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
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-2.27K
- 49.52%
$160K - $182K
2.32K $68.2K
Jul 22, 2022 Q2 2022
Retirement Guys Formula LLC

SELL
 -
-2.28K
- 12.22%
$160K - $183K
16.4K $482K
Jul 25, 2022 Q2 2022
Ulland Investment Advisors, LLC

SELL
 -
-2.33K
- 40.07%
$164K - $187K
3.49K $103K
Nov 16, 2023 Q2 2022
Olympus Wealth Management, LLC

Cottonwood Heights, UT
SELL
 -
-2.35K
- 0.81%
$165K - $188K
289K $8.5M
Aug 11, 2022 Q2 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-2.37K
- 3.37%
$167K - $190K
68.1K $2.01M
Aug 01, 2022 Q2 2022
Morling Financial Advisors, LLC

SELL
 -
-2.43K
- 16.49%
$171K - $195K
12.3K $362K
Aug 09, 2022 Q2 2022
Blueprint Investment Partners LLC

Greensboro, NC
SELL
 -
-2.53K
- 3.14%
$178K - $203K
77.9K $2.29M
Jul 29, 2022 Q2 2022
Gratus Capital LLC

SELL
 -
-2.53K
Closed
$178K - $203K
0 $0
Aug 15, 2022 Q2 2022
Sonora Investment Management Group, LLC

Tucson, AZ
SELL
 -
-2.54K
Closed
$179K - $204K
0 $0
Jul 27, 2022 Q2 2022
Sterling Financial Planning, Inc.

SELL
 -
-2.55K
Closed
$179K - $204K
0 $0
Aug 02, 2022 Q2 2022
E Rn Financial, LLC

SELL
 -
-2.56K
Closed
$180K - $205K
0 $0
Jul 01, 2022 Q2 2022
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
SELL
 -
-2.59K
Closed
$182K - $208K
0 $0
Aug 15, 2022 Q2 2022
Warren Averett Asset Management, LLC

Birmingham, AL
SELL
 -
-2.6K
Closed
$183K - $209K
0 $0
Jul 13, 2022 Q2 2022
Keystone Wealth Services, LLC

SELL
 -
-2.61K
Closed
$184K - $210K
0 $0
Jul 22, 2022 Q2 2022
Patton Albertson Miller Group, LLC

SELL
 -
-2.61K
- 6.68%
$184K - $210K
36.5K $1.07M
Aug 04, 2022 Q2 2022
North Rock Partners, LLC

SELL
 -
-2.62K
- 22.09%
$184K - $210K
9.23K $272K
Jul 08, 2022 Q2 2022
My Personal Cfo, LLC

SELL
 -
-2.62K
Closed
$184K - $210K
0 $0
Jul 13, 2022 Q2 2022
Allied Investment Advisors, LLC

SELL
 -
-2.62K
Closed
$184K - $210K
0 $0
Jul 13, 2022 Q2 2022
Carnegie Capital Asset Management, LLC

SELL
 -
-2.63K
Closed
$185K - $211K
0 $0
Sep 15, 2023 Q2 2022
Cjm Wealth Advisers, Ltd.

Falls Church, VA
SELL
 -
-2.64K
Closed
$186K - $212K
0 $0
Jul 29, 2022 Q2 2022
Schwab Charitable Fund

SELL
 -
-2.67K
Closed
$188K - $214K
0 $0
Aug 15, 2022 Q2 2022
Linscomb & Williams, Inc.

Houston, TX
SELL
 -
-2.68K
Closed
$188K - $215K
0 $0
Jan 25, 2023 Q2 2022
Etfidea, LLC

Syracuse, NY
SELL
 -
-2.7K
Closed
$190K - $216K
0 $0
Aug 15, 2022 Q2 2022
Clientfirst Wealth Management, LLC

Little Rock, AR
SELL
 -
-2.7K
Closed
$190K - $217K
0 $0
Aug 01, 2022 Q2 2022
1900 Wealth Management LLC

SELL
 -
-2.72K
Closed
$191K - $218K
0 $0
Aug 12, 2022 Q2 2022
Alerus Financial Na

Grand Forks, ND
SELL
 -
-2.72K
Closed
$191K - $218K
0 $0
Jul 26, 2022 Q2 2022
Woodward Diversified Capital, LLC

SELL
 -
-2.76K
Closed
$194K - $222K
0 $0
Jul 27, 2022 Q2 2022
Klingman & Associates, LLC

SELL
 -
-2.76K
Closed
$194K - $222K
0 $0
Aug 15, 2022 Q2 2022
Gm Advisory Group, Inc.

Melville, NY
SELL
 -
-2.79K
Closed
$196K - $224K
0 $0
Aug 05, 2022 Q2 2022
Dakota Wealth Management

SELL
 -
-2.81K
Closed
$198K - $225K
0 $0
Aug 11, 2022 Q2 2022
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-2.82K
- 4.19%
$198K - $226K
64.4K $1.9M
Jul 28, 2022 Q2 2022
Traynor Capital Management, Inc.

SELL
 -
-2.84K
Closed
$199K - $228K
0 $0
Aug 10, 2022 Q2 2022
D L Carlson Investment Group Inc

Concord, NH
SELL
 -
-2.85K
Closed
$200K - $228K
0 $0
Jul 19, 2022 Q2 2022
Financial Consulate, Inc

SELL
 -
-2.85K
Closed
$200K - $229K
0 $0
Jul 18, 2022 Q2 2022
Wealth Enhancement Advisory Services, LLC

SELL
 -
-2.88K
- 3.75%
$202K - $231K
73.9K $2.17M
Jul 18, 2022 Q2 2022
Financial Sense Advisors, Inc.

SELL
 -
-2.88K
Closed
$202K - $231K
0 $0
Sep 13, 2022 Q2 2022
Sunflower Bank, N.A.

Denver, CO
SELL
 -
-2.96K
- 40.46%
$208K - $238K
4.36K $128K
Aug 15, 2022 Q2 2022
Zacks Investment Management

Chicago, IL
SELL
 -
-2.99K
- 49.42%
$210K - $240K
3.06K $90K
Aug 12, 2022 Q2 2022
Cvs Health Corp

Woonsocket, RI
SELL
 -
-2.99K
- 1.0%
$211K - $240K
297K $8.74M
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-3.05K
- 7.83%
$214K - $245K
35.9K $1.06M
Aug 09, 2022 Q2 2022
Tiaa, Fsb

St. Louis, MO
SELL
 -
-3.05K
- 22.13%
$214K - $245K
10.7K $316K
Aug 10, 2022 Q2 2022
Opes Wealth Management LLC

Menlo Park, CA
SELL
 -
-3.09K
- 14.23%
$217K - $248K
18.6K $549K
Aug 09, 2022 Q2 2022
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
SELL
 -
-3.13K
- 0.79%
$220K - $251K
393K $11.6M
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-3.14K
- 11.69%
$221K - $252K
23.7K $698K
Aug 10, 2022 Q2 2022
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-3.2K
Closed
$225K - $257K
0 $0
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-3.22K
- 1.02%
$226K - $258K
311K $9.15M
Aug 10, 2022 Q2 2022
Cnb Bank

Clearfield, PA
SELL
 -
-3.24K
- 20.06%
$228K - $260K
12.9K $380K
Jul 15, 2022 Q2 2022
Forth Right Wealth Management, LLC

SELL
 -
-3.31K
- 5.67%
$233K - $266K
55.2K $1.62M
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

SELL
 -
-3.42K
- 11.52%
$241K - $275K
26.3K $774K

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