Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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 14, 2022 Q4 2021
Flow Traders U.S. LLC

New York, NY
SELL
 -
-7.8K
Closed
$585K - $631K
0 $0
Feb 03, 2022 Q4 2021
Sawgrass Asset Management LLC

SELL
 -
-8.1K
Closed
$607K - $655K
0 $0
Jan 18, 2022 Q4 2021
Sargent Bickham Lagudis LLC

SELL
 -
-8.25K
- 11.67%
$618K - $667K
62.4K $1.7M
Jan 27, 2022 Q4 2021
Asset Advisors Investment Management, LLC

SELL
 -
-8.61K
- 0.57%
$645K - $696K
1.5M $40.8M
Jan 26, 2022 Q4 2021
Rhs Financial, LLC

SELL
 -
-8.7K
- 26.81%
$652K - $703K
23.7K $647K
Feb 03, 2022 Q4 2021
Manchester Financial Inc

SELL
 -
-9.1K
- 6.56%
$682K - $736K
130K $3.53M
Jan 24, 2022 Q4 2021
Ddd Partners, LLC

SELL
 -
-9.78K
- 3.31%
$733K - $791K
286K $7.8M
Feb 15, 2022 Q4 2021
Colony Group LLC

Boston, MA
SELL
 -
-9.81K
- 2.89%
$735K - $793K
329K $8.98M
Feb 04, 2022 Q4 2021
Milestone Advisory Partners

SELL
 -
-10.4K
- 4.74%
$777K - $838K
208K $5.68M
Jan 18, 2022 Q4 2021
Pacific Financial Group Inc

SELL
 -
-11.6K
Closed
$869K - $938K
0 $0
Feb 03, 2022 Q4 2021
Spectrum Management Group, LLC

SELL
 -
-12.9K
- 21.17%
$963K - $1.04M
47.9K $1.3M
Jan 19, 2022 Q4 2021
Emerald Advisors, LLC

SELL
 -
-13.3K
- 40.08%
$999K - $1.08M
19.9K $543K
Jan 28, 2022 Q4 2021
Wipfli Financial Advisors Llc,

SELL
 -
-13.4K
- 11.51%
$1M - $1.08M
103K $2.81M
Feb 14, 2022 Q4 2021
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-14K
Closed
$1.05M - $1.13M
0 $0
Jan 14, 2022 Q4 2021
Charles Schwab Trust CO

SELL
 -
-15.2K
- 12.38%
$1.14M - $1.23M
108K $2.94M
Jan 31, 2022 Q4 2021
D.A. Davidson & Co.

SELL
 -
-16.4K
- 2.4%
$1.23M - $1.33M
669K $18.2M
Feb 11, 2022 Q4 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-16.8K
- 72.73%
$1.26M - $1.36M
6.3K $172K
Feb 17, 2022 Q4 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-16.9K
- 26.6%
$1.27M - $1.37M
46.7K $1.27M
Feb 11, 2022 Q4 2021
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-20.2K
- 4.99%
$1.51M - $1.63M
384K $10.5M
Feb 14, 2022 Q4 2021
Barclays PLC

London, X0
SELL
 -
-23.3K
Closed
$1.75M - $1.89M
0 $0
Jan 25, 2022 Q4 2021
Fulcrum Equity Management

SELL
 -
-31.1K
Closed
$2.33M - $2.51M
0 $0
Jan 19, 2022 Q4 2021
Acas, LLC

SELL
 -
-32.1K
Closed
$2.4M - $2.59M
0 $0
Feb 10, 2022 Q4 2021
Jpmorgan Chase & CO

New York, NY
SELL
 -
-32.8K
- 0.52%
$2.46M - $2.65M
6.23M $170M
Feb 09, 2022 Q4 2021
Jackson Wealth Management, LLC

SELL
 -
-34K
Closed
$2.55M - $2.75M
0 $0
Jan 25, 2022 Q4 2021
Allen Capital Group, LLC

SELL
 -
-34.4K
Closed
$2.58M - $2.78M
0 $0
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-40.2K
- 20.11%
$3.01M - $3.25M
160K $4.36M
Feb 03, 2022 Q4 2021
Taylor, Cottrill, Erickson & Associates, Inc.

SELL
 -
-40.4K
- 15.59%
$3.02M - $3.26M
218K $5.96M
Feb 14, 2022 Q4 2021
Gunma Bank,Ltd.

SELL
 -
-40.5K
Closed
$3.03M - $3.27M
0 $0
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-44.2K
- 16.62%
$3.31M - $3.58M
222K $6.05M
Jan 20, 2022 Q4 2021
Ae Wealth Management LLC

SELL
 -
-49.8K
- 17.52%
$3.73M - $4.03M
234K $6.39M
Nov 16, 2023 Q4 2021
Olympus Wealth Management, LLC

Cottonwood Heights, UT
SELL
 -
-50.6K
- 17.38%
$3.79M - $4.09M
240K $6.56M
Feb 04, 2022 Q4 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-55.4K
- 11.7%
$4.15M - $4.48M
418K $11.4M
Feb 04, 2022 Q4 2021
Clarity Financial LLC

SELL
 -
-56.2K
Closed
$4.21M - $4.54M
0 $0
Feb 09, 2022 Q4 2021
Geneos Wealth Management Inc.

SELL
 -
-63.8K
- 31.43%
$4.78M - $5.16M
139K $3.79M
Jan 26, 2022 Q4 2021
Econ Financial Services Corp

SELL
 -
-64.4K
Closed
$4.82M - $5.21M
0 $0
Feb 14, 2022 Q4 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-70.2K
- 46.3%
$5.26M - $5.67M
81.4K $2.22M
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-73.8K
Closed
$5.53M - $5.96M
0 $0
Feb 07, 2022 Q4 2021
Opus Investment Management Inc

SELL
 -
-83.2K
- 36.56%
$6.23M - $6.72M
144K $3.93M
Feb 10, 2022 Q4 2021
Private Advisor Group, LLC

SELL
 -
-83.9K
- 23.62%
$6.29M - $6.78M
271K $7.4M
Feb 14, 2022 Q4 2021
Royal Bank Of Canada

Toronto, A6
SELL
 -
-84.2K
- 9.42%
$6.31M - $6.81M
809K $22.1M
Feb 15, 2022 Q4 2021
Jane Street Group, LLC

New York, NY
SELL
 -
-93.5K
Closed
$7M - $7.56M
0 $0
Feb 14, 2022 Q4 2021
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-93.5K
- 17.56%
$7.01M - $7.56M
439K $12M
Mar 23, 2023 Q4 2021
Prostatis Group LLC

Hanover, MD
SELL
 -
-105K
- 58.11%
$7.88M - $8.5M
75.8K $2.07M
Jan 20, 2022 Q4 2021
Seven Bridge Financial Group, LLC

SELL
 -
-108K
Closed
$8.06M - $8.7M
0 $0
Jan 20, 2022 Q4 2021
Kestra Advisory Services, LLC

SELL
 -
-109K
- 18.22%
$8.17M - $8.82M
489K $13.3M
Feb 09, 2022 Q4 2021
Keystone Financial Planning, Inc.

SELL
 -
-112K
- 9.99%
$8.38M - $9.04M
1.01M $27.5M
Jan 18, 2022 Q4 2021
B & T Capital Management Dba Alpha Capital Management

SELL
 -
-117K
- 72.1%
$8.75M - $9.44M
45.2K $1.23M
Jan 21, 2022 Q4 2021
Act Advisors, Llc.

SELL
 -
-207K
- 95.09%
$15.5M - $16.7M
10.7K $292K
Jan 19, 2022 Q4 2021
Whelan Financial

SELL
 -
-218K
- 39.66%
$16.4M - $17.7M
332K $9.06M

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