Purchases and Sales Made in Q1 2022 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 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 04, 2022 Q1 2022
Lowe Brockenbrough & CO Inc

BUY
 -
2K
+ 40.37%
$150K - $164K
6.95K $188K
Apr 22, 2022 Q1 2022
Game Plan Financial Advisors, LLC

BUY
 -
2K
+ 4.57%
$150K - $163K
45.7K $1.24M
May 13, 2022 Q1 2022
Assetmark, Inc

BUY
 -
1.96K
+ 2.46%
$147K - $160K
81.6K $2.21M
May 02, 2022 Q1 2022
Patriot Investment Management Inc.

BUY
 -
1.95K
+ 2.07%
$147K - $160K
96.1K $2.6M
Apr 13, 2022 Q1 2022
Capital Investment Advisors, LLC

BUY
 -
1.95K
+ 7.35%
$147K - $160K
28.5K $771K
Apr 25, 2022 Q1 2022
Tfo Tdc, LLC

BUY
 -
1.91K
New
$143K - $156K
1.91K $51.7K
Jun 08, 2022 Q1 2022
Presidio Capital Management, LLC

BUY
 -
1.91K
+ 1.09%
$143K - $156K
177K $4.8M
May 09, 2022 Q1 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
1.89K
+ 13.0%
$142K - $155K
16.4K $444K
May 10, 2022 Q1 2022
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
1.85K
+ 2.26%
$139K - $152K
84K $2.27M
Apr 29, 2022 Q1 2022
Alpha Omega Wealth Management LLC

BUY
 -
1.82K
+ 2.3%
$136K - $149K
80.7K $2.18M
Apr 26, 2022 Q1 2022
Bond & Devick Financial Network, Inc.

BUY
 -
1.8K
+ 31.93%
$135K - $147K
7.43K $201K
Apr 21, 2022 Q1 2022
Essex Financial Services, Inc.

BUY
 -
1.8K
+ 6.75%
$135K - $147K
28.4K $770K
Apr 28, 2022 Q1 2022
Act Advisors, Llc.

BUY
 -
1.78K
+ 16.65%
$134K - $146K
12.5K $338K
Apr 25, 2022 Q1 2022
Personal Wealth Partners

Bloomington, MN
BUY
 -
1.75K
+ 24.38%
$132K - $143K
8.93K $242K
May 10, 2022 Q1 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
1.72K
+ 6.37%
$129K - $141K
28.6K $776K
Dec 19, 2024 Q1 2022
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
1.7K
+ 11.85%
$128K - $140K
16.1K $436K
May 06, 2022 Q1 2022
Summit Financial Wealth Advisors, LLC

BUY
 -
1.7K
+ 2.98%
$128K - $139K
58.8K $1.59M
Apr 26, 2022 Q1 2022
Good Life Advisors, LLC

BUY
 -
1.68K
+ 27.99%
$126K - $137K
7.67K $208K
Apr 27, 2022 Q1 2022
Centerpoint Advisors, LLC

BUY
 -
1.67K
+ 191.84%
$125K - $137K
2.54K $68.8K
Apr 12, 2022 Q1 2022
Life Steps Financial, Inc.

BUY
 -
1.64K
+ 5.59%
$123K - $134K
30.9K $837K
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.63K
+ 7.17%
$123K - $134K
24.4K $660K
May 10, 2022 Q1 2022
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
1.62K
+ 4.78%
$122K - $133K
35.5K $963K
Apr 20, 2022 Q1 2022
West Oak Capital, LLC

BUY
 -
1.6K
+ 43.05%
$120K - $131K
5.32K $144K
May 02, 2022 Q1 2022
Advisory Alpha, LLC

BUY
 -
1.58K
+ 23.12%
$119K - $130K
8.43K $228K
May 06, 2022 Q1 2022
Life Pro Asset Management

BUY
 -
1.57K
+ 15.31%
$118K - $129K
11.9K $321K
Apr 19, 2022 Q1 2022
Prosperity Consulting Group, LLC

BUY
 -
1.55K
+ 8.86%
$116K - $127K
19K $514K
Apr 21, 2022 Q1 2022
Joel Isaacson & Co., LLC

BUY
 -
1.52K
+ 35.39%
$114K - $125K
5.83K $158K
May 13, 2022 Q1 2022
Bokf, Na

Tulsa, OK
BUY
 -
1.5K
+ 1.78%
$113K - $123K
85.5K $2.32M
Nov 16, 2023 Q1 2022
Olympus Wealth Management, LLC

Cottonwood Heights, UT
BUY
 -
1.49K
+ 0.62%
$112K - $122K
242K $6.55M
May 09, 2022 Q1 2022
Ironwood Investment Counsel, LLC

BUY
 -
1.47K
+ 25.88%
$111K - $121K
7.16K $194K
Apr 20, 2022 Q1 2022
Gps Wealth Strategies Group, LLC

BUY
 -
1.43K
+ 52.13%
$108K - $118K
4.19K $113K
Apr 14, 2022 Q1 2022
Benchmark Wealth Management, LLC

BUY
 -
1.41K
+ 2.08%
$106K - $115K
69.1K $1.87M
May 10, 2022 Q1 2022
Marshall Financial Group LLC

BUY
 -
1.39K
+ 5.58%
$105K - $114K
26.3K $713K
May 09, 2022 Q1 2022
Brown Advisory Inc

BUY
 -
1.37K
+ 1.87%
$103K - $112K
74.6K $2.02M
Jan 02, 2024 Q1 2022
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
1.37K
+ 8.47%
$103K - $112K
17.5K $474K
May 03, 2022 Q1 2022
Essex Savings Bank

BUY
 -
1.36K
+ 48.47%
$102K - $112K
4.18K $113K
Apr 12, 2022 Q1 2022
Cooper Financial Group

BUY
 -
1.36K
+ 19.08%
$102K - $111K
8.48K $230K
Apr 14, 2022 Q1 2022
Glassman Wealth Services

BUY
 -
1.35K
+ 366.4%
$102K - $111K
1.72K $46.6K
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

BUY
 -
1.33K
+ 2.34%
$100K - $109K
58.4K $1.58M
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
1.32K
+ 1.42%
$98.8K - $108K
94.1K $2.55M
Apr 28, 2022 Q1 2022
Madden Securities Corp

BUY
 -
1.31K
+ 4.11%
$98.7K - $108K
33.3K $901K
May 03, 2022 Q1 2022
Hoyle Cohen, LLC

BUY
 -
1.28K
+ 3.31%
$96.2K - $105K
39.9K $1.08M
May 06, 2022 Q1 2022
Hamel Associates, Inc.

BUY
 -
1.28K
+ 3.81%
$95.9K - $105K
34.7K $940K
Apr 28, 2022 Q1 2022
Seaview Investment Managers LLC

BUY
 -
1.27K
+ 3.19%
$95.4K - $104K
41.1K $1.11M
May 06, 2022 Q1 2022
Courage Miller Partners, LLC

BUY
 -
1.26K
+ 0.93%
$94.5K - $103K
137K $3.71M
May 16, 2022 Q1 2022
First Manhattan CO

New York, NY
BUY
 -
1.2K
+ 34.29%
$90.2K - $98.3K
4.7K $127K
Apr 29, 2022 Q1 2022
Columbia Advisory Partners LLC

BUY
 -
1.2K
+ 0.58%
$89.9K - $98K
206K $5.58M
May 10, 2022 Q1 2022
Strategic Advisors LLC

BUY
 -
1.19K
+ 38.97%
$89.6K - $97.8K
4.25K $115K
May 13, 2022 Q1 2022
Ciovacco Capital Management LLC

Atlanta, GA
BUY
 -
1.17K
+ 22.13%
$87.8K - $95.7K
6.45K $175K

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