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 05, 2022 Q1 2022
Jackson Wealth Management, LLC

BUY
 -
23.1K
New
$1.73M - $1.89M
23.1K $625K
Apr 28, 2022 Q1 2022
Keystone Financial Planning, Inc.

BUY
 -
22.9K
+ 2.28%
$1.72M - $1.88M
1.03M $27.9M
Apr 12, 2022 Q1 2022
Ccg Wealth Management, LLC

BUY
 -
22.7K
+ 11.08%
$1.7M - $1.86M
227K $6.16M
May 05, 2022 Q1 2022
True Wealth Advisors, LLC

BUY
 -
22.7K
+ 30.15%
$1.7M - $1.86M
97.8K $2.65M
May 06, 2022 Q1 2022
Retireful, LLC

BUY
 -
21.9K
New
$1.64M - $1.79M
21.9K $593K
May 09, 2022 Q1 2022
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
21.8K
+ 13.03%
$1.64M - $1.79M
189K $5.12M
May 09, 2022 Q1 2022
Wealthsource Partners, LLC

BUY
 -
21.7K
New
$1.63M - $1.78M
21.7K $587K
May 06, 2022 Q1 2022
Legacy Financial Strategies, LLC

Leawood, KS
BUY
 -
21.2K
+ 4.26%
$1.6M - $1.74M
520K $14.1M
Dec 15, 2022 Q1 2022
Hofer & Associates. Inc

Thousand Oaks, CA
BUY
 -
21.2K
+ 63.07%
$1.59M - $1.74M
54.8K $1.48M
May 15, 2024 Q1 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
20.4K
+ 23.43%
$1.53M - $1.67M
107K $2.9M
May 13, 2022 Q1 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
19.9K
+ 33.96%
$1.5M - $1.63M
78.5K $2.13M
Apr 22, 2022 Q1 2022
Main Street Financial Solutions, LLC

BUY
 -
19.3K
+ 7.04%
$1.45M - $1.58M
294K $7.96M
Oct 03, 2022 Q1 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
19.3K
New
$1.45M - $1.58M
19.3K $522K
May 23, 2022 Q1 2022
Advisory Services Network, LLC

BUY
 -
19.3K
+ 28.9%
$1.45M - $1.58M
85.9K $2.33M
Jun 13, 2022 Q1 2022
Rovin Capital

BUY
 -
19.2K
+ 24.07%
$1.44M - $1.57M
98.9K $2.68M
May 11, 2022 Q1 2022
Tradition Wealth Management, LLC

BUY
 -
19.2K
+ 5.13%
$1.44M - $1.57M
393K $10.6M
Feb 14, 2023 Q1 2022
All Gen Financial Advisors, Inc.

Orlando, FL
BUY
 -
19.1K
+ 6.57%
$1.44M - $1.57M
310K $8.4M
Apr 14, 2022 Q1 2022
Diversified, LLC

BUY
 -
18.7K
+ 21.38%
$1.4M - $1.53M
106K $2.87M
Apr 29, 2022 Q1 2022
Latitude Advisors, LLC

BUY
 -
18.1K
+ 60.65%
$1.36M - $1.48M
48K $1.3M
Apr 14, 2022 Q1 2022
Wealth Care Investment Partners, LLC

BUY
 -
18.1K
+ 45.77%
$1.36M - $1.48M
57.6K $1.56M
Apr 18, 2022 Q1 2022
John W. Brooker & Co., Cp As

BUY
 -
18K
+ 22.43%
$1.35M - $1.48M
98.4K $2.67M
May 02, 2022 Q1 2022
Sheets Smith Wealth Management

BUY
 -
17.8K
+ 18.6%
$1.34M - $1.46M
114K $3.08M
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
17.7K
+ 58.55%
$1.33M - $1.45M
47.9K $1.3M
May 12, 2022 Q1 2022
Citigroup Inc

BUY
 -
17.5K
+ 53.4%
$1.32M - $1.44M
50.3K $1.36M
May 16, 2022 Q1 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
17.3K
New
$1.3M - $1.42M
17.3K $468K
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
BUY
 -
17.3K
+ 36.76%
$1.3M - $1.42M
64.3K $1.74M
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
16.9K
+ 60.09%
$1.27M - $1.38M
45K $1.22M
May 17, 2022 Q1 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
16.8K
+ 8.85%
$1.26M - $1.38M
206K $5.59M
Apr 08, 2022 Q1 2022
Trust CO

BUY
 -
16.7K
+ 1021.23%
$1.26M - $1.37M
18.4K $498K
May 16, 2022 Q1 2022
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
16.5K
+ 23.07%
$1.24M - $1.35M
87.9K $2.38M
Apr 15, 2022 Q1 2022
Cra Financial Services, LLC

BUY
 -
16.4K
+ 8.79%
$1.24M - $1.35M
204K $5.51M
May 12, 2022 Q1 2022
Integrated Wealth Concepts LLC

BUY
 -
16.3K
+ 119.94%
$1.22M - $1.33M
29.8K $807K
May 09, 2022 Q1 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
16.2K
New
$1.22M - $1.33M
16.2K $439K
May 04, 2022 Q1 2022
Thoroughbred Financial Services, LLC

BUY
 -
16.2K
+ 23.2%
$1.22M - $1.33M
86K $2.33M
Apr 13, 2022 Q1 2022
Dhk Financial Advisors, Inc.

Portsmouth, NH
BUY
 -
16.2K
+ 50.9%
$1.22M - $1.33M
48K $1.3M
May 11, 2022 Q1 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
16.2K
+ 225.79%
$1.22M - $1.33M
23.3K $632K
May 10, 2022 Q1 2022
Ascent Group, LLC

BUY
 -
16.1K
+ 117.62%
$1.21M - $1.32M
29.8K $807K
May 05, 2022 Q1 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
15.5K
+ 6.05%
$1.17M - $1.27M
272K $7.37M
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
15.5K
New
$1.17M - $1.27M
15.5K $420K
May 16, 2022 Q1 2022
Cibc Private Wealth Group, LLC

BUY
 -
15.4K
+ 10.63%
$1.16M - $1.27M
161K $4.35M
May 04, 2022 Q1 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
14.8K
+ 6.88%
$1.12M - $1.22M
231K $6.24M
May 10, 2022 Q1 2022
Miramar Capital, LLC

BUY
 -
14.7K
New
$1.11M - $1.21M
14.7K $399K
Apr 25, 2022 Q1 2022
Aevitas Wealth Management, Inc.

BUY
 -
14.1K
+ 224.94%
$1.06M - $1.16M
20.4K $553K
May 04, 2022 Q1 2022
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
14K
+ 3.67%
$1.05M - $1.15M
396K $10.7M
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
13.6K
+ 86.8%
$1.02M - $1.11M
29.2K $792K
Apr 29, 2022 Q1 2022
Nbt Bank N A

BUY
 -
13.6K
+ 12.43%
$1.02M - $1.11M
123K $3.33M
Apr 19, 2022 Q1 2022
Engrave Wealth Partners LLC

BUY
 -
13.6K
+ 3.35%
$1.02M - $1.11M
419K $11.3M
May 13, 2022 Q1 2022
Trinity Point Wealth, LLC

BUY
 -
13.4K
+ 13.36%
$1M - $1.1M
113K $3.07M
May 09, 2022 Q1 2022
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
13.3K
+ 24.09%
$1M - $1.09M
68.6K $1.86M

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