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 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
645+ 2.41% |
$45.3K - $51.8K
|
27.4K
$788K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
641+ 2.15% |
$45.1K - $51.4K
|
30.4K
$874K
|
|
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
628+ 1.06% |
$44.2K - $50.4K
|
60K
$1.72M
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
627+ 15.84% |
$44.1K - $50.3K
|
4.59K
$132K
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
624+ 5.93% |
$43.9K - $50.1K
|
11.1K
$320K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
616+ 1.95% |
$43.3K - $49.4K
|
32.1K
$923K
|
|
|
Aug 03, 2022
Q2 2022
|
Advisors Management Group Inc
|
BUY
|
- |
599+ 3.45% |
$42.1K - $48.1K
|
18K
$516K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
588+ 3.32% |
$41.3K - $47.2K
|
18.3K
$526K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
585+ 2.65% |
$41.1K - $46.9K
|
22.6K
$649K
|
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
569+ 0.94% |
$40K - $45.7K
|
60.9K
$1.75M
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
561+ 2.03% |
$39.4K - $45K
|
28.2K
$811K
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
557+ 3.07% |
$39.2K - $44.7K
|
18.7K
$536K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
545+ 1.89% |
$38.3K - $43.7K
|
29.4K
$844K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
523New |
$36.8K - $42K
|
523
$15K
|
|
|
Aug 12, 2022
Q2 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
520+ 6.04% |
$36.6K - $41.7K
|
9.13K
$262K
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
516+ 3.71% |
$36.3K - $41.4K
|
14.4K
$414K
|
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
511+ 15.65% |
$35.9K - $41K
|
3.78K
$108K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
500+ 5.63% |
$35.2K - $40.1K
|
9.38K
$269K
|
|
|
Aug 17, 2022
Q2 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
500+ 0.12% |
$35.2K - $40.1K
|
414K
$11.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
499+ 4.22% |
$35.1K - $40K
|
12.3K
$354K
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
BUY
|
- |
496+ 11.02% |
$34.9K - $39.8K
|
5K
$143K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
490+ 37.55% |
$34.5K - $39.3K
|
1.8K
$51.5K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
484+ 12.05% |
$34K - $38.8K
|
4.5K
$129K
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
477+ 12.86% |
$33.5K - $38.3K
|
4.19K
$120K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
469+ 3.63% |
$33K - $37.6K
|
13.4K
$385K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
451New |
$31.7K - $36.2K
|
451
$12.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
450+ 2.27% |
$31.6K - $36.1K
|
20.3K
$583K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
440New |
$30.9K - $35.3K
|
440
$12.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
440+ 9.03% |
$30.9K - $35.3K
|
5.32K
$153K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
436+ 14.3% |
$30.7K - $35K
|
3.49K
$100K
|
|
|
Aug 01, 2022
Q2 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
426+ 1.96% |
$30K - $34.2K
|
22.2K
$636K
|
|
|
Aug 10, 2022
Q2 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
405+ 0.13% |
$28.5K - $32.5K
|
313K
$8.99M
|
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
BUY
|
- |
384+ 2.44% |
$27K - $30.8K
|
16.1K
$464K
|
|
|
Oct 21, 2022
Q2 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
383+ 6.55% |
$26.9K - $30.7K
|
6.23K
$179K
|
|
|
Jul 26, 2022
Q2 2022
|
Outfitter Financial LLC
|
BUY
|
- |
375+ 2.25% |
$26.4K - $30.1K
|
17.1K
$490K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
373+ 0.93% |
$26.2K - $29.9K
|
40.3K
$1.16M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
354New |
$24.9K - $28.4K
|
354
$10.2K
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
354+ 0.84% |
$24.9K - $28.4K
|
42.4K
$1.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
347+ 1.37% |
$24.4K - $27.8K
|
25.7K
$738K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
340+ 1700.0% |
$23.9K - $27.3K
|
360
$10.3K
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
334+ 0.25% |
$23.5K - $26.8K
|
135K
$3.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
325+ 812.5% |
$22.9K - $26.1K
|
365
$10.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
323+ 12.58% |
$22.7K - $25.9K
|
2.89K
$83K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
321+ 1.19% |
$22.6K - $25.8K
|
27.4K
$785K
|
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
BUY
|
- |
315+ 2.66% |
$22.1K - $25.3K
|
12.2K
$349K
|
|
|
Jul 27, 2022
Q2 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
315+ 0.93% |
$22.1K - $25.3K
|
34.3K
$984K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
315+ 40.13% |
$22.1K - $25.3K
|
1.1K
$31.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
305+ 1.42% |
$21.4K - $24.5K
|
21.8K
$626K
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
300+ 5.19% |
$21.1K - $24.1K
|
6.08K
$175K
|
|
|
Aug 12, 2022
Q2 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
300+ 11.41% |
$21.1K - $24.1K
|
2.93K
$84.1K
|