Purchases and Sales Made in Q2 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 Q2 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
Aug 01, 2022 Q2 2022
Meitav Dash Investments LTD

BUY
 -
1.82M
New
$128M - $146M
1.82M $49.2M
Aug 08, 2022 Q2 2022
Merit Financial Group, LLC

BUY
 -
1.7M
+ 26463.37%
$119M - $136M
1.7M $46.1M
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.46M
+ 26.84%
$103M - $117M
6.9M $187M
Aug 16, 2022 Q2 2022
Svb Wealth LLC

Boston, MA
BUY
 -
1.1M
+ 4631.68%
$77.5M - $88.5M
1.13M $30.5M
Aug 01, 2022 Q2 2022
Rmb Capital Management, LLC

BUY
 -
1.04M
New
$73.3M - $83.7M
1.04M $28.2M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
938K
+ 19.82%
$66M - $75.3M
5.67M $154M
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
710K
+ 15.01%
$49.9M - $56.9M
5.44M $147M
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
BUY
 -
649K
+ 197.35%
$45.6M - $52.1M
978K $26.5M
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
606K
+ 11.8%
$42.6M - $48.7M
5.75M $156M
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
606K
+ 11.8%
$42.6M - $48.7M
5.75M $156M
Jul 18, 2022 Q2 2022
Avantax Planning Partners, Inc.

BUY
 -
579K
+ 19.42%
$40.7M - $46.5M
3.56M $96.5M
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
568K
+ 79.19%
$39.9M - $45.5M
1.28M $34.8M
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
537K
+ 107.35%
$37.8M - $43.1M
1.04M $28.1M
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

BUY
 -
512K
+ 1799.56%
$36M - $41.1M
540K $14.6M
Jul 14, 2022 Q2 2022
Brio Consultants, LLC

BUY
 -
440K
New
$30.9M - $35.3M
440K $11.9M
Aug 15, 2022 Q2 2022
Two Sigma Investments, LP

New York, NY
BUY
 -
396K
New
$27.8M - $31.7M
396K $10.7M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
362K
+ 10.72%
$25.5M - $29.1M
3.74M $101M
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
352K
+ 18.24%
$24.8M - $28.3M
2.28M $61.8M
Aug 02, 2022 Q2 2022
Reliant Wealth Planning

BUY
 -
346K
New
$24.3M - $27.7M
346K $9.36M
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
326K
+ 32.8%
$22.9M - $26.2M
1.32M $35.7M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
307K
+ 29683.95%
$21.6M - $24.6M
308K $8.34M
Jul 25, 2022 Q2 2022
Corbenic Partners LLC

BUY
 -
307K
+ 213.5%
$21.6M - $24.6M
450K $12.2M
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
293K
+ 30.72%
$20.6M - $23.5M
1.25M $33.8M
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
272K
+ 9.32%
$19.1M - $21.8M
3.19M $86.4M
Jul 14, 2022 Q2 2022
B&D White Capital Company, LLC

BUY
 -
253K
+ 89.05%
$17.8M - $20.3M
538K $14.6M
Aug 11, 2022 Q2 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
253K
+ 2563.36%
$17.8M - $20.3M
263K $7.12M
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
241K
+ 9.4%
$16.9M - $19.3M
2.81M $76M
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
237K
+ 11.5%
$16.6M - $19M
2.29M $62.1M
Aug 09, 2022 Q2 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
234K
+ 4.26%
$16.5M - $18.8M
5.74M $155M
Aug 15, 2022 Q2 2022
Mariner, LLC

Overland Park, KS
BUY
 -
234K
+ 16.49%
$16.5M - $18.8M
1.65M $44.8M
Aug 11, 2022 Q2 2022
Kerber Rose Wealth Management, LLC

Shawano, WI
BUY
 -
231K
New
$16.2M - $18.5M
231K $6.25M
Jul 08, 2022 Q2 2022
Kohmann Bosshard Financial Services, LLC

BUY
 -
207K
+ 55.35%
$14.5M - $16.6M
580K $15.7M
Aug 04, 2022 Q2 2022
Fifth Third Bancorp

BUY
 -
200K
+ 24.64%
$14.1M - $16.1M
1.01M $27.4M
Aug 15, 2022 Q2 2022
David A. Siegel Two Sigma Advisers, LP | New York, Ny
BUY
 -
193K
New
$13.6M - $15.5M
193K $5.23M
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
187K
+ 4.52%
$13.1M - $15M
4.32M $117M
Jul 18, 2022 Q2 2022
Waller Financial Planning Group, Inc

BUY
 -
182K
New
$12.8M - $14.6M
182K $4.92M
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
168K
+ 77.52%
$11.8M - $13.5M
384K $10.4M
Jul 27, 2022 Q2 2022
Sharkey, Howes & Javer

BUY
 -
163K
+ 73.64%
$11.5M - $13.1M
385K $10.4M
Aug 05, 2022 Q2 2022
Jrm Investment Counsel, LLC

BUY
 -
163K
+ 81.07%
$11.5M - $13.1M
364K $9.86M
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
159K
+ 23.6%
$11.2M - $12.8M
834K $22.6M
Aug 05, 2022 Q2 2022
Cullen/Frost Bankers, Inc.

BUY
 -
149K
+ 56.11%
$10.5M - $12M
414K $11.2M
Jul 13, 2022 Q2 2022
Orgel Wealth Management, LLC

BUY
 -
148K
+ 4.55%
$10.4M - $11.9M
3.41M $92.4M
Aug 05, 2022 Q2 2022
Clearview Wealth Advisors LLC

BUY
 -
144K
+ 288.0%
$10.1M - $11.6M
194K $5.26M
Aug 09, 2022 Q2 2022
Central Trust CO

Jefferson City, MO
BUY
 -
143K
+ 14.97%
$10M - $11.5M
1.1M $29.7M
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
137K
New
$9.61M - $11M
137K $3.7M
Aug 09, 2022 Q2 2022
Madison Asset Management, LLC

Madison, WI
BUY
 -
133K
+ 27.62%
$9.33M - $10.6M
613K $16.6M
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
129K
+ 43.24%
$9.07M - $10.4M
427K $11.6M
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
126K
+ 298.13%
$8.87M - $10.1M
169K $4.56M
Aug 15, 2022 Q2 2022
Fure Financial Corp

Bloomington, MN
BUY
 -
126K
New
$8.86M - $10.1M
126K $3.41M

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