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
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-289- 9.51% |
$21.7K - $23.4K
|
2.75K
$75.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-294- 7.42% |
$22K - $23.8K
|
3.67K
$100K
|
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-318- 0.55% |
$23.8K - $25.7K
|
57.1K
$1.56M
|
|
|
Jan 26, 2022
Q4 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-323- 4.91% |
$24.2K - $26.1K
|
6.26K
$171K
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-336- 0.62% |
$25.2K - $27.2K
|
54.3K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-339- 10.64% |
$25.4K - $27.4K
|
2.85K
$77.8K
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-339- 0.69% |
$25.4K - $27.4K
|
48.7K
$1.33M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-339- 2.19% |
$25.4K - $27.4K
|
15.1K
$413K
|
|
|
Jan 31, 2022
Q4 2021
|
Esl Trust Services, LLC
|
SELL
|
- |
-350- 0.08% |
$26.2K - $28.3K
|
465K
$12.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-374- 10.47% |
$28K - $30.2K
|
3.2K
$87.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-376- 9.73% |
$28.2K - $30.4K
|
3.49K
$95.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-387- 8.03% |
$29K - $31.3K
|
4.43K
$121K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-404- 2.06% |
$30.3K - $32.7K
|
19.2K
$525K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-418- 0.45% |
$31.3K - $33.8K
|
92.8K
$2.53M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-444- 1.93% |
$33.3K - $35.9K
|
22.6K
$617K
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-454- 7.18% |
$34K - $36.7K
|
5.87K
$160K
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-461- 8.22% |
$34.5K - $37.3K
|
5.14K
$141K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-463- 23.59% |
$34.7K - $37.4K
|
1.5K
$41K
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-464- 1.33% |
$34.8K - $37.5K
|
34.5K
$943K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-470- 61.04% |
$35.2K - $38K
|
300
$8.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-474- 14.43% |
$35.5K - $38.3K
|
2.81K
$76.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-479- 2.45% |
$35.9K - $38.7K
|
19.1K
$521K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-502- 12.59% |
$37.6K - $40.6K
|
3.48K
$95.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-513- 1.25% |
$38.4K - $41.5K
|
40.5K
$1.11M
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
SELL
|
- |
-515- 0.94% |
$38.6K - $41.6K
|
54.1K
$1.48M
|
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-525- 6.6% |
$39.3K - $42.5K
|
7.43K
$203K
|
|
|
Feb 14, 2022
Q4 2021
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-530- 13.48% |
$39.7K - $42.9K
|
3.4K
$92.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-542- 2.14% |
$40.6K - $43.8K
|
24.7K
$676K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-556- 0.68% |
$41.7K - $45K
|
80.9K
$2.21M
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
SELL
|
- |
-563- 4.16% |
$42.2K - $45.5K
|
13K
$355K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-567- 1.0% |
$42.5K - $45.8K
|
56K
$1.53M
|
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
SELL
|
- |
-573- 3.84% |
$42.9K - $46.3K
|
14.3K
$392K
|
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-575- 2.77% |
$43.1K - $46.5K
|
20.2K
$551K
|
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-597- 3.44% |
$44.7K - $48.3K
|
16.7K
$457K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-605- 1.43% |
$45.3K - $48.9K
|
41.8K
$1.14M
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-642- 8.74% |
$48.1K - $51.9K
|
6.7K
$183K
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-650- 1.96% |
$48.7K - $52.6K
|
32.6K
$890K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-678- 1.36% |
$50.8K - $54.8K
|
49.3K
$1.35M
|
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-704- 15.19% |
$52.8K - $56.9K
|
3.93K
$107K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-704- 12.62% |
$52.8K - $56.9K
|
4.88K
$133K
|
|
|
Feb 09, 2022
Q4 2021
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-719- 1.56% |
$53.9K - $58.1K
|
45.5K
$1.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-749Closed |
$56.1K - $60.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-757Closed |
$56.7K - $61.2K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-770- 0.34% |
$57.7K - $62.3K
|
224K
$6.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-789- 5.74% |
$59.1K - $63.8K
|
12.9K
$354K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-790- 5.62% |
$59.2K - $63.9K
|
13.3K
$362K
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-800- 11.02% |
$59.9K - $64.7K
|
6.46K
$176K
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
SELL
|
- |
-801- 1.59% |
$60K - $64.8K
|
49.5K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-802- 0.23% |
$60.1K - $64.8K
|
343K
$9.38M
|
|
|
Apr 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-820- 1.61% |
$61.4K - $66.3K
|
50.1K
$1.37M
|