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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Souders Financial Advisors
|
BUY
|
- |
13.2K+ 4.26% |
$990K - $1.08M
|
323K
$8.74M
|
|
|
May 09, 2022
Q1 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
13.2K+ 10.96% |
$989K - $1.08M
|
133K
$3.61M
|
|
|
Apr 22, 2022
Q1 2022
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
13K+ 10.77% |
$976K - $1.06M
|
134K
$3.62M
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
12.9K+ 8.93% |
$969K - $1.06M
|
157K
$4.26M
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 31.21% |
$920K - $1M
|
51.5K
$1.39M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
12.2K+ 9.74% |
$917K - $1M
|
138K
$3.72M
|
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
12.1KNew |
$906K - $989K
|
12.1K
$327K
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
12K+ 12.22% |
$899K - $980K
|
110K
$2.98M
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
12K+ 12.94% |
$899K - $980K
|
104K
$2.83M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.9K+ 5.55% |
$893K - $974K
|
226K
$6.13M
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
11.8K+ 233.79% |
$890K - $971K
|
16.9K
$458K
|
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
11.7K+ 12.57% |
$876K - $955K
|
104K
$2.83M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.6K+ 37.86% |
$871K - $950K
|
42.2K
$1.14M
|
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 18.87% |
$867K - $945K
|
72.7K
$1.97M
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
10.9K+ 20.57% |
$823K - $897K
|
64.2K
$1.74M
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
10.9K+ 20.57% |
$823K - $897K
|
64.2K
$1.74M
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
10.9K+ 14.03% |
$822K - $897K
|
88.9K
$2.41M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
10.8K+ 23.25% |
$813K - $887K
|
57.4K
$1.55M
|
|
|
May 09, 2022
Q1 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
10.8K+ 2.25% |
$813K - $886K
|
491K
$13.3M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.8KNew |
$812K - $886K
|
10.8K
$293K
|
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
10.7K+ 8.01% |
$803K - $876K
|
144K
$3.9M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10.6K+ 27.22% |
$799K - $872K
|
49.7K
$1.35M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.6K+ 27.2% |
$793K - $865K
|
49.4K
$1.34M
|
|
|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
10.4KNew |
$781K - $852K
|
10.4K
$282K
|
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
10.4KNew |
$778K - $848K
|
10.4K
$280K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10.3K+ 318.96% |
$777K - $848K
|
13.6K
$368K
|
|
|
Apr 21, 2022
Q1 2022
|
Olio Financial Planning
|
BUY
|
- |
10.2K+ 160.62% |
$763K - $832K
|
16.5K
$446K
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
10.1K+ 11.26% |
$757K - $826K
|
99.6K
$2.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.9K+ 512.16% |
$744K - $811K
|
11.8K
$320K
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
9.66K+ 22.13% |
$726K - $792K
|
53.3K
$1.44M
|
|
|
Apr 11, 2022
Q1 2022
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
9.62K+ 24.46% |
$723K - $788K
|
48.9K
$1.32M
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
9.6K+ 105.49% |
$721K - $787K
|
18.7K
$506K
|
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
9.56K+ 32.87% |
$719K - $784K
|
38.7K
$1.05M
|
|
|
May 06, 2022
Q1 2022
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
9.55K+ 6.68% |
$717K - $782K
|
152K
$4.13M
|
|
|
Apr 12, 2022
Q1 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
9.46K+ 11.2% |
$711K - $775K
|
94K
$2.55M
|
|
|
Apr 22, 2022
Q1 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
9.38K+ 0.63% |
$705K - $769K
|
1.5M
$40.8M
|
|
|
Apr 22, 2022
Q1 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
9.31K+ 37.59% |
$700K - $763K
|
34.1K
$923K
|
|
|
Apr 04, 2022
Q1 2022
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
9.19K+ 4.97% |
$691K - $753K
|
194K
$5.25M
|
|
|
Apr 28, 2022
Q1 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
9.14K+ 28.31% |
$687K - $749K
|
41.4K
$1.12M
|
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.14K+ 8.35% |
$686K - $749K
|
119K
$3.21M
|
|
|
May 10, 2022
Q1 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
8.96K+ 60.27% |
$674K - $735K
|
23.8K
$646K
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
8.92K+ 2.2% |
$671K - $731K
|
415K
$11.2M
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
8.86K+ 12.37% |
$666K - $726K
|
80.5K
$2.18M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
8.7K+ 32.31% |
$654K - $713K
|
35.6K
$965K
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.65KNew |
$650K - $709K
|
8.65K
$234K
|
|
|
Apr 15, 2022
Q1 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
8.49K+ 9.08% |
$638K - $696K
|
102K
$2.76M
|
|
|
Aug 12, 2022
Q1 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8.39K+ 32.66% |
$630K - $687K
|
34.1K
$923K
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
8.36K+ 239.98% |
$628K - $685K
|
11.8K
$321K
|
|
|
Apr 22, 2022
Q1 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
8.36KNew |
$628K - $685K
|
8.36K
$226K
|
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
8.32K+ 7.53% |
$625K - $681K
|
119K
$3.22M
|