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 15, 2021
Q3 2021
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-89.4K- 7.4% |
$6.64M - $6.99M
|
1.12M
$30.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-95.2K- 98.53% |
$7.06M - $7.43M
|
1.42K
$38.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-100K- 27.13% |
$7.44M - $7.84M
|
269K
$7.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-106KClosed |
$7.9M - $8.31M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-128K- 4.2% |
$9.53M - $10M
|
2.93M
$79.8M
|
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-144K- 55.16% |
$10.7M - $11.3M
|
117K
$3.19M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-146K- 73.64% |
$10.8M - $11.4M
|
52.3K
$1.42M
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-233K- 96.85% |
$17.3M - $18.2M
|
7.56K
$206K
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-323K- 66.2% |
$24M - $25.3M
|
165K
$4.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-412K- 46.48% |
$30.6M - $32.2M
|
474K
$12.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-472KClosed |
$35.1M - $36.9M
|
0
$0
|
|
|
Nov 24, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8.38M- 98.37% |
$622M - $655M
|
139K
$3.79M
|