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 |
---|---|---|---|---|---|---|---|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.09K- 2.55% |
$157K - $169K
|
80.1K
$2.19M
|
|
Feb 04, 2022
Q4 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-2.12K- 5.72% |
$159K - $171K
|
34.9K
$954K
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.2K- 2.45% |
$165K - $178K
|
87.7K
$2.4M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.23K- 7.78% |
$167K - $180K
|
26.4K
$721K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.29K- 16.52% |
$172K - $185K
|
11.6K
$316K
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.32K- 11.09% |
$174K - $188K
|
18.6K
$508K
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.32K- 1.45% |
$174K - $188K
|
158K
$4.31M
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.68K- 3.54% |
$201K - $216K
|
72.9K
$1.99M
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.78K- 6.14% |
$208K - $225K
|
42.4K
$1.16M
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.79K- 1.4% |
$209K - $226K
|
197K
$5.38M
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.94KClosed |
$220K - $238K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-2.99K- 45.74% |
$224K - $242K
|
3.55K
$97K
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-3.01K- 3.71% |
$225K - $243K
|
78K
$2.13M
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-3.07K- 83.84% |
$230K - $248K
|
592
$16.2K
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.11K- 1.23% |
$233K - $252K
|
250K
$6.82M
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.14K- 9.94% |
$235K - $254K
|
28.4K
$777K
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.19KClosed |
$239K - $258K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-3.22K- 1.61% |
$241K - $260K
|
196K
$5.36M
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-3.25K- 12.49% |
$244K - $263K
|
22.8K
$623K
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.26KClosed |
$244K - $264K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-3.3KClosed |
$248K - $267K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-3.63K- 33.03% |
$272K - $294K
|
7.37K
$201K
|
|
Feb 14, 2022
Q4 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-3.71K- 2.17% |
$278K - $300K
|
167K
$4.57M
|
|
Feb 11, 2022
Q4 2021
|
United Bank
|
SELL
|
- |
-3.76K- 7.88% |
$282K - $304K
|
44K
$1.2M
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-3.77KClosed |
$282K - $305K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Manning & Napier Group, LLC
|
SELL
|
- |
-3.95K- 1.68% |
$296K - $319K
|
231K
$6.3M
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-4.15K- 1.82% |
$311K - $335K
|
223K
$6.1M
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.25K- 68.74% |
$318K - $344K
|
1.93K
$52.8K
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.28K- 52.19% |
$321K - $346K
|
3.92K
$107K
|
|
Feb 15, 2022
Q4 2021
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-4.46KClosed |
$334K - $360K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-4.6K- 7.24% |
$344K - $372K
|
58.9K
$1.61M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.26K- 3.51% |
$394K - $425K
|
145K
$3.95M
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-5.44K- 6.4% |
$408K - $440K
|
79.6K
$2.17M
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
SELL
|
- |
-5.65K- 41.61% |
$423K - $457K
|
7.93K
$217K
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.76K- 45.56% |
$432K - $466K
|
6.88K
$188K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.8K- 7.99% |
$435K - $469K
|
66.8K
$1.82M
|
|
Jan 14, 2022
Q4 2021
|
Madden Securities Corp
|
SELL
|
- |
-5.82K- 15.4% |
$436K - $471K
|
32K
$874K
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
SELL
|
- |
-5.92K- 5.47% |
$444K - $479K
|
102K
$2.79M
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-6.03K- 1.05% |
$452K - $488K
|
567K
$15.5M
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.1K- 17.74% |
$457K - $493K
|
28.3K
$773K
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.23K- 34.93% |
$467K - $504K
|
11.6K
$317K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.24K- 23.46% |
$468K - $505K
|
20.4K
$556K
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-6.38K- 4.18% |
$478K - $516K
|
146K
$3.99M
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.39K- 14.24% |
$479K - $517K
|
38.5K
$1.05M
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-6.61K- 37.06% |
$495K - $535K
|
11.2K
$307K
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-6.74KClosed |
$505K - $545K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-6.82K- 60.5% |
$511K - $551K
|
4.45K
$122K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.07K- 5.42% |
$530K - $572K
|
124K
$3.38M
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-7.32K- 12.91% |
$549K - $592K
|
49.4K
$1.35M
|
|
Jan 21, 2022
Q4 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-7.72K- 2.58% |
$578K - $624K
|
291K
$7.96M
|