Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
944+ 1.81% |
$70.7K - $76.3K
|
53.2K
$1.45M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
934New |
$70K - $75.5K
|
934
$25.5K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
920+ 8.75% |
$68.9K - $74.4K
|
11.4K
$312K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
889New |
$66.6K - $71.9K
|
889
$24.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
880+ 12.06% |
$65.9K - $71.2K
|
8.18K
$223K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
867+ 0.93% |
$65K - $70.1K
|
94.2K
$2.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
853+ 29.28% |
$63.9K - $69K
|
3.77K
$103K
|
|
|
Feb 02, 2022
Q4 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
834+ 21.88% |
$62.5K - $67.4K
|
4.65K
$127K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
831+ 8.73% |
$62.3K - $67.2K
|
10.4K
$283K
|
|
|
Jan 12, 2022
Q4 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
830+ 1.47% |
$62.2K - $67.1K
|
57.1K
$1.56M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
809+ 3.26% |
$60.6K - $65.4K
|
25.6K
$699K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
805+ 5.11% |
$60.3K - $65.1K
|
16.6K
$453K
|
|
|
Feb 11, 2022
Q4 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
802New |
$60.1K - $64.8K
|
802
$21.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
800+ 20.87% |
$59.9K - $64.7K
|
4.63K
$127K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
799+ 10.04% |
$59.9K - $64.6K
|
8.76K
$239K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
789New |
$59.1K - $63.8K
|
789
$21.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
788New |
$59K - $63.7K
|
788
$21.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
783+ 1.52% |
$58.7K - $63.3K
|
52.2K
$1.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
765+ 1.99% |
$57.3K - $61.9K
|
39.2K
$1.07M
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
762+ 5.1% |
$57.1K - $61.6K
|
15.7K
$429K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
709+ 3.09% |
$53.1K - $57.3K
|
23.7K
$647K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
691New |
$51.8K - $55.9K
|
691
$18.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
690+ 1.64% |
$51.7K - $55.8K
|
42.7K
$1.17M
|
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
688+ 1.23% |
$51.6K - $55.6K
|
56.7K
$1.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
676+ 8.99% |
$50.7K - $54.7K
|
8.19K
$224K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
670+ 20.76% |
$50.2K - $54.2K
|
3.9K
$106K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
668+ 14.72% |
$50.1K - $54K
|
5.21K
$142K
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
BUY
|
- |
661+ 21.63% |
$49.5K - $53.4K
|
3.72K
$102K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
655+ 304.65% |
$49.1K - $53K
|
870
$23.8K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
630+ 6.16% |
$47.2K - $50.9K
|
10.9K
$297K
|
|
|
Jan 24, 2022
Q4 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
629+ 1.83% |
$47.1K - $50.9K
|
35K
$955K
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
613+ 17.05% |
$45.9K - $49.6K
|
4.21K
$115K
|
|
|
Feb 08, 2022
Q4 2021
|
Hamel Associates, Inc.
|
BUY
|
- |
612+ 1.86% |
$45.9K - $49.5K
|
33.5K
$914K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
606New |
$45.4K - $49K
|
606
$16.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
605+ 18.99% |
$45.3K - $48.9K
|
3.79K
$104K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
600+ 1.86% |
$45K - $48.5K
|
32.9K
$899K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
600+ 2.05% |
$45K - $48.5K
|
29.9K
$816K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
599+ 1.63% |
$44.9K - $48.4K
|
37.2K
$1.02M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
595New |
$44.6K - $48.1K
|
595
$16.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
583+ 0.71% |
$43.7K - $47.1K
|
82.5K
$2.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
582+ 8.22% |
$43.6K - $47.1K
|
7.66K
$209K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
567+ 10.39% |
$42.5K - $45.8K
|
6.02K
$165K
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
546+ 4.13% |
$40.9K - $44.1K
|
13.8K
$376K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
542+ 9.43% |
$40.6K - $43.8K
|
6.29K
$172K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
538+ 0.39% |
$40.3K - $43.5K
|
138K
$3.77M
|
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
BUY
|
- |
532+ 7.22% |
$39.9K - $43K
|
7.9K
$216K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
526+ 324.69% |
$39.4K - $42.5K
|
688
$18.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
525+ 1.57% |
$39.3K - $42.5K
|
33.9K
$927K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
520+ 10.49% |
$39K - $42K
|
5.48K
$150K
|
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
516+ 18.27% |
$38.7K - $41.7K
|
3.34K
$91.2K
|