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
Apr 20, 2022 Q1 2022
Great Valley Advisor Group, Inc.

BUY
 -
644
+ 7.86%
$48.4K - $52.8K
8.84K $239K
May 03, 2022 Q1 2022
Modera Wealth Management, LLC

BUY
 -
639
+ 25.09%
$48K - $52.4K
3.19K $86.3K
Apr 21, 2022 Q1 2022
Successful Portfolios LLC

BUY
 -
634
+ 16.4%
$47.6K - $51.9K
4.5K $122K
Apr 29, 2022 Q1 2022
Whittier Trust CO

BUY
 -
630
+ 3.98%
$47.3K - $51.6K
16.5K $445K
Apr 21, 2022 Q1 2022
Blue Bell Private Wealth Management, LLC

BUY
 -
627
+ 3.58%
$47.1K - $51.4K
18.1K $491K
Apr 28, 2022 Q1 2022
Comerica Securities,Inc.

BUY
 -
624
+ 2.0%
$46.9K - $51.1K
31.8K $860K
Apr 25, 2022 Q1 2022
Transform Wealth, LLC

BUY
 -
616
+ 5.7%
$46.3K - $50.5K
11.4K $309K
May 02, 2022 Q1 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
615
+ 8.11%
$46.2K - $50.4K
8.2K $222K
May 16, 2022 Q1 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
588
+ 11.45%
$44.2K - $48.2K
5.72K $155K
May 05, 2022 Q1 2022
Northstar Group, Inc.

BUY
 -
567
+ 1.05%
$42.6K - $46.5K
54.7K $1.48M
May 10, 2022 Q1 2022
Mai Capital Management

BUY
 -
535
+ 4.03%
$40.2K - $43.8K
13.8K $374K
Apr 28, 2022 Q1 2022
Godsey & Gibb Associates

BUY
 -
535
+ 13.2%
$40.2K - $43.8K
4.59K $124K
May 13, 2022 Q1 2022
Weik Capital Management

Wyomissing, PA
BUY
 -
525
+ 6.49%
$39.4K - $43K
8.61K $233K
Apr 15, 2022 Q1 2022
York Bridge Wealth Partners, LLC

BUY
 -
524
+ 3.28%
$39.4K - $42.9K
16.5K $446K
Apr 29, 2022 Q1 2022
Wbh Advisory Inc

BUY
 -
517
+ 1.57%
$38.8K - $42.4K
33.4K $905K
May 12, 2022 Q1 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
507
+ 16.13%
$38.1K - $41.5K
3.65K $98.8K
Apr 26, 2022 Q1 2022
Rowland & CO Investment Counsel

Atlanta, GA
BUY
 -
500
+ 6.08%
$37.6K - $41K
8.73K $236K
May 04, 2022 Q1 2022
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
500
+ 13.28%
$37.6K - $41K
4.27K $116K
Apr 28, 2022 Q1 2022
Bay Colony Advisory Group, Inc D

BUY
 -
496
+ 4.34%
$37.3K - $40.6K
11.9K $323K
May 02, 2022 Q1 2022
Security National Bank Of Sioux City Iowa

Sioux City, IA
BUY
 -
475
+ 13.79%
$35.7K - $38.9K
3.92K $106K
May 03, 2022 Q1 2022
Carson Advisory Inc.

BUY
 -
473
+ 13.55%
$35.5K - $38.8K
3.96K $107K
May 13, 2022 Q1 2022
Plancorp, LLC

BUY
 -
472
+ 3.86%
$35.5K - $38.7K
12.7K $344K
Apr 27, 2022 Q1 2022
Crewe Advisors LLC

BUY
 -
467
New
$35.1K - $38.3K
467 $12.6K
May 13, 2022 Q1 2022
Brighton Jones LLC

BUY
 -
451
+ 2.85%
$33.9K - $37K
16.3K $441K
May 05, 2022 Q1 2022
Roman Butler Fullerton & CO

BUY
 -
434
+ 8.42%
$32.6K - $35.6K
5.59K $151K
May 16, 2022 Q1 2022
Baldwin Investment Management, LLC

BUY
 -
429
+ 2.41%
$32.2K - $35.2K
18.2K $493K
May 03, 2022 Q1 2022
Goal Vest Advisory LLC

BUY
 -
411
New
$30.9K - $33.7K
411 $11.1K
May 10, 2022 Q1 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
406
+ 9.37%
$30.5K - $33.3K
4.74K $128K
Apr 18, 2022 Q1 2022
Acorn Financial Advisory Services Inc

BUY
 -
402
+ 9.34%
$30.2K - $32.9K
4.71K $127K
Apr 22, 2022 Q1 2022
Umb Bank, N.A.

BUY
 -
392
+ 6.23%
$29.5K - $32.1K
6.68K $181K
May 13, 2022 Q1 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
386
+ 9.85%
$29K - $31.6K
4.31K $117K
Apr 20, 2022 Q1 2022
Valicenti Advisory Services Inc

BUY
 -
370
+ 12.95%
$27.8K - $30.3K
3.23K $87.4K
May 04, 2022 Q1 2022
Sage Advisory Services, Ltd.Co.

BUY
 -
369
+ 0.65%
$27.7K - $30.2K
57.1K $1.55M
May 04, 2022 Q1 2022
Adviser Investments LLC

BUY
 -
368
+ 7.67%
$27.7K - $30.2K
5.17K $140K
Apr 19, 2022 Q1 2022
Foundations Investment Advisors, LLC

BUY
 -
348
+ 1.6%
$26.1K - $28.5K
22.1K $598K
May 03, 2022 Q1 2022
Fin Trust Capital Advisors, LLC

BUY
 -
332
+ 14.72%
$24.9K - $27.2K
2.59K $70.1K
May 13, 2022 Q1 2022
Merit Financial Group, LLC

BUY
 -
332
+ 5.46%
$24.9K - $27.2K
6.42K $174K
May 05, 2022 Q1 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
325
+ 1.52%
$24.4K - $26.6K
21.7K $588K
May 02, 2022 Q1 2022
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
320
+ 80.0%
$24K - $26.2K
720 $19.5K
May 06, 2022 Q1 2022
Jacobi Capital Management LLC

BUY
 -
307
+ 6.73%
$23.1K - $25.2K
4.87K $132K
May 11, 2022 Q1 2022
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
305
+ 3.24%
$22.9K - $25K
9.72K $263K
Apr 19, 2022 Q1 2022
Access Financial Services, Inc.

BUY
 -
304
+ 0.46%
$22.8K - $24.9K
66.2K $1.79M
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
301
New
$22.6K - $24.7K
301 $8.15K
Sep 21, 2023 Q1 2022
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
300
New
$22.5K - $24.6K
300 $8.12K
May 02, 2022 Q1 2022
Clear Investment Research, LLC

BUY
 -
294
+ 20.96%
$22.1K - $24.1K
1.7K $46K
May 03, 2022 Q1 2022
Signet Investment Advisory Group, Inc.

BUY
 -
280
+ 1.81%
$21K - $22.9K
15.7K $426K
Apr 27, 2022 Q1 2022
Baker Tilly Wealth Management, LLC

BUY
 -
278
+ 1.66%
$20.9K - $22.8K
17K $462K
Apr 29, 2022 Q1 2022
Accel Wealth Management

BUY
 -
275
+ 21.53%
$20.7K - $22.5K
1.55K $42K
May 12, 2022 Q1 2022
Archer Investment Corp

BUY
 -
272
+ 11.37%
$20.4K - $22.3K
2.67K $72.2K

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