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 12, 2022 Q1 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-2.74K
- 3.73%
$206K - $224K
70.5K $1.91M
May 04, 2022 Q1 2022
Ziegler Capital Management, LLC

SELL
 -
-2.8K
Closed
$210K - $229K
0 $0
May 12, 2022 Q1 2022
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-2.86K
- 9.66%
$215K - $235K
26.8K $725K
May 11, 2022 Q1 2022
Legacy Advisors, LLC

SELL
 -
-2.87K
Closed
$216K - $235K
0 $0
Apr 14, 2022 Q1 2022
First Command Advisory Services, Inc.

SELL
 -
-2.92K
- 1.77%
$220K - $240K
162K $4.4M
May 04, 2022 Q1 2022
Titleist Asset Management, Ltd.

San Antonio, TX
SELL
 -
-3.01K
- 3.51%
$226K - $247K
82.7K $2.24M
May 12, 2022 Q1 2022
Chartist Inc

Seal Beach, CA
SELL
 -
-3.07K
- 32.86%
$231K - $252K
6.28K $170K
Apr 28, 2022 Q1 2022
Keating Investment Counselors Inc

SELL
 -
-3.1K
- 17.75%
$233K - $254K
14.4K $389K
May 17, 2022 Q1 2022
Maple Capital Management, Inc.

SELL
 -
-3.17K
- 10.94%
$238K - $259K
25.8K $698K
Apr 29, 2022 Q1 2022
Gratus Capital LLC

SELL
 -
-3.25K
- 56.22%
$244K - $266K
2.53K $68.5K
May 12, 2022 Q1 2022
Jt Stratford LLC

Gainesville, GA
SELL
 -
-3.27K
- 6.26%
$245K - $268K
48.9K $1.32M
Apr 20, 2022 Q1 2022
Bullseye Investment Management, LLC

SELL
 -
-3.28K
- 40.45%
$246K - $269K
4.82K $131K
May 05, 2022 Q1 2022
Stockman Wealth Management, Inc.

SELL
 -
-3.28K
- 17.63%
$246K - $269K
15.3K $415K
May 12, 2022 Q1 2022
Hm Payson & CO

Portland, ME
SELL
 -
-3.36K
- 72.96%
$252K - $275K
1.25K $33.7K
May 13, 2022 Q1 2022
Baltimore Washington Financial Advisors, Inc.

SELL
 -
-3.36K
Closed
$252K - $275K
0 $0
Apr 13, 2022 Q1 2022
Winthrop Advisory Group LLC

SELL
 -
-3.38K
- 2.45%
$254K - $277K
135K $3.65M
Apr 12, 2022 Q1 2022
Crestwood Advisors Group LLC

SELL
 -
-3.38K
Closed
$254K - $277K
0 $0
Sep 13, 2022 Q1 2022
Sunflower Bank, N.A.

Denver, CO
SELL
 -
-3.48K
- 32.24%
$262K - $285K
7.32K $198K
May 16, 2022 Q1 2022
Berkshire Asset Management LLC

Wilkes Barre, PA
SELL
 -
-3.49K
Closed
$262K - $286K
0 $0
May 17, 2022 Q1 2022
Wealth Architects, LLC

SELL
 -
-3.66K
Closed
$275K - $299K
0 $0
Apr 26, 2022 Q1 2022
Tap Consulting, LLC

SELL
 -
-3.66K
- 32.61%
$275K - $300K
7.57K $205K
May 13, 2022 Q1 2022
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-3.92K
Closed
$294K - $321K
0 $0
May 02, 2022 Q1 2022
Mbl Wealth, LLC

Charlotte, NC
SELL
 -
-4.27K
- 37.62%
$321K - $350K
7.08K $192K
Apr 26, 2022 Q1 2022
Marquette Asset Management, LLC

SELL
 -
-4.45K
- 1.5%
$334K - $365K
292K $7.91M
Feb 27, 2023 Q1 2022
Financial Partners Capital Management LLC

New York, NY
SELL
 -
-4.5K
- 10.09%
$338K - $369K
40.1K $1.09M
Apr 21, 2022 Q1 2022
Destiny Wealth Partners, LLC

SELL
 -
-4.56K
- 83.92%
$342K - $373K
873 $23.6K
May 16, 2022 Q1 2022
Magnolia Capital Advisors LLC

Jackson, MS
SELL
 -
-4.69K
- 5.38%
$353K - $384K
82.5K $2.23M
May 13, 2022 Q1 2022
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-4.73K
- 1.23%
$356K - $388K
380K $10.3M
Apr 27, 2022 Q1 2022
Demars Financial Group, LLC

SELL
 -
-4.81K
- 55.67%
$361K - $394K
3.83K $104K
May 10, 2022 Q1 2022
Probity Advisors, Inc.

Dallas, TX
SELL
 -
-4.91K
Closed
$369K - $402K
0 $0
Apr 27, 2022 Q1 2022
Sargent Bickham Lagudis LLC

SELL
 -
-4.98K
- 7.97%
$374K - $408K
57.4K $1.56M
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

SELL
 -
-5K
- 1.69%
$376K - $410K
291K $7.89M
May 09, 2022 Q1 2022
Checchi Capital Advisers, LLC

Beverly Hills, CA
SELL
 -
-5.01K
Closed
$376K - $411K
0 $0
May 09, 2022 Q1 2022
Duncker Streett & CO Inc

SELL
 -
-5.07K
- 49.36%
$381K - $415K
5.2K $141K
Apr 22, 2022 Q1 2022
Allworth Financial LP

SELL
 -
-5.29K
- 11.11%
$398K - $434K
42.3K $1.15M
May 09, 2022 Q1 2022
Bridgeworth, LLC

Birmingham, AL
SELL
 -
-5.85K
Closed
$440K - $479K
0 $0
May 09, 2022 Q1 2022
Ulland Investment Advisors, LLC

SELL
 -
-5.87K
- 50.24%
$441K - $481K
5.82K $157K
May 12, 2022 Q1 2022
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-6.11K
- 2.69%
$459K - $501K
221K $5.98M
Apr 19, 2022 Q1 2022
Manning & Napier Group, LLC

SELL
 -
-6.21K
- 2.69%
$466K - $509K
224K $6.07M
May 13, 2022 Q1 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-6.3K
Closed
$473K - $516K
0 $0
May 09, 2022 Q1 2022
Avantax Planning Partners, Inc.

SELL
 -
-6.4K
- 0.21%
$481K - $524K
2.98M $80.8M
May 16, 2022 Q1 2022
Personal Capital Advisors Corp

SELL
 -
-6.43K
- 44.91%
$483K - $527K
7.89K $214K
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-6.49K
Closed
$488K - $532K
0 $0
Apr 18, 2022 Q1 2022
Time Scale Financial, Inc.

SELL
 -
-6.52K
- 1.15%
$490K - $534K
561K $15.2M
Apr 27, 2022 Q1 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-6.52K
- 2.92%
$490K - $534K
217K $5.88M
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-6.63K
- 1.59%
$498K - $544K
412K $11.2M
May 13, 2022 Q1 2022
Sei Investments CO

Oaks, PA
SELL
 -
-6.69K
- 13.71%
$502K - $548K
42.1K $1.14M
May 16, 2022 Q1 2022
Colony Group LLC

Boston, MA
SELL
 -
-6.72K
- 2.04%
$505K - $550K
323K $8.74M
Apr 12, 2022 Q1 2022
Eidelman Virant Capital

SELL
 -
-6.76K
- 16.64%
$508K - $554K
33.9K $917K

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