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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.02KClosed |
$71.9K - $82K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.05K- 4.86% |
$73.9K - $84.3K
|
20.6K
$604K
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.1K- 3.78% |
$77.1K - $88K
|
27.9K
$819K
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.14K- 27.22% |
$79.9K - $91.2K
|
3.04K
$89.1K
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.14KClosed |
$80.2K - $91.6K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.15KClosed |
$80.9K - $92.3K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.16K- 6.99% |
$81.2K - $92.7K
|
15.4K
$451K
|
|
Jul 27, 2022
Q2 2022
|
Flc Capital Advisors
|
SELL
|
- |
-1.22K- 1.48% |
$85.8K - $97.9K
|
81K
$2.38M
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.25K- 17.66% |
$87.9K - $100K
|
5.83K
$171K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.26K- 3.38% |
$88.7K - $101K
|
36.1K
$1.06M
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.27K- 11.86% |
$88.9K - $102K
|
9.4K
$276K
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-1.29K- 20.87% |
$90.6K - $103K
|
4.89K
$143K
|
|
Aug 12, 2022
Q2 2022
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.3K- 11.04% |
$91.4K - $104K
|
10.5K
$308K
|
|
Jul 26, 2022
Q2 2022
|
First Merchants Corp
|
SELL
|
- |
-1.32K- 1.25% |
$92.7K - $106K
|
104K
$3.07M
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
SELL
|
- |
-1.32K- 1.59% |
$92.7K - $106K
|
81.5K
$2.39M
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
SELL
|
- |
-1.34K- 1.77% |
$94.1K - $107K
|
74.1K
$2.18M
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.35K- 59.16% |
$94.9K - $108K
|
932
$27.4K
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.39K- 10.6% |
$98K - $112K
|
11.8K
$345K
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.43K- 12.58% |
$101K - $115K
|
9.94K
$292K
|
|
Aug 03, 2022
Q2 2022
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.45K- 10.06% |
$102K - $116K
|
12.9K
$379K
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.46K- 2.99% |
$103K - $117K
|
47.4K
$1.39M
|
|
Aug 16, 2022
Q2 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1.47K- 8.7% |
$103K - $118K
|
15.4K
$453K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.5K- 6.12% |
$105K - $120K
|
22.9K
$673K
|
|
Aug 03, 2022
Q2 2022
|
Miramar Capital, LLC
|
SELL
|
- |
-1.53K- 10.41% |
$108K - $123K
|
13.2K
$388K
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-1.54K- 1.04% |
$108K - $123K
|
146K
$4.3M
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-1.54K- 27.9% |
$108K - $124K
|
3.99K
$117K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.54K- 2.45% |
$108K - $124K
|
61.4K
$1.8M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.54K- 24.3% |
$109K - $124K
|
4.81K
$141K
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
SELL
|
- |
-1.56K- 2.1% |
$110K - $125K
|
72.7K
$2.13M
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.57K- 17.89% |
$110K - $126K
|
7.21K
$211K
|
|
Jul 27, 2022
Q2 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-1.59K- 2.9% |
$112K - $128K
|
53.1K
$1.56M
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1.6K- 1.99% |
$113K - $129K
|
79K
$2.32M
|
|
Jul 21, 2022
Q2 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.64K- 0.57% |
$115K - $132K
|
288K
$8.46M
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.72K- 20.42% |
$121K - $138K
|
6.71K
$197K
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.72K- 0.58% |
$121K - $138K
|
293K
$8.59M
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.72KClosed |
$121K - $138K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.76K- 20.08% |
$124K - $141K
|
7.01K
$206K
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.77K- 29.66% |
$124K - $142K
|
4.19K
$123K
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.78K- 4.32% |
$125K - $143K
|
39.3K
$1.15M
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.79K- 5.06% |
$126K - $144K
|
33.7K
$988K
|
|
Jul 22, 2022
Q2 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.82K- 1.36% |
$128K - $146K
|
132K
$3.87M
|
|
Jul 20, 2022
Q2 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-1.85K- 14.79% |
$130K - $148K
|
10.6K
$312K
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-1.86K- 1.64% |
$131K - $149K
|
112K
$3.28M
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.89K- 3.15% |
$133K - $151K
|
58.1K
$1.7M
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.91KClosed |
$134K - $153K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-1.92K- 2.95% |
$135K - $154K
|
63.2K
$1.86M
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-1.98K- 3.16% |
$139K - $158K
|
60.5K
$1.78M
|
|
Aug 03, 2022
Q2 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-2.08K- 1.01% |
$146K - $167K
|
204K
$5.98M
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-2.09K- 0.93% |
$147K - $168K
|
222K
$6.52M
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-2.14K- 28.27% |
$150K - $172K
|
5.43K
$159K
|