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 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
11.5K+ 20.32% |
$770K - $907K
|
67.9K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
11.4KNew |
$765K - $900K
|
11.4K
$326K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.3K+ 37.89% |
$761K - $896K
|
41.2K
$1.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
11.2KNew |
$751K - $884K
|
11.2K
$320K
|
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
BUY
|
- |
11.2K+ 3.57% |
$749K - $882K
|
323K
$9.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11K+ 23.03% |
$736K - $867K
|
58.6K
$1.68M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
10.9KNew |
$730K - $860K
|
10.9K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
10.8K+ 3.28% |
$722K - $850K
|
338K
$9.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
10.8K+ 16.29% |
$722K - $850K
|
76.8K
$2.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
10.7K+ 5.2% |
$719K - $847K
|
217K
$6.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
10.7K+ 301.87% |
$717K - $844K
|
14.2K
$407K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.5K+ 6.89% |
$704K - $828K
|
162K
$4.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.3K+ 12.18% |
$690K - $813K
|
94.7K
$2.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.2KNew |
$685K - $807K
|
10.2K
$292K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
10.2K+ 3.37% |
$685K - $807K
|
313K
$8.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
10.2KNew |
$683K - $804K
|
10.2K
$291K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
10.1K+ 47.94% |
$681K - $802K
|
31.3K
$896K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.1K+ 1.96% |
$678K - $798K
|
526K
$15.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
10K+ 20.17% |
$672K - $791K
|
59.6K
$1.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
9.98KNew |
$670K - $789K
|
9.98K
$286K
|
|
|
Feb 07, 2023
Q4 2022
|
Washburn Capital Management, Inc.
|
BUY
|
- |
9.97K+ 32.72% |
$669K - $788K
|
40.4K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
9.95K+ 159.68% |
$668K - $787K
|
16.2K
$463K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
9.94K+ 2.34% |
$668K - $786K
|
434K
$12.4M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9.93K+ 2.47% |
$667K - $785K
|
413K
$11.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
9.92K+ 15.34% |
$666K - $784K
|
74.6K
$2.14M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.9K+ 25.04% |
$665K - $783K
|
49.4K
$1.42M
|
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
9.84K+ 10.01% |
$661K - $778K
|
108K
$3.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.69K+ 9.84% |
$651K - $766K
|
108K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.63KNew |
$647K - $761K
|
9.63K
$276K
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.48K+ 28.28% |
$636K - $749K
|
43K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
9.38K+ 27.93% |
$630K - $742K
|
43K
$1.23M
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
9.29K+ 42.22% |
$624K - $734K
|
31.3K
$896K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
9.22K+ 114.93% |
$619K - $729K
|
17.3K
$494K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
9.19K+ 5.28% |
$617K - $727K
|
183K
$5.25M
|
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
9.18K+ 42.71% |
$617K - $726K
|
30.7K
$878K
|
|
|
Jan 25, 2023
Q4 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
9.18K+ 17.03% |
$616K - $726K
|
63.1K
$1.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
9.1K+ 20.92% |
$611K - $720K
|
52.6K
$1.51M
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
9.09KNew |
$610K - $718K
|
9.09K
$260K
|
|
|
Jan 19, 2023
Q4 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
9.03KNew |
$606K - $714K
|
9.03K
$258K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
9.01K+ 16.51% |
$605K - $712K
|
63.6K
$1.82M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8.95KNew |
$601K - $707K
|
8.95K
$256K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
8.92K+ 15.24% |
$599K - $705K
|
67.5K
$1.93M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
8.88K+ 10.84% |
$596K - $702K
|
90.7K
$2.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
8.82K+ 36.43% |
$592K - $697K
|
33K
$945K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
8.76K+ 1.97% |
$589K - $693K
|
454K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.68KNew |
$583K - $686K
|
8.68K
$248K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.67K+ 59.12% |
$582K - $685K
|
23.3K
$668K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.67K+ 16.73% |
$582K - $685K
|
60.4K
$1.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Reliant Wealth Planning
|
BUY
|
- |
8.66K+ 2.16% |
$581K - $684K
|
409K
$11.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
8.49K+ 135.23% |
$570K - $671K
|
14.8K
$423K
|