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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-53- 2.85% |
$3.56K - $4.19K
|
1.81K
$50.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-55- 1.4% |
$3.69K - $4.35K
|
3.87K
$107K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-56- 0.57% |
$3.76K - $4.43K
|
9.73K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-63- 1.65% |
$4.23K - $4.98K
|
3.76K
$104K
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-70- 2.01% |
$4.7K - $5.53K
|
3.42K
$94.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-72- 0.66% |
$4.84K - $5.69K
|
10.9K
$303K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-75- 45.73% |
$5.04K - $5.93K
|
89
$2.47K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-79- 9.32% |
$5.31K - $6.25K
|
769
$21.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-83- 1.47% |
$5.57K - $6.56K
|
5.55K
$154K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-85- 0.33% |
$5.71K - $6.72K
|
25.8K
$716K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-87- 1.49% |
$5.84K - $6.88K
|
5.77K
$160K
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-89- 0.73% |
$5.98K - $7.04K
|
12.1K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-97- 0.35% |
$6.51K - $7.67K
|
27.3K
$760K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-100- 51.55% |
$6.72K - $7.91K
|
94
$2.61K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-100- 5.56% |
$6.72K - $7.91K
|
1.7K
$47.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-103- 0.74% |
$6.92K - $8.14K
|
13.8K
$384K
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-104- 0.21% |
$6.98K - $8.22K
|
49.2K
$1.37M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-110- 0.9% |
$7.39K - $8.7K
|
12.2K
$338K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-126- 27.94% |
$8.46K - $9.96K
|
325
$9.03K
|
|
|
Feb 13, 2023
Q4 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-131- 0.56% |
$8.8K - $10.4K
|
23.3K
$647K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-134- 81.21% |
$9K - $10.6K
|
31
$861
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-140- 1.9% |
$9.4K - $11.1K
|
7.24K
$201K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-142- 2.21% |
$9.54K - $11.2K
|
6.28K
$174K
|
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-149- 11.25% |
$10K - $11.8K
|
1.18K
$32.7K
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-150- 3.83% |
$10.1K - $11.9K
|
3.77K
$105K
|
|
|
Feb 13, 2023
Q4 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-168- 0.12% |
$11.3K - $13.3K
|
141K
$3.91M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-171- 1.9% |
$11.5K - $13.5K
|
8.82K
$245K
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-173- 1.07% |
$11.6K - $13.7K
|
15.9K
$443K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-175- 5.72% |
$11.8K - $13.8K
|
2.89K
$80.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-184- 1.86% |
$12.4K - $14.5K
|
9.72K
$270K
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-205- 5.22% |
$13.8K - $16.2K
|
3.72K
$103K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-205- 1.25% |
$13.8K - $16.2K
|
16.2K
$451K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-207- 0.66% |
$13.9K - $16.4K
|
31.3K
$870K
|
|
|
Jan 20, 2023
Q4 2022
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-220- 1.31% |
$14.8K - $17.4K
|
16.6K
$461K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-230- 2.27% |
$15.4K - $18.2K
|
9.92K
$276K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-236- 25.46% |
$15.8K - $18.7K
|
691
$19.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-239- 0.74% |
$16.1K - $18.9K
|
32.1K
$893K
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-246- 0.58% |
$16.5K - $19.4K
|
42.2K
$1.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-249- 1.08% |
$16.7K - $19.7K
|
22.9K
$635K
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-257- 0.21% |
$17.3K - $20.3K
|
125K
$3.47M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-257- 0.79% |
$17.3K - $20.3K
|
32.2K
$894K
|
|
|
Feb 14, 2023
Q4 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-257- 7.78% |
$17.3K - $20.3K
|
3.05K
$84.7K
|
|
|
Oct 25, 2024
Q4 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-261- 5.81% |
$17.5K - $20.6K
|
4.23K
$118K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-262- 1.15% |
$17.6K - $20.7K
|
22.5K
$627K
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-265- 3.57% |
$17.8K - $21K
|
7.16K
$199K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-267- 0.42% |
$17.9K - $21.1K
|
63.3K
$1.76M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-280- 6.19% |
$18.8K - $22.1K
|
4.24K
$118K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-293- 2.65% |
$19.7K - $23.2K
|
10.8K
$299K
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-315- 0.44% |
$21.2K - $24.9K
|
71.2K
$1.98M
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-325- 0.38% |
$21.8K - $25.7K
|
84.7K
$2.35M
|