Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Us Dividen (SCHD)
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
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
130+ 1.31% |
$9.14K - $10.4K
|
10K
$271K
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
127+ 4.6% |
$8.93K - $10.2K
|
2.89K
$78.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
126+ 49.41% |
$8.86K - $10.1K
|
381
$10.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
119+ 0.54% |
$8.37K - $9.55K
|
22.1K
$598K
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
118+ 5.71% |
$8.3K - $9.47K
|
2.18K
$59.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
118+ 4.18% |
$8.3K - $9.47K
|
2.94K
$79.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
117+ 9.11% |
$8.23K - $9.39K
|
1.4K
$37.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
113+ 0.79% |
$7.95K - $9.07K
|
14.5K
$391K
|
|
|
Jul 14, 2022
Q2 2022
|
Smart Money Group LLC
|
BUY
|
- |
112+ 0.8% |
$7.87K - $8.99K
|
14.1K
$380K
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
112+ 0.16% |
$7.87K - $8.99K
|
71.7K
$1.94M
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
108+ 1.35% |
$7.59K - $8.67K
|
8.11K
$219K
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
105+ 525.0% |
$7.38K - $8.43K
|
125
$3.39K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
98+ 0.57% |
$6.89K - $7.86K
|
17.3K
$470K
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
98+ 2.78% |
$6.89K - $7.86K
|
3.62K
$97.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
97+ 1.26% |
$6.82K - $7.78K
|
7.81K
$212K
|
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
89+ 0.81% |
$6.26K - $7.14K
|
11.1K
$301K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
87+ 0.3% |
$6.12K - $6.98K
|
28.8K
$779K
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
87+ 0.85% |
$6.12K - $6.98K
|
10.3K
$279K
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
86+ 0.12% |
$6.05K - $6.9K
|
74.7K
$2.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
86+ 13.78% |
$6.05K - $6.9K
|
710
$19.2K
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
86+ 0.12% |
$6.05K - $6.9K
|
74.7K
$2.02M
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
76+ 2.29% |
$5.34K - $6.1K
|
3.39K
$91.9K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
75+ 1.85% |
$5.27K - $6.02K
|
4.12K
$112K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
BUY
|
- |
73+ 3.57% |
$5.13K - $5.86K
|
2.12K
$57.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
BUY
|
- |
73+ 6.15% |
$5.13K - $5.86K
|
1.26K
$34.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Leisure Capital Management
|
BUY
|
- |
73+ 1.91% |
$5.13K - $5.86K
|
3.89K
$105K
|
|
|
Jul 25, 2022
Q2 2022
|
Gfg Capital, LLC
|
BUY
|
- |
67+ 2.44% |
$4.71K - $5.38K
|
2.81K
$76K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
58+ 1.83% |
$4.08K - $4.65K
|
3.23K
$87.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
58+ 1.62% |
$4.08K - $4.65K
|
3.65K
$98.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
54+ 0.98% |
$3.8K - $4.33K
|
5.57K
$151K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
53+ 25.24% |
$3.73K - $4.25K
|
263
$7.12K
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
50+ 0.68% |
$3.52K - $4.01K
|
7.37K
$200K
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
48+ 4.54% |
$3.37K - $3.85K
|
1.11K
$29.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
48+ 4800.0% |
$3.37K - $3.85K
|
49
$1.33K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
47+ 1.48% |
$3.3K - $3.77K
|
3.23K
$87.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
45+ 2.61% |
$3.16K - $3.61K
|
1.77K
$47.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
44+ 0.84% |
$3.09K - $3.53K
|
5.31K
$144K
|
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
43+ 0.53% |
$3.02K - $3.45K
|
8.16K
$221K
|
|
|
Oct 25, 2024
Q2 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
43+ 0.98% |
$3.02K - $3.45K
|
4.45K
$121K
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
BUY
|
- |
40+ 0.96% |
$2.81K - $3.21K
|
4.19K
$114K
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40+ 0.3% |
$2.81K - $3.21K
|
13.4K
$362K
|
|
|
Aug 02, 2022
Q2 2022
|
ETF Store, Inc.
|
BUY
|
- |
39+ 0.8% |
$2.74K - $3.13K
|
4.93K
$134K
|
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
39+ 0.98% |
$2.74K - $3.13K
|
4K
$108K
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
37+ 0.68% |
$2.6K - $2.97K
|
5.5K
$149K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
36+ 5.23% |
$2.53K - $2.89K
|
724
$19.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
36+ 0.91% |
$2.53K - $2.89K
|
3.99K
$108K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
36New |
$2.53K - $2.89K
|
36
$975
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
36+ 0.98% |
$2.53K - $2.89K
|
3.72K
$101K
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
34+ 0.58% |
$2.39K - $2.73K
|
5.86K
$159K
|
|
|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
31+ 0.17% |
$2.18K - $2.49K
|
18.7K
$505K
|