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 09, 2022 Q2 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.05K
+ 0.71%
$73.6K - $84K
148K $4M
Aug 15, 2022 Q2 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
1.04K
+ 27.81%
$73K - $83.3K
4.77K $129K
Aug 02, 2022 Q2 2022
Moser Wealth Advisors, LLC

BUY
 -
1.04K
+ 9.96%
$72.8K - $83.1K
11.4K $310K
Jul 22, 2022 Q2 2022
Jnba Financial Advisors

BUY
 -
1.03K
+ 0.25%
$72.7K - $83K
408K $11M
Aug 05, 2022 Q2 2022
Amg National Trust Bank

BUY
 -
1.03K
+ 2.35%
$72.3K - $82.5K
44.8K $1.21M
Aug 15, 2022 Q2 2022
Studio Investment Management LLC

Chicago, IL
BUY
 -
1.03K
New
$72.1K - $82.2K
1.03K $27.8K
Jul 13, 2022 Q2 2022
Flagship Harbor Advisors, LLC

BUY
 -
1.02K
+ 4.68%
$72K - $82.2K
22.9K $620K
Aug 09, 2022 Q2 2022
Summit Trail Advisors, LLC

New York, NY
BUY
 -
1.02K
+ 29.81%
$71.9K - $82.1K
4.46K $121K
Jul 22, 2022 Q2 2022
Prairie View Partners, LLC

BUY
 -
1.02K
New
$71.4K - $81.4K
1.02K $27.5K
Aug 01, 2022 Q2 2022
Blue Chip Partners, Inc.

BUY
 -
1.02K
+ 14.69%
$71.4K - $81.4K
7.93K $215K
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
988
+ 59.77%
$69.5K - $79.3K
2.64K $71.5K
Aug 09, 2022 Q2 2022
Ntb Financial Corp

Centennial, CO
BUY
 -
959
+ 2.3%
$67.4K - $77K
42.6K $1.15M
Jul 27, 2022 Q2 2022
Cypress Wealth Services, LLC

BUY
 -
933
+ 2.96%
$65.6K - $74.9K
32.4K $878K
Dec 15, 2022 Q2 2022
Hofer & Associates. Inc

Thousand Oaks, CA
BUY
 -
932
+ 1.7%
$65.5K - $74.8K
55.7K $1.51M
Jul 13, 2022 Q2 2022
Granite Bay Wealth Management, LLC

BUY
 -
927
+ 7.76%
$65.2K - $74.4K
12.9K $349K
Aug 02, 2022 Q2 2022
Financial Advisory Service, Inc.

BUY
 -
899
+ 8.76%
$63.2K - $72.1K
11.2K $302K
Aug 03, 2022 Q2 2022
Carson Advisory Inc.

BUY
 -
899
+ 22.68%
$63.2K - $72.1K
4.86K $132K
Jul 21, 2022 Q2 2022
Wedbush Securities Inc

BUY
 -
893
+ 11.12%
$62.8K - $71.7K
8.93K $242K
Aug 05, 2022 Q2 2022
Buckingham Capital Management, Inc.

BUY
 -
882
+ 4.54%
$62K - $70.8K
20.3K $550K
Aug 04, 2022 Q2 2022
Redwood Financial Network Corp

BUY
 -
881
+ 32.34%
$61.9K - $70.7K
3.61K $97.6K
Aug 09, 2022 Q2 2022
Whitener Capital Management, Inc.

Rocky Mount, NC
BUY
 -
868
+ 8.93%
$61K - $69.6K
10.6K $287K
Aug 10, 2022 Q2 2022
Theory Financial LLC

Fort Collins, CO
BUY
 -
858
+ 1.97%
$60.3K - $68.8K
44.4K $1.2M
Jul 11, 2022 Q2 2022
Bka Wealth Consulting, Inc.

BUY
 -
857
+ 21.0%
$60.3K - $68.8K
4.94K $134K
Aug 04, 2022 Q2 2022
Dhjj Financial Advisors, Ltd.

BUY
 -
856
+ 0.72%
$60.2K - $68.7K
120K $3.26M
Aug 01, 2022 Q2 2022
Essex Financial Services, Inc.

BUY
 -
851
+ 2.99%
$59.8K - $68.3K
29.3K $793K
Jul 20, 2022 Q2 2022
Walter & Keenan Wealth Management LLC

BUY
 -
850
+ 11.45%
$59.8K - $68.2K
8.28K $224K
Aug 15, 2022 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
847
+ 1.99%
$59.6K - $68K
43.4K $1.18M
Aug 15, 2022 Q2 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
836
New
$58.8K - $67.1K
836 $22.6K
Aug 12, 2022 Q2 2022
Headinvest, LLC

Portland, ME
BUY
 -
830
+ 2.69%
$58.4K - $66.6K
31.7K $858K
Aug 03, 2022 Q2 2022
Stephens Inc

BUY
 -
796
+ 4.88%
$56K - $63.9K
17.1K $464K
Aug 04, 2022 Q2 2022
Clifford Swan Investment Counsel LLC

BUY
 -
796
+ 30.29%
$56K - $63.9K
3.42K $92.7K
Aug 05, 2022 Q2 2022
Cap Wealth Advisors, LLC

BUY
 -
790
+ 8.06%
$55.5K - $63.4K
10.6K $287K
Aug 08, 2022 Q2 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
775
+ 3.59%
$54.5K - $62.2K
22.4K $606K
Jul 13, 2022 Q2 2022
Evanson Asset Management, LLC

BUY
 -
767
+ 6.56%
$53.9K - $61.5K
12.5K $337K
Jul 14, 2022 Q2 2022
Krilogy Financial LLC

BUY
 -
762
+ 4.93%
$53.6K - $61.1K
16.2K $439K
Aug 15, 2022 Q2 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
762
+ 11.71%
$53.6K - $61.1K
7.27K $197K
Jul 18, 2022 Q2 2022
Collective Family Office LLC

BUY
 -
757
+ 2.7%
$53.2K - $60.7K
28.8K $779K
Aug 10, 2022 Q2 2022
Legacy Cg, LLC

Plano, TX
BUY
 -
750
New
$52.7K - $60.2K
750 $20.3K
Aug 04, 2022 Q2 2022
Capital Advisors Wealth Management, LLC

BUY
 -
748
+ 29.2%
$52.6K - $60K
3.31K $89.6K
Aug 15, 2022 Q2 2022
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
730
+ 15.57%
$51.3K - $58.6K
5.42K $147K
Jul 26, 2022 Q2 2022
Roman Butler Fullerton & CO

BUY
 -
728
+ 13.03%
$51.2K - $58.4K
6.32K $171K
Feb 27, 2023 Q2 2022
Financial Partners Capital Management LLC

New York, NY
BUY
 -
681
+ 1.7%
$47.9K - $54.6K
40.8K $1.11M
Jul 27, 2022 Q2 2022
V Wealth Advisors LLC

BUY
 -
679
+ 6.85%
$47.7K - $54.5K
10.6K $287K
Aug 04, 2022 Q2 2022
Chicago Partners Investment Group LLC

BUY
 -
676
+ 4.72%
$47.5K - $54.2K
15K $406K
Jul 14, 2022 Q2 2022
Arkadios Wealth Advisors

BUY
 -
675
+ 0.89%
$47.5K - $54.2K
76.6K $2.07M
Aug 03, 2022 Q2 2022
Signet Investment Advisory Group, Inc.

BUY
 -
675
+ 4.29%
$47.5K - $54.2K
16.4K $445K
Aug 15, 2022 Q2 2022
Alterity Financial Group, LLC

Bangor, ME
BUY
 -
675
+ 19.85%
$47.5K - $54.2K
4.08K $110K
Aug 04, 2022 Q2 2022
Capital Square, LLC

BUY
 -
664
+ 5.14%
$46.7K - $53.3K
13.6K $368K
Jul 11, 2022 Q2 2022
Cooper Financial Group

BUY
 -
657
+ 7.74%
$46.2K - $52.7K
9.14K $248K

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