.88M
|
176K
$5.05M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
23.5K+ 18.42% |
$1.58M - $1.86M
|
151K
$4.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
22.9K+ 29.52% |
$1.54M - $1.81M
|
100K
$2.88M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
22.8K+ 143.78% |
$1.53M - $1.8M
|
38.6K
$1.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
22.6KNew |
$1.52M - $1.78M
|
22.6K
$646K
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
22.3K+ 248.86% |
$1.5M - $1.76M
|
31.3K
$896K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
22.1KNew |
$1.48M - $1.74M
|
22.1K
$631K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
22K+ 68.97% |
$1.48M - $1.74M
|
53.9K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
21.6K+ 72.22% |
$1.45M - $1.71M
|
51.5K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
21.6KNew |
$1.45M - $1.71M
|
21.6K
$618K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
20.8K+ 5.54% |
$1.4M - $1.65M
|
397K
$11.4M
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
20.8KNew |
$1.4M - $1.65M
|
20.8K
$596K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20.7K+ 8.02% |
$1.39M - $1.64M
|
279K
$8M
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
20.7KNew |
$1.39M - $1.64M
|
20.7K
$593K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
20.6K+ 28.32% |
$1.38M - $1.63M
|
93.2K
$2.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
20.5K+ 28.94% |
$1.38M - $1.62M
|
91.5K
$2.62M
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
20.3K+ 3.34% |
$1.37M - $1.61M
|
628K
$18M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.3K+ 9.85% |
$1.36M - $1.6M
|
226K
$6.47M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
20.2K+ 33.99% |
$1.36M - $1.6M
|
79.5K
$2.28M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
20.2KNew |
$1.35M - $1.59M
|
20.2K
$578K
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
20K+ 9.36% |
$1.34M - $1.58M
|
233K
$6.68M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
19.9K+ 9.41% |
$1.33M - $1.57M
|
231K
$6.61M
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
19.7KNew |
$1.32M - $1.56M
|
19.7K
$564K
|
|
|
Aug 11, 2023
Q4 2022
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
19.4KNew |
$1.3M - $1.53M
|
19.4K
$555K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
19.1K+ 27.05% |
$1.28M - $1.51M
|
89.6K
$2.57M
|
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
19.1KNew |
$1.28M - $1.51M
|
19.1K
$546K
|
|
|
Feb 07, 2023
Q4 2022
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
19KNew |
$1.27M - $1.5M
|
19K
$543K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
18.6K+ 4.67% |
$1.25M - $1.47M
|
418K
$12M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
18.6K+ 5.51% |
$1.25M - $1.47M
|
355K
$10.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
18.2KNew |
$1.22M - $1.44M
|
18.2K
$521K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
18.1K+ 7.8% |
$1.22M - $1.43M
|
250K
$7.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
18.1K+ 20.18% |
$1.21M - $1.43M
|
108K
$3.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
18K+ 19.29% |
$1.21M - $1.42M
|
111K
$3.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
18K+ 20.87% |
$1.21M - $1.42M
|
104K
$2.98M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
17.8KNew |
$1.2M - $1.41M
|
17.8K
$510K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
17.4K+ 11.61% |
$1.17M - $1.38M
|
168K
$4.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.3K+ 19.93% |
$1.16M - $1.37M
|
104K
$2.98M
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
BUY
|
- |
17.3K+ 198.2% |
$1.16M - $1.36M
|
26K
$744K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17KNew |
$1.14M - $1.34M
|
17K
$487K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
17KNew |
$1.14M - $1.34M
|
17K
$486K
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16.9KNew |
$1.13M - $1.33M
|
16.9K
$483K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
16.7KNew |
$1.12M - $1.32M
|
16.7K
$478K
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
16.5KNew |
$1.11M - $1.3M
|
16.5K
$472K
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
16.5K+ 100.38% |
$1.11M - $1.3M
|
32.9K
$942K
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
16.4K+ 23.67% |
$1.1M - $1.29M
|
85.5K
$2.45M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
16.3K+ 2.27% |
$1.1M - $1.29M
|
735K
$21.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16.2KNew |
$1.09M - $1.28M
|
16.2K
$465K
|
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
16.1K+ 3.94% |
$1.08M - $1.27M
|
423K
$12.1M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
16KNew |
$1.08M - $1.27M
|
16K
$459K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
16K+ 10.43% |
$1.08M - $1.27M
|
170K
$4.86M
|