Purchases and Sales Made in Q4 2022 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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
Oct 23, 2023 Q4 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
221
+ 0.34%
$14.8K - $17.5K
64.3K $1.79M
Feb 02, 2023 Q4 2022
Tranquility Partners, LLC

BUY
 -
218
+ 2.07%
$14.6K - $17.2K
10.7K $299K
Feb 14, 2023 Q4 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
212
+ 1413.33%
$14.2K - $16.8K
227 $6.31K
Aug 13, 2024 Q4 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
210
+ 87.5%
$14.1K - $16.6K
450 $12.5K
Feb 01, 2023 Q4 2022
Townsend Asset Management Corp

BUY
 -
206
+ 0.86%
$13.8K - $16.3K
24.2K $671K
Jan 30, 2023 Q4 2022
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
203
+ 4.6%
$13.6K - $16K
4.61K $128K
Feb 14, 2023 Q4 2022
Asset Advisors Investment Management, LLC

BUY
 -
201
+ 0.01%
$13.5K - $15.9K
1.35M $37.4M
Jan 30, 2023 Q4 2022
David R. Rahn & Associates Inc.

BUY
 -
200
+ 1.93%
$13.4K - $15.8K
10.6K $293K
Feb 06, 2023 Q4 2022
Hollencrest Capital Management

BUY
 -
197
New
$13.2K - $15.6K
197 $5.47K
Jan 19, 2023 Q4 2022
Round Rock Advisors, LLC

BUY
 -
190
+ 2.41%
$12.8K - $15K
8.06K $224K
Feb 10, 2023 Q4 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
186
+ 1.55%
$12.5K - $14.7K
12.2K $339K
Feb 09, 2023 Q4 2022
Principal Financial Group Inc

Des Moines, IA
BUY
 -
181
+ 2.69%
$12.2K - $14.3K
6.91K $192K
Jan 11, 2023 Q4 2022
M&R Capital Management Inc

BUY
 -
180
+ 7.7%
$12.1K - $14.2K
2.52K $69.9K
Jan 25, 2023 Q4 2022
Walkner Condon Financial Advisors LLC

BUY
 -
178
+ 2.24%
$12K - $14.1K
8.13K $226K
Feb 13, 2023 Q4 2022
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
176
+ 2.03%
$11.8K - $13.9K
8.84K $246K
Jan 23, 2023 Q4 2022
Bnc Wealth Management, LLC

BUY
 -
175
+ 0.93%
$11.8K - $13.8K
18.9K $526K
Jan 26, 2023 Q4 2022
Signal Point Asset Management, LLC

BUY
 -
175
+ 2.28%
$11.8K - $13.8K
7.83K $218K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
170
+ 4.68%
$11.4K - $13.4K
3.8K $106K
Jan 20, 2023 Q4 2022
Bourgeon Capital Management LLC

BUY
 -
170
+ 91.89%
$11.4K - $13.4K
355 $9.87K
Feb 14, 2023 Q4 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
169
+ 1.97%
$11.4K - $13.4K
8.74K $243K
Jan 17, 2023 Q4 2022
Newbridge Financial Services Group, Inc.

BUY
 -
159
+ 4.64%
$10.7K - $12.6K
3.59K $99.7K
Feb 06, 2023 Q4 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
157
+ 0.62%
$10.5K - $12.4K
25.6K $710K
Feb 01, 2023 Q4 2022
Mengis Capital Management, Inc.

BUY
 -
155
+ 0.84%
$10.4K - $12.3K
18.5K $514K
Feb 23, 2023 Q4 2022
Chelsea Counsel CO

BUY
 -
153
New
$10.3K - $12.1K
153 $4.25K
Feb 13, 2023 Q4 2022
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
152
+ 1.11%
$10.2K - $12K
13.9K $385K
Feb 07, 2023 Q4 2022
Biltmore Family Office, LLC

BUY
 -
150
New
$10.1K - $11.9K
150 $4.17K
Feb 09, 2023 Q4 2022
Capital Square, LLC

BUY
 -
150
+ 1.13%
$10.1K - $11.9K
13.4K $372K
Jan 09, 2023 Q4 2022
Trust CO

BUY
 -
144
+ 0.5%
$9.67K - $11.4K
29.2K $811K
Feb 01, 2023 Q4 2022
Endurance Wealth Management, Inc.

BUY
 -
142
New
$9.54K - $11.2K
142 $3.95K
Feb 07, 2023 Q4 2022
Riverpoint Wealth Management Holdings, LLC

BUY
 -
142
New
$9.54K - $11.2K
142 $3.95K
Feb 14, 2023 Q4 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
139
+ 2.76%
$9.34K - $11K
5.18K $144K
Feb 03, 2023 Q4 2022
Gw Henssler & Associates LTD

BUY
 -
117
+ 2.61%
$7.86K - $9.25K
4.61K $128K
Feb 13, 2023 Q4 2022
Covestor LTD

Boston, MA
BUY
 -
111
New
$7.45K - $8.78K
111 $3.08K
Jan 10, 2023 Q4 2022
American National Bank

BUY
 -
110
+ 18.55%
$7.39K - $8.7K
703 $19.5K
Jan 17, 2023 Q4 2022
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
110
New
$7.39K - $8.7K
110 $3.06K
Feb 10, 2023 Q4 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
110
+ 203.7%
$7.39K - $8.7K
164 $4.56K
Feb 09, 2023 Q4 2022
Sawgrass Asset Management LLC

BUY
 -
105
+ 1.35%
$7.05K - $8.3K
7.9K $219K
Feb 08, 2023 Q4 2022
Wolff Wiese Magana LLC

BUY
 -
103
+ 4.68%
$6.92K - $8.14K
2.3K $64K
Feb 13, 2023 Q4 2022
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
102
+ 2.74%
$6.85K - $8.06K
3.82K $106K
Jan 24, 2023 Q4 2022
Toth Financial Advisory Corp

BUY
 -
100
+ 4.77%
$6.72K - $7.91K
2.2K $61K
Jan 25, 2023 Q4 2022
Nikulski Financial, Inc.

BUY
 -
100
+ 0.25%
$6.72K - $7.91K
39.7K $1.1M
Feb 01, 2023 Q4 2022
Hartford Financial Management Inc.

BUY
 -
100
New
$6.72K - $7.91K
100 $2.78K
Jan 20, 2023 Q4 2022
Emerald Advisors, LLC

BUY
 -
91
+ 0.41%
$6.11K - $7.19K
22.4K $623K
Feb 14, 2023 Q4 2022
Gfg Capital, LLC

BUY
 -
91
+ 2.99%
$6.11K - $7.19K
3.13K $87.1K
Feb 07, 2023 Q4 2022
Garrison Asset Management, LLC

BUY
 -
86
+ 0.57%
$5.78K - $6.8K
15.2K $422K
Jan 27, 2023 Q4 2022
Leisure Capital Management

BUY
 -
84
+ 2.18%
$5.64K - $6.64K
3.94K $110K
Dec 20, 2023 Q4 2022
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
82
New
$5.51K - $6.48K
82 $2.28K
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

BUY
 -
77
+ 6.03%
$5.17K - $6.09K
1.35K $37.6K
Feb 13, 2023 Q4 2022
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
74
+ 1.11%
$4.97K - $5.85K
6.75K $188K

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