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 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
225+ 5.25% |
$16.9K - $18.2K
|
4.51K
$123K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
224+ 0.77% |
$16.8K - $18.1K
|
29.4K
$802K
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
222+ 15.67% |
$16.6K - $18K
|
1.64K
$44.8K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
217+ 1.44% |
$16.3K - $17.5K
|
15.3K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
215+ 1.72% |
$16.1K - $17.4K
|
12.7K
$347K
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
BUY
|
- |
213+ 0.88% |
$16K - $17.2K
|
24.4K
$667K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
205+ 0.9% |
$15.4K - $16.6K
|
23K
$629K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
203+ 7.3% |
$15.2K - $16.4K
|
2.98K
$81.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
202+ 16.82% |
$15.1K - $16.3K
|
1.4K
$38.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
182+ 0.13% |
$13.6K - $14.7K
|
145K
$3.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
166+ 0.67% |
$12.4K - $13.4K
|
24.9K
$681K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
159New |
$11.9K - $12.9K
|
159
$4.34K
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
157+ 3.66% |
$11.8K - $12.7K
|
4.45K
$122K
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
152+ 0.21% |
$11.4K - $12.3K
|
72.9K
$1.99M
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
141+ 0.66% |
$10.6K - $11.4K
|
21.4K
$585K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
140+ 12.96% |
$10.5K - $11.3K
|
1.22K
$33.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
138+ 1.27% |
$10.3K - $11.2K
|
11K
$301K
|
|
|
Jan 24, 2022
Q4 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
136+ 0.13% |
$10.2K - $11K
|
106K
$2.89M
|
|
|
Jan 18, 2022
Q4 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
129+ 4.66% |
$9.67K - $10.4K
|
2.9K
$79.2K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
129+ 0.71% |
$9.67K - $10.4K
|
18.2K
$497K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
127+ 7.43% |
$9.52K - $10.3K
|
1.84K
$50.2K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
125New |
$9.37K - $10.1K
|
125
$3.42K
|
|
|
Jan 27, 2022
Q4 2021
|
Smart Money Group LLC
|
BUY
|
- |
108+ 0.79% |
$8.09K - $8.73K
|
13.8K
$376K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
108+ 1.44% |
$8.09K - $8.73K
|
7.58K
$207K
|
|
|
Jan 07, 2022
Q4 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
107+ 1.25% |
$8.02K - $8.65K
|
8.67K
$237K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
106+ 6.74% |
$7.94K - $8.57K
|
1.68K
$45.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
105New |
$7.87K - $8.49K
|
105
$2.87K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
104+ 1300.0% |
$7.79K - $8.41K
|
112
$3.06K
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
101+ 3.85% |
$7.57K - $8.17K
|
2.72K
$74.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
100New |
$7.49K - $8.09K
|
100
$2.73K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
100+ 2.66% |
$7.49K - $8.09K
|
3.87K
$106K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
96+ 2.41% |
$7.19K - $7.76K
|
4.08K
$111K
|
|
|
Jan 24, 2022
Q4 2021
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
95+ 1.63% |
$7.12K - $7.68K
|
5.91K
$161K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
94+ 0.88% |
$7.04K - $7.6K
|
10.8K
$295K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
94+ 2.82% |
$7.04K - $7.6K
|
3.43K
$93.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
92New |
$6.89K - $7.44K
|
92
$2.51K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
91New |
$6.82K - $7.36K
|
91
$2.49K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
89+ 2.99% |
$6.67K - $7.2K
|
3.07K
$83.8K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
80+ 2.66% |
$5.99K - $6.47K
|
3.09K
$84.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
78+ 1.5% |
$5.84K - $6.31K
|
5.28K
$144K
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
70+ 1.23% |
$5.25K - $5.66K
|
5.78K
$158K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
64New |
$4.8K - $5.18K
|
64
$1.75K
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
64+ 0.65% |
$4.8K - $5.18K
|
9.93K
$271K
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
60+ 1.77% |
$4.5K - $4.85K
|
3.45K
$94.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
57New |
$4.27K - $4.61K
|
57
$1.56K
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
55+ 0.96% |
$4.12K - $4.45K
|
5.78K
$158K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
55+ 0.81% |
$4.12K - $4.45K
|
6.87K
$188K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
47+ 0.66% |
$3.52K - $3.8K
|
7.12K
$195K
|
|
|
Jan 26, 2022
Q4 2021
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
47+ 0.87% |
$3.52K - $3.8K
|
5.43K
$148K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
47+ 0.39% |
$3.52K - $3.8K
|
12.2K
$334K
|