Purchases and Sales Made in Q2 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 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
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
1.61K
New
$113K - $129K
1.61K $46.1K
Jul 15, 2022 Q2 2022
First Financial Corp

BUY
 -
1.6K
+ 21.15%
$112K - $128K
9.17K $263K
Jul 15, 2022 Q2 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
1.59K
+ 32.14%
$112K - $128K
6.54K $188K
Jul 25, 2022 Q2 2022
Atlas Financial Advisors, Inc.

BUY
 -
1.58K
+ 2.64%
$111K - $127K
61.6K $1.77M
Aug 05, 2022 Q2 2022
Lebenthal Global Advisors, LLC

BUY
 -
1.57K
+ 3.06%
$110K - $126K
52.7K $1.51M
Aug 08, 2022 Q2 2022
Hamel Associates, Inc.

BUY
 -
1.56K
+ 4.5%
$110K - $125K
36.3K $1.04M
Aug 08, 2022 Q2 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
1.54K
+ 31.55%
$108K - $124K
6.43K $185K
Oct 07, 2024 Q2 2022
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
1.54K
+ 305.57%
$108K - $123K
2.04K $58.6K
Aug 16, 2022 Q2 2022
Colony Group LLC

Boston, MA
BUY
 -
1.52K
+ 0.47%
$107K - $122K
324K $9.3M
Aug 08, 2022 Q2 2022
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
1.52K
+ 43.54%
$107K - $122K
5.01K $144K
Jul 29, 2022 Q2 2022
Destination Wealth Management

BUY
 -
1.5K
+ 42.37%
$105K - $120K
5.04K $145K
Jan 02, 2024 Q2 2022
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
1.49K
+ 8.54%
$105K - $120K
19K $545K
Aug 10, 2022 Q2 2022
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
1.49K
+ 1.77%
$105K - $119K
85.4K $2.45M
Apr 04, 2024 Q2 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
1.49K
New
$104K - $119K
1.49K $42.7K
Aug 12, 2022 Q2 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
1.48K
+ 37.94%
$104K - $119K
5.4K $155K
Aug 10, 2022 Q2 2022
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
1.47K
+ 27.88%
$103K - $118K
6.72K $193K
Aug 04, 2022 Q2 2022
Evoke Wealth, LLC

BUY
 -
1.44K
New
$101K - $115K
1.44K $41.3K
Sep 21, 2022 Q2 2022
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
1.44K
New
$101K - $115K
1.44K $41.2K
Jul 26, 2022 Q2 2022
Summit Financial Wealth Advisors, LLC

BUY
 -
1.39K
+ 2.37%
$98K - $112K
60.2K $1.73M
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.39K
+ 0.16%
$97.9K - $112K
851K $24.4M
Aug 17, 2022 Q2 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
1.39K
+ 8.06%
$97.4K - $111K
18.6K $534K
Jul 19, 2022 Q2 2022
Gps Wealth Strategies Group, LLC

BUY
 -
1.38K
+ 32.9%
$96.8K - $110K
5.56K $160K
Jul 12, 2022 Q2 2022
Gpm Growth Investors, Inc.

BUY
 -
1.38K
+ 2.81%
$96.7K - $110K
50.3K $1.44M
Jul 15, 2022 Q2 2022
Transform Wealth, LLC

BUY
 -
1.34K
+ 11.72%
$94.1K - $107K
12.8K $366K
Jul 22, 2022 Q2 2022
Loveless Wealth Management LLC

BUY
 -
1.32K
+ 3.53%
$92.8K - $106K
38.7K $1.11M
Jul 28, 2022 Q2 2022
Scott & Selber, Inc.

BUY
 -
1.32K
+ 3.68%
$92.5K - $106K
37.1K $1.07M
Aug 01, 2022 Q2 2022
American Financial Advisors, LLC

BUY
 -
1.31K
+ 30.9%
$91.9K - $105K
5.54K $159K
Jul 12, 2022 Q2 2022
Wbh Advisory Inc

BUY
 -
1.3K
+ 3.89%
$91.5K - $104K
34.7K $997K
Jul 14, 2022 Q2 2022
Ferguson Wellman Capital Management, Inc

BUY
 -
1.3K
+ 33.19%
$91.5K - $104K
5.22K $150K
Aug 02, 2022 Q2 2022
Hudock, Inc.

BUY
 -
1.29K
+ 8.35%
$90.9K - $104K
16.8K $482K
Jul 22, 2022 Q2 2022
Madison Wealth Partners, Inc

BUY
 -
1.26K
+ 21.69%
$88.6K - $101K
7.07K $203K
Jul 13, 2022 Q2 2022
Fusion Capital, LLC

BUY
 -
1.24K
+ 13.93%
$87.4K - $99.7K
10.2K $292K
Jul 12, 2022 Q2 2022
Acorn Financial Advisory Services Inc

BUY
 -
1.24K
+ 26.37%
$87.3K - $99.6K
5.95K $171K
Aug 12, 2022 Q2 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
1.22K
+ 3.3%
$86.1K - $98.2K
38.3K $1.1M
Feb 16, 2023 Q2 2022
Bensler, LLC

Bellevue, WA
BUY
 -
1.2K
+ 0.85%
$84.4K - $96.4K
143K $4.11M
Jul 26, 2022 Q2 2022
Rocky Mountain Advisers, LLC

BUY
 -
1.2K
+ 2.76%
$84.3K - $96.2K
44.6K $1.28M
Jul 18, 2022 Q2 2022
Bond & Devick Financial Network, Inc.

BUY
 -
1.19K
+ 16.05%
$83.9K - $95.7K
8.63K $248K
Jul 22, 2022 Q2 2022
Rice Partnership, LLC

BUY
 -
1.19K
New
$83.8K - $95.6K
1.19K $34.2K
Jul 11, 2022 Q2 2022
Soundmark Wealth Management, LLC

BUY
 -
1.18K
+ 18.3%
$82.7K - $94.4K
7.6K $218K
Jul 22, 2022 Q2 2022
Cottage Street Advisors LLC

BUY
 -
1.17K
+ 33.45%
$81.9K - $93.5K
4.65K $133K
Aug 10, 2022 Q2 2022
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
1.16K
+ 1.98%
$81.8K - $93.3K
59.9K $1.72M
Jul 21, 2022 Q2 2022
Cwa Asset Management Group, LLC

BUY
 -
1.14K
+ 12.98%
$80.2K - $91.6K
9.93K $285K
Aug 12, 2022 Q2 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
1.1K
+ 8.11%
$77.5K - $88.4K
14.7K $422K
Aug 02, 2022 Q2 2022
Evolution Wealth Advisors, LLC

BUY
 -
1.1K
+ 1.45%
$77K - $87.9K
76.8K $2.21M
Jul 14, 2022 Q2 2022
Newman & Schimel, LLC

BUY
 -
1.09K
+ 2.33%
$76.4K - $87.1K
47.8K $1.37M
Aug 04, 2022 Q2 2022
Personal Capital Advisors Corp

BUY
 -
1.08K
+ 13.64%
$75.7K - $86.3K
8.97K $257K
Aug 11, 2022 Q2 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
1.07K
+ 32.01%
$75.5K - $86.2K
4.43K $127K
Jul 21, 2022 Q2 2022
Alpha Omega Wealth Management LLC

BUY
 -
1.07K
+ 1.33%
$75.2K - $85.8K
81.7K $2.35M
Aug 09, 2022 Q2 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.05K
+ 0.71%
$73.6K - $84K
148K $4.24M

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