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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
18+ 0.63% |
$1.35K - $1.47K
|
2.88K
$78K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
18+ 0.24% |
$1.35K - $1.47K
|
7.67K
$208K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
BUY
|
- |
17New |
$1.28K - $1.39K
|
17
$460
|
|
|
Apr 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
BUY
|
- |
17+ 0.64% |
$1.28K - $1.39K
|
2.67K
$72.3K
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
17+ 0.32% |
$1.28K - $1.39K
|
5.3K
$143K
|
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
17+ 0.61% |
$1.28K - $1.39K
|
2.79K
$75.6K
|
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
17+ 0.66% |
$1.28K - $1.39K
|
2.59K
$70K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15+ 0.45% |
$1.13K - $1.23K
|
3.32K
$89.8K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
13+ 0.64% |
$977 - $1.07K
|
2.04K
$55.4K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
13+ 0.42% |
$977 - $1.07K
|
3.11K
$84.3K
|
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
13+ 0.12% |
$977 - $1.07K
|
11K
$299K
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12+ 0.09% |
$902 - $983
|
13.9K
$377K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12+ 0.43% |
$902 - $983
|
2.82K
$76.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.33% |
$902 - $983
|
3.68K
$99.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11+ 0.36% |
$827 - $901
|
3.05K
$82.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
11+ 0.38% |
$827 - $901
|
2.94K
$79.6K
|
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 18.18% |
$751 - $819
|
65
$1.76K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
10+ 0.58% |
$751 - $819
|
1.72K
$46.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
9+ 0.07% |
$676 - $737
|
13.2K
$356K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
9+ 0.07% |
$676 - $737
|
12.3K
$334K
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9+ 0.26% |
$676 - $737
|
3.43K
$92.9K
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
9+ 0.47% |
$676 - $737
|
1.91K
$51.6K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.07% |
$676 - $737
|
12.3K
$334K
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$601 - $656
|
13.2K
$357K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
8+ 5.03% |
$601 - $656
|
167
$4.52K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
7+ 0.19% |
$526 - $574
|
3.73K
$101K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6+ 0.64% |
$451 - $492
|
940
$25.5K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 0.3% |
$376 - $410
|
1.68K
$45.6K
|
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5+ 0.14% |
$376 - $410
|
3.48K
$94.2K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.03% |
$225 - $246
|
10K
$272K
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
2+ 0.03% |
$150 - $164
|
7.15K
$194K
|
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2+ 0.03% |
$150 - $164
|
5.81K
$157K
|
|
|
May 04, 2022
Q1 2022
|
Emfo, LLC
|
BUY
|
- |
2+ 0.71% |
$150 - $164
|
285
$7.72K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2+ 0.38% |
$150 - $164
|
534
$14.5K
|
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2+ 0.04% |
$150 - $164
|
5.6K
$152K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.05% |
$150 - $164
|
3.78K
$102K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$75.1 - $81.9
|
3.18K
$86K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.47% |
$75.1 - $81.9
|
214
$5.8K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
1+ 0.03% |
$75.1 - $81.9
|
3.09K
$83.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
1New |
$75.1 - $81.9
|
1
$27.1
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1+ 0.0% |
$75.1 - $81.9
|
47.9K
$1.3M
|
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1+ 0.04% |
$75.1 - $81.9
|
2.85K
$77.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.45% |
$75.1 - $81.9
|
223
$6.04K
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1+ 0.0% |
$75.1 - $81.9
|
72.1K
$1.95M
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 1.09% |
$75.1 - $81.9
|
93
$2.52K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.01% |
$75.1 - $81.9
|
10.5K
$283K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.17% |
$75.1 - $81.9
|
573
$15.5K
|
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1Closed |
$75.1 - $81.9
|
0
$0
|