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 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-508- 2.04% |
$38.2K - $41.6K
|
24.4K
$661K
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-520- 56.64% |
$39.1K - $42.6K
|
398
$10.8K
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-541- 8.22% |
$40.7K - $44.3K
|
6.04K
$164K
|
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
SELL
|
- |
-545- 11.26% |
$41K - $44.7K
|
4.3K
$116K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-573- 4.67% |
$43.1K - $47K
|
11.7K
$317K
|
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-595- 14.14% |
$44.7K - $48.8K
|
3.61K
$97.8K
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-625- 0.92% |
$47K - $51.2K
|
67.2K
$1.82M
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-637- 8.01% |
$47.9K - $52.2K
|
7.31K
$198K
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-653- 17.96% |
$49.1K - $53.5K
|
2.98K
$80.8K
|
|
|
May 06, 2022
Q1 2022
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-656- 0.21% |
$49.3K - $53.8K
|
313K
$8.47M
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-674- 1.61% |
$50.6K - $55.2K
|
41.1K
$1.11M
|
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-678- 4.9% |
$50.9K - $55.6K
|
13.2K
$356K
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-682- 0.66% |
$51.2K - $55.9K
|
102K
$2.77M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-695- 2.51% |
$52.2K - $56.9K
|
27K
$732K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-700- 16.25% |
$52.6K - $57.4K
|
3.61K
$97.7K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-706- 3.16% |
$53K - $57.8K
|
21.6K
$585K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-712- 57.56% |
$53.5K - $58.3K
|
525
$14.2K
|
|
|
May 16, 2022
Q1 2022
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-736- 1.23% |
$55.3K - $60.3K
|
59.3K
$1.61M
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-752- 1.34% |
$56.5K - $61.6K
|
55.2K
$1.5M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-760- 2.17% |
$57.1K - $62.3K
|
34.2K
$927K
|
|
|
Apr 26, 2022
Q1 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-771- 11.26% |
$57.9K - $63.2K
|
6.07K
$164K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-788Closed |
$59.2K - $64.6K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-800- 1.0% |
$60.1K - $65.6K
|
79.3K
$2.15M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-802Closed |
$60.3K - $65.7K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-820- 4.88% |
$61.6K - $67.2K
|
16K
$433K
|
|
|
May 13, 2022
Q1 2022
|
Wills Financial Group, Inc.
|
SELL
|
- |
-822- 4.6% |
$61.8K - $67.4K
|
17.1K
$462K
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-849- 13.45% |
$63.8K - $69.6K
|
5.46K
$148K
|
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-852- 10.42% |
$64K - $69.8K
|
7.32K
$198K
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-878- 1.35% |
$66K - $71.9K
|
64K
$1.73M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-898- 10.25% |
$67.5K - $73.6K
|
7.86K
$213K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-916- 18.79% |
$68.8K - $75.1K
|
3.96K
$107K
|
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-923- 5.86% |
$69.4K - $75.6K
|
14.8K
$402K
|
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-923- 4.84% |
$69.4K - $75.6K
|
18.2K
$492K
|
|
|
May 13, 2022
Q1 2022
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-927- 7.3% |
$69.7K - $76K
|
11.8K
$319K
|
|
|
May 02, 2022
Q1 2022
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-940- 8.75% |
$70.6K - $77K
|
9.81K
$266K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-957Closed |
$71.9K - $78.4K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
SELL
|
- |
-959- 3.31% |
$72.1K - $78.6K
|
28K
$758K
|
|
|
Apr 06, 2022
Q1 2022
|
Spence Asset Management
|
SELL
|
- |
-975Closed |
$73.3K - $79.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-979- 25.06% |
$73.6K - $80.2K
|
2.93K
$79.3K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-980- 5.1% |
$73.6K - $80.3K
|
18.2K
$494K
|
|
|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1K- 4.68% |
$75.1K - $81.9K
|
20.4K
$552K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.04K- 49.2% |
$78.4K - $85.5K
|
1.08K
$29.2K
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.05K- 11.98% |
$78.9K - $86K
|
7.71K
$209K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.08K- 4.79% |
$81.3K - $88.7K
|
21.5K
$582K
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-1.1KClosed |
$82.7K - $90.1K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.11K- 6.92% |
$83K - $90.5K
|
14.9K
$402K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.17K- 0.26% |
$87.9K - $95.9K
|
445K
$12.1M
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-1.19KClosed |
$89.6K - $97.7K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-1.2K- 5.27% |
$90.2K - $98.3K
|
21.6K
$585K
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.2K- 18.61% |
$90.3K - $98.5K
|
5.26K
$142K
|