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
Financial Sense Advisors, Inc.

BUY
 -
2.88K
New
$216K - $236K
2.88K $78K
Apr 18, 2022 Q1 2022
Wealth Alliance Advisory Group, LLC

BUY
 -
2.87K
New
$216K - $235K
2.87K $77.7K
May 16, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
2.86K
+ 38.93%
$215K - $234K
10.2K $276K
Jan 02, 2024 Q1 2022
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
2.85K
+ 55.48%
$214K - $234K
8K $217K
May 12, 2022 Q1 2022
Bison Wealth, LLC

BUY
 -
2.84K
+ 20.16%
$214K - $233K
17K $459K
May 13, 2022 Q1 2022
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
2.84K
New
$213K - $232K
2.84K $76.8K
May 13, 2022 Q1 2022
Dakota Wealth Management

BUY
 -
2.81K
New
$211K - $230K
2.81K $76.1K
May 13, 2022 Q1 2022
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
2.79K
New
$210K - $229K
2.79K $75.6K
May 02, 2022 Q1 2022
Hudock, Inc.

BUY
 -
2.77K
+ 21.73%
$208K - $227K
15.5K $419K
Apr 14, 2022 Q1 2022
Woodward Diversified Capital, LLC

BUY
 -
2.76K
New
$208K - $226K
2.76K $74.8K
Apr 27, 2022 Q1 2022
1900 Wealth Management LLC

BUY
 -
2.72K
New
$204K - $222K
2.72K $73.5K
May 16, 2022 Q1 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
2.71K
+ 10.36%
$204K - $222K
28.9K $782K
May 12, 2022 Q1 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
2.71K
New
$203K - $222K
2.71K $73.3K
Apr 29, 2022 Q1 2022
Evolution Wealth Advisors, LLC

BUY
 -
2.71K
+ 3.7%
$203K - $222K
75.7K $2.05M
Apr 21, 2022 Q1 2022
Cordasco Financial Network

BUY
 -
2.66K
New
$200K - $218K
2.66K $72.1K
Apr 11, 2022 Q1 2022
Carnegie Capital Asset Management, LLC

BUY
 -
2.63K
New
$198K - $215K
2.63K $71.2K
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
2.63K
+ 9.97%
$198K - $215K
29K $785K
Apr 21, 2022 Q1 2022
Keystone Wealth Services, LLC

BUY
 -
2.61K
New
$196K - $214K
2.61K $70.7K
Apr 18, 2022 Q1 2022
Catalyst Private Wealth, LLC

BUY
 -
2.57K
New
$193K - $210K
2.57K $69.5K
May 09, 2022 Q1 2022
Capital Advisors Wealth Management, LLC

BUY
 -
2.56K
New
$193K - $210K
2.56K $69.4K
May 13, 2022 Q1 2022
E Rn Financial, LLC

BUY
 -
2.56K
New
$192K - $210K
2.56K $69.3K
May 12, 2022 Q1 2022
Royal Capital Wealth Management, LLC

Carmel, IN
BUY
 -
2.56K
+ 30.07%
$192K - $210K
11.1K $300K
May 12, 2022 Q1 2022
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
2.54K
New
$191K - $208K
2.54K $68.8K
May 11, 2022 Q1 2022
Oak Harbor Wealth Partners, LLC

BUY
 -
2.42K
+ 3.28%
$182K - $198K
76.2K $2.06M
Apr 14, 2022 Q1 2022
Charles Schwab Trust CO

BUY
 -
2.41K
+ 2.23%
$181K - $197K
110K $2.98M
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
BUY
 -
2.4K
+ 26.6%
$180K - $196K
11.4K $309K
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.34K
+ 0.94%
$176K - $191K
251K $6.79M
May 10, 2022 Q1 2022
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
2.32K
+ 51.32%
$174K - $190K
6.83K $185K
May 12, 2022 Q1 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
2.31K
+ 3.68%
$173K - $189K
64.9K $1.76M
May 13, 2022 Q1 2022
Cypress Capital Management LLC

Greenville, DE
BUY
 -
2.3K
+ 3.72%
$173K - $188K
64.1K $1.73M
May 06, 2022 Q1 2022
Mufg Americas Holdings Corp

BUY
 -
2.29K
+ 286.0%
$172K - $187K
3.09K $83.6K
Dec 01, 2022 Q1 2022
Mufg Americas Holdings Corp

BUY
 -
2.29K
+ 286.0%
$172K - $187K
3.09K $83.6K
Apr 07, 2022 Q1 2022
Mc Adam, LLC

BUY
 -
2.27K
+ 5.21%
$170K - $186K
45.7K $1.24M
May 02, 2022 Q1 2022
Outfitter Financial LLC

BUY
 -
2.26K
+ 15.68%
$170K - $185K
16.7K $452K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
2.26K
+ 5.14%
$170K - $185K
46.2K $1.25M
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
BUY
 -
2.21K
+ 11.34%
$166K - $181K
21.7K $587K
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
2.17K
+ 89.75%
$163K - $178K
4.59K $124K
Apr 18, 2022 Q1 2022
Hbw Advisory Services LLC

BUY
 -
2.17K
+ 14.22%
$163K - $178K
17.4K $471K
May 11, 2022 Q1 2022
Loveless Wealth Management LLC

BUY
 -
2.17K
+ 6.15%
$163K - $178K
37.4K $1.01M
May 05, 2022 Q1 2022
Foresight Capital Management Advisors, Inc.

BUY
 -
2.12K
New
$159K - $174K
2.12K $57.4K
May 03, 2022 Q1 2022
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
2.11K
+ 0.97%
$159K - $173K
221K $5.97M
May 16, 2022 Q1 2022
Avant Capital LLC

Lafayette, LA
BUY
 -
2.1K
+ 2.69%
$158K - $172K
80.2K $2.17M
May 10, 2022 Q1 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
2.1K
+ 6.44%
$158K - $172K
34.7K $939K
May 05, 2022 Q1 2022
Uma Financial Services, Inc.

BUY
 -
2.07K
+ 8.1%
$156K - $170K
27.7K $749K
May 16, 2022 Q1 2022
V Wealth Advisors LLC

BUY
 -
2.05K
+ 26.03%
$154K - $168K
9.91K $268K
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

BUY
 -
2.05K
+ 3.92%
$154K - $168K
54.3K $1.47M
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.03K
+ 10.01%
$153K - $166K
22.3K $604K
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
2.03K
+ 10.01%
$153K - $166K
22.3K $604K
Apr 19, 2022 Q1 2022
Wedbush Securities Inc

BUY
 -
2.02K
+ 33.63%
$152K - $166K
8.03K $218K

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