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 20, 2022 Q1 2022
Advisor Resource Council

SELL
 -
-6.76K
Closed
$508K - $554K
0 $0
Apr 06, 2023 Q1 2022
Silverlake Wealth Management LLC

Williston, VT
SELL
 -
-6.87K
- 27.64%
$517K - $563K
18K $487K
Apr 26, 2022 Q1 2022
First National Corp

SELL
 -
-6.94K
- 4.18%
$521K - $568K
159K $4.31M
Apr 25, 2022 Q1 2022
Smithbridge Asset Management Inc

SELL
 -
-7.12K
- 6.73%
$535K - $583K
98.7K $2.67M
Apr 28, 2022 Q1 2022
Bcs Wealth Management

SELL
 -
-7.79K
- 5.0%
$585K - $638K
148K $4M
Apr 07, 2022 Q1 2022
Acg Wealth

SELL
 -
-7.93K
Closed
$596K - $650K
0 $0
Apr 13, 2022 Q1 2022
Meadow Creek Wealth Advisors LLC

SELL
 -
-8.02K
- 49.51%
$603K - $657K
8.18K $221K
May 16, 2022 Q1 2022
Squarepoint Ops LLC

New York, NY
SELL
 -
-8.2K
Closed
$616K - $672K
0 $0
May 16, 2022 Q1 2022
Y Intercept (Hong Kong) LTD

SELL
 -
-8.45K
- 62.49%
$635K - $692K
5.07K $137K
Apr 14, 2022 Q1 2022
Rhs Financial, LLC

SELL
 -
-8.62K
- 36.34%
$648K - $707K
15.1K $409K
May 02, 2022 Q1 2022
Lvw Advisors, LLC

SELL
 -
-9.09K
- 4.62%
$683K - $745K
188K $5.08M
May 12, 2022 Q1 2022
Leisure Capital Management

SELL
 -
-9.89K
- 72.16%
$743K - $810K
3.81K $103K
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

SELL
 -
-10.1K
- 4.29%
$758K - $827K
225K $6.1M
Sep 06, 2024 Q1 2022
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-10.4K
- 55.73%
$785K - $856K
8.3K $225K
Apr 28, 2022 Q1 2022
Alpha Star Capital Management, LLC

SELL
 -
-10.6K
- 37.35%
$794K - $866K
17.7K $480K
May 13, 2022 Q1 2022
Aj Wealth Strategies, LLC

SELL
 -
-10.6K
- 8.52%
$796K - $868K
114K $3.08M
May 09, 2022 Q1 2022
Fsc Wealth Advisors, LLC

SELL
 -
-10.7K
Closed
$803K - $876K
0 $0
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-10.7K
- 11.94%
$805K - $878K
79.1K $2.14M
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-10.7K
- 13.4%
$807K - $880K
69.4K $1.88M
Apr 14, 2022 Q1 2022
Bangor Savings Bank

Bangor, ME
SELL
 -
-11.4K
- 23.34%
$855K - $932K
37.4K $1.01M
May 16, 2022 Q1 2022
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-11.8K
- 3.44%
$888K - $968K
331K $8.97M
Apr 26, 2022 Q1 2022
Fundamentun, LLC

Beachwood, OH
SELL
 -
-12.1K
- 5.87%
$907K - $989K
193K $5.24M
Apr 14, 2022 Q1 2022
Reitz Capital Advisors LLC

SELL
 -
-12.4K
- 3.66%
$930K - $1.01M
326K $8.82M
May 13, 2022 Q1 2022
Neuberger Berman Group LLC

New York, NY
SELL
 -
-12.9K
Closed
$967K - $1.05M
0 $0
Apr 25, 2022 Q1 2022
Pacific Wealth Strategies Group, Inc.

SELL
 -
-13K
- 37.21%
$978K - $1.07M
22K $595K
Apr 27, 2022 Q1 2022
Coho Partners, Ltd.

SELL
 -
-14.3K
Closed
$1.07M - $1.17M
0 $0
Apr 15, 2022 Q1 2022
Seven Bridge Financial Group, LLC

SELL
 -
-14.6K
- 13.97%
$1.09M - $1.19M
89.6K $2.43M
May 04, 2022 Q1 2022
Manchester Financial Inc

SELL
 -
-15K
- 11.57%
$1.13M - $1.23M
115K $3.1M
May 02, 2022 Q1 2022
Howard Capital Management Inc.

SELL
 -
-16.6K
Closed
$1.25M - $1.36M
0 $0
May 13, 2022 Q1 2022
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-16.9K
Closed
$1.27M - $1.39M
0 $0
May 16, 2022 Q1 2022
Israel Englander Millennium Management LLC | New York, Ny
SELL
 -
-17.1K
- 41.24%
$1.28M - $1.4M
24.3K $658K
May 06, 2022 Q1 2022
Austin Private Wealth, LLC

SELL
 -
-17.8K
- 62.51%
$1.34M - $1.46M
10.7K $289K
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

SELL
 -
-20.7K
Closed
$1.56M - $1.7M
0 $0
Apr 28, 2022 Q1 2022
Financial Consulate, Inc

SELL
 -
-20.8K
- 87.96%
$1.57M - $1.71M
2.85K $77.2K
Apr 25, 2022 Q1 2022
Miracle Mile Advisors, LLC

SELL
 -
-21.1K
- 10.12%
$1.59M - $1.73M
187K $5.07M
Apr 18, 2022 Q1 2022
Teamwork Financial Advisors, LLC

SELL
 -
-22.3K
- 63.49%
$1.67M - $1.83M
12.8K $347K
May 04, 2022 Q1 2022
True Wealth Advisors, LLC

SELL
 -
-22.7K
- 23.17%
$1.7M - $1.86M
75.2K $2.04M
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-25.1K
- 12.56%
$1.89M - $2.06M
175K $4.74M
Jul 18, 2022 Q1 2022
Retirement Guys Formula LLC

SELL
 -
-27.2K
- 59.33%
$2.05M - $2.23M
18.7K $505K
Apr 14, 2022 Q1 2022
Forth Right Wealth Management, LLC

SELL
 -
-36.9K
- 88.89%
$2.77M - $3.02M
4.61K $125K
May 02, 2022 Q1 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-38.7K
- 8.82%
$2.91M - $3.17M
400K $10.8M
May 12, 2022 Q1 2022
Cambridge Trust CO

Boston, MA
SELL
 -
-40.3K
- 16.16%
$3.03M - $3.3M
209K $5.67M
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-43.7K
- 66.87%
$3.28M - $3.58M
21.7K $586K
Apr 27, 2022 Q1 2022
Kiley Juergens Wealth Management, LLC

SELL
 -
-49.1K
- 52.23%
$3.69M - $4.02M
44.9K $1.22M
May 11, 2022 Q1 2022
Veritable, L.P.

Newtown Square, PA
SELL
 -
-49.4K
- 25.07%
$3.71M - $4.05M
148K $4M
May 06, 2022 Q1 2022
Sendero Wealth Management, LLC

San Antonio, TX
SELL
 -
-52.4K
Closed
$3.94M - $4.29M
0 $0
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

SELL
 -
-54.5K
- 44.13%
$4.1M - $4.47M
69K $1.87M
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-57.6K
- 82.31%
$4.33M - $4.72M
12.4K $335K
Apr 18, 2022 Q1 2022
Spire Wealth Management

SELL
 -
-59.4K
- 69.19%
$4.46M - $4.86M
26.4K $716K

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