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 05, 2022
Q1 2022
|
Centric Wealth Management
|
SELL
|
- |
-64.5K- 94.68% |
$4.85M - $5.29M
|
3.63K
$98.2K
|
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-64.7K- 11.87% |
$4.86M - $5.3M
|
480K
$13M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-66.1K- 46.53% |
$4.96M - $5.41M
|
75.9K
$2.06M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-68.4K- 93.84% |
$5.14M - $5.6M
|
4.49K
$122K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-68.9K- 3.24% |
$5.17M - $5.64M
|
2.06M
$55.7M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-75.1KClosed |
$5.64M - $6.15M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-77.7K- 16.04% |
$5.84M - $6.37M
|
407K
$11M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-95.6K- 83.15% |
$7.18M - $7.83M
|
19.4K
$525K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-98.9K- 81.89% |
$7.43M - $8.11M
|
21.9K
$592K
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-120KClosed |
$9.02M - $9.84M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-121K- 1.94% |
$9.09M - $9.91M
|
6.11M
$165M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-151KClosed |
$11.3M - $12.4M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-155K- 63.18% |
$11.7M - $12.7M
|
90.4K
$2.45M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-209K- 92.81% |
$15.7M - $17.2M
|
16.2K
$440K
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-368K- 77.07% |
$27.6M - $30.1M
|
109K
$2.96M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-606K- 10.55% |
$45.6M - $49.7M
|
5.14M
$139M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-629K- 5.71% |
$47.3M - $51.6M
|
10.4M
$282M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.04M- 97.95% |
$78.3M - $85.4M
|
21.8K
$591K
|
|
|
May 18, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-6.19M- 98.78% |
$465M - $508M
|
76.7K
$2.08M
|