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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
101+ 37.0% |
$7.59K - $8.28K
|
374
$10.1K
|
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
101+ 2.4% |
$7.59K - $8.28K
|
4.3K
$116K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
100+ 2.47% |
$7.51K - $8.19K
|
4.16K
$113K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
92+ 7.2% |
$6.91K - $7.54K
|
1.37K
$37.1K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
89+ 2.59% |
$6.69K - $7.29K
|
3.52K
$95.3K
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
85+ 0.7% |
$6.39K - $6.96K
|
12.3K
$333K
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
81New |
$6.09K - $6.64K
|
81
$2.19K
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
80+ 2.21% |
$6.01K - $6.56K
|
3.71K
$100K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
75+ 11.28% |
$5.64K - $6.15K
|
740
$20K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
74+ 0.93% |
$5.56K - $6.06K
|
8K
$217K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
71+ 0.39% |
$5.33K - $5.82K
|
18.3K
$495K
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
71New |
$5.33K - $5.82K
|
71
$1.92K
|
|
|
Apr 26, 2022
Q1 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
70+ 0.59% |
$5.26K - $5.74K
|
12K
$324K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
66+ 0.65% |
$4.96K - $5.41K
|
10.3K
$278K
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
64+ 1.13% |
$4.81K - $5.24K
|
5.75K
$156K
|
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
BUY
|
- |
61+ 0.31% |
$4.58K - $5K
|
19.7K
$534K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
60+ 0.4% |
$4.51K - $4.92K
|
14.9K
$403K
|
|
|
Apr 20, 2022
Q1 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
60+ 2.07% |
$4.51K - $4.92K
|
2.96K
$80.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
59+ 0.41% |
$4.43K - $4.83K
|
14.3K
$388K
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
56+ 1.63% |
$4.21K - $4.59K
|
3.5K
$94.7K
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
56+ 2.24% |
$4.21K - $4.59K
|
2.56K
$69.2K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
53+ 1.34% |
$3.98K - $4.34K
|
3.99K
$108K
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
52+ 1.56% |
$3.91K - $4.26K
|
3.39K
$91.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
51+ 0.49% |
$3.83K - $4.18K
|
10.5K
$285K
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
50+ 1.28% |
$3.76K - $4.1K
|
3.96K
$107K
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
BUY
|
- |
50New |
$3.76K - $4.1K
|
50
$1.35K
|
|
|
May 10, 2022
Q1 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
42+ 0.63% |
$3.16K - $3.44K
|
6.75K
$183K
|
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
41+ 0.64% |
$3.08K - $3.36K
|
6.43K
$174K
|
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
41+ 0.6% |
$3.08K - $3.36K
|
6.91K
$187K
|
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
38+ 0.65% |
$2.86K - $3.11K
|
5.86K
$159K
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
37+ 1.51% |
$2.78K - $3.03K
|
2.48K
$67.2K
|
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
36+ 0.66% |
$2.71K - $2.95K
|
5.46K
$148K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
36+ 0.27% |
$2.71K - $2.95K
|
13.4K
$363K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
36+ 0.66% |
$2.71K - $2.95K
|
5.52K
$149K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
29New |
$2.18K - $2.38K
|
29
$785
|
|
|
May 06, 2022
Q1 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
29+ 0.26% |
$2.18K - $2.38K
|
11.4K
$307K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
29+ 3.77% |
$2.18K - $2.38K
|
798
$21.6K
|
|
|
Oct 25, 2024
Q1 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
29+ 0.66% |
$2.18K - $2.38K
|
4.41K
$119K
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
28+ 0.22% |
$2.1K - $2.29K
|
13K
$352K
|
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
28+ 0.35% |
$2.1K - $2.29K
|
8.11K
$220K
|
|
|
May 10, 2022
Q1 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
27+ 0.2% |
$2.03K - $2.21K
|
13.3K
$360K
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
26+ 0.65% |
$1.95K - $2.13K
|
4.01K
$108K
|
|
|
May 06, 2022
Q1 2022
|
Fagan Associates, Inc.
|
BUY
|
- |
24+ 0.05% |
$1.8K - $1.97K
|
52.7K
$1.43M
|
|
|
Apr 29, 2022
Q1 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
23+ 0.3% |
$1.73K - $1.88K
|
7.66K
$207K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
23+ 0.63% |
$1.73K - $1.88K
|
3.68K
$99.8K
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
BUY
|
- |
22+ 0.75% |
$1.65K - $1.8K
|
2.96K
$80.1K
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
21+ 0.65% |
$1.58K - $1.72K
|
3.27K
$88.4K
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
20New |
$1.5K - $1.64K
|
20
$542
|
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
19+ 0.64% |
$1.43K - $1.56K
|
2.98K
$80.7K
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
18+ 0.04% |
$1.35K - $1.47K
|
42.1K
$1.14M
|