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
Mar 01, 2023 Q4 2022
Smithbridge Asset Management Inc

SELL
 -
-1.88K
- 1.85%
$127K - $149K
100K $2.78M
Feb 13, 2023 Q4 2022
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-1.9K
- 10.48%
$128K - $150K
16.2K $451K
Feb 10, 2023 Q4 2022
Sequoia Financial Advisors, LLC

SELL
 -
-1.93K
- 1.83%
$129K - $152K
103K $2.87M
Feb 14, 2023 Q4 2022
Avant Capital LLC

Lafayette, LA
SELL
 -
-1.96K
- 2.35%
$132K - $155K
81.6K $2.27M
Feb 02, 2023 Q4 2022
Brighton Jones LLC

SELL
 -
-1.98K
- 9.66%
$133K - $156K
18.5K $514K
Feb 10, 2023 Q4 2022
First Horizon Advisors, Inc.

SELL
 -
-2K
- 80.02%
$134K - $158K
500 $13.9K
Feb 09, 2023 Q4 2022
Towercrest Capital Management

Newtown, PA
SELL
 -
-2.01K
- 3.42%
$135K - $159K
56.6K $1.57M
Feb 10, 2023 Q4 2022
Alliance Wealth Management Group

Flemington, NJ
SELL
 -
-2.01K
- 3.42%
$135K - $159K
56.6K $1.57M
Jan 13, 2023 Q4 2022
Stewardship Advisors, LLC

SELL
 -
-2.03K
- 0.63%
$137K - $161K
322K $8.95M
Jan 27, 2023 Q4 2022
Latitude Advisors, LLC

SELL
 -
-2.1K
- 10.56%
$141K - $166K
17.8K $495K
Feb 01, 2023 Q4 2022
North Rock Partners, LLC

SELL
 -
-2.15K
- 24.07%
$144K - $170K
6.78K $188K
Jan 17, 2023 Q4 2022
Blb&B Advisors, LLC

SELL
 -
-2.16K
- 36.98%
$145K - $170K
3.67K $102K
Jan 12, 2023 Q4 2022
Mbl Wealth, LLC

Charlotte, NC
SELL
 -
-2.2K
- 43.74%
$148K - $174K
2.83K $78.6K
Jan 25, 2023 Q4 2022
Mayflower Financial Advisors, LLC

SELL
 -
-2.2K
- 2.26%
$148K - $174K
95.3K $2.65M
Feb 09, 2023 Q4 2022
Great Lakes Advisors, LLC

Chicago, IL
SELL
 -
-2.29K
- 2.1%
$154K - $181K
107K $2.97M
Jan 31, 2023 Q4 2022
Islay Capital Management, LLC

Lubbock, TX
SELL
 -
-2.32K
- 2.3%
$156K - $183K
98.7K $2.74M
Feb 03, 2023 Q4 2022
Mfa Wealth Advisors, LLC

Pittsburgh, PA
SELL
 -
-2.35K
- 1.45%
$158K - $185K
159K $4.42M
Feb 08, 2023 Q4 2022
Prospera Financial Services Inc

SELL
 -
-2.37K
- 8.74%
$159K - $188K
24.8K $689K
Feb 14, 2023 Q4 2022
Epic Trust Investment Advisors, LLC

SELL
 -
-2.45K
- 44.38%
$164K - $194K
3.07K $85.3K
Jan 31, 2023 Q4 2022
Bergan Kdv Wealth Management, LLC

SELL
 -
-2.55K
- 8.63%
$172K - $202K
27.1K $752K
Feb 02, 2023 Q4 2022
Concorde Asset Management, LLC

SELL
 -
-2.59K
- 16.1%
$174K - $205K
13.5K $375K
Feb 01, 2023 Q4 2022
Alpha Omega Wealth Management LLC

SELL
 -
-2.59K
- 3.18%
$174K - $205K
79K $2.2M
Jan 10, 2023 Q4 2022
Bcs Wealth Management

SELL
 -
-2.6K
- 1.79%
$175K - $206K
143K $3.96M
Jan 17, 2023 Q4 2022
Leavell Investment Management, Inc.

SELL
 -
-2.78K
- 0.9%
$187K - $220K
304K $8.46M
Jan 20, 2023 Q4 2022
Engrave Wealth Partners LLC

SELL
 -
-2.84K
- 51.08%
$191K - $225K
2.72K $75.6K
Jan 26, 2023 Q4 2022
First Merchants Corp

SELL
 -
-2.84K
- 2.1%
$191K - $225K
133K $3.69M
Feb 13, 2023 Q4 2022
Private Advisory Group LLC

Redmond, WA
SELL
 -
-2.86K
- 9.18%
$192K - $226K
28.3K $786K
Jan 31, 2023 Q4 2022
Peoples Bank

SELL
 -
-3K
- 4.07%
$201K - $237K
70.6K $1.96M
Feb 09, 2023 Q4 2022
Baltimore Washington Financial Advisors, Inc.

SELL
 -
-3K
- 48.74%
$201K - $237K
3.16K $87.7K
Feb 14, 2023 Q4 2022
Colony Group LLC

Boston, MA
SELL
 -
-3.02K
- 0.93%
$203K - $239K
322K $8.96M
Jan 30, 2023 Q4 2022
Seneca House Advisors

SELL
 -
-3.12K
- 19.19%
$210K - $247K
13.1K $365K
Feb 13, 2023 Q4 2022
Shepherd Kaplan Krochuk, LLC

Boston, MA
SELL
 -
-3.16K
- 5.12%
$212K - $250K
58.6K $1.63M
Jan 20, 2023 Q4 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-3.17K
- 5.28%
$213K - $250K
56.8K $1.58M
Feb 13, 2023 Q4 2022
Mission Creek Capital Partners, Inc.

San Francisco, CA
SELL
 -
-3.24K
- 8.47%
$218K - $256K
35K $974K
Feb 10, 2023 Q4 2022
Nbt Bank N A

SELL
 -
-3.34K
- 3.11%
$225K - $264K
104K $2.89M
Jan 19, 2023 Q4 2022
Leo H. Evart, Inc.

SELL
 -
-3.36K
- 2.29%
$226K - $266K
144K $3.99M
Feb 02, 2023 Q4 2022
Spreng Capital Management, Inc.

SELL
 -
-3.37K
- 2.63%
$226K - $266K
125K $3.46M
Jan 19, 2023 Q4 2022
Stratos Wealth Advisors, LLC

SELL
 -
-3.39K
- 13.77%
$228K - $268K
21.2K $590K
Jan 17, 2023 Q4 2022
Iam Advisory, LLC

SELL
 -
-3.66K
- 1.17%
$246K - $290K
310K $8.62M
Jan 11, 2023 Q4 2022
Platform Technology Partners

SELL
 -
-3.73K
- 4.62%
$250K - $295K
77K $2.14M
Feb 14, 2023 Q4 2022
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-3.75K
- 8.49%
$252K - $296K
40.4K $1.12M
Feb 10, 2023 Q4 2022
Wsfs Capital Management, LLC

Philadelphia, PA
SELL
 -
-3.88K
- 1.87%
$261K - $307K
204K $5.67M
Jan 31, 2023 Q4 2022
Dt Investment Partners, LLC

SELL
 -
-4.04K
- 1.47%
$271K - $319K
271K $7.52M
Jun 27, 2023 Q4 2022
Strategies Wealth Advisors, LLC

Grand Rapids, MI
SELL
 -
-4.05K
- 30.22%
$272K - $320K
9.34K $260K
Feb 07, 2023 Q4 2022
Stockman Wealth Management, Inc.

SELL
 -
-4.26K
- 28.43%
$286K - $336K
10.7K $298K
Feb 06, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-4.3K
- 54.14%
$289K - $340K
3.64K $101K
Jan 25, 2023 Q4 2022
Frg Family Wealth Advisors LLC

SELL
 -
-4.37K
- 2.73%
$293K - $345K
156K $4.33M
Jan 19, 2023 Q4 2022
Fundamentun, LLC

Beachwood, OH
SELL
 -
-4.42K
- 2.38%
$297K - $350K
182K $5.05M
Feb 02, 2023 Q4 2022
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-4.7K
- 19.73%
$316K - $372K
19.1K $532K

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