Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 09, 2021 Q3 2021
Sterling Investment Advisors, Ltd.

BUY
 -
210
New
$15.6K - $16.4K
210 $5.74K
Oct 14, 2021 Q3 2021
Red Door Wealth Management, LLC

BUY
 -
210
+ 0.37%
$15.6K - $16.4K
57.5K $1.57M
Oct 20, 2021 Q3 2021
Tranquility Partners, LLC

BUY
 -
206
+ 2.0%
$15.3K - $16.1K
10.5K $287K
Oct 13, 2021 Q3 2021
Gofen & Glossberg LLC

BUY
 -
205
+ 5.86%
$15.2K - $16K
3.71K $101K
Nov 03, 2021 Q3 2021
One Day In July LLC

BUY
 -
201
+ 6.62%
$14.9K - $15.7K
3.24K $88.5K
Nov 15, 2021 Q3 2021
Vestmark Advisory Solutions, Inc.

BUY
 -
199
+ 1.11%
$14.8K - $15.5K
18.1K $494K
Nov 12, 2021 Q3 2021
Psi Advisors, LLC

BUY
 -
198
New
$14.7K - $15.5K
198 $5.41K
Oct 20, 2021 Q3 2021
North Star Asset Management Inc

BUY
 -
193
+ 2.84%
$14.3K - $15.1K
6.98K $191K
Nov 12, 2021 Q3 2021
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
181
+ 0.3%
$13.4K - $14.1K
60.1K $1.64M
Nov 15, 2021 Q3 2021
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
178
+ 0.23%
$13.2K - $13.9K
78.1K $2.13M
Nov 05, 2021 Q3 2021
American Financial Advisors, LLC

BUY
 -
164
+ 4.3%
$12.2K - $12.8K
3.98K $109K
Nov 12, 2021 Q3 2021
Meridian Wealth Advisors, LLC

BUY
 -
132
+ 3.78%
$9.8K - $10.3K
3.62K $99K
Nov 15, 2021 Q3 2021
Covington Capital Management

BUY
 -
130
+ 1625.0%
$9.65K - $10.2K
138 $3.77K
Oct 27, 2021 Q3 2021
Westside Investment Management, Inc.

BUY
 -
129
+ 444.83%
$9.58K - $10.1K
158 $4.32K
Oct 22, 2021 Q3 2021
Tompkins Financial Corp

BUY
 -
125
New
$9.28K - $9.77K
125 $3.42K
Oct 28, 2021 Q3 2021
Signal Point Asset Management, LLC

BUY
 -
110
+ 1.55%
$8.17K - $8.59K
7.19K $196K
Jan 27, 2023 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
108
+ 1.26%
$8.02K - $8.44K
8.66K $237K
Nov 05, 2021 Q3 2021
Calton & Associates, Inc.

BUY
 -
108
+ 1.79%
$8.02K - $8.44K
6.16K $168K
Nov 15, 2021 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
108
+ 1.26%
$8.02K - $8.44K
8.66K $237K
Nov 12, 2021 Q3 2021
Summit Wealth & Retirement Planning, Inc.

BUY
 -
106
+ 0.67%
$7.87K - $8.28K
16K $437K
Nov 05, 2021 Q3 2021
Sandy Spring Bank

BUY
 -
99
+ 5.31%
$7.35K - $7.73K
1.96K $53.7K
Nov 04, 2021 Q3 2021
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
94
+ 2.9%
$6.98K - $7.34K
3.34K $91.1K
Nov 15, 2021 Q3 2021
Institute For Wealth Management, Llc.

BUY
 -
91
+ 1.43%
$6.75K - $7.11K
6.46K $177K
Nov 12, 2021 Q3 2021
Maryland Capital Management

Towson, MD
BUY
 -
87
+ 2.7%
$6.46K - $6.8K
3.3K $90.3K
Nov 12, 2021 Q3 2021
Pegasus Asset Management, Inc.

BUY
 -
85
+ 3.17%
$6.31K - $6.64K
2.77K $75.7K
Nov 12, 2021 Q3 2021
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
85
+ 0.08%
$6.31K - $6.64K
111K $3.03M
Nov 04, 2021 Q3 2021
Larson Financial Group LLC

BUY
 -
84
+ 36.84%
$6.24K - $6.56K
312 $8.52K
Nov 04, 2021 Q3 2021
Abbrea Capital, LLC

BUY
 -
81
+ 0.32%
$6.01K - $6.33K
25.3K $691K
Oct 25, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
79
+ 1.03%
$5.86K - $6.17K
7.73K $211K
Nov 15, 2021 Q3 2021
Financial Advisory Service, Inc.

BUY
 -
79
+ 0.78%
$5.86K - $6.17K
10.2K $280K
Nov 05, 2021 Q3 2021
Gratus Capital LLC

BUY
 -
79
+ 1.4%
$5.86K - $6.17K
5.73K $156K
Oct 21, 2021 Q3 2021
Palouse Capital Management, Inc.

BUY
 -
78
+ 2.13%
$5.79K - $6.09K
3.74K $102K
Nov 12, 2021 Q3 2021
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
72
New
$5.34K - $5.63K
72 $1.97K
Nov 05, 2021 Q3 2021
Bellevue Asset Management, LLC

Bellevue, WA
BUY
 -
69
+ 0.7%
$5.12K - $5.39K
9.87K $270K
Nov 15, 2021 Q3 2021
Lowe Brockenbrough & CO Inc

BUY
 -
65
+ 1.33%
$4.82K - $5.08K
4.95K $135K
Oct 29, 2021 Q3 2021
Good Life Advisors, LLC

BUY
 -
64
+ 1.06%
$4.75K - $5K
6.08K $166K
Oct 20, 2021 Q3 2021
Trust CO

BUY
 -
64
+ 4.73%
$4.75K - $5K
1.42K $38.7K
Oct 14, 2021 Q3 2021
Successful Portfolios LLC

BUY
 -
55
+ 1.48%
$4.08K - $4.3K
3.77K $103K
Nov 12, 2021 Q3 2021
Harbor Advisory Corp

BUY
 -
52
+ 1.45%
$3.86K - $4.06K
3.63K $99.2K
Oct 27, 2021 Q3 2021
Merit Financial Group, LLC

BUY
 -
52
+ 0.85%
$3.86K - $4.06K
6.19K $169K
Oct 22, 2021 Q3 2021
Pds Planning, Inc

BUY
 -
51
+ 1.53%
$3.79K - $3.98K
3.38K $92.5K
Oct 21, 2021 Q3 2021
Great Diamond Partners, LLC

BUY
 -
51
+ 0.34%
$3.79K - $3.98K
14.9K $408K
Nov 01, 2021 Q3 2021
Avion Wealth

The Woodlands, TX
BUY
 -
50
+ 12.89%
$3.71K - $3.91K
438 $12K
Oct 20, 2021 Q3 2021
Argus Investors' Counsel, Inc.

BUY
 -
44
+ 1.07%
$3.27K - $3.44K
4.14K $113K
Nov 12, 2021 Q3 2021
Rench Wealth Management, Inc.

Denton, TX
BUY
 -
44
+ 0.35%
$3.27K - $3.44K
12.5K $341K
Nov 10, 2021 Q3 2021
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
44
+ 0.2%
$3.27K - $3.44K
21.7K $592K
Oct 21, 2021 Q3 2021
Ellis Investment Partners, LLC

BUY
 -
42
+ 0.78%
$3.12K - $3.28K
5.44K $149K
Oct 20, 2021 Q3 2021
Smith Anglin Financial, LLC

BUY
 -
40
+ 0.1%
$2.97K - $3.13K
41.8K $1.14M
Oct 29, 2021 Q3 2021
Opus Capital Group, LLC

BUY
 -
39
+ 0.6%
$2.89K - $3.05K
6.55K $179K

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