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 06, 2022
Q2 2022
|
Centric Wealth Management
|
SELL
|
- |
-3.63KClosed |
$255K - $291K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.65KClosed |
$257K - $293K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.7KClosed |
$260K - $297K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
SELL
|
- |
-3.7K- 84.09% |
$260K - $297K
|
700
$20.5K
|
|
Aug 12, 2022
Q2 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-3.81K- 5.93% |
$268K - $306K
|
60.5K
$1.77M
|
|
Aug 09, 2022
Q2 2022
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-3.87K- 8.97% |
$272K - $310K
|
39.3K
$1.15M
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.89KClosed |
$273K - $312K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-3.9KClosed |
$274K - $313K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.9KClosed |
$274K - $313K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.98K- 18.36% |
$280K - $320K
|
17.7K
$520K
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-4K- 21.39% |
$281K - $321K
|
14.7K
$431K
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-4.01KClosed |
$282K - $321K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.3KClosed |
$302K - $345K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-4.4KClosed |
$309K - $353K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.41K- 8.29% |
$310K - $354K
|
48.8K
$1.43M
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.43K- 0.81% |
$311K - $355K
|
544K
$16M
|
|
Jul 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-4.52K- 14.64% |
$318K - $363K
|
26.4K
$774K
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-4.59KClosed |
$323K - $368K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4.64KClosed |
$326K - $372K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-4.82KClosed |
$339K - $387K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-4.83K- 13.64% |
$340K - $388K
|
30.6K
$898K
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-4.87KClosed |
$342K - $391K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-5.07KClosed |
$357K - $407K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.13K- 99.23% |
$361K - $412K
|
40
$1.17K
|
|
Jul 28, 2022
Q2 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-5.34KClosed |
$376K - $429K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-5.38K- 13.91% |
$378K - $431K
|
33.3K
$977K
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.77KClosed |
$406K - $463K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-5.86KClosed |
$412K - $470K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.18KClosed |
$435K - $496K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.25K- 10.55% |
$440K - $502K
|
53K
$1.56M
|
|
Aug 15, 2022
Q2 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-6.28KClosed |
$441K - $504K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.7KClosed |
$471K - $537K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7.1K- 59.69% |
$499K - $570K
|
4.8K
$141K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.17K- 30.03% |
$504K - $575K
|
16.7K
$490K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-7.2K- 8.83% |
$506K - $578K
|
74.4K
$2.18M
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.23K- 3.33% |
$509K - $580K
|
210K
$6.16M
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-7.27K- 35.26% |
$511K - $583K
|
13.3K
$392K
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-7.67KClosed |
$540K - $616K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7.97KClosed |
$560K - $639K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-8KClosed |
$562K - $642K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-8.05K- 44.98% |
$566K - $646K
|
9.85K
$289K
|
|
Aug 12, 2022
Q2 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-8.46K- 8.57% |
$595K - $679K
|
90.3K
$2.65M
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-8.49KClosed |
$597K - $681K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.54K- 10.8% |
$601K - $685K
|
70.5K
$2.07M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-8.68K- 53.47% |
$610K - $697K
|
7.55K
$222K
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-8.93KClosed |
$628K - $717K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-8.95K- 67.82% |
$629K - $718K
|
4.25K
$125K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-9.1K- 7.05% |
$640K - $730K
|
120K
$3.52M
|
|
Jul 15, 2022
Q2 2022
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-9.3KClosed |
$654K - $746K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
SELL
|
- |
-9.47K- 7.71% |
$666K - $760K
|
113K
$3.33M
|