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 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.79K+ 47.35% |
$207K - $218K
|
8.69K
$237K
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
2.79K+ 3.36% |
$207K - $218K
|
85.6K
$2.33M
|
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.76K+ 6.0% |
$205K - $215K
|
48.7K
$1.33M
|
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.74K+ 89.49% |
$204K - $214K
|
5.81K
$158K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.74K+ 67.48% |
$203K - $214K
|
6.8K
$185K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.73K+ 12.35% |
$202K - $213K
|
24.8K
$676K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.72K+ 56.44% |
$202K - $213K
|
7.55K
$206K
|
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.65K+ 0.9% |
$197K - $207K
|
298K
$8.12M
|
|
|
Oct 07, 2021
Q3 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
2.63K+ 6.68% |
$195K - $205K
|
42K
$1.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.6KNew |
$193K - $203K
|
2.6K
$70.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
2.57K+ 8.36% |
$191K - $201K
|
33.3K
$907K
|
|
|
Nov 01, 2021
Q3 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.55K+ 1.6% |
$189K - $199K
|
162K
$4.42M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.54K+ 10.1% |
$188K - $198K
|
27.6K
$754K
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.52K+ 24.02% |
$187K - $197K
|
13K
$355K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.49K+ 17.0% |
$185K - $194K
|
17.1K
$467K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.45K+ 18.18% |
$182K - $192K
|
15.9K
$435K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.43K+ 13.28% |
$180K - $190K
|
20.7K
$565K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.41K+ 5.28% |
$179K - $189K
|
48.1K
$1.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.33K+ 31.07% |
$173K - $182K
|
9.82K
$268K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
BUY
|
- |
2.28K+ 12.33% |
$169K - $178K
|
20.8K
$567K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.28K+ 3.8% |
$169K - $178K
|
62.2K
$1.7M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.26K+ 10.34% |
$168K - $176K
|
24.1K
$657K
|
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
2.26K+ 0.5% |
$167K - $176K
|
450K
$12.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.25K+ 10.86% |
$167K - $176K
|
23K
$626K
|
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.13K+ 2.12% |
$158K - $166K
|
103K
$2.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.08K+ 8.88% |
$154K - $162K
|
25.5K
$695K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.07K+ 8.65% |
$154K - $162K
|
26K
$710K
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
2.07KNew |
$154K - $162K
|
2.07K
$56.5K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
2.07KNew |
$154K - $162K
|
2.07K
$56.5K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 26.57% |
$152K - $160K
|
9.78K
$267K
|
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2K+ 4.29% |
$148K - $156K
|
48.6K
$1.32M
|
|
|
Oct 29, 2021
Q3 2021
|
Hc Advisors, LLC
|
BUY
|
- |
1.99K+ 3.21% |
$147K - $155K
|
63.8K
$1.74M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.96K+ 8.02% |
$145K - $153K
|
26.4K
$718K
|
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
1.95K+ 18.57% |
$145K - $152K
|
12.5K
$339K
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.94K+ 5.32% |
$144K - $151K
|
38.4K
$1.05M
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.92K+ 8.14% |
$143K - $150K
|
25.5K
$695K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
1.92K+ 37.12% |
$142K - $150K
|
7.08K
$193K
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
1.91K+ 26.49% |
$142K - $149K
|
9.11K
$248K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.9K+ 3.74% |
$141K - $149K
|
52.8K
$1.44M
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.87K+ 24.47% |
$139K - $146K
|
9.52K
$260K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
1.86K+ 18.01% |
$138K - $145K
|
12.2K
$332K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.85K+ 12.05% |
$137K - $144K
|
17.2K
$469K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.85K+ 18.35% |
$137K - $144K
|
11.9K
$325K
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.85K+ 2.96% |
$137K - $144K
|
64.3K
$1.75M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
1.83K+ 23.93% |
$136K - $143K
|
9.49K
$259K
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.82K+ 2.95% |
$135K - $142K
|
63.5K
$1.73M
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.79K+ 1.53% |
$133K - $140K
|
119K
$3.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.79K+ 6.66% |
$133K - $139K
|
28.6K
$780K
|
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
1.79K+ 5.77% |
$133K - $139K
|
32.7K
$892K
|
|
|
Nov 09, 2021
Q3 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.77K+ 49.13% |
$132K - $138K
|
5.38K
$147K
|