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 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7- 0.01% |
$526 - $574
|
59.3K
$1.6M
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 0.85% |
$601 - $656
|
932
$25.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-9- 0.3% |
$676 - $737
|
3.03K
$81.9K
|
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-9- 0.18% |
$676 - $737
|
5.05K
$137K
|
|
|
May 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-11- 0.05% |
$827 - $901
|
20.7K
$560K
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-13- 0.33% |
$977 - $1.07K
|
3.89K
$105K
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-14- 0.32% |
$1.05K - $1.15K
|
4.41K
$119K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-16Closed |
$1.2K - $1.31K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-19- 0.27% |
$1.43K - $1.56K
|
7.15K
$194K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-20- 0.17% |
$1.5K - $1.64K
|
12K
$325K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-20- 5.8% |
$1.5K - $1.64K
|
325
$8.8K
|
|
|
Apr 13, 2022
Q1 2022
|
Raub Brock Capital Management LP
|
SELL
|
- |
-22- 0.75% |
$1.65K - $1.8K
|
2.93K
$79.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-29- 0.52% |
$2.18K - $2.38K
|
5.56K
$151K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-32- 1.06% |
$2.4K - $2.62K
|
3K
$81.2K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-33- 0.01% |
$2.48K - $2.7K
|
468K
$12.7M
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-35- 6.96% |
$2.63K - $2.87K
|
468
$12.7K
|
|
|
May 09, 2022
Q1 2022
|
Tenret CO LLC
|
SELL
|
- |
-37- 0.97% |
$2.78K - $3.03K
|
3.78K
$102K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-37- 0.37% |
$2.78K - $3.03K
|
9.9K
$268K
|
|
|
May 04, 2022
Q1 2022
|
ETF Store, Inc.
|
SELL
|
- |
-41- 0.83% |
$3.08K - $3.36K
|
4.89K
$133K
|
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-47- 0.35% |
$3.53K - $3.85K
|
13.3K
$361K
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-50- 0.37% |
$3.76K - $4.1K
|
13.4K
$364K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-50- 0.17% |
$3.76K - $4.1K
|
29.7K
$805K
|
|
|
Aug 03, 2022
Q1 2022
|
Synergy Financial Group, LTD
|
SELL
|
- |
-52- 1.82% |
$3.91K - $4.26K
|
2.81K
$76K
|
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-60- 12.05% |
$4.51K - $4.92K
|
438
$11.9K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-60- 1.58% |
$4.51K - $4.92K
|
3.73K
$101K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-61- 2.99% |
$4.58K - $5K
|
1.98K
$53.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-65Closed |
$4.88K - $5.33K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-66- 1.93% |
$4.96K - $5.41K
|
3.36K
$90.9K
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-71- 1.39% |
$5.33K - $5.82K
|
5.05K
$137K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-73- 0.25% |
$5.49K - $5.98K
|
28.7K
$777K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-74- 1.92% |
$5.56K - $6.06K
|
3.78K
$102K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-76- 1.83% |
$5.71K - $6.23K
|
4.08K
$111K
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-86- 0.12% |
$6.46K - $7.05K
|
74.6K
$2.02M
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-96- 1.12% |
$7.21K - $7.87K
|
8.49K
$230K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-100Closed |
$7.51K - $8.19K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-102- 97.14% |
$7.66K - $8.36K
|
3
$81.2
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-103- 91.96% |
$7.74K - $8.44K
|
9
$244
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-104- 0.5% |
$7.81K - $8.52K
|
20.6K
$558K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-104- 1.46% |
$7.81K - $8.52K
|
7.02K
$190K
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
SELL
|
- |
-116- 0.81% |
$8.72K - $9.51K
|
14.2K
$385K
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-118- 3.69% |
$8.87K - $9.67K
|
3.08K
$83.4K
|
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-124- 0.55% |
$9.32K - $10.2K
|
22.3K
$603K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-124- 2.55% |
$9.32K - $10.2K
|
4.74K
$128K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-125- 26.6% |
$9.39K - $10.2K
|
345
$9.34K
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-133- 4.73% |
$9.99K - $10.9K
|
2.68K
$72.5K
|
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-135- 3.34% |
$10.1K - $11.1K
|
3.91K
$106K
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-151- 1.08% |
$11.3K - $12.4K
|
13.8K
$373K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-152- 11.68% |
$11.4K - $12.5K
|
1.15K
$31.1K
|
|
|
May 02, 2022
Q1 2022
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-158- 2.91% |
$11.9K - $12.9K
|
5.27K
$143K
|
|
|
Apr 19, 2022
Q1 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-159- 2.49% |
$11.9K - $13K
|
6.23K
$169K
|