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 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.04K+ 27.81% |
$73K - $83.3K
|
4.77K
$137K
|
|
Aug 02, 2022
Q2 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.04K+ 9.96% |
$72.8K - $83.1K
|
11.4K
$328K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.03K+ 0.25% |
$72.7K - $83K
|
408K
$11.7M
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
1.03K+ 2.35% |
$72.3K - $82.5K
|
44.8K
$1.29M
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.03KNew |
$72.1K - $82.2K
|
1.03K
$29.4K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.02K+ 4.68% |
$72K - $82.2K
|
22.9K
$658K
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.02K+ 29.81% |
$71.9K - $82.1K
|
4.46K
$128K
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.02KNew |
$71.4K - $81.4K
|
1.02K
$29.1K
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.02K+ 14.69% |
$71.4K - $81.4K
|
7.93K
$228K
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 7.84% |
$70.7K - $80.6K
|
13.8K
$397K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
988+ 59.77% |
$69.5K - $79.3K
|
2.64K
$75.8K
|
|
Aug 09, 2022
Q2 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
959+ 2.3% |
$67.4K - $77K
|
42.6K
$1.22M
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
933+ 2.96% |
$65.6K - $74.9K
|
32.4K
$931K
|
|
Dec 15, 2022
Q2 2022
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
932+ 1.7% |
$65.5K - $74.8K
|
55.7K
$1.6M
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
927+ 7.76% |
$65.2K - $74.4K
|
12.9K
$370K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
899+ 8.76% |
$63.2K - $72.1K
|
11.2K
$320K
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
BUY
|
- |
899+ 22.68% |
$63.2K - $72.1K
|
4.86K
$140K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
893+ 11.12% |
$62.8K - $71.7K
|
8.93K
$256K
|
|
Aug 05, 2022
Q2 2022
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
882+ 4.54% |
$62K - $70.8K
|
20.3K
$583K
|
|
Aug 04, 2022
Q2 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
881+ 32.34% |
$61.9K - $70.7K
|
3.61K
$103K
|
|
Aug 09, 2022
Q2 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
868+ 8.93% |
$61K - $69.6K
|
10.6K
$304K
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
858+ 1.97% |
$60.3K - $68.8K
|
44.4K
$1.27M
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
857+ 21.0% |
$60.3K - $68.8K
|
4.94K
$142K
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
856+ 0.72% |
$60.2K - $68.7K
|
120K
$3.45M
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
851+ 2.99% |
$59.8K - $68.3K
|
29.3K
$841K
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
850+ 11.45% |
$59.8K - $68.2K
|
8.28K
$238K
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
847+ 1.99% |
$59.6K - $68K
|
43.4K
$1.25M
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
836New |
$58.8K - $67.1K
|
836
$24K
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
830+ 2.69% |
$58.4K - $66.6K
|
31.7K
$910K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
796+ 4.88% |
$56K - $63.9K
|
17.1K
$491K
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
796+ 30.29% |
$56K - $63.9K
|
3.42K
$98.3K
|
|
Aug 05, 2022
Q2 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
790+ 8.06% |
$55.5K - $63.4K
|
10.6K
$304K
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
775+ 3.59% |
$54.5K - $62.2K
|
22.4K
$642K
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
767+ 6.56% |
$53.9K - $61.5K
|
12.5K
$358K
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
762+ 4.93% |
$53.6K - $61.1K
|
16.2K
$466K
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
762+ 11.71% |
$53.6K - $61.1K
|
7.27K
$209K
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
757+ 2.7% |
$53.2K - $60.7K
|
28.8K
$826K
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
750New |
$52.7K - $60.2K
|
750
$21.5K
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
748+ 29.2% |
$52.6K - $60K
|
3.31K
$95K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
730+ 15.57% |
$51.3K - $58.6K
|
5.42K
$156K
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
728+ 13.03% |
$51.2K - $58.4K
|
6.32K
$181K
|
|
Feb 27, 2023
Q2 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
681+ 1.7% |
$47.9K - $54.6K
|
40.8K
$1.17M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
679+ 6.85% |
$47.7K - $54.5K
|
10.6K
$304K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
676+ 4.72% |
$47.5K - $54.2K
|
15K
$431K
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
675+ 0.89% |
$47.5K - $54.2K
|
76.6K
$2.2M
|
|
Aug 03, 2022
Q2 2022
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
675+ 4.29% |
$47.5K - $54.2K
|
16.4K
$471K
|
|
Aug 15, 2022
Q2 2022
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
675+ 19.85% |
$47.5K - $54.2K
|
4.08K
$117K
|
|
Aug 04, 2022
Q2 2022
|
Capital Square, LLC
|
BUY
|
- |
664+ 5.14% |
$46.7K - $53.3K
|
13.6K
$390K
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
BUY
|
- |
657+ 7.74% |
$46.2K - $52.7K
|
9.14K
$262K
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
647+ 5.1% |
$45.5K - $51.9K
|
13.3K
$383K
|