Purchases and Sales Made in Q1 2022 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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 03, 2022 Q1 2022
Clifford Swan Investment Counsel LLC

SELL
 -
-1.22K
- 31.74%
$91.8K - $100K
2.63K $71.2K
May 10, 2022 Q1 2022
Sterling Financial Planning, Inc.

SELL
 -
-1.23K
- 32.61%
$92.6K - $101K
2.55K $69K
Apr 25, 2022 Q1 2022
Flc Capital Advisors

SELL
 -
-1.25K
- 1.5%
$94.2K - $103K
82.2K $2.23M
Apr 20, 2022 Q1 2022
Epic Trust Investment Advisors, LLC

SELL
 -
-1.26K
- 20.54%
$94.7K - $103K
4.88K $132K
May 13, 2022 Q1 2022
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-1.28K
- 1.76%
$96.1K - $105K
71.6K $1.94M
May 09, 2022 Q1 2022
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-1.29K
- 0.87%
$96.9K - $106K
147K $3.97M
Oct 17, 2024 Q1 2022
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-1.31K
- 97.4%
$98.7K - $108K
35 $948
Apr 21, 2022 Q1 2022
Harvest Group Wealth Management, LLC

SELL
 -
-1.35K
Closed
$101K - $111K
0 $0
May 10, 2022 Q1 2022
Capital Advantage, Inc.

SELL
 -
-1.37K
- 0.47%
$103K - $112K
290K $7.85M
Apr 21, 2022 Q1 2022
Simmons Bank

SELL
 -
-1.43K
- 27.82%
$107K - $117K
3.71K $100K
May 06, 2022 Q1 2022
Buckingham Capital Management, Inc.

SELL
 -
-1.44K
- 6.9%
$108K - $118K
19.4K $526K
May 20, 2022 Q1 2022
Cornerstone Advisory, LLC

SELL
 -
-1.53K
- 34.87%
$115K - $125K
2.86K $77.4K
Apr 15, 2022 Q1 2022
Newman & Schimel, LLC

SELL
 -
-1.55K
- 3.2%
$116K - $127K
46.7K $1.26M
Apr 21, 2022 Q1 2022
Cwa Asset Management Group, LLC

SELL
 -
-1.56K
- 15.11%
$118K - $128K
8.79K $238K
Apr 28, 2022 Q1 2022
Foster & Motley Inc

Cincinnati, OH
SELL
 -
-1.58K
- 31.87%
$119K - $129K
3.38K $91.4K
Apr 28, 2022 Q1 2022
B & T Capital Management Dba Alpha Capital Management

SELL
 -
-1.64K
- 3.63%
$123K - $134K
43.5K $1.18M
Apr 29, 2022 Q1 2022
Annapolis Financial Services, LLC

SELL
 -
-1.74K
- 62.25%
$131K - $143K
1.06K $28.6K
Apr 19, 2022 Q1 2022
Paragon Capital Management LTD

SELL
 -
-1.77K
Closed
$133K - $145K
0 $0
May 10, 2022 Q1 2022
First Horizon Advisors, Inc.

SELL
 -
-1.78K
- 30.76%
$134K - $146K
4.02K $109K
May 09, 2022 Q1 2022
Capasso Planning Partners LLC

Charleston, SC
SELL
 -
-1.79K
- 4.43%
$135K - $147K
38.6K $1.04M
Apr 28, 2022 Q1 2022
Planning Alternatives LTD

SELL
 -
-1.8K
- 6.27%
$135K - $148K
26.9K $730K
Mar 23, 2023 Q1 2022
Prostatis Group LLC

Hanover, MD
SELL
 -
-1.82K
- 2.4%
$137K - $149K
74K $2M
Apr 29, 2022 Q1 2022
Vanguard Capital Wealth Advisors

SELL
 -
-1.88K
- 40.53%
$141K - $154K
2.76K $74.8K
Apr 26, 2022 Q1 2022
Stratos Wealth Advisors, LLC

SELL
 -
-1.93K
- 5.57%
$145K - $158K
32.8K $888K
Apr 27, 2022 Q1 2022
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-1.94K
- 28.13%
$145K - $159K
4.95K $134K
May 09, 2022 Q1 2022
Cypress Capital Management LLC (Wy)

SELL
 -
-1.95K
Closed
$146K - $159K
0 $0
Apr 27, 2022 Q1 2022
Hengehold Capital Management LLC

SELL
 -
-2K
- 0.67%
$150K - $164K
294K $7.97M
Apr 29, 2022 Q1 2022
North Star Asset Management Inc

SELL
 -
-2.02K
- 18.15%
$152K - $166K
9.12K $247K
May 10, 2022 Q1 2022
Advanced Research Investment Solutions, LLC

SELL
 -
-2.07K
Closed
$156K - $170K
0 $0
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-2.09K
- 55.8%
$157K - $171K
1.65K $44.8K
May 16, 2022 Q1 2022
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
SELL
 -
-2.1K
- 2.02%
$157K - $172K
102K $2.76M
Apr 14, 2022 Q1 2022
Seneca House Advisors

SELL
 -
-2.16K
- 12.06%
$163K - $177K
15.8K $427K
Apr 28, 2022 Q1 2022
Aquire Wealth Advisors, LLC

SELL
 -
-2.23K
Closed
$167K - $183K
0 $0
May 13, 2022 Q1 2022
Paradigm Capital Management, LLC

Reno, NV
SELL
 -
-2.31K
- 3.47%
$174K - $190K
64.3K $1.74M
May 11, 2022 Q1 2022
Broadleaf Partners, LLC

Hudson, OH
SELL
 -
-2.33K
- 5.13%
$175K - $191K
43.1K $1.17M
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-2.34K
- 24.19%
$176K - $192K
7.35K $199K
Apr 21, 2022 Q1 2022
Pasadena Private Wealth, LLC

Pasadena, CA
SELL
 -
-2.42K
- 13.56%
$182K - $198K
15.4K $418K
May 10, 2022 Q1 2022
Bank Of Marin

Novato, CA
SELL
 -
-2.46K
- 33.41%
$185K - $202K
4.91K $133K
Apr 18, 2022 Q1 2022
Wealth Enhancement Advisory Services, LLC

SELL
 -
-2.49K
- 3.14%
$187K - $204K
76.7K $2.08M
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-2.49K
- 6.0%
$187K - $204K
38.9K $1.05M
May 16, 2022 Q1 2022
Bsw Wealth Partners

Boulder, CO
SELL
 -
-2.5K
Closed
$188K - $205K
0 $0
Apr 07, 2022 Q1 2022
Bath Savings Trust CO

SELL
 -
-2.52K
Closed
$189K - $206K
0 $0
May 06, 2022 Q1 2022
Wt Wealth Management

SELL
 -
-2.53K
Closed
$190K - $207K
0 $0
Nov 17, 2023 Q1 2022
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-2.55K
Closed
$192K - $209K
0 $0
May 16, 2022 Q1 2022
Inscription Capital, LLC

Houston, TX
SELL
 -
-2.59K
Closed
$195K - $212K
0 $0
Apr 25, 2022 Q1 2022
Orcam Financial Group

Encinitas, CA
SELL
 -
-2.59K
- 21.82%
$195K - $212K
9.29K $251K
Apr 18, 2022 Q1 2022
Northwest Investment Counselors, LLC

SELL
 -
-2.61K
- 3.98%
$196K - $214K
62.9K $1.7M
May 10, 2022 Q1 2022
Milestone Advisory Partners

SELL
 -
-2.61K
- 1.25%
$196K - $214K
206K $5.57M
May 09, 2022 Q1 2022
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-2.73K
Closed
$205K - $224K
0 $0

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