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
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
112K
+ 22.95%
$8.44M - $9.2M
602K $16.3M
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
107K
+ 48.29%
$8.05M - $8.78M
329K $8.91M
Apr 14, 2022 Q1 2022
Minot Wealth Management LLC

BUY
 -
100K
+ 37.66%
$7.53M - $8.21M
366K $9.92M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
98.1K
New
$7.37M - $8.04M
98.1K $2.66M
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
97.5K
+ 35.93%
$7.33M - $7.99M
369K $9.99M
May 16, 2022 Q1 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
97.2K
+ 148.82%
$7.3M - $7.96M
162K $4.4M
May 13, 2022 Q1 2022
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
96.3K
+ 243.1%
$7.23M - $7.89M
136K $3.68M
Apr 19, 2022 Q1 2022
Jb Capital LLC

BUY
 -
93.4K
+ 2405.0%
$7.02M - $7.65M
97.3K $2.63M
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
92K
+ 12.14%
$6.91M - $7.54M
850K $23M
May 05, 2022 Q1 2022
Pinnacle Associates LTD

BUY
 -
90.2K
+ 25.54%
$6.78M - $7.39M
444K $12M
May 13, 2022 Q1 2022
Clark Financial Services Group Inc

Chesterfield, MO
BUY
 -
84.9K
New
$6.38M - $6.96M
84.9K $2.3M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
82.8K
+ 36.76%
$6.22M - $6.78M
308K $8.34M
May 10, 2022 Q1 2022
B&D White Capital Company, LLC

BUY
 -
82.5K
+ 40.85%
$6.2M - $6.76M
285K $7.71M
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
81.4K
+ 17.96%
$6.12M - $6.67M
535K $14.5M
May 05, 2022 Q1 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
80.6K
New
$6.05M - $6.6M
80.6K $2.18M
Sep 07, 2022 Q1 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
79.6K
New
$5.98M - $6.52M
79.6K $2.15M
Jun 08, 2022 Q1 2022
American Trust

Lexington, KY
BUY
 -
78.5K
+ 36.87%
$5.9M - $6.43M
291K $7.89M
May 12, 2022 Q1 2022
Fiduciary Trust CO

Boston, MA
BUY
 -
77.4K
+ 44.78%
$5.81M - $6.34M
250K $6.77M
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
76.9K
+ 8713.93%
$5.78M - $6.3M
77.8K $2.11M
May 12, 2022 Q1 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
75.3K
+ 13.35%
$5.65M - $6.17M
639K $17.3M
Apr 22, 2022 Q1 2022
Truist Financial Corp

BUY
 -
72.6K
+ 9.75%
$5.46M - $5.95M
817K $22.1M
May 02, 2022 Q1 2022
Eagle Strategies LLC

New York, NY
BUY
 -
72.1K
+ 191.5%
$5.42M - $5.91M
110K $2.97M
May 13, 2022 Q1 2022
Worth Asset Management, LLC

BUY
 -
72.1K
New
$5.41M - $5.9M
72.1K $1.95M
May 02, 2022 Q1 2022
Bcgm Wealth Management, LLC

BUY
 -
71.6K
+ 95.14%
$5.38M - $5.87M
147K $3.98M
May 06, 2022 Q1 2022
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
68.4K
+ 37.53%
$5.14M - $5.61M
251K $6.79M
May 10, 2022 Q1 2022
Ledge Wealth Management, Inc.

BUY
 -
68K
New
$5.11M - $5.57M
68K $1.84M
Apr 25, 2022 Q1 2022
Kellett Schaffner Wealth Advisors LLC

Cincinnati, OH
BUY
 -
65.6K
+ 19.2%
$4.93M - $5.38M
407K $11M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
65.5K
+ 43.37%
$4.92M - $5.37M
217K $5.86M
Apr 22, 2022 Q1 2022
Cva Family Office, LLC

BUY
 -
65.4K
+ 11.86%
$4.91M - $5.36M
617K $16.7M
Apr 20, 2022 Q1 2022
Howard Financial Services, Ltd.

BUY
 -
65.1K
+ 12.04%
$4.89M - $5.34M
606K $16.4M
Apr 25, 2022 Q1 2022
Sharkey, Howes & Javer

BUY
 -
64.3K
+ 40.79%
$4.83M - $5.27M
222K $6.01M
May 05, 2022 Q1 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
62K
+ 40.82%
$4.66M - $5.08M
214K $5.79M
Apr 12, 2022 Q1 2022
Kohmann Bosshard Financial Services, LLC

BUY
 -
61.1K
+ 19.58%
$4.59M - $5.01M
373K $10.1M
Apr 29, 2022 Q1 2022
Summit Global Investments

Bountiful, UT
BUY
 -
61K
New
$4.58M - $5M
61K $1.65M
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
60.4K
+ 97.74%
$4.54M - $4.95M
122K $3.31M
May 06, 2022 Q1 2022
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
60.3K
New
$4.53M - $4.94M
60.3K $1.63M
Apr 11, 2022 Q1 2022
Stewardship Advisors, LLC

BUY
 -
60K
+ 18.94%
$4.51M - $4.92M
377K $10.2M
Apr 27, 2022 Q1 2022
Atlas Financial Advisors, Inc.

BUY
 -
60K
New
$4.51M - $4.92M
60K $1.62M
Apr 21, 2022 Q1 2022
Leavell Investment Management, Inc.

BUY
 -
56.9K
+ 29.39%
$4.28M - $4.67M
251K $6.79M
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

BUY
 -
56K
+ 282.49%
$4.2M - $4.58M
75.8K $2.05M
Apr 15, 2022 Q1 2022
Paladin Advisory Group, LLC

BUY
 -
55.8K
New
$4.19M - $4.57M
55.8K $1.51M
Apr 25, 2022 Q1 2022
Scott Capital Advisors, LLC

BUY
 -
54.9K
+ 17.05%
$4.13M - $4.5M
377K $10.2M
Apr 19, 2022 Q1 2022
Forth Right Wealth Management, LLC

BUY
 -
53.9K
+ 1167.61%
$4.05M - $4.41M
58.5K $1.58M
Aug 15, 2022 Q1 2022
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
53.2K
New
$4M - $4.36M
53.2K $1.44M
Apr 25, 2022 Q1 2022
Opus Capital Group, LLC

BUY
 -
52.5K
+ 580.66%
$3.95M - $4.31M
61.6K $1.67M
Apr 28, 2022 Q1 2022
Keybank National Association

BUY
 -
50.9K
+ 4.22%
$3.82M - $4.17M
1.25M $34M
May 13, 2022 Q1 2022
Select Asset Management & Trust

Mechanicsburg, PA
BUY
 -
49K
+ 98.5%
$3.68M - $4.02M
98.8K $2.68M
May 13, 2022 Q1 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
48.5K
+ 38.4%
$3.65M - $3.98M
175K $4.74M
May 12, 2022 Q1 2022
D.A. Davidson & Co.

BUY
 -
48.4K
+ 7.24%
$3.64M - $3.97M
717K $19.4M

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