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
Aug 11, 2022 Q2 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-397
- 10.88%
$27.9K - $31.9K
3.25K $95.5K
Aug 10, 2022 Q2 2022
Optiver Holding B.V.

Amsterdam, P7
SELL
 -
-398
Closed
$28K - $31.9K
0 $0
Aug 16, 2022 Q2 2022
Bank Of Marin

Novato, CA
SELL
 -
-406
- 8.28%
$28.5K - $32.6K
4.5K $132K
Jul 28, 2022 Q2 2022
Prentice Wealth Management LLC

SELL
 -
-420
Closed
$29.5K - $33.7K
0 $0
Jul 26, 2022 Q2 2022
Fin Trust Capital Advisors, LLC

SELL
 -
-426
- 16.46%
$30K - $34.2K
2.16K $63.5K
Aug 02, 2022 Q2 2022
Maple Capital Management, Inc.

SELL
 -
-430
- 1.67%
$30.2K - $34.5K
25.3K $744K
Jul 19, 2022 Q2 2022
Claraphi Advisory Network, LLC

SELL
 -
-448
- 5.48%
$31.5K - $35.9K
7.73K $227K
Jul 27, 2022 Q2 2022
Presidio Capital Management, LLC

SELL
 -
-448
- 0.25%
$31.5K - $35.9K
177K $5.19M
Aug 02, 2022 Q2 2022
Eagle Capital Management, LLC

SELL
 -
-462
- 0.93%
$32.5K - $37.1K
49K $1.44M
Jul 19, 2022 Q2 2022
Key Client Fiduciary Advisors, LLC

SELL
 -
-468
- 8.92%
$32.9K - $37.6K
4.78K $140K
Jul 25, 2022 Q2 2022
Allspring Global Investments Holdings, LLC

SELL
 -
-490
- 11.39%
$34.5K - $39.3K
3.81K $112K
Aug 15, 2022 Q2 2022
Howe & Rusling Inc

Rochester, NY
SELL
 -
-494
- 45.83%
$34.7K - $39.6K
584 $17.1K
Aug 15, 2022 Q2 2022
Archetype Wealth Partners

Houston, TX
SELL
 -
-500
- 13.48%
$35.2K - $40.1K
3.21K $94.2K
Aug 12, 2022 Q2 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-502
- 0.95%
$35.3K - $40.3K
52.2K $1.53M
Jul 19, 2022 Q2 2022
Eidelman Virant Capital

SELL
 -
-505
- 1.49%
$35.5K - $40.5K
33.4K $979K
Aug 16, 2022 Q2 2022
Rmb Capital Management, LLC

SELL
 -
-510
- 0.05%
$35.9K - $40.9K
1.04M $30.6M
Aug 03, 2022 Q2 2022
Smithbridge Asset Management Inc

SELL
 -
-512
- 0.52%
$36K - $41.1K
98.2K $2.88M
Aug 03, 2022 Q2 2022
Janney Capital Management LLC

SELL
 -
-525
- 2.16%
$36.9K - $42.1K
23.8K $698K
Aug 15, 2022 Q2 2022
Inter Ocean Capital Group, LLC

Nashville, TN
SELL
 -
-531
- 15.18%
$37.3K - $42.6K
2.97K $87.1K
Jul 20, 2022 Q2 2022
White Lighthouse Investment Management Inc.

SELL
 -
-546
- 1.29%
$38.4K - $43.8K
41.8K $1.23M
Jul 11, 2022 Q2 2022
Grandview Asset Management LLC

SELL
 -
-557
- 9.17%
$39.2K - $44.7K
5.52K $162K
Aug 04, 2022 Q2 2022
Game Plan Financial Advisors, LLC

SELL
 -
-562
- 1.23%
$39.5K - $45.1K
45.1K $1.32M
Jul 25, 2022 Q2 2022
Smith Anglin Financial, LLC

SELL
 -
-605
- 1.44%
$42.5K - $48.5K
41.5K $1.22M
Aug 02, 2022 Q2 2022
Baldwin Investment Management, LLC

SELL
 -
-620
- 3.41%
$43.6K - $49.7K
17.6K $516K
Aug 10, 2022 Q2 2022
Signaturefd, LLC

Atlanta, GA
SELL
 -
-631
- 7.7%
$44.4K - $50.6K
7.57K $222K
Aug 04, 2022 Q2 2022
Ironwood Investment Counsel, LLC

SELL
 -
-651
- 9.1%
$45.8K - $52.2K
6.5K $191K
Jul 22, 2022 Q2 2022
Boyd Watterson Asset Management LLC

SELL
 -
-655
- 3.73%
$46.1K - $52.6K
16.9K $496K
Aug 05, 2022 Q2 2022
Concorde Asset Management, LLC

SELL
 -
-656
- 3.66%
$46.1K - $52.6K
17.3K $507K
Jul 22, 2022 Q2 2022
Demars Financial Group, LLC

SELL
 -
-672
- 17.55%
$47.2K - $53.9K
3.16K $92.6K
Aug 15, 2022 Q2 2022
Van Cleef Asset Management,Inc

Beachwood, OH
SELL
 -
-694
- 5.8%
$48.8K - $55.7K
11.3K $331K
Jul 25, 2022 Q2 2022
Institute For Wealth Management, Llc.

SELL
 -
-707
- 7.45%
$49.7K - $56.7K
8.78K $258K
Aug 16, 2022 Q2 2022
Rain Capital Management, LLC

Lake Oswego, OR
SELL
 -
-720
- 10.67%
$50.6K - $57.8K
6.03K $177K
Sep 06, 2022 Q2 2022
Fundamentun, LLC

Beachwood, OH
SELL
 -
-739
- 0.38%
$52K - $59.3K
193K $5.66M
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-750
- 86.71%
$52.7K - $60.2K
115 $3.38K
Jul 12, 2022 Q2 2022
Arden Trust CO

SELL
 -
-757
- 1.42%
$53.2K - $60.7K
52.6K $1.54M
Aug 01, 2022 Q2 2022
Beam Wealth Advisors, Inc.

SELL
 -
-777
- 4.86%
$54.6K - $62.3K
15.2K $446K
Aug 04, 2022 Q2 2022
Facet Wealth, Inc.

SELL
 -
-778
- 4.29%
$54.7K - $62.4K
17.4K $510K
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-798
Closed
$56.1K - $64K
0 $0
Jul 12, 2022 Q2 2022
Meadow Creek Wealth Advisors LLC

SELL
 -
-817
- 9.99%
$57.4K - $65.6K
7.36K $216K
Jul 06, 2022 Q2 2022
Vigilant Capital Management, LLC

SELL
 -
-818
- 30.86%
$57.5K - $65.6K
1.83K $53.8K
Aug 03, 2022 Q2 2022
Fagan Associates, Inc.

SELL
 -
-850
- 1.61%
$59.8K - $68.2K
51.9K $1.52M
Jul 13, 2022 Q2 2022
Bergan Kdv Wealth Management, LLC

SELL
 -
-859
- 2.51%
$60.4K - $68.9K
33.4K $980K
Jul 11, 2022 Q2 2022
Capital Market Strategies LLC

SELL
 -
-861
- 4.0%
$60.5K - $69.1K
20.6K $606K
Jul 19, 2022 Q2 2022
Sym Financial Corp

SELL
 -
-861
- 31.64%
$60.5K - $69.1K
1.86K $54.6K
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-889
- 0.22%
$62.5K - $71.3K
412K $12.1M
Jul 25, 2022 Q2 2022
Townsend Asset Management Corp

SELL
 -
-921
- 3.73%
$64.8K - $73.9K
23.7K $697K
Jul 19, 2022 Q2 2022
Cutler Investment Counsel LLC

SELL
 -
-923
- 3.01%
$64.9K - $74.1K
29.8K $874K
Aug 15, 2022 Q2 2022
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-934
- 7.32%
$65.7K - $74.9K
11.8K $347K
Aug 13, 2024 Q2 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-970
- 99.49%
$68.2K - $77.8K
5 $147

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