Purchases and Sales Made in Q3 2022 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-16- 0.33% |
$1.06K - $1.25K
|
4.78K
$133K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-16- 5.59% |
$1.06K - $1.25K
|
270
$7.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-19- 0.14% |
$1.26K - $1.48K
|
13.2K
$366K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-20- 0.11% |
$1.33K - $1.56K
|
18.6K
$516K
|
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-23- 2.24% |
$1.53K - $1.79K
|
1K
$27.8K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-24- 29.63% |
$1.59K - $1.87K
|
57
$1.58K
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-26- 0.35% |
$1.73K - $2.02K
|
7.3K
$203K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-27- 2.81% |
$1.79K - $2.1K
|
933
$25.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-29- 0.37% |
$1.93K - $2.26K
|
7.87K
$219K
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
SELL
|
- |
-30- 0.77% |
$1.99K - $2.34K
|
3.86K
$107K
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-32- 1.67% |
$2.13K - $2.49K
|
1.89K
$52.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-35- 0.96% |
$2.33K - $2.73K
|
3.61K
$100K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-43- 86.0% |
$2.86K - $3.35K
|
7
$195
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-44- 0.53% |
$2.92K - $3.43K
|
8.19K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-44- 0.65% |
$2.92K - $3.43K
|
6.68K
$186K
|
|
|
Nov 09, 2022
Q3 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-46- 0.06% |
$3.06K - $3.58K
|
77.9K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-51- 0.47% |
$3.39K - $3.97K
|
10.7K
$297K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-58- 1.66% |
$3.85K - $4.52K
|
3.43K
$95.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-58- 0.1% |
$3.85K - $4.52K
|
59.9K
$1.66M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-59- 1.82% |
$3.92K - $4.59K
|
3.18K
$88.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-62- 0.82% |
$4.12K - $4.83K
|
7.49K
$208K
|
|
|
Nov 03, 2022
Q3 2022
|
Keating Investment Counselors Inc
|
SELL
|
- |
-67- 0.52% |
$4.45K - $5.22K
|
12.8K
$357K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-72- 1.29% |
$4.78K - $5.61K
|
5.49K
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-74- 0.17% |
$4.92K - $5.76K
|
42.3K
$1.18M
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-77- 13.01% |
$5.12K - $6K
|
515
$14.3K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-79- 0.13% |
$5.25K - $6.15K
|
59.8K
$1.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-84- 0.25% |
$5.58K - $6.54K
|
34.2K
$950K
|
|
|
Oct 26, 2022
Q3 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-89- 1.05% |
$5.91K - $6.93K
|
8.37K
$233K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-90- 1.17% |
$5.98K - $7.01K
|
7.6K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-91- 0.5% |
$6.05K - $7.09K
|
18.1K
$504K
|
|
|
Oct 12, 2022
Q3 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-95- 0.06% |
$6.31K - $7.4K
|
160K
$4.45M
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-98- 26.13% |
$6.51K - $7.63K
|
277
$7.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-99- 2.83% |
$6.58K - $7.71K
|
3.4K
$94.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-99- 2.06% |
$6.58K - $7.71K
|
4.71K
$131K
|
|
|
Nov 04, 2022
Q3 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-100- 1.41% |
$6.64K - $7.79K
|
7.02K
$195K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-112- 2.55% |
$7.44K - $8.72K
|
4.29K
$119K
|
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-113- 1.02% |
$7.51K - $8.8K
|
11K
$306K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-115Closed |
$7.64K - $8.96K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-120- 0.23% |
$7.97K - $9.34K
|
53K
$1.47M
|
|
|
Nov 01, 2022
Q3 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-121- 0.98% |
$8.04K - $9.42K
|
12.2K
$339K
|
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-123- 1.31% |
$8.17K - $9.58K
|
9.27K
$258K
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-125- 3.65% |
$8.3K - $9.73K
|
3.3K
$91.7K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-132- 0.89% |
$8.77K - $10.3K
|
14.8K
$410K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-135- 2.82% |
$8.97K - $10.5K
|
4.66K
$129K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-142- 3.64% |
$9.43K - $11.1K
|
3.76K
$105K
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-151- 0.38% |
$10K - $11.8K
|
39.6K
$1.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-155- 0.19% |
$10.3K - $12.1K
|
81.6K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-155- 28.86% |
$10.3K - $12.1K
|
382
$10.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-161- 0.32% |
$10.7K - $12.5K
|
49.9K
$1.39M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-166- 0.52% |
$11K - $12.9K
|
31.7K
$882K
|