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 06, 2022 Q1 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
8.2K
+ 6.79%
$616K - $672K
129K $3.49M
May 12, 2022 Q1 2022
Claraphi Advisory Network, LLC

BUY
 -
8.18K
New
$614K - $670K
8.18K $221K
May 13, 2022 Q1 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
8.16K
+ 68.26%
$613K - $669K
20.1K $545K
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
8.15K
+ 29.46%
$612K - $667K
35.8K $969K
May 19, 2022 Q1 2022
Planning Directions Inc

BUY
 -
8.09K
+ 7.07%
$608K - $663K
123K $3.32M
May 16, 2022 Q1 2022
Brasada Capital Management, LP

Houston, TX
BUY
 -
8.05K
+ 81.77%
$605K - $660K
17.9K $485K
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

BUY
 -
8.03K
+ 21.53%
$603K - $658K
45.3K $1.23M
Apr 28, 2022 Q1 2022
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
8.01K
+ 6.34%
$601K - $656K
134K $3.64M
May 09, 2022 Q1 2022
Canvas Wealth Advisors, LLC

BUY
 -
8K
New
$601K - $656K
8K $217K
Apr 14, 2022 Q1 2022
Bar Harbor Trust Services

Ellsworth, ME
BUY
 -
8K
New
$601K - $656K
8K $217K
May 12, 2022 Q1 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
7.84K
+ 6222.22%
$589K - $642K
7.97K $216K
May 11, 2022 Q1 2022
Sound View Wealth Advisors Group, LLC

BUY
 -
7.75K
+ 8.86%
$582K - $635K
95.3K $2.58M
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
7.68K
+ 10.34%
$577K - $630K
82K $2.22M
May 02, 2022 Q1 2022
Davenport & CO LLC

BUY
 -
7.41K
+ 37.93%
$557K - $607K
26.9K $730K
Aug 18, 2023 Q1 2022
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
7.39K
+ 3.66%
$555K - $605K
209K $5.67M
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
7.32K
+ 37.47%
$550K - $600K
26.8K $727K
May 16, 2022 Q1 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
7.22K
+ 19.19%
$543K - $592K
44.8K $1.21M
May 03, 2022 Q1 2022
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
7.19K
+ 9.94%
$541K - $589K
79.6K $2.15M
May 02, 2022 Q1 2022
Mengis Capital Management, Inc.

BUY
 -
7.06K
+ 62.31%
$531K - $579K
18.4K $498K
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
7.02K
+ 15.04%
$528K - $575K
53.7K $1.45M
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
6.96K
New
$523K - $571K
6.96K $189K
Apr 04, 2022 Q1 2022
Stillwater Investment Management, LLC

BUY
 -
6.95K
New
$522K - $569K
6.95K $188K
Apr 20, 2022 Q1 2022
Concord Wealth Partners

BUY
 -
6.89K
+ 26.31%
$518K - $564K
33.1K $896K
Jun 01, 2022 Q1 2022
Astoria Portfolio Advisors Llc.

BUY
 -
6.88K
+ 66.42%
$517K - $564K
17.2K $467K
Apr 14, 2022 Q1 2022
Yhb Investment Advisors, Inc.

BUY
 -
6.83K
+ 12.07%
$513K - $560K
63.4K $1.72M
Apr 25, 2022 Q1 2022
Welch & Forbes LLC

BUY
 -
6.74K
+ 27.24%
$506K - $552K
31.5K $853K
May 16, 2022 Q1 2022
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
6.63K
+ 4.58%
$498K - $543K
151K $4.1M
Apr 14, 2022 Q1 2022
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
6.59K
+ 6.04%
$495K - $540K
116K $3.13M
Apr 18, 2022 Q1 2022
Curbstone Financial Management Corp

BUY
 -
6.55K
+ 12.2%
$492K - $537K
60.3K $1.63M
Apr 19, 2022 Q1 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
6.53K
+ 21.41%
$491K - $535K
37K $1M
Apr 26, 2022 Q1 2022
Masso Torrence Wealth Management Inc.

BUY
 -
6.51K
+ 7.73%
$489K - $534K
90.8K $2.46M
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
6.46K
+ 7.99%
$486K - $529K
87.4K $2.37M
May 13, 2022 Q1 2022
Founders Financial Securities LLC

BUY
 -
6.38K
+ 16.56%
$479K - $522K
44.9K $1.22M
Jun 08, 2022 Q1 2022
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
6.37K
+ 11.17%
$478K - $522K
63.4K $1.72M
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
6.36K
New
$478K - $521K
6.36K $172K
May 16, 2022 Q1 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
6.27K
+ 53.3%
$471K - $514K
18K $488K
Apr 25, 2022 Q1 2022
Ledyard National Bank

BUY
 -
6.24K
+ 17.73%
$469K - $511K
41.4K $1.12M
May 25, 2022 Q1 2022
L.M. Kohn & Company

BUY
 -
6.18K
New
$464K - $506K
6.18K $167K
May 11, 2022 Q1 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
6.14K
+ 31.96%
$461K - $503K
25.3K $686K
Apr 13, 2022 Q1 2022
Investors Research Corp

BUY
 -
5.93K
+ 16.5%
$446K - $486K
41.9K $1.13M
Apr 19, 2022 Q1 2022
Global Strategic Investment Solutions, LLC

BUY
 -
5.88K
+ 8.08%
$442K - $482K
78.7K $2.13M
May 06, 2022 Q1 2022
Sheaff Brock Investment Advisors, LLC

BUY
 -
5.85K
+ 58.23%
$440K - $480K
15.9K $431K
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
5.79K
+ 1.98%
$435K - $474K
298K $8.08M
May 10, 2022 Q1 2022
Truadvice, LLC

Sarasota, FL
BUY
 -
5.77K
New
$433K - $473K
5.77K $156K
Apr 19, 2022 Q1 2022
Whelan Financial

BUY
 -
5.76K
+ 1.73%
$433K - $472K
338K $9.16M
May 13, 2022 Q1 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
5.76K
New
$433K - $472K
5.76K $156K
May 10, 2022 Q1 2022
Alley Investment Management Company, LLC

BUY
 -
5.75K
New
$432K - $471K
5.75K $156K
May 10, 2022 Q1 2022
Armor Investment Advisors, LLC

BUY
 -
5.67K
+ 13.75%
$426K - $465K
46.9K $1.27M
Apr 21, 2022 Q1 2022
First Heartland Consultants, Inc.

BUY
 -
5.48K
+ 73.68%
$412K - $449K
12.9K $350K

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