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 21, 2022
Q1 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-166- 4.43% |
$12.5K - $13.6K
|
3.58K
$97K
|
|
May 06, 2022
Q1 2022
|
Hc Advisors, LLC
|
SELL
|
- |
-167- 0.26% |
$12.5K - $13.7K
|
65.1K
$1.76M
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-173- 0.2% |
$13K - $14.2K
|
87.6K
$2.37M
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-176- 0.35% |
$13.2K - $14.4K
|
49.9K
$1.35M
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-186- 23.57% |
$14K - $15.2K
|
603
$16.3K
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-191- 1.48% |
$14.4K - $15.7K
|
12.8K
$345K
|
|
May 03, 2022
Q1 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-206- 3.29% |
$15.5K - $16.9K
|
6.05K
$164K
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-213- 3.01% |
$16K - $17.5K
|
6.87K
$186K
|
|
May 04, 2022
Q1 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-220- 0.9% |
$16.5K - $18K
|
24.3K
$658K
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-222- 1.33% |
$16.7K - $18.2K
|
16.5K
$447K
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-226- 5.14% |
$17K - $18.5K
|
4.17K
$113K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-239- 99.58% |
$18K - $19.6K
|
1
$27.1
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-254- 10.95% |
$19.1K - $20.8K
|
2.07K
$55.9K
|
|
May 12, 2022
Q1 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-262Closed |
$19.7K - $21.5K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-265- 24.88% |
$19.9K - $21.7K
|
800
$21.7K
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-267- 0.43% |
$20.1K - $21.9K
|
62.5K
$1.69M
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-282- 31.13% |
$21.2K - $23.1K
|
624
$16.9K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-293- 3.86% |
$22K - $24K
|
7.3K
$198K
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-295- 0.32% |
$22.2K - $24.2K
|
92.7K
$2.51M
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-303- 1.5% |
$22.8K - $24.8K
|
19.9K
$538K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-303- 2.62% |
$22.8K - $24.8K
|
11.3K
$305K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-306- 0.8% |
$23K - $25.1K
|
37.9K
$1.03M
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-311- 0.91% |
$23.4K - $25.5K
|
34K
$920K
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-314- 5.73% |
$23.6K - $25.7K
|
5.17K
$140K
|
|
Apr 18, 2022
Q1 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-321- 8.81% |
$24.1K - $26.3K
|
3.32K
$89.9K
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
SELL
|
- |
-332- 4.2% |
$24.9K - $27.2K
|
7.57K
$205K
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-337- 7.85% |
$25.3K - $27.6K
|
3.96K
$107K
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-340- 0.98% |
$25.5K - $27.9K
|
34.2K
$926K
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-348Closed |
$26.1K - $28.5K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-354Closed |
$26.6K - $29K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-364- 0.13% |
$27.4K - $29.8K
|
286K
$7.74M
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-369- 0.86% |
$27.7K - $30.2K
|
42.3K
$1.15M
|
|
May 03, 2022
Q1 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-379- 4.08% |
$28.5K - $31.1K
|
8.92K
$242K
|
|
May 04, 2022
Q1 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-381- 1.06% |
$28.6K - $31.2K
|
35.4K
$959K
|
|
Jun 06, 2022
Q1 2022
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-397- 7.48% |
$29.8K - $32.5K
|
4.91K
$133K
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-399- 1.82% |
$30K - $32.7K
|
21.5K
$582K
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-400- 2.98% |
$30.1K - $32.8K
|
13K
$353K
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-407- 1.27% |
$30.6K - $33.3K
|
31.5K
$854K
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-409- 2.61% |
$30.7K - $33.5K
|
15.3K
$414K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-409- 0.77% |
$30.7K - $33.5K
|
52.7K
$1.43M
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-410Closed |
$30.8K - $33.6K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-419- 6.96% |
$31.5K - $34.3K
|
5.61K
$152K
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-438- 8.19% |
$32.9K - $35.9K
|
4.91K
$133K
|
|
May 06, 2022
Q1 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-438- 2.89% |
$32.9K - $35.9K
|
14.7K
$399K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-460- 52.57% |
$34.6K - $37.7K
|
415
$11.2K
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-463- 23.59% |
$34.8K - $37.9K
|
1.5K
$40.6K
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-489- 26.63% |
$36.7K - $40.1K
|
1.35K
$36.5K
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-498- 2.6% |
$37.4K - $40.8K
|
18.6K
$504K
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-500- 15.36% |
$37.6K - $41K
|
2.76K
$74.6K
|
|
Apr 11, 2022
Q1 2022
|
Adams Wealth Management
|
SELL
|
- |
-500- 3.81% |
$37.6K - $41K
|
12.6K
$342K
|