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 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
48KNew |
$3.61M - $3.93M
|
48K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
47.2K+ 88.25% |
$3.55M - $3.87M
|
101K
$2.73M
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
46.4K+ 1264.19% |
$3.48M - $3.8M
|
50K
$1.35M
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
44.7K+ 258.18% |
$3.36M - $3.67M
|
62.1K
$1.68M
|
|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
43.5KNew |
$3.27M - $3.57M
|
43.5K
$1.18M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.5K+ 9.73% |
$3.2M - $3.49M
|
480K
$13M
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
40.3K+ 34.3% |
$3.03M - $3.31M
|
158K
$4.28M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
40.2K+ 30.41% |
$3.02M - $3.3M
|
173K
$4.67M
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
38.6KNew |
$2.9M - $3.16M
|
38.6K
$1.05M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
37.4K+ 27.34% |
$2.81M - $3.06M
|
174K
$4.71M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
37.2K+ 15.88% |
$2.8M - $3.05M
|
272K
$7.36M
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
36.3K+ 17.92% |
$2.73M - $2.97M
|
239K
$6.47M
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
35K+ 6.81% |
$2.63M - $2.87M
|
549K
$14.9M
|
|
|
May 06, 2022
Q1 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
34.5K+ 9.84% |
$2.59M - $2.83M
|
385K
$10.4M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
33.3K+ 49.82% |
$2.5M - $2.73M
|
100K
$2.71M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
32.8K+ 23.61% |
$2.47M - $2.69M
|
172K
$4.66M
|
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
32.7K+ 16.84% |
$2.46M - $2.68M
|
227K
$6.15M
|
|
|
May 05, 2022
Q1 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
32.6KNew |
$2.45M - $2.67M
|
32.6K
$884K
|
|
|
May 16, 2022
Q1 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
31.8K+ 16.64% |
$2.39M - $2.6M
|
223K
$6.03M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
31.2K+ 28.42% |
$2.34M - $2.56M
|
141K
$3.82M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
31.1K+ 23.02% |
$2.33M - $2.54M
|
166K
$4.49M
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
30.9K+ 14.11% |
$2.32M - $2.53M
|
250K
$6.77M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
30.9K+ 58.46% |
$2.32M - $2.53M
|
83.6K
$2.26M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
30.8K+ 9.81% |
$2.32M - $2.53M
|
345K
$9.35M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
30.7K+ 150.78% |
$2.31M - $2.52M
|
51.1K
$1.38M
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
30.6K+ 49.65% |
$2.3M - $2.51M
|
92.2K
$2.5M
|
|
|
Apr 27, 2022
Q1 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
30.4K+ 117.99% |
$2.29M - $2.49M
|
56.2K
$1.52M
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
30.3K+ 23.41% |
$2.27M - $2.48M
|
160K
$4.32M
|
|
|
May 12, 2022
Q1 2022
|
Schaeffer Financial LLC
|
BUY
|
- |
29.8K+ 28.25% |
$2.24M - $2.44M
|
135K
$3.66M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
29.6K+ 71.88% |
$2.22M - $2.43M
|
70.8K
$1.92M
|
|
|
Sep 20, 2022
Q1 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
29.4KNew |
$2.21M - $2.41M
|
29.4K
$797K
|
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
BUY
|
- |
29.3K+ 38.23% |
$2.2M - $2.4M
|
106K
$2.87M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.7K+ 11.01% |
$2.15M - $2.35M
|
289K
$7.83M
|
|
|
May 04, 2022
Q1 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
28.6K+ 57.9% |
$2.15M - $2.34M
|
78K
$2.11M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
28.5K+ 906.55% |
$2.14M - $2.33M
|
31.6K
$857K
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
28.2K+ 59.52% |
$2.12M - $2.31M
|
75.6K
$2.05M
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
28.2K+ 6.19% |
$2.12M - $2.31M
|
483K
$13.1M
|
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
27.7K+ 929.26% |
$2.08M - $2.27M
|
30.7K
$832K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.6K+ 14.08% |
$2.07M - $2.26M
|
224K
$6.06M
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
26.7KNew |
$2.01M - $2.19M
|
26.7K
$724K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
26.4K+ 51.55% |
$1.98M - $2.16M
|
77.6K
$2.1M
|
|
|
May 04, 2022
Q1 2022
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
26.1KNew |
$1.96M - $2.14M
|
26.1K
$707K
|
|
|
May 13, 2022
Q1 2022
|
Spreng Capital Management, Inc.
|
BUY
|
- |
26K+ 36.77% |
$1.95M - $2.13M
|
96.6K
$2.62M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26K+ 7.72% |
$1.95M - $2.13M
|
362K
$9.81M
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
25.8KNew |
$1.94M - $2.11M
|
25.8K
$698K
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
25.2K+ 22.86% |
$1.89M - $2.06M
|
135K
$3.67M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.9K+ 7.58% |
$1.8M - $1.96M
|
339K
$9.19M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
23.7K+ 63.55% |
$1.78M - $1.94M
|
61.1K
$1.65M
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
23.7K+ 113.4% |
$1.78M - $1.94M
|
44.6K
$1.21M
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
23.5K+ 14.9% |
$1.77M - $1.93M
|
182K
$4.92M
|