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 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
862+ 2.0% |
$57.9K - $68.1K
|
44K
$1.24M
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
838+ 6.7% |
$56.3K - $66.3K
|
13.3K
$376K
|
|
|
Jan 24, 2023
Q4 2022
|
Smart Money Group LLC
|
BUY
|
- |
836+ 5.55% |
$56.1K - $66.1K
|
15.9K
$448K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
829New |
$55.7K - $65.5K
|
829
$23.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
824+ 4.3% |
$55.3K - $65.1K
|
20K
$563K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
815+ 6.7% |
$54.7K - $64.4K
|
13K
$366K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
799+ 28.08% |
$53.7K - $63.2K
|
3.64K
$103K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
779+ 29.52% |
$52.3K - $61.6K
|
3.42K
$96.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
776+ 0.38% |
$52.1K - $61.4K
|
207K
$5.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
769+ 4.6% |
$51.6K - $60.8K
|
17.5K
$493K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
768New |
$51.6K - $60.7K
|
768
$21.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
748+ 4.32% |
$50.2K - $59.1K
|
18.1K
$509K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
745+ 4.12% |
$50K - $58.9K
|
18.8K
$531K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
718+ 5.24% |
$48.2K - $56.8K
|
14.4K
$406K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
703+ 5.83% |
$47.2K - $55.6K
|
12.8K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
702+ 13.79% |
$47.1K - $55.5K
|
5.79K
$163K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
700+ 3.47% |
$47K - $55.3K
|
20.9K
$589K
|
|
|
Jan 20, 2023
Q4 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
699+ 0.2% |
$46.9K - $55.3K
|
352K
$9.91M
|
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
683+ 7.82% |
$45.9K - $54K
|
9.41K
$265K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
665+ 5.0% |
$44.7K - $52.6K
|
14K
$394K
|
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
653+ 0.89% |
$43.9K - $51.6K
|
74.2K
$2.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
652New |
$43.8K - $51.5K
|
652
$18.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
636+ 3.08% |
$42.7K - $50.3K
|
21.3K
$600K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
627+ 5.18% |
$42.1K - $49.6K
|
12.7K
$359K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
609New |
$40.9K - $48.1K
|
609
$17.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
BUY
|
- |
602+ 6.19% |
$40.4K - $47.6K
|
10.3K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
573+ 1.38% |
$38.5K - $45.3K
|
42.1K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
569+ 1.06% |
$38.2K - $45K
|
54K
$1.52M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
563+ 2.82% |
$37.8K - $44.5K
|
20.5K
$578K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
555+ 11.81% |
$37.3K - $43.9K
|
5.26K
$148K
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
554+ 0.9% |
$37.2K - $43.8K
|
61.9K
$1.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
546+ 15.53% |
$36.7K - $43.2K
|
4.06K
$114K
|
|
|
Feb 08, 2023
Q4 2022
|
Keating Investment Counselors Inc
|
BUY
|
- |
538+ 4.19% |
$36.1K - $42.5K
|
13.4K
$377K
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
520+ 0.84% |
$34.9K - $41.1K
|
62.3K
$1.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
520+ 0.77% |
$34.9K - $41.1K
|
68.2K
$1.92M
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
515New |
$34.6K - $40.7K
|
515
$14.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
508+ 3.98% |
$34.1K - $40.2K
|
13.3K
$374K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
500+ 1020.41% |
$33.6K - $39.5K
|
549
$15.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
500New |
$33.6K - $39.5K
|
500
$14.1K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
490+ 2.09% |
$32.9K - $38.7K
|
23.9K
$673K
|
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
486+ 0.2% |
$32.6K - $38.4K
|
241K
$6.79M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
474+ 96.54% |
$31.8K - $37.5K
|
965
$27.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
472+ 7.22% |
$31.7K - $37.3K
|
7.01K
$197K
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
464+ 3.15% |
$31.2K - $36.7K
|
15.2K
$428K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
463+ 47.83% |
$31.1K - $36.6K
|
1.43K
$40.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
459+ 2.38% |
$30.8K - $36.3K
|
19.7K
$556K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
451+ 11.99% |
$30.3K - $35.7K
|
4.21K
$119K
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
451+ 1.72% |
$30.3K - $35.7K
|
26.7K
$753K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
444+ 12.29% |
$29.8K - $35.1K
|
4.06K
$114K
|
|
|
Jan 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
443+ 10.57% |
$29.8K - $35K
|
4.64K
$131K
|