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 13, 2022 Q1 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
270
+ 1.79%
$20.3K - $22.1K
15.4K $417K
May 11, 2022 Q1 2022
Argent Trust CO

Nashville, TN
BUY
 -
267
+ 7.98%
$20.1K - $21.9K
3.61K $97.8K
May 16, 2022 Q1 2022
Van Cleef Asset Management,Inc

Beachwood, OH
BUY
 -
267
+ 2.28%
$20.1K - $21.9K
12K $324K
Apr 26, 2022 Q1 2022
Rodgers & Associates, LTD

BUY
 -
266
+ 0.53%
$20K - $21.8K
50.5K $1.37M
May 03, 2022 Q1 2022
Guyasuta Investment Advisors Inc

BUY
 -
255
+ 0.81%
$19.2K - $20.9K
31.9K $864K
Apr 27, 2022 Q1 2022
Gfg Capital, LLC

BUY
 -
253
+ 10.17%
$19K - $20.7K
2.74K $74.2K
May 12, 2022 Q1 2022
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
251
+ 5.66%
$18.9K - $20.6K
4.68K $127K
Apr 18, 2022 Q1 2022
Pds Planning, Inc

BUY
 -
241
+ 6.5%
$18.1K - $19.7K
3.95K $107K
May 12, 2022 Q1 2022
Holderness Investments CO

Greensboro, NC
BUY
 -
237
+ 2.83%
$17.8K - $19.4K
8.6K $233K
May 09, 2022 Q1 2022
Commerce Bank

Kansas City, MO
BUY
 -
232
+ 1.08%
$17.4K - $19K
21.7K $587K
May 13, 2022 Q1 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
206
New
$15.5K - $16.9K
206 $5.58K
May 10, 2022 Q1 2022
Dravo Bay LLC

Wilmington, DE
BUY
 -
206
New
$15.5K - $16.9K
206 $5.58K
May 10, 2022 Q1 2022
Wms Partners, LLC

BUY
 -
205
+ 3.99%
$15.4K - $16.8K
5.35K $145K
Apr 21, 2022 Q1 2022
Asset Dedication, LLC

BUY
 -
203
+ 0.69%
$15.3K - $16.6K
29.6K $800K
May 10, 2022 Q1 2022
Lockerman Financial Group, Inc.

BUY
 -
196
+ 4.66%
$14.7K - $16.1K
4.4K $119K
Apr 28, 2022 Q1 2022
Acas, LLC

BUY
 -
194
+ 0.61%
$14.6K - $15.9K
31.9K $864K
May 11, 2022 Q1 2022
Abbrea Capital, LLC

BUY
 -
194
+ 0.78%
$14.6K - $15.9K
24.9K $675K
May 09, 2022 Q1 2022
Capital Square, LLC

BUY
 -
193
+ 1.52%
$14.5K - $15.8K
12.9K $350K
May 13, 2022 Q1 2022
Westover Capital Advisors, LLC

Wilmington, DE
BUY
 -
191
+ 4.29%
$14.4K - $15.7K
4.64K $126K
May 16, 2022 Q1 2022
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
190
New
$14.3K - $15.6K
190 $5.15K
May 09, 2022 Q1 2022
Signal Point Asset Management, LLC

BUY
 -
184
+ 2.55%
$13.8K - $15.1K
7.39K $200K
Apr 26, 2022 Q1 2022
Toth Financial Advisory Corp

BUY
 -
184
+ 12.82%
$13.8K - $15.1K
1.62K $43.8K
Apr 28, 2022 Q1 2022
Krilogy Financial LLC

BUY
 -
183
+ 1.2%
$13.8K - $15K
15.5K $419K
Apr 22, 2022 Q1 2022
Concorde Asset Management, LLC

BUY
 -
181
+ 1.02%
$13.6K - $14.8K
17.9K $486K
Apr 28, 2022 Q1 2022
Townsend Asset Management Corp

BUY
 -
180
+ 0.74%
$13.5K - $14.7K
24.7K $668K
Apr 06, 2022 Q1 2022
Martin Capital Partners, LLC

BUY
 -
179
+ 2.07%
$13.5K - $14.7K
8.85K $240K
Apr 22, 2022 Q1 2022
Smart Money Group LLC

BUY
 -
179
+ 1.3%
$13.5K - $14.7K
13.9K $377K
Apr 08, 2022 Q1 2022
Nikulski Financial, Inc.

BUY
 -
175
+ 0.44%
$13.1K - $14.3K
39.6K $1.07M
May 11, 2022 Q1 2022
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
170
+ 0.48%
$12.8K - $13.9K
35.5K $960K
Apr 06, 2022 Q1 2022
First National Bank Of Mount Dora, Trust Investment Services

BUY
 -
165
+ 0.6%
$12.4K - $13.5K
27.5K $743K
Apr 07, 2022 Q1 2022
Vigilant Capital Management, LLC

BUY
 -
157
+ 6.3%
$11.8K - $12.9K
2.65K $71.8K
May 16, 2022 Q1 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
155
+ 0.37%
$11.6K - $12.7K
42.6K $1.15M
Apr 27, 2022 Q1 2022
American Financial Advisors, LLC

BUY
 -
154
+ 3.78%
$11.6K - $12.6K
4.23K $115K
Apr 20, 2022 Q1 2022
Selective Wealth Management, Inc.

BUY
 -
150
New
$11.3K - $12.3K
150 $4.06K
May 17, 2022 Q1 2022
Laraway Financial Advisors Inc

Saint Cloud, MN
BUY
 -
150
+ 6.05%
$11.3K - $12.3K
2.63K $71.2K
May 10, 2022 Q1 2022
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
149
+ 0.16%
$11.2K - $12.2K
91K $2.46M
May 13, 2022 Q1 2022
Svb Wealth LLC

Boston, MA
BUY
 -
145
+ 0.61%
$10.9K - $11.9K
23.8K $645K
May 12, 2022 Q1 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
134
+ 4.16%
$10.1K - $11K
3.36K $90.9K
May 04, 2022 Q1 2022
All Square Wealth Management LLC

Albany, NY
BUY
 -
133
New
$9.99K - $10.9K
133 $3.6K
Apr 13, 2022 Q1 2022
Traynor Capital Management, Inc.

BUY
 -
132
+ 4.88%
$9.92K - $10.8K
2.84K $76.8K
Apr 20, 2022 Q1 2022
Blb&B Advisors, LLC

BUY
 -
130
+ 2.26%
$9.77K - $10.7K
5.89K $160K
Apr 14, 2022 Q1 2022
Pflug Koory, LLC

BUY
 -
125
+ 5.92%
$9.39K - $10.2K
2.24K $60.5K
May 09, 2022 Q1 2022
Hayek Kallen Investment Management

Fairhope, AL
BUY
 -
125
+ 2.06%
$9.39K - $10.2K
6.19K $168K
May 05, 2022 Q1 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
122
New
$9.17K - $10K
122 $3.3K
May 04, 2022 Q1 2022
Aptus Capital Advisors, LLC

BUY
 -
110
+ 9.02%
$8.27K - $9.01K
1.33K $36K
May 12, 2022 Q1 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
110
+ 2.4%
$8.27K - $9.01K
4.69K $127K
Apr 29, 2022 Q1 2022
Institute For Wealth Management, Llc.

BUY
 -
107
+ 1.14%
$8.04K - $8.77K
9.49K $257K
Apr 21, 2022 Q1 2022
Private Capital Group, LLC

BUY
 -
102
+ 0.87%
$7.66K - $8.36K
11.8K $319K
May 03, 2022 Q1 2022
F Dx Advisors, Inc.

BUY
 -
102
+ 0.71%
$7.66K - $8.36K
14.5K $392K

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