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 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
123K+ 35.92% |
$8.66M - $9.89M
|
466K
$13.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
121K+ 98.86% |
$8.49M - $9.69M
|
243K
$7.13M
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
118K+ 28.33% |
$8.27M - $9.44M
|
533K
$15.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
117KNew |
$8.26M - $9.42M
|
117K
$3.45M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
105K+ 26.39% |
$7.4M - $8.44M
|
504K
$14.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
102KNew |
$7.2M - $8.22M
|
102K
$3.01M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
101K+ 4.88% |
$7.11M - $8.12M
|
2.17M
$63.8M
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
98.3KNew |
$6.91M - $7.89M
|
98.3K
$2.88M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
98.2K+ 329.42% |
$6.91M - $7.88M
|
128K
$3.76M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
96.7K+ 18.08% |
$6.8M - $7.76M
|
631K
$18.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
93.3K+ 282.19% |
$6.56M - $7.49M
|
126K
$3.71M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
92.8K+ 439.14% |
$6.53M - $7.45M
|
114K
$3.34M
|
|
|
Jul 15, 2022
Q2 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
90.8K+ 89.01% |
$6.38M - $7.29M
|
193K
$5.66M
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
81.9K+ 37.09% |
$5.76M - $6.57M
|
303K
$8.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
81.1K+ 13.48% |
$5.7M - $6.51M
|
683K
$20M
|
|
|
Aug 15, 2022
Q2 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
78.7K+ 301.33% |
$5.53M - $6.31M
|
105K
$3.08M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
78.3K+ 21.24% |
$5.51M - $6.29M
|
447K
$13.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
77.4K+ 9.46% |
$5.44M - $6.21M
|
895K
$26.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
76.4K+ 52.34% |
$5.37M - $6.13M
|
222K
$6.53M
|
|
|
Jul 27, 2022
Q2 2022
|
Asset Planning Corporation
|
BUY
|
- |
75.1K+ 1742.93% |
$5.28M - $6.03M
|
79.4K
$2.33M
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
74KNew |
$5.21M - $5.94M
|
74K
$2.17M
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
73.7KNew |
$5.18M - $5.92M
|
73.7K
$2.16M
|
|
|
Jul 19, 2022
Q2 2022
|
Joule Financial, LLC
|
BUY
|
- |
71.6KNew |
$5.03M - $5.75M
|
71.6K
$2.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
71.5KNew |
$5.03M - $5.74M
|
71.5K
$2.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
70.8K+ 15.96% |
$4.98M - $5.68M
|
514K
$15.1M
|
|
|
Jul 20, 2022
Q2 2022
|
Gunma Bank,Ltd.
|
BUY
|
- |
70KNew |
$4.92M - $5.62M
|
70K
$2.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
69.3K+ 27.71% |
$4.87M - $5.56M
|
319K
$9.37M
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
67.3K+ 5.99% |
$4.73M - $5.4M
|
1.19M
$34.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
66K+ 381.82% |
$4.64M - $5.3M
|
83.3K
$2.45M
|
|
|
Jul 22, 2022
Q2 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
61.2KNew |
$4.31M - $4.91M
|
61.2K
$1.8M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
61.1K+ 18.0% |
$4.29M - $4.9M
|
400K
$11.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
58.2K+ 121.42% |
$4.09M - $4.67M
|
106K
$3.11M
|
|
|
Jul 06, 2022
Q2 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
57.7K+ 11.94% |
$4.06M - $4.63M
|
541K
$15.9M
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
56.1K+ 88.5% |
$3.95M - $4.51M
|
120K
$3.51M
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
55.8K+ 35.31% |
$3.92M - $4.48M
|
214K
$6.27M
|
|
|
Jul 29, 2022
Q2 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
55.3K+ 123.12% |
$3.89M - $4.44M
|
100K
$2.94M
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
52.8K+ 8.27% |
$3.71M - $4.24M
|
692K
$20.3M
|
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
52.3K+ 241.49% |
$3.68M - $4.2M
|
74K
$2.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
51.2KNew |
$3.6M - $4.11M
|
51.2K
$1.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
50.4K+ 17.42% |
$3.55M - $4.05M
|
340K
$9.98M
|
|
|
Jul 25, 2022
Q2 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
49.7K+ 621.19% |
$3.49M - $3.99M
|
57.7K
$1.69M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
49.1K+ 36.46% |
$3.45M - $3.94M
|
184K
$5.39M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
48.2K+ 16.68% |
$3.39M - $3.87M
|
337K
$9.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
48.1K+ 47.73% |
$3.38M - $3.86M
|
149K
$4.37M
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
45.3K+ 50.14% |
$3.19M - $3.64M
|
136K
$3.98M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
44.8K+ 17.87% |
$3.15M - $3.59M
|
295K
$8.67M
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
BUY
|
- |
44.7K+ 42.18% |
$3.14M - $3.59M
|
151K
$4.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
44.6K+ 0.5% |
$3.13M - $3.58M
|
8.97M
$263M
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
43.3K+ 8.83% |
$3.05M - $3.48M
|
534K
$15.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
BUY
|
- |
42.5K+ 43.98% |
$2.99M - $3.41M
|
139K
$4.08M
|