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
Oct 26, 2021 Q3 2021
Ccg Wealth Management, LLC

BUY
 -
8.23K
+ 5.51%
$611K - $643K
158K $4.3M
Oct 13, 2021 Q3 2021
Kiley Juergens Wealth Management, LLC

BUY
 -
7.91K
+ 11.08%
$587K - $618K
79.3K $2.16M
Dec 11, 2023 Q3 2021
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
7.89K
+ 12.13%
$586K - $616K
72.9K $1.99M
Nov 15, 2021 Q3 2021
Flow Traders U.S. LLC

New York, NY
BUY
 -
7.8K
New
$579K - $609K
7.8K $213K
Nov 15, 2021 Q3 2021
Lbmc Investment Advisors, LLC

BUY
 -
7.78K
New
$578K - $608K
7.78K $212K
Oct 14, 2021 Q3 2021
Manning & Napier Group, LLC

BUY
 -
7.75K
+ 3.42%
$575K - $606K
234K $6.39M
Nov 12, 2021 Q3 2021
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
7.73K
+ 74.07%
$574K - $604K
18.2K $495K
Nov 15, 2021 Q3 2021
Blue Barn Wealth, LLC

BUY
 -
7.67K
+ 11.14%
$569K - $599K
76.5K $2.09M
Oct 25, 2021 Q3 2021
Bcs Wealth Management

BUY
 -
7.62K
+ 5.23%
$566K - $596K
153K $4.18M
Nov 15, 2021 Q3 2021
Townsquare Capital LLC

BUY
 -
7.61K
+ 11.69%
$565K - $594K
72.7K $1.98M
Nov 15, 2021 Q3 2021
Jt Stratford LLC

Gainesville, GA
BUY
 -
7.51K
+ 17.11%
$557K - $586K
51.4K $1.4M
Nov 03, 2021 Q3 2021
Davidson Trust CO

BUY
 -
7.47K
+ 100.39%
$555K - $584K
14.9K $407K
Nov 15, 2021 Q3 2021
Prudential Financial Inc

Newark, NJ
BUY
 -
7.23K
+ 16.88%
$537K - $565K
50.1K $1.37M
Nov 03, 2021 Q3 2021
Souders Financial Advisors

BUY
 -
7.11K
+ 2.46%
$528K - $556K
297K $8.08M
Nov 12, 2021 Q3 2021
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
6.99K
+ 954.92%
$519K - $546K
7.72K $211K
Oct 12, 2021 Q3 2021
Windsor Group LTD

BUY
 -
6.97K
+ 45.83%
$517K - $544K
22.2K $604K
Nov 08, 2021 Q3 2021
Summit Asset Management, LLC

Memphis, TN
BUY
 -
6.96K
+ 1.51%
$517K - $544K
467K $12.7M
Oct 08, 2021 Q3 2021
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
6.93K
+ 7.05%
$514K - $541K
105K $2.87M
Oct 19, 2021 Q3 2021
Janiczek Wealth Management, LLC

BUY
 -
6.9K
+ 1.59%
$512K - $539K
440K $12M
Nov 05, 2021 Q3 2021
Pfg Advisors

BUY
 -
6.87K
+ 5.45%
$510K - $537K
133K $3.62M
Oct 20, 2021 Q3 2021
North Star Investment Management Corp.

Chicago, IL
BUY
 -
6.86K
+ 181.28%
$509K - $536K
10.6K $290K
Nov 10, 2021 Q3 2021
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
6.59K
+ 21.79%
$489K - $515K
36.8K $1M
Nov 09, 2021 Q3 2021
Evolution Wealth Advisors, LLC

BUY
 -
6.58K
+ 10.11%
$488K - $514K
71.7K $1.95M
Nov 03, 2021 Q3 2021
Doliver Advisors, LP

Houston, TX
BUY
 -
6.54K
New
$486K - $511K
6.54K $178K
Oct 13, 2021 Q3 2021
Joseph P. Lucia & Associates, LLC

BUY
 -
6.46K
+ 43.11%
$479K - $504K
21.4K $584K
Oct 20, 2021 Q3 2021
Ledyard National Bank

BUY
 -
6.43K
+ 28.77%
$478K - $503K
28.8K $785K
Nov 09, 2021 Q3 2021
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
6.32K
+ 7.19%
$469K - $494K
94.2K $2.57M
Oct 07, 2021 Q3 2021
John W. Brooker & Co., Cp As

BUY
 -
6.31K
+ 9.38%
$469K - $493K
73.6K $2.01M
Nov 01, 2021 Q3 2021
Miracle Mile Advisors, LLC

BUY
 -
6.11K
+ 3.05%
$453K - $477K
206K $5.62M
Nov 12, 2021 Q3 2021
Hennion & Walsh Asset Management, Inc.

BUY
 -
6.03K
+ 1.23%
$447K - $471K
497K $13.5M
Oct 27, 2021 Q3 2021
Seaview Investment Managers LLC

BUY
 -
5.89K
+ 16.55%
$437K - $460K
41.5K $1.13M
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
5.86K
+ 0.87%
$435K - $458K
678K $18.5M
Nov 01, 2021 Q3 2021
Aevitas Wealth Management, Inc.

BUY
 -
5.75K
New
$427K - $449K
5.75K $157K
Nov 10, 2021 Q3 2021
Time Scale Financial, Inc.

BUY
 -
5.74K
+ 1.01%
$426K - $448K
573K $15.6M
Dec 21, 2021 Q3 2021
Rovin Capital

BUY
 -
5.73K
+ 7.6%
$425K - $448K
81.1K $2.21M
Nov 09, 2021 Q3 2021
Commerce Bank

Kansas City, MO
BUY
 -
5.54K
+ 106.89%
$411K - $433K
10.7K $292K
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
5.47K
+ 2.77%
$406K - $427K
203K $5.53M
Oct 28, 2021 Q3 2021
M&T Bank Corp

BUY
 -
5.31K
New
$394K - $415K
5.31K $145K
Nov 09, 2021 Q3 2021
Roof Eidam & Maycock

BUY
 -
5.2K
+ 8.08%
$386K - $407K
69.6K $1.9M
Nov 10, 2021 Q3 2021
Davidson Capital Management Inc.

Corpus Christi, TX
BUY
 -
5.19K
+ 2.58%
$386K - $406K
206K $5.62M
Oct 13, 2021 Q3 2021
Asset Management Corp

BUY
 -
5.15K
+ 155.53%
$382K - $402K
8.46K $231K
Nov 12, 2021 Q3 2021
Sei Investments CO

Oaks, PA
BUY
 -
5.14K
+ 11.29%
$381K - $401K
50.7K $1.38M
Nov 09, 2021 Q3 2021
First National Corp

BUY
 -
4.89K
+ 3.21%
$363K - $382K
157K $4.28M
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

BUY
 -
4.82K
+ 7.0%
$358K - $377K
73.8K $2.01M
Nov 05, 2021 Q3 2021
Adviser Investments LLC

BUY
 -
4.81K
New
$357K - $376K
4.81K $131K
Nov 12, 2021 Q3 2021
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
4.8K
+ 1.31%
$356K - $375K
370K $10.1M
May 15, 2024 Q3 2021
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
4.76K
+ 5.95%
$353K - $372K
84.7K $2.31M
Nov 12, 2021 Q3 2021
Chicago Partners Investment Group LLC

BUY
 -
4.6K
+ 48.6%
$341K - $359K
14.1K $383K
Oct 19, 2021 Q3 2021
Stratos Wealth Partners, Ltd.

BUY
 -
4.58K
+ 10.14%
$340K - $358K
49.7K $1.35M

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