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 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-645- 0.78% |
$47.9K - $50.4K
|
82.2K
$2.24M
|
|
|
Nov 09, 2021
Q3 2021
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-653- 5.03% |
$48.5K - $51K
|
12.3K
$337K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-667- 4.51% |
$49.5K - $52.1K
|
14.1K
$386K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-679- 5.59% |
$50.4K - $53.1K
|
11.5K
$313K
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-700- 3.17% |
$52K - $54.7K
|
21.4K
$584K
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-719- 1.64% |
$53.4K - $56.2K
|
43K
$1.18M
|
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-728- 9.65% |
$54K - $56.9K
|
6.82K
$186K
|
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-729- 9.77% |
$54.1K - $57K
|
6.74K
$184K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-783- 1.55% |
$58.1K - $61.2K
|
49.8K
$1.36M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-785- 14.39% |
$58.3K - $61.3K
|
4.67K
$128K
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-786- 18.84% |
$58.3K - $61.4K
|
3.39K
$92.5K
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-810- 7.45% |
$60.1K - $63.3K
|
10.1K
$275K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-834- 12.37% |
$61.9K - $65.2K
|
5.91K
$161K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-855- 7.72% |
$63.5K - $66.8K
|
10.2K
$279K
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-881- 5.28% |
$65.4K - $68.8K
|
15.8K
$432K
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-888- 10.45% |
$65.9K - $69.4K
|
7.61K
$208K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-890Closed |
$66.1K - $69.5K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-903- 6.82% |
$67K - $70.6K
|
12.3K
$337K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-942- 8.22% |
$69.9K - $73.6K
|
10.5K
$287K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-945- 97.93% |
$70.1K - $73.8K
|
20
$546
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-961- 1.05% |
$71.3K - $75.1K
|
90.8K
$2.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-962- 5.86% |
$71.4K - $75.2K
|
15.5K
$422K
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-977- 8.23% |
$72.5K - $76.3K
|
10.9K
$298K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.07K- 1.13% |
$79.1K - $83.3K
|
93.2K
$2.55M
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.09K- 5.93% |
$81.1K - $85.3K
|
17.3K
$474K
|
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
SELL
|
- |
-1.12K- 2.17% |
$82.8K - $87.2K
|
50.3K
$1.37M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.13K- 8.23% |
$84.2K - $88.6K
|
12.6K
$345K
|
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.17K- 7.54% |
$87.1K - $91.6K
|
14.4K
$393K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.24K- 0.92% |
$91.7K - $96.6K
|
134K
$3.65M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.28K- 0.19% |
$94.8K - $99.8K
|
685K
$18.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Northstar Group, Inc.
|
SELL
|
- |
-1.3K- 2.31% |
$96.1K - $101K
|
54.7K
$1.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.35K- 0.39% |
$100K - $106K
|
344K
$9.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.4K- 6.16% |
$104K - $109K
|
21.3K
$581K
|
|
|
Oct 15, 2021
Q3 2021
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.41K- 14.73% |
$105K - $110K
|
8.18K
$224K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.46K- 5.07% |
$109K - $114K
|
27.4K
$747K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.48K- 9.24% |
$110K - $115K
|
14.5K
$396K
|
|
|
Nov 15, 2021
Q3 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.5K- 7.94% |
$111K - $117K
|
17.4K
$475K
|
|
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.5K- 7.94% |
$111K - $117K
|
17.4K
$475K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-1.51K- 12.08% |
$112K - $118K
|
11K
$301K
|
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.52K- 0.53% |
$113K - $119K
|
286K
$7.81M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.53K- 9.92% |
$113K - $119K
|
13.9K
$379K
|
|
|
Oct 19, 2021
Q3 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-1.54K- 4.91% |
$114K - $120K
|
29.8K
$815K
|
|
|
Mar 02, 2022
Q3 2021
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.67K- 1.28% |
$124K - $130K
|
129K
$3.51M
|
|
|
Nov 02, 2021
Q3 2021
|
Adams Wealth Management
|
SELL
|
- |
-1.72K- 10.84% |
$128K - $135K
|
14.2K
$387K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-1.85K- 27.13% |
$137K - $144K
|
4.96K
$135K
|
|
|
Oct 14, 2021
Q3 2021
|
Seneca House Advisors
|
SELL
|
- |
-1.88K- 8.87% |
$140K - $147K
|
19.3K
$529K
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.99K- 18.16% |
$148K - $155K
|
8.97K
$245K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2K- 3.06% |
$148K - $156K
|
63.4K
$1.73M
|
|
|
Oct 13, 2021
Q3 2021
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-2.03K- 1.72% |
$151K - $159K
|
116K
$3.18M
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.08K- 2.16% |
$154K - $162K
|
94.4K
$2.58M
|