Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.82MNew |
$128M - $146M
|
1.82M
$52.2M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.7M+ 26463.37% |
$119M - $136M
|
1.7M
$48.9M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.46M+ 26.84% |
$103M - $117M
|
6.9M
$198M
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.1M+ 4631.68% |
$77.5M - $88.5M
|
1.13M
$32.3M
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.04MNew |
$73.3M - $83.7M
|
1.04M
$29.9M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
938K+ 19.82% |
$66M - $75.3M
|
5.67M
$163M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
710K+ 15.01% |
$49.9M - $56.9M
|
5.44M
$156M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
649K+ 197.35% |
$45.6M - $52.1M
|
978K
$28.1M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
606K+ 11.8% |
$42.6M - $48.7M
|
5.75M
$165M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
606K+ 11.8% |
$42.6M - $48.7M
|
5.75M
$165M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
606K+ 12.85% |
$42.6M - $48.6M
|
5.32M
$153M
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
579K+ 19.42% |
$40.7M - $46.5M
|
3.56M
$102M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
568K+ 79.19% |
$39.9M - $45.5M
|
1.28M
$36.9M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
537K+ 107.35% |
$37.8M - $43.1M
|
1.04M
$29.8M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
512K+ 1799.56% |
$36M - $41.1M
|
540K
$15.5M
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
BUY
|
- |
440KNew |
$30.9M - $35.3M
|
440K
$12.6M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
396KNew |
$27.8M - $31.7M
|
396K
$11.4M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
362K+ 10.72% |
$25.5M - $29.1M
|
3.74M
$107M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
352K+ 18.24% |
$24.8M - $28.3M
|
2.28M
$65.5M
|
|
Aug 02, 2022
Q2 2022
|
Reliant Wealth Planning
|
BUY
|
- |
346KNew |
$24.3M - $27.7M
|
346K
$9.92M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
326K+ 32.8% |
$22.9M - $26.2M
|
1.32M
$37.9M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
307K+ 29683.95% |
$21.6M - $24.6M
|
308K
$8.84M
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
307K+ 213.5% |
$21.6M - $24.6M
|
450K
$12.9M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
293K+ 30.72% |
$20.6M - $23.5M
|
1.25M
$35.8M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
272K+ 9.32% |
$19.1M - $21.8M
|
3.19M
$91.6M
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
253K+ 89.05% |
$17.8M - $20.3M
|
538K
$15.4M
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
253K+ 2563.36% |
$17.8M - $20.3M
|
263K
$7.55M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
241K+ 9.4% |
$16.9M - $19.3M
|
2.81M
$80.5M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
237K+ 11.5% |
$16.6M - $19M
|
2.29M
$65.8M
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
234K+ 4.26% |
$16.5M - $18.8M
|
5.74M
$165M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
234K+ 16.49% |
$16.5M - $18.8M
|
1.65M
$47.5M
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
231KNew |
$16.2M - $18.5M
|
231K
$6.63M
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
207K+ 55.35% |
$14.5M - $16.6M
|
580K
$16.7M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
200K+ 24.64% |
$14.1M - $16.1M
|
1.01M
$29.1M
|
|
Aug 15, 2022
Q2 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
193KNew |
$13.6M - $15.5M
|
193K
$5.55M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
187K+ 4.52% |
$13.1M - $15M
|
4.32M
$124M
|
|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
182KNew |
$12.8M - $14.6M
|
182K
$5.22M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
168K+ 77.52% |
$11.8M - $13.5M
|
384K
$11M
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
163K+ 73.64% |
$11.5M - $13.1M
|
385K
$11.1M
|
|
Aug 05, 2022
Q2 2022
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
163K+ 81.07% |
$11.5M - $13.1M
|
364K
$10.5M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
159K+ 23.6% |
$11.2M - $12.8M
|
834K
$23.9M
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
149K+ 56.11% |
$10.5M - $12M
|
414K
$11.9M
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
148K+ 4.55% |
$10.4M - $11.9M
|
3.41M
$98M
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
144K+ 288.0% |
$10.1M - $11.6M
|
194K
$5.57M
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
143K+ 14.97% |
$10M - $11.5M
|
1.1M
$31.5M
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
137KNew |
$9.61M - $11M
|
137K
$3.92M
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
133K+ 27.62% |
$9.33M - $10.6M
|
613K
$17.6M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
129K+ 43.24% |
$9.07M - $10.4M
|
427K
$12.3M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
126K+ 298.13% |
$8.87M - $10.1M
|
169K
$4.84M
|
|
Aug 15, 2022
Q2 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
126KNew |
$8.86M - $10.1M
|
126K
$3.62M
|