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
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.52K+ 122.3% |
$438K - $515K
|
11.8K
$339K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
6.51K+ 4.02% |
$437K - $515K
|
168K
$4.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6.44K+ 6.69% |
$433K - $509K
|
103K
$2.94M
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
6.44K+ 10.24% |
$432K - $509K
|
69.3K
$1.98M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.42K+ 6.64% |
$431K - $507K
|
103K
$2.95M
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
6.41K+ 35.18% |
$430K - $507K
|
24.6K
$705K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.4K+ 10.96% |
$430K - $506K
|
64.8K
$1.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.35K+ 97.2% |
$427K - $502K
|
12.9K
$369K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
6.35KNew |
$427K - $502K
|
6.35K
$182K
|
|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
BUY
|
- |
6.28K+ 7.16% |
$422K - $496K
|
94K
$2.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
6.15K+ 46.64% |
$413K - $487K
|
19.4K
$554K
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
6.15K+ 81.2% |
$413K - $486K
|
13.7K
$393K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.12K+ 10.98% |
$411K - $484K
|
61.9K
$1.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.03KNew |
$405K - $477K
|
6.03K
$173K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.84K+ 3.5% |
$392K - $461K
|
172K
$4.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.82KNew |
$391K - $460K
|
5.82K
$167K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.77K+ 7.25% |
$388K - $456K
|
85.4K
$2.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
5.76KNew |
$387K - $456K
|
5.76K
$165K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.61KNew |
$377K - $443K
|
5.61K
$161K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5.61KNew |
$377K - $443K
|
5.61K
$161K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
5.6K+ 8.88% |
$376K - $443K
|
68.7K
$1.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
5.48K+ 6.69% |
$368K - $433K
|
87.5K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.46K+ 948.44% |
$367K - $432K
|
6.04K
$173K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.46K+ 16.98% |
$367K - $432K
|
37.6K
$1.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5.31K+ 2.42% |
$357K - $420K
|
225K
$6.44M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.3K+ 37.19% |
$356K - $419K
|
19.6K
$560K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
5.26KNew |
$353K - $416K
|
5.26K
$151K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
5.26K+ 246.51% |
$353K - $416K
|
7.39K
$212K
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
5.19K+ 4.16% |
$349K - $410K
|
130K
$3.72M
|
|
|
Jan 26, 2023
Q4 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
5.19KNew |
$348K - $410K
|
5.19K
$149K
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
5.18KNew |
$348K - $409K
|
5.18K
$148K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.16K+ 5.66% |
$347K - $408K
|
96.4K
$2.76M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.15K+ 48.36% |
$346K - $407K
|
15.8K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.13K+ 4.64% |
$345K - $406K
|
116K
$3.31M
|
|
|
Feb 09, 2023
Q4 2022
|
Opus Investment Management Inc
|
BUY
|
- |
5.08K+ 47.58% |
$341K - $401K
|
15.7K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
5.08KNew |
$341K - $401K
|
5.08K
$145K
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
5.03K+ 2.06% |
$338K - $398K
|
250K
$7.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
5.01KNew |
$337K - $396K
|
5.01K
$144K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
5.01KNew |
$336K - $396K
|
5.01K
$143K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5KNew |
$336K - $395K
|
5K
$143K
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
BUY
|
- |
4.93KNew |
$331K - $390K
|
4.93K
$141K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.83K+ 24.03% |
$324K - $382K
|
24.9K
$713K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.82K+ 6.59% |
$324K - $381K
|
78K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.77K+ 14.17% |
$321K - $377K
|
38.5K
$1.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
4.75K+ 18.04% |
$319K - $376K
|
31.1K
$890K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.72K+ 5.52% |
$317K - $373K
|
90.3K
$2.59M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
4.7KNew |
$316K - $372K
|
4.7K
$135K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.65K+ 2.03% |
$312K - $367K
|
233K
$6.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
4.62KNew |
$310K - $365K
|
4.62K
$132K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.61K+ 45.1% |
$309K - $364K
|
14.8K
$424K
|