Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
6.18M+ 6644.67% |
$464M - $506M
|
6.27M
$170M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.21M+ 34.33% |
$90.8M - $99M
|
4.73M
$128M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.09M+ 73.56% |
$81.7M - $89M
|
2.56M
$69.4M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.09M+ 26.79% |
$81.6M - $89M
|
5.14M
$139M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.02M+ 2432.8% |
$76.8M - $83.7M
|
1.06M
$28.8M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
983K+ 5494.96% |
$73.8M - $80.5M
|
1M
$27.1M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
901K+ 23.49% |
$67.7M - $73.8M
|
4.73M
$128M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
844K+ 25.56% |
$63.4M - $69.2M
|
4.15M
$112M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
716K+ 26.91% |
$53.8M - $58.7M
|
3.38M
$91.5M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
665K+ 13.93% |
$50M - $54.5M
|
5.44M
$147M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
599K+ 25.82% |
$45M - $49M
|
2.92M
$79M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
491K+ 34.07% |
$36.9M - $40.2M
|
1.93M
$52.3M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
454K+ 10.67% |
$34.1M - $37.2M
|
4.71M
$128M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
367K+ 7.15% |
$27.6M - $30.1M
|
5.5M
$149M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
365K+ 61.94% |
$27.4M - $29.9M
|
954K
$25.8M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
364K+ 618.11% |
$27.3M - $29.8M
|
423K
$11.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
357K+ 99.12% |
$26.8M - $29.2M
|
717K
$19.4M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
319K+ 3.71% |
$24M - $26.2M
|
8.93M
$242M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
314KNew |
$23.6M - $25.7M
|
314K
$8.5M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
304K+ 17.15% |
$22.8M - $24.9M
|
2.07M
$56.1M
|
|
|
May 13, 2022
Q1 2022
|
Cvs Health Corp
Woonsocket, RI |
BUY
|
- |
300KNew |
$22.5M - $24.6M
|
300K
$8.12M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
288K+ 54.8% |
$21.6M - $23.6M
|
813K
$22M
|
|
|
Apr 14, 2022
Q1 2022
|
Iam Advisory, LLC
|
BUY
|
- |
272KNew |
$20.5M - $22.3M
|
272K
$7.38M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
270K+ 106.58% |
$20.3M - $22.2M
|
524K
$14.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
254K+ 6.55% |
$19.1M - $20.8M
|
4.13M
$112M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
227K+ 462.87% |
$17.1M - $18.6M
|
276K
$7.48M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
218K+ 263.82% |
$16.4M - $17.8M
|
300K
$8.13M
|
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
204KNew |
$15.3M - $16.7M
|
204K
$5.52M
|
|
|
May 17, 2022
Q1 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
200K+ 93.71% |
$15M - $16.4M
|
414K
$11.2M
|
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
200K+ 6.53% |
$15M - $16.4M
|
3.26M
$88.4M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
199K+ 137.39% |
$14.9M - $16.3M
|
343K
$9.29M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
191K+ 23.83% |
$14.4M - $15.7M
|
994K
$26.9M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
182K+ 36.87% |
$13.7M - $14.9M
|
675K
$18.3M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
182KNew |
$13.7M - $14.9M
|
182K
$4.92M
|
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
180K+ 720920.0% |
$13.5M - $14.8M
|
180K
$4.88M
|
|
|
Jun 08, 2022
Q1 2022
|
Systelligence, LLC
|
BUY
|
- |
178K+ 61.88% |
$13.4M - $14.6M
|
466K
$12.6M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
167K+ 71.97% |
$12.5M - $13.7M
|
399K
$10.8M
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
146KNew |
$11M - $12M
|
146K
$3.95M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
146K+ 11.46% |
$11M - $12M
|
1.42M
$38.4M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
144K+ 17.83% |
$10.8M - $11.8M
|
954K
$25.8M
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
143K+ 173.62% |
$10.8M - $11.7M
|
226K
$6.11M
|
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
142KNew |
$10.7M - $11.6M
|
142K
$3.85M
|
|
|
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
140K+ 288.52% |
$10.5M - $11.5M
|
189K
$5.12M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
139K+ 154.65% |
$10.4M - $11.4M
|
229K
$6.19M
|
|
|
Apr 14, 2022
Q1 2022
|
Corbenic Partners LLC
|
BUY
|
- |
132K+ 1163.85% |
$9.93M - $10.8M
|
144K
$3.89M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
131K+ 35.36% |
$9.82M - $10.7M
|
500K
$13.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
123K+ 74.36% |
$9.28M - $10.1M
|
290K
$7.84M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
120K+ 82.65% |
$9.03M - $9.84M
|
265K
$7.19M
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
116K+ 11.46% |
$8.68M - $9.46M
|
1.12M
$30.4M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
113K+ 359.64% |
$8.47M - $9.23M
|
144K
$3.9M
|