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 09, 2022 Q1 2022
Vaughan David Investments LLC

Peoria, IL
BUY
 -
1.16K
+ 0.39%
$87.3K - $95.2K
299K $8.11M
May 09, 2022 Q1 2022
Herold Advisors, Inc.

BUY
 -
1.15K
New
$86.4K - $94.2K
1.15K $31.1K
May 05, 2022 Q1 2022
Capital Advisors Inc

BUY
 -
1.14K
+ 15.76%
$85.9K - $93.7K
8.4K $227K
Apr 29, 2022 Q1 2022
Gradient Capital Advisors, LLC

BUY
 -
1.14K
+ 7.44%
$85.6K - $93.3K
16.5K $446K
Apr 22, 2022 Q1 2022
Cypress Wealth Services, LLC

BUY
 -
1.13K
+ 3.73%
$85K - $92.7K
31.5K $852K
May 17, 2022 Q1 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
1.13K
+ 20.9%
$84.5K - $92.2K
6.51K $176K
May 11, 2022 Q1 2022
55 I, LLC

Boston, MA
BUY
 -
1.11K
+ 14.43%
$83.1K - $90.6K
8.77K $237K
May 10, 2022 Q1 2022
Spinnaker Investment Group, LLC

BUY
 -
1.09K
+ 0.29%
$81.5K - $88.9K
369K $10M
May 10, 2022 Q1 2022
Lebenthal Global Advisors, LLC

BUY
 -
1.09K
+ 2.17%
$81.5K - $88.9K
51.2K $1.39M
Apr 18, 2022 Q1 2022
Everhart Financial Group, Inc.

BUY
 -
1.08K
+ 1.83%
$80.9K - $88.2K
60K $1.62M
May 03, 2022 Q1 2022
Future Financial Wealth Managment LLC

BUY
 -
1.06K
+ 8.32%
$79.5K - $86.7K
13.8K $373K
Apr 21, 2022 Q1 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
1.06K
+ 13.67%
$79.3K - $86.4K
8.78K $238K
May 02, 2022 Q1 2022
Ntb Financial Corp

Centennial, CO
BUY
 -
1.05K
+ 2.59%
$79K - $86.2K
41.7K $1.13M
May 12, 2022 Q1 2022
Tompkins Financial Corp

BUY
 -
1.05K
New
$78.9K - $86K
1.05K $28.4K
May 16, 2022 Q1 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
1.03K
+ 6.37%
$77.5K - $84.5K
17.2K $466K
Apr 12, 2022 Q1 2022
Pacifica Partners Inc.

BUY
 -
1.02K
New
$76.8K - $83.7K
1.02K $27.7K
Apr 29, 2022 Q1 2022
Park Avenue Securities LLC

BUY
 -
987
+ 0.32%
$74.2K - $80.9K
310K $8.39M
Apr 28, 2022 Q1 2022
Barnett & Company, Inc.

BUY
 -
933
+ 7.56%
$70.1K - $76.5K
13.3K $360K
Apr 18, 2022 Q1 2022
Keudell

BUY
 -
931
+ 32.38%
$70K - $76.3K
3.81K $103K
Apr 18, 2022 Q1 2022
Key Client Fiduciary Advisors, LLC

BUY
 -
929
+ 21.51%
$69.8K - $76.1K
5.25K $142K
May 09, 2022 Q1 2022
M&T Bank Corp

BUY
 -
923
+ 17.38%
$69.4K - $75.6K
6.23K $169K
May 04, 2022 Q1 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
888
+ 17.51%
$66.7K - $72.8K
5.96K $161K
May 03, 2022 Q1 2022
Scott & Selber, Inc.

BUY
 -
876
+ 2.51%
$65.8K - $71.8K
35.8K $969K
May 03, 2022 Q1 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
876
+ 0.54%
$65.8K - $71.8K
162K $4.38M
May 16, 2022 Q1 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
874
+ 31.44%
$65.7K - $71.6K
3.65K $99K
May 02, 2022 Q1 2022
Xml Financial, LLC

BUY
 -
871
+ 2.34%
$65.4K - $71.4K
38.1K $1.03M
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
865
New
$65K - $70.9K
865 $23.4K
Apr 14, 2022 Q1 2022
Newman Dignan & Sheerar, Inc.

BUY
 -
863
+ 0.39%
$64.8K - $70.7K
224K $6.07M
May 16, 2022 Q1 2022
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
861
+ 11.48%
$64.7K - $70.6K
8.36K $226K
Apr 13, 2022 Q1 2022
Cnb Bank

Clearfield, PA
BUY
 -
855
+ 5.59%
$64.2K - $70.1K
16.2K $437K
May 03, 2022 Q1 2022
Asset Management Corp

BUY
 -
844
+ 8.88%
$63.4K - $69.2K
10.4K $280K
May 06, 2022 Q1 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
837
+ 9.27%
$62.9K - $68.6K
9.87K $267K
May 05, 2022 Q1 2022
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
825
+ 7.82%
$62K - $67.6K
11.4K $308K
May 06, 2022 Q1 2022
Cordatus Wealth Management LLC

Newtown, PA
BUY
 -
815
+ 9.67%
$61.2K - $66.8K
9.24K $250K
May 16, 2022 Q1 2022
Carmichael Hill & Associates, Inc.

BUY
 -
788
+ 3.71%
$59.2K - $64.6K
22K $597K
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

BUY
 -
785
New
$59K - $64.3K
785 $21.3K
May 05, 2022 Q1 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
780
+ 12.13%
$58.6K - $63.9K
7.21K $195K
Apr 19, 2022 Q1 2022
Chesapeake Wealth Management

BUY
 -
772
+ 3.16%
$58K - $63.3K
25.2K $682K
Apr 27, 2022 Q1 2022
Rocky Mountain Advisers, LLC

BUY
 -
750
+ 1.76%
$56.4K - $61.5K
43.4K $1.18M
Apr 21, 2022 Q1 2022
Mayflower Financial Advisors, LLC

BUY
 -
737
+ 7.9%
$55.4K - $60.4K
10.1K $273K
May 13, 2022 Q1 2022
Mgo One Seven LLC

Beachwood, OH
BUY
 -
694
+ 13.33%
$52.1K - $56.9K
5.9K $160K
May 10, 2022 Q1 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
688
+ 10.6%
$51.7K - $56.4K
7.18K $194K
May 13, 2022 Q1 2022
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
670
+ 1.15%
$50.3K - $54.9K
58.7K $1.59M
May 10, 2022 Q1 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
665
+ 1.83%
$50K - $54.5K
37K $1M
Jan 03, 2023 Q1 2022
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
654
+ 5.53%
$49.1K - $53.6K
12.5K $338K
Apr 05, 2022 Q1 2022
Appleton Partners Inc

BUY
 -
651
+ 15.85%
$48.9K - $53.3K
4.76K $129K
Apr 18, 2022 Q1 2022
New England Guild Wealth Advisors, Inc.

BUY
 -
650
+ 6.93%
$48.8K - $53.3K
10K $272K
Apr 14, 2022 Q1 2022
New England Professional Planning Group Inc.

BUY
 -
650
New
$48.8K - $53.3K
650 $17.6K
May 12, 2022 Q1 2022
Dhjj Financial Advisors, Ltd.

BUY
 -
650
+ 0.55%
$48.8K - $53.3K
119K $3.23M

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