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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
1+ 0.03% |
$74.2 - $78.1
|
3.22K
$88K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.37% |
$74.2 - $78.1
|
271
$7.4K
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1+ 0.03% |
$74.2 - $78.1
|
3.19K
$87K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.08% |
$74.2 - $78.1
|
1.26K
$34.3K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 50.0% |
$74.2 - $78.1
|
3
$82
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.18% |
$74.2 - $78.1
|
568
$15.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1+ 12.5% |
$74.2 - $78.1
|
9
$246
|
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1+ 0.02% |
$74.2 - $78.1
|
5.95K
$163K
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$74.2 - $78.1
|
3.57K
$97.6K
|
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-8- 0.16% |
$594 - $625
|
4.85K
$132K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.08% |
$742 - $781
|
12.6K
$343K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-10- 0.08% |
$742 - $781
|
12.6K
$343K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11- 0.85% |
$817 - $859
|
1.28K
$35.1K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-15Closed |
$1.11K - $1.17K
|
0
$0
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-15Closed |
$1.11K - $1.17K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-21- 0.74% |
$1.56K - $1.64K
|
2.82K
$77.2K
|
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-28- 0.12% |
$2.08K - $2.19K
|
24.1K
$658K
|
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
SELL
|
- |
-34- 0.61% |
$2.52K - $2.66K
|
5.58K
$152K
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-52- 0.06% |
$3.86K - $4.06K
|
83.7K
$2.29M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-64- 0.3% |
$4.75K - $5K
|
21.5K
$586K
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-64- 0.19% |
$4.75K - $5K
|
34.4K
$939K
|
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-69- 0.22% |
$5.12K - $5.39K
|
31.1K
$849K
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-74- 2.57% |
$5.49K - $5.78K
|
2.8K
$76.5K
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-75- 0.7% |
$5.57K - $5.86K
|
10.7K
$293K
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-79- 1.81% |
$5.86K - $6.17K
|
4.29K
$117K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-79- 0.4% |
$5.86K - $6.17K
|
19.6K
$536K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-82- 4.93% |
$6.09K - $6.41K
|
1.58K
$43.2K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-84- 2.57% |
$6.24K - $6.56K
|
3.19K
$87.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-87- 14.43% |
$6.46K - $6.8K
|
516
$14.1K
|
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
SELL
|
- |
-90- 1.32% |
$6.68K - $7.03K
|
6.73K
$184K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-94- 25.9% |
$6.98K - $7.34K
|
269
$7.35K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-100Closed |
$7.42K - $7.81K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
SELL
|
- |
-104- 1.39% |
$7.72K - $8.13K
|
7.37K
$201K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-108- 0.72% |
$8.02K - $8.44K
|
14.8K
$405K
|
|
|
Nov 12, 2021
Q3 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-110- 2.55% |
$8.17K - $8.59K
|
4.21K
$115K
|
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-112- 4.02% |
$8.31K - $8.75K
|
2.68K
$73.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-127- 0.21% |
$9.43K - $9.92K
|
60.9K
$1.66M
|
|
|
Oct 20, 2021
Q3 2021
|
Garrison Asset Management, LLC
|
SELL
|
- |
-130- 1.19% |
$9.65K - $10.2K
|
10.8K
$296K
|
|
|
Oct 26, 2021
Q3 2021
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-133- 0.31% |
$9.87K - $10.4K
|
42.4K
$1.16M
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-137- 0.7% |
$10.2K - $10.7K
|
19.6K
$534K
|
|
|
Nov 12, 2021
Q3 2021
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-140- 1.76% |
$10.4K - $10.9K
|
7.84K
$214K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-146- 1.15% |
$10.8K - $11.4K
|
12.6K
$344K
|
|
|
Oct 22, 2021
Q3 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-160- 0.77% |
$11.9K - $12.5K
|
20.7K
$567K
|
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-168- 4.15% |
$12.5K - $13.1K
|
3.88K
$106K
|
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-173- 0.98% |
$12.8K - $13.5K
|
17.5K
$479K
|
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
SELL
|
- |
-176- 2.0% |
$13.1K - $13.8K
|
8.62K
$236K
|
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-188- 3.08% |
$14K - $14.7K
|
5.91K
$161K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-195- 1.57% |
$14.5K - $15.2K
|
12.2K
$335K
|
|
|
Nov 15, 2021
Q3 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-199- 1.65% |
$14.8K - $15.5K
|
11.9K
$325K
|
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-202- 10.13% |
$15K - $15.8K
|
1.79K
$49K
|