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 04, 2022 Q2 2022
Plancorp, LLC

BUY
 -
647
+ 5.1%
$45.5K - $51.9K
13.3K $361K
Aug 12, 2022 Q2 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
645
+ 2.41%
$45.3K - $51.8K
27.4K $743K
Aug 05, 2022 Q2 2022
Ascent Group, LLC

BUY
 -
641
+ 2.15%
$45.1K - $51.4K
30.4K $824K
Aug 12, 2022 Q2 2022
Seven One Seven Capital Management

Lancaster, PA
BUY
 -
628
+ 1.06%
$44.2K - $50.4K
60K $1.62M
Aug 10, 2022 Q2 2022
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
627
+ 15.84%
$44.1K - $50.3K
4.59K $124K
Aug 01, 2022 Q2 2022
Tranquility Partners, LLC

BUY
 -
624
+ 5.93%
$43.9K - $50.1K
11.1K $302K
Aug 12, 2022 Q2 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
BUY
 -
616
+ 1.95%
$43.3K - $49.4K
32.1K $870K
Aug 03, 2022 Q2 2022
Advisors Management Group Inc

BUY
 -
599
+ 3.45%
$42.1K - $48.1K
18K $487K
Jul 27, 2022 Q2 2022
Alpha Star Capital Management, LLC

BUY
 -
588
+ 3.32%
$41.3K - $47.2K
18.3K $496K
Aug 05, 2022 Q2 2022
Carmichael Hill & Associates, Inc.

BUY
 -
585
+ 2.65%
$41.1K - $46.9K
22.6K $613K
Aug 02, 2022 Q2 2022
Uma Financial Services, Inc.

BUY
 -
561
+ 2.03%
$39.4K - $45K
28.2K $765K
Aug 02, 2022 Q2 2022
Blue Bell Private Wealth Management, LLC

BUY
 -
557
+ 3.07%
$39.2K - $44.7K
18.7K $506K
Aug 11, 2022 Q2 2022
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
545
+ 1.89%
$38.3K - $43.7K
29.4K $796K
Aug 10, 2022 Q2 2022
Lee Financial CO

Dallas, TX
BUY
 -
523
New
$36.8K - $42K
523 $14.2K
Aug 12, 2022 Q2 2022
Weik Capital Management

Wyomissing, PA
BUY
 -
520
+ 6.04%
$36.6K - $41.7K
9.13K $247K
Aug 01, 2022 Q2 2022
Rkl Wealth Management LLC

BUY
 -
516
+ 3.71%
$36.3K - $41.4K
14.4K $390K
Aug 09, 2022 Q2 2022
Warner Financial, Inc

Bethesda, MD
BUY
 -
511
+ 15.65%
$35.9K - $41K
3.78K $102K
Jul 27, 2022 Q2 2022
Bailard, Inc.

BUY
 -
500
+ 5.63%
$35.2K - $40.1K
9.38K $254K
Aug 17, 2022 Q2 2022
Davidson Capital Management Inc.

Corpus Christi, TX
BUY
 -
500
+ 0.12%
$35.2K - $40.1K
414K $11.2M
Aug 11, 2022 Q2 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
499
+ 4.22%
$35.1K - $40K
12.3K $334K
Jul 22, 2022 Q2 2022
Successful Portfolios LLC

BUY
 -
496
+ 11.02%
$34.9K - $39.8K
5K $135K
Aug 15, 2022 Q2 2022
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
490
+ 37.55%
$34.5K - $39.3K
1.8K $48.6K
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
484
+ 12.05%
$34K - $38.8K
4.5K $122K
Jul 29, 2022 Q2 2022
Simmons Bank

BUY
 -
477
+ 12.86%
$33.5K - $38.3K
4.19K $113K
Jul 12, 2022 Q2 2022
First Heartland Consultants, Inc.

BUY
 -
469
+ 3.63%
$33K - $37.6K
13.4K $363K
Aug 11, 2022 Q2 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
451
New
$31.7K - $36.2K
451 $12.2K
Jul 25, 2022 Q2 2022
Liberty Capital Management, Inc.

BUY
 -
450
+ 2.27%
$31.6K - $36.1K
20.3K $550K
Jul 19, 2022 Q2 2022
Horan Securities, Inc.

BUY
 -
440
New
$30.9K - $35.3K
440 $11.9K
Aug 05, 2022 Q2 2022
Epic Trust Investment Advisors, LLC

BUY
 -
440
+ 9.03%
$30.9K - $35.3K
5.32K $144K
Jul 15, 2022 Q2 2022
Newbridge Financial Services Group, Inc.

BUY
 -
436
+ 14.3%
$30.7K - $35K
3.49K $94.4K
Aug 01, 2022 Q2 2022
Emerald Advisors, LLC

BUY
 -
426
+ 1.96%
$30K - $34.2K
22.2K $600K
Aug 10, 2022 Q2 2022
Members Advisory Group LLC

Williamsville, NY
BUY
 -
405
+ 0.13%
$28.5K - $32.5K
313K $8.48M
Aug 03, 2022 Q2 2022
Seneca House Advisors

BUY
 -
384
+ 2.44%
$27K - $30.8K
16.1K $437K
Oct 21, 2022 Q2 2022
Cross Staff Investments Inc

BUY
 -
383
+ 6.55%
$26.9K - $30.7K
6.23K $169K
Jul 26, 2022 Q2 2022
Outfitter Financial LLC

BUY
 -
375
+ 2.25%
$26.4K - $30.1K
17.1K $462K
Jul 27, 2022 Q2 2022
Hoyle Cohen, LLC

BUY
 -
373
+ 0.93%
$26.2K - $29.9K
40.3K $1.09M
Aug 01, 2022 Q2 2022
Moisand Fitzgerald Tamayo, LLC

BUY
 -
354
New
$24.9K - $28.4K
354 $9.59K
Aug 17, 2022 Q2 2022
Ncm Capital Management, LLC

Ramsey, NJ
BUY
 -
354
+ 0.84%
$24.9K - $28.4K
42.4K $1.15M
Aug 15, 2022 Q2 2022
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
347
+ 1.37%
$24.4K - $27.8K
25.7K $696K
Aug 08, 2022 Q2 2022
Curi Wealth Management, LLC

BUY
 -
340
+ 1700.0%
$23.9K - $27.3K
360 $9.75K
Jul 21, 2022 Q2 2022
Winthrop Advisory Group LLC

BUY
 -
334
+ 0.25%
$23.5K - $26.8K
135K $3.66M
Aug 12, 2022 Q2 2022
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
325
+ 812.5%
$22.9K - $26.1K
365 $9.88K
Jul 22, 2022 Q2 2022
Catalyst Private Wealth, LLC

BUY
 -
323
+ 12.58%
$22.7K - $25.9K
2.89K $78.3K
Aug 02, 2022 Q2 2022
Baystate Wealth Management LLC

BUY
 -
321
+ 1.19%
$22.6K - $25.8K
27.4K $741K
Jul 15, 2022 Q2 2022
Life Pro Asset Management

BUY
 -
315
+ 2.66%
$22.1K - $25.3K
12.2K $329K
Jul 27, 2022 Q2 2022
Allen Capital Group, LLC

BUY
 -
315
+ 0.93%
$22.1K - $25.3K
34.3K $928K
Aug 01, 2022 Q2 2022
Creative Financial Designs Inc

BUY
 -
315
+ 40.13%
$22.1K - $25.3K
1.1K $29.8K
Aug 11, 2022 Q2 2022
Naples Global Advisors, LLC

Naples, FL
BUY
 -
305
+ 1.42%
$21.4K - $24.5K
21.8K $591K
Jul 08, 2022 Q2 2022
Bank Of New Hampshire

BUY
 -
300
+ 5.19%
$21.1K - $24.1K
6.08K $165K

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