Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Dividen (SCHD)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
38+ 0.08% |
$2.82K - $2.97K
|
45.1K
$1.23M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
35+ 1.04% |
$2.6K - $2.73K
|
3.39K
$92.7K
|
|
|
Oct 28, 2021
Q3 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
34+ 0.63% |
$2.52K - $2.66K
|
5.39K
$147K
|
|
|
Nov 03, 2021
Q3 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
34+ 0.3% |
$2.52K - $2.66K
|
11.3K
$308K
|
|
|
Oct 21, 2021
Q3 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
34+ 0.42% |
$2.52K - $2.66K
|
8.05K
$220K
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
33+ 0.25% |
$2.45K - $2.58K
|
13.2K
$362K
|
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
31+ 0.79% |
$2.3K - $2.42K
|
3.95K
$108K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
29+ 0.54% |
$2.15K - $2.27K
|
5.43K
$148K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
28+ 0.78% |
$2.08K - $2.19K
|
3.63K
$99.2K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
28+ 0.31% |
$2.08K - $2.19K
|
9.12K
$249K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
26+ 1.68% |
$1.93K - $2.03K
|
1.57K
$42.9K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
26+ 0.17% |
$1.93K - $2.03K
|
15.1K
$411K
|
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
26+ 0.07% |
$1.93K - $2.03K
|
39K
$1.07M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
26+ 18.57% |
$1.93K - $2.03K
|
166
$4.54K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
25+ 3.91% |
$1.86K - $1.95K
|
665
$18.2K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
23+ 0.12% |
$1.71K - $1.8K
|
18.5K
$507K
|
|
|
Oct 12, 2021
Q3 2021
|
Raub Brock Capital Management LP
|
BUY
|
- |
23+ 0.79% |
$1.71K - $1.8K
|
2.95K
$80.6K
|
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
23+ 0.79% |
$1.71K - $1.8K
|
2.94K
$80.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
22+ 0.78% |
$1.63K - $1.72K
|
2.84K
$77.5K
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
22+ 0.79% |
$1.63K - $1.72K
|
2.81K
$76.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
20New |
$1.48K - $1.56K
|
20
$546
|
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
17+ 3.56% |
$1.26K - $1.33K
|
494
$13.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
17+ 0.71% |
$1.26K - $1.33K
|
2.4K
$65.6K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
16+ 0.37% |
$1.19K - $1.25K
|
4.29K
$117K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 0.62% |
$1.19K - $1.25K
|
2.6K
$71K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 0.65% |
$1.11K - $1.17K
|
2.31K
$63K
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
15+ 0.41% |
$1.11K - $1.17K
|
3.66K
$99.9K
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15+ 0.21% |
$1.11K - $1.17K
|
7.3K
$199K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
15+ 0.46% |
$1.11K - $1.17K
|
3.29K
$89.7K
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
BUY
|
- |
15+ 0.75% |
$1.11K - $1.17K
|
2.02K
$55K
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
14+ 0.26% |
$1.04K - $1.09K
|
5.35K
$146K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 0.2% |
$965 - $1.02K
|
6.48K
$177K
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
13+ 0.23% |
$965 - $1.02K
|
5.69K
$155K
|
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
12+ 0.41% |
$891 - $938
|
2.92K
$79.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10+ 0.11% |
$742 - $781
|
8.88K
$243K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
10+ 0.16% |
$742 - $781
|
6.42K
$175K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10+ 0.16% |
$742 - $781
|
6.45K
$176K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 0.12% |
$668 - $703
|
7.77K
$212K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8+ 0.85% |
$594 - $625
|
950
$26K
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
8+ 0.07% |
$594 - $625
|
11.1K
$302K
|
|
|
Nov 08, 2021
Q3 2021
|
Sage Financial Group Inc
|
BUY
|
- |
5+ 0.03% |
$371 - $391
|
19.7K
$537K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
5+ 10.87% |
$371 - $391
|
51
$1.39K
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
BUY
|
- |
3+ 0.1% |
$223 - $234
|
3.06K
$83.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
3+ 0.07% |
$223 - $234
|
4.56K
$124K
|
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
3+ 0.03% |
$223 - $234
|
11.7K
$320K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3+ 0.57% |
$223 - $234
|
530
$14.5K
|
|
|
Oct 26, 2021
Q3 2021
|
Emfo, LLC
|
BUY
|
- |
2+ 0.72% |
$148 - $156
|
281
$7.68K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.92% |
$148 - $156
|
220
$6.01K
|
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.01% |
$74.2 - $78.1
|
10.5K
$286K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1+ 0.03% |
$74.2 - $78.1
|
3.22K
$88K
|