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
Dec 11, 2023 Q2 2022
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
8.17K
+ 9.77%
$574K - $655K
91.8K $2.63M
Jul 22, 2022 Q2 2022
Savant Capital, LLC

BUY
 -
8.17K
+ 196.51%
$574K - $655K
12.3K $354K
Aug 15, 2022 Q2 2022
Squarepoint Ops LLC

New York, NY
BUY
 -
8.16K
New
$574K - $655K
8.16K $234K
Aug 05, 2022 Q2 2022
Lex Aurum Advisors, LLC

BUY
 -
8.12K
+ 30.55%
$571K - $652K
34.7K $997K
Aug 02, 2022 Q2 2022
Tradition Wealth Management, LLC

BUY
 -
8.1K
+ 2.06%
$569K - $650K
401K $11.5M
Jul 25, 2022 Q2 2022
Legacy Advisors, LLC

BUY
 -
8.03K
New
$564K - $644K
8.03K $230K
Mar 14, 2023 Q2 2022
Private Portfolio Partners LLC

BUY
 -
8.02K
+ 20.25%
$564K - $644K
47.7K $1.37M
Aug 02, 2022 Q2 2022
Private Portfolio Partners LLC

BUY
 -
8.02K
+ 20.24%
$564K - $644K
47.7K $1.37M
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
8.02K
+ 37.03%
$564K - $643K
29.7K $852K
Aug 12, 2022 Q2 2022
Bar Harbor Wealth Management

Concord, NH
BUY
 -
8K
New
$562K - $642K
8K $230K
Jul 19, 2022 Q2 2022
Great Valley Advisor Group, Inc.

BUY
 -
7.9K
+ 89.36%
$555K - $634K
16.7K $480K
Jul 25, 2022 Q2 2022
Dt Investment Partners, LLC

BUY
 -
7.84K
+ 3.03%
$551K - $629K
266K $7.64M
Aug 03, 2022 Q2 2022
Simplex Trading, LLC

BUY
 -
7.8K
New
$548K - $625K
7.8K $224K
Jul 11, 2022 Q2 2022
Frg Family Wealth Advisors LLC

BUY
 -
7.78K
+ 5.1%
$547K - $624K
160K $4.6M
Jun 06, 2023 Q2 2022
Walker Financial Services, Inc.

Bowling Green, KY
BUY
 -
7.76K
+ 2.88%
$545K - $623K
277K $7.97M
Aug 15, 2022 Q2 2022
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
7.66K
+ 29.73%
$538K - $614K
33.4K $959K
Aug 15, 2022 Q2 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
7.62K
+ 42.29%
$536K - $612K
25.6K $736K
Jul 29, 2022 Q2 2022
Madden Advisory Services, Inc.

BUY
 -
7.61K
+ 132.26%
$535K - $610K
13.4K $383K
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

BUY
 -
7.34K
+ 14.37%
$516K - $589K
58.4K $1.68M
Jul 18, 2022 Q2 2022
Davenport & CO LLC

BUY
 -
7.24K
+ 26.89%
$509K - $581K
34.2K $981K
Sep 11, 2024 Q2 2022
Summit Wealth Partners, LLC

Orlando, FL
BUY
 -
7.22K
+ 101.81%
$507K - $579K
14.3K $411K
Aug 10, 2022 Q2 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
7.2K
+ 6.07%
$506K - $578K
126K $3.61M
Jul 28, 2022 Q2 2022
Selective Wealth Management, Inc.

BUY
 -
7.08K
+ 4722.67%
$498K - $568K
7.23K $208K
Aug 12, 2022 Q2 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
6.94K
+ 161.09%
$488K - $556K
11.2K $323K
Aug 02, 2022 Q2 2022
Cx Institutional

BUY
 -
6.77K
New
$476K - $543K
6.77K $194K
Aug 11, 2022 Q2 2022
Vaughan David Investments LLC

Peoria, IL
BUY
 -
6.75K
+ 2.25%
$475K - $542K
306K $8.79M
Aug 08, 2022 Q2 2022
Keybank National Association

BUY
 -
6.74K
+ 0.54%
$474K - $541K
1.26M $36.2M
Jul 22, 2022 Q2 2022
Aevitas Wealth Management, Inc.

BUY
 -
6.5K
+ 31.79%
$457K - $521K
26.9K $773K
Aug 08, 2022 Q2 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
6.46K
+ 7.1%
$454K - $519K
97.4K $2.8M
Aug 10, 2022 Q2 2022
Cerity Partners LLC

New York, NY
BUY
 -
6.43K
+ 29.66%
$452K - $516K
28.1K $807K
Jul 27, 2022 Q2 2022
Founders Financial Securities LLC

BUY
 -
6.42K
+ 14.31%
$451K - $515K
51.3K $1.47M
Jul 27, 2022 Q2 2022
Advisor Resource Council

BUY
 -
6.42K
New
$451K - $515K
6.42K $184K
Aug 04, 2022 Q2 2022
Angeles Wealth Management, LLC

BUY
 -
6.42K
New
$451K - $515K
6.42K $184K
Aug 08, 2022 Q2 2022
Rollins Financial

BUY
 -
6.42K
+ 11.42%
$451K - $515K
62.6K $1.8M
Aug 16, 2022 Q2 2022
Mather Group, Llc.

Chicago, IL
BUY
 -
6.41K
New
$451K - $515K
6.41K $184K
Jul 15, 2022 Q2 2022
Mc Adam, LLC

BUY
 -
6.38K
+ 13.94%
$448K - $512K
52.1K $1.5M
Aug 23, 2022 Q2 2022
Summit Global Investments

Bountiful, UT
BUY
 -
6.37K
+ 10.44%
$448K - $511K
67.4K $1.93M
Aug 15, 2022 Q2 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
6.34K
+ 11.92%
$446K - $509K
59.5K $1.71M
Jul 15, 2022 Q2 2022
Hb Wealth Management, LLC

BUY
 -
6.26K
+ 1.19%
$440K - $502K
530K $15.2M
Aug 11, 2022 Q2 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
6.12K
+ 14.49%
$430K - $491K
48.3K $1.39M
Aug 09, 2022 Q2 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
6.09K
+ 7.83%
$428K - $489K
83.9K $2.41M
Jul 15, 2022 Q2 2022
Capital Advisors Inc

BUY
 -
5.98K
+ 71.24%
$421K - $480K
14.4K $413K
Aug 12, 2022 Q2 2022
Northern Trust Corp

Chicago, IL
BUY
 -
5.98K
+ 11.28%
$420K - $480K
59K $1.69M
Jul 18, 2022 Q2 2022
Centerpoint Advisors, LLC

BUY
 -
5.97K
+ 235.01%
$420K - $479K
8.51K $244K
Jul 22, 2022 Q2 2022
Baker Ellis Asset Management LLC

BUY
 -
5.85K
+ 3.22%
$411K - $469K
187K $5.38M
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
5.76K
+ 11.44%
$405K - $462K
56.1K $1.61M
Aug 12, 2022 Q2 2022
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
5.68K
+ 9.43%
$400K - $456K
65.9K $1.89M
Jul 28, 2022 Q2 2022
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
5.65K
+ 2.56%
$397K - $453K
226K $6.5M
Jul 15, 2022 Q2 2022
Olio Financial Planning

BUY
 -
5.63K
+ 34.15%
$396K - $452K
22.1K $635K

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