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 12, 2022
Q1 2022
|
Old Port Advisors
|
BUY
|
- |
3.82K+ 6.81% |
$287K - $313K
|
59.9K
$1.62M
|
|
|
May 09, 2022
Q1 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
3.8K+ 33.67% |
$286K - $312K
|
15.1K
$409K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.78K+ 25.62% |
$284K - $310K
|
18.6K
$502K
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.76K+ 4.72% |
$283K - $308K
|
83.5K
$2.26M
|
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.73K+ 10.27% |
$280K - $306K
|
40K
$1.08M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.66K+ 23.07% |
$275K - $300K
|
19.5K
$529K
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
3.63KNew |
$273K - $298K
|
3.63K
$98.4K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
3.63KNew |
$273K - $297K
|
3.63K
$98.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.59K+ 43.19% |
$270K - $294K
|
11.9K
$322K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.58K+ 13.27% |
$269K - $293K
|
30.6K
$828K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
3.58K+ 119.94% |
$269K - $293K
|
6.56K
$178K
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
3.57K+ 2.24% |
$268K - $292K
|
162K
$4.4M
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.57K+ 7.98% |
$268K - $292K
|
48.2K
$1.31M
|
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.56KNew |
$267K - $292K
|
3.56K
$96.4K
|
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
BUY
|
- |
3.56K+ 4.95% |
$267K - $292K
|
75.5K
$2.04M
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
3.54KNew |
$266K - $290K
|
3.54K
$95.9K
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.54K+ 19.49% |
$266K - $290K
|
21.7K
$587K
|
|
|
May 11, 2022
Q1 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
3.51K+ 2.44% |
$264K - $288K
|
147K
$3.99M
|
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
3.49KNew |
$262K - $286K
|
3.49K
$94.6K
|
|
|
May 09, 2022
Q1 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
3.49K+ 0.75% |
$262K - $286K
|
469K
$12.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
3.48KNew |
$262K - $285K
|
3.48K
$94.3K
|
|
|
Dec 11, 2023
Q1 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.48K+ 4.35% |
$262K - $285K
|
83.6K
$2.26M
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3.47K+ 15.67% |
$260K - $284K
|
25.6K
$692K
|
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.39K+ 57.83% |
$255K - $278K
|
9.26K
$251K
|
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
3.38K+ 67.6% |
$254K - $277K
|
8.38K
$227K
|
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.37K+ 18.44% |
$253K - $276K
|
21.7K
$587K
|
|
|
May 09, 2022
Q1 2022
|
United Bank
|
BUY
|
- |
3.36K+ 7.63% |
$252K - $275K
|
47.3K
$1.28M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.27K+ 8.58% |
$246K - $268K
|
41.4K
$1.12M
|
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
BUY
|
- |
3.25KNew |
$244K - $266K
|
3.25K
$88K
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
3.23KNew |
$242K - $264K
|
3.23K
$87.3K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.22K+ 13.79% |
$242K - $264K
|
26.6K
$720K
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.2KNew |
$241K - $262K
|
3.2K
$86.7K
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.16KNew |
$238K - $259K
|
3.16K
$85.7K
|
|
|
Apr 28, 2022
Q1 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.15K+ 9.04% |
$237K - $258K
|
38K
$1.03M
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
3.15K+ 5.51% |
$237K - $258K
|
60.3K
$1.63M
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
3.11K+ 101.4% |
$234K - $255K
|
6.18K
$167K
|
|
|
Apr 18, 2022
Q1 2022
|
Eagle Capital Management, LLC
|
BUY
|
- |
3.1K+ 6.69% |
$233K - $254K
|
49.5K
$1.34M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.09K+ 85.72% |
$232K - $253K
|
6.7K
$181K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
3.07K+ 164.42% |
$231K - $251K
|
4.93K
$134K
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.06K+ 51.34% |
$230K - $251K
|
9.02K
$244K
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2.99K+ 0.8% |
$225K - $245K
|
378K
$10.2M
|
|
|
May 02, 2022
Q1 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
2.99K+ 1.77% |
$225K - $245K
|
172K
$4.67M
|
|
|
May 06, 2022
Q1 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
2.99KNew |
$225K - $245K
|
2.99K
$81K
|
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
BUY
|
- |
2.97K+ 2.9% |
$223K - $243K
|
105K
$2.85M
|
|
|
May 11, 2022
Q1 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
2.97KNew |
$223K - $243K
|
2.97K
$80.3K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.95K+ 16.25% |
$222K - $242K
|
21.1K
$572K
|
|
|
Apr 12, 2022
Q1 2022
|
Fortune 45 LLC
|
BUY
|
- |
2.9K+ 3.63% |
$218K - $238K
|
82.8K
$2.24M
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
BUY
|
- |
2.89K+ 2.81% |
$217K - $237K
|
106K
$2.86M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
BUY
|
- |
2.89K+ 19.9% |
$217K - $236K
|
17.4K
$471K
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.88K+ 26.17% |
$217K - $236K
|
13.9K
$376K
|