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
|
Stephens Inc
|
BUY
|
- |
5.46K+ 50.29% |
$410K - $447K
|
16.3K
$442K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.46K+ 6.65% |
$410K - $447K
|
87.5K
$2.37M
|
|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
5.44K+ 2.85% |
$408K - $445K
|
196K
$5.31M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
5.42K+ 35.65% |
$407K - $444K
|
20.6K
$559K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
5.41K+ 23.5% |
$407K - $444K
|
28.4K
$770K
|
|
|
May 11, 2022
Q1 2022
|
Opus Investment Management Inc
|
BUY
|
- |
5.39K+ 3.74% |
$405K - $442K
|
150K
$4.05M
|
|
|
Apr 21, 2022
Q1 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
5.34KNew |
$401K - $438K
|
5.34K
$145K
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.3K+ 11.12% |
$398K - $434K
|
53K
$1.44M
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
5.17K+ 3.54% |
$389K - $424K
|
151K
$4.1M
|
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5.17K+ 6.85% |
$388K - $423K
|
80.6K
$2.18M
|
|
|
May 23, 2022
Q1 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
5.16KNew |
$387K - $423K
|
5.16K
$140K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4.91K+ 25.91% |
$369K - $402K
|
23.9K
$646K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.89KNew |
$367K - $401K
|
4.89K
$132K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.88K+ 5.99% |
$366K - $399K
|
86.2K
$2.34M
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
4.87KNew |
$366K - $399K
|
4.87K
$132K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.79K+ 3.69% |
$360K - $393K
|
135K
$3.65M
|
|
|
May 12, 2022
Q1 2022
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
4.73K+ 2.41% |
$355K - $388K
|
201K
$5.44M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.71K+ 28.44% |
$354K - $386K
|
21.3K
$576K
|
|
|
Jun 06, 2023
Q1 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
4.71K+ 1.78% |
$354K - $386K
|
270K
$7.3M
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.7K+ 12.58% |
$353K - $385K
|
42K
$1.14M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
BUY
|
- |
4.68K+ 11.97% |
$351K - $383K
|
43.7K
$1.18M
|
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.67K+ 9.6% |
$351K - $382K
|
53.3K
$1.44M
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.6KNew |
$345K - $377K
|
4.6K
$124K
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
4.59K+ 103.31% |
$345K - $376K
|
9.04K
$245K
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.58K+ 130.26% |
$344K - $375K
|
8.09K
$219K
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.54KNew |
$341K - $372K
|
4.54K
$123K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.52KNew |
$340K - $371K
|
4.52K
$123K
|
|
|
May 16, 2022
Q1 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.49K+ 6.93% |
$337K - $368K
|
69.2K
$1.87M
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
4.4K+ 8.51% |
$331K - $361K
|
56.2K
$1.52M
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
4.39K+ 16.58% |
$330K - $360K
|
30.9K
$836K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
4.36K+ 5.76% |
$328K - $357K
|
80.1K
$2.17M
|
|
|
May 13, 2022
Q1 2022
|
Asset Planning Corporation
|
BUY
|
- |
4.31KNew |
$324K - $353K
|
4.31K
$117K
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.3KNew |
$323K - $353K
|
4.3K
$116K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.3KNew |
$323K - $352K
|
4.3K
$116K
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
4.17K+ 1.64% |
$314K - $342K
|
258K
$6.99M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.17K+ 15.11% |
$314K - $342K
|
31.8K
$861K
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.17K+ 12.41% |
$313K - $342K
|
37.8K
$1.02M
|
|
|
Apr 19, 2022
Q1 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.13K+ 23.6% |
$310K - $338K
|
21.6K
$585K
|
|
|
May 16, 2022
Q1 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
4.13K+ 5.56% |
$310K - $338K
|
78.4K
$2.12M
|
|
|
Apr 19, 2022
Q1 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
4.13K+ 40.97% |
$310K - $338K
|
14.2K
$385K
|
|
|
Apr 29, 2022
Q1 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
4.08KNew |
$307K - $334K
|
4.08K
$111K
|
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
4.01KNew |
$301K - $328K
|
4.01K
$108K
|
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
3.94K+ 1.3% |
$296K - $323K
|
308K
$8.33M
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.92KNew |
$295K - $321K
|
3.92K
$106K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.91KNew |
$294K - $320K
|
3.91K
$106K
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
3.9KNew |
$293K - $320K
|
3.9K
$106K
|
|
|
May 06, 2022
Q1 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.9KNew |
$293K - $320K
|
3.9K
$106K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.89K+ 10.88% |
$292K - $319K
|
39.6K
$1.07M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.89K+ 10.87% |
$292K - $319K
|
39.6K
$1.07M
|
|
|
Apr 11, 2022
Q1 2022
|
Arden Trust CO
|
BUY
|
- |
3.85K+ 7.76% |
$289K - $315K
|
53.4K
$1.45M
|