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 12, 2022 Q2 2022
Laraway Financial Advisors Inc

Saint Cloud, MN
BUY
 -
300
+ 11.41%
$21.1K - $24.1K
2.93K $79.3K
Jul 25, 2022 Q2 2022
Toth Financial Advisory Corp

BUY
 -
298
+ 18.41%
$21K - $23.9K
1.92K $51.9K
Jul 20, 2022 Q2 2022
Beacon Capital Management, Inc.

BUY
 -
281
New
$19.8K - $22.5K
281 $7.61K
Aug 04, 2022 Q2 2022
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
281
New
$19.8K - $22.5K
281 $7.61K
Aug 15, 2022 Q2 2022
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
279
+ 0.15%
$19.6K - $22.4K
189K $5.13M
Aug 09, 2022 Q2 2022
Foster & Motley Inc

Cincinnati, OH
BUY
 -
274
+ 8.12%
$19.3K - $22K
3.65K $98.8K
Aug 12, 2022 Q2 2022
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
271
+ 2.08%
$19.1K - $21.7K
13.3K $360K
Aug 03, 2022 Q2 2022
Accel Wealth Management

BUY
 -
270
+ 17.4%
$19K - $21.7K
1.82K $49.3K
Aug 11, 2022 Q2 2022
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
270
+ 3.96%
$19K - $21.7K
7.1K $192K
Jul 15, 2022 Q2 2022
Activest Wealth Management

BUY
 -
266
New
$18.7K - $21.3K
266 $7.2K
Jul 14, 2022 Q2 2022
Planned Solutions, Inc.

BUY
 -
258
+ 7.14%
$18.1K - $20.7K
3.87K $105K
Aug 15, 2022 Q2 2022
Holderness Investments CO

Greensboro, NC
BUY
 -
257
+ 2.99%
$18.1K - $20.6K
8.86K $240K
Aug 08, 2022 Q2 2022
Fountainhead Am, LLC

Warren, NJ
BUY
 -
256
+ 9.17%
$18K - $20.5K
3.05K $82.5K
Aug 16, 2022 Q2 2022
Chilton Capital Management LLC

Houston, TX
BUY
 -
247
New
$17.4K - $19.8K
247 $6.69K
Jul 29, 2022 Q2 2022
Kingfisher Capital LLC

BUY
 -
242
+ 1.82%
$17K - $19.4K
13.5K $367K
Jul 15, 2022 Q2 2022
Acropolis Investment Management, LLC

BUY
 -
239
+ 6.01%
$16.8K - $19.2K
4.22K $114K
Jul 08, 2022 Q2 2022
Martin Capital Partners, LLC

BUY
 -
234
+ 2.65%
$16.5K - $18.8K
9.08K $246K
Jul 18, 2022 Q2 2022
Gradient Capital Advisors, LLC

BUY
 -
234
+ 1.42%
$16.5K - $18.8K
16.7K $452K
Jul 22, 2022 Q2 2022
Steward Financial Group LLC

BUY
 -
232
New
$16.3K - $18.6K
232 $6.28K
Jul 12, 2022 Q2 2022
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
227
+ 4.16%
$16K - $18.2K
5.69K $154K
Aug 10, 2022 Q2 2022
Nwam LLC

Mercer Island, WA
BUY
 -
227
+ 1.05%
$16K - $18.2K
21.9K $593K
Jul 26, 2022 Q2 2022
Trustcore Financial Services, LLC

BUY
 -
220
+ 1.95%
$15.5K - $17.7K
11.5K $311K
Jul 20, 2022 Q2 2022
Secure Asset Management, LLC

BUY
 -
214
+ 0.48%
$15K - $17.2K
44.8K $1.21M
Jul 25, 2022 Q2 2022
Aspiriant, LLC

BUY
 -
213
+ 4.12%
$15K - $17.1K
5.38K $146K
Jul 25, 2022 Q2 2022
Ls Investment Advisors, LLC

BUY
 -
200
New
$14.1K - $16K
200 $5.42K
Jul 13, 2022 Q2 2022
First National Bank Of Mount Dora, Trust Investment Services

BUY
 -
196
+ 0.71%
$13.8K - $15.7K
27.6K $749K
Jul 19, 2022 Q2 2022
Mengis Capital Management, Inc.

BUY
 -
193
+ 1.05%
$13.6K - $15.5K
18.6K $503K
Aug 02, 2022 Q2 2022
Horizon Wealth Management, LLC

BUY
 -
181
+ 1.53%
$12.7K - $14.5K
12K $325K
Jan 03, 2023 Q2 2022
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
179
+ 1.43%
$12.6K - $14.4K
12.7K $343K
Jul 25, 2022 Q2 2022
Signal Point Asset Management, LLC

BUY
 -
178
+ 2.41%
$12.5K - $14.3K
7.57K $205K
Aug 08, 2022 Q2 2022
Flputnam Investment Management CO

Portland, ME
BUY
 -
171
+ 3.78%
$12K - $13.7K
4.7K $127K
Aug 11, 2022 Q2 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
169
+ 0.34%
$11.9K - $13.6K
50.1K $1.36M
Aug 15, 2022 Q2 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
164
+ 2.85%
$11.5K - $13.2K
5.93K $161K
Aug 09, 2022 Q2 2022
Truvestments Capital LLC

Sarasota, FL
BUY
 -
162
New
$11.4K - $13K
162 $4.39K
Jul 19, 2022 Q2 2022
Valicenti Advisory Services Inc

BUY
 -
161
+ 4.99%
$11.3K - $12.9K
3.39K $91.7K
Jul 19, 2022 Q2 2022
Nikulski Financial, Inc.

BUY
 -
160
+ 0.4%
$11.2K - $12.8K
39.8K $1.08M
Jul 14, 2022 Q2 2022
Adviser Investments LLC

BUY
 -
159
+ 3.08%
$11.2K - $12.8K
5.33K $144K
Aug 08, 2022 Q2 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
156
+ 4.18%
$11K - $12.5K
3.89K $105K
Jul 29, 2022 Q2 2022
Aptus Capital Advisors, LLC

BUY
 -
151
+ 11.35%
$10.6K - $12.1K
1.48K $40.1K
Aug 11, 2022 Q2 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
150
New
$10.5K - $12K
150 $4.06K
Aug 11, 2022 Q2 2022
Argent Trust CO

Nashville, TN
BUY
 -
150
+ 4.15%
$10.5K - $12K
3.76K $102K
Aug 16, 2022 Q2 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
146
+ 1.38%
$10.3K - $11.7K
10.7K $291K
Jul 15, 2022 Q2 2022
Pinnacle Private Wealth, LLC

BUY
 -
145
+ 5.26%
$10.2K - $11.6K
2.9K $78.5K
Aug 01, 2022 Q2 2022
Pflug Koory, LLC

BUY
 -
145
+ 6.49%
$10.2K - $11.6K
2.38K $64.5K
Aug 12, 2022 Q2 2022
Consolidated Planning Corp

Atlanta, GA
BUY
 -
140
+ 4.17%
$9.84K - $11.2K
3.5K $94.8K
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
140
+ 0.91%
$9.84K - $11.2K
15.5K $421K
Aug 16, 2022 Q2 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
140
+ 0.76%
$9.84K - $11.2K
18.6K $504K
Jul 27, 2022 Q2 2022
Capital Financial Services, LLC

BUY
 -
137
+ 4.62%
$9.63K - $11K
3.1K $84K
Jul 12, 2022 Q2 2022
Financial Management Professionals, Inc.

BUY
 -
132
+ 7.84%
$9.28K - $10.6K
1.82K $49.2K

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