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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
30+ 0.04% |
$2.11K - $2.41K
|
78.7K
$2.13M
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
30+ 0.04% |
$2.11K - $2.41K
|
76.2K
$2.06M
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
29+ 0.41% |
$2.04K - $2.33K
|
7.18K
$194K
|
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
29+ 0.21% |
$2.04K - $2.33K
|
13.9K
$378K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
29+ 0.66% |
$2.04K - $2.33K
|
4.44K
$120K
|
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
29+ 0.97% |
$2.04K - $2.33K
|
3.01K
$81.5K
|
|
|
Jul 07, 2022
Q2 2022
|
Raub Brock Capital Management LP
|
BUY
|
- |
28+ 0.96% |
$1.97K - $2.25K
|
2.96K
$80.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
28+ 0.97% |
$1.97K - $2.25K
|
2.91K
$78.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
26+ 0.36% |
$1.83K - $2.09K
|
7.32K
$198K
|
|
|
Jul 28, 2022
Q2 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
25+ 0.74% |
$1.76K - $2.01K
|
3.42K
$92.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
25+ 26.88% |
$1.76K - $2.01K
|
118
$3.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
BUY
|
- |
25+ 0.47% |
$1.76K - $2.01K
|
5.32K
$144K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
24+ 42.11% |
$1.69K - $1.93K
|
81
$2.19K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
23+ 135.29% |
$1.62K - $1.85K
|
40
$1.08K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
21+ 0.29% |
$1.48K - $1.69K
|
7.23K
$196K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
20+ 9.35% |
$1.41K - $1.6K
|
234
$6.34K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
20+ 2.7% |
$1.41K - $1.6K
|
760
$20.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
18+ 0.49% |
$1.27K - $1.44K
|
3.7K
$100K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
17+ 0.24% |
$1.2K - $1.36K
|
7.2K
$195K
|
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
16+ 0.54% |
$1.12K - $1.28K
|
2.96K
$80K
|
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
BUY
|
- |
15New |
$1.05K - $1.2K
|
15
$406
|
|
|
Aug 11, 2022
Q2 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
14+ 8.38% |
$984 - $1.12K
|
181
$4.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
14+ 0.07% |
$984 - $1.12K
|
20.7K
$560K
|
|
|
Jul 05, 2022
Q2 2022
|
Stillwater Investment Management, LLC
|
BUY
|
- |
13+ 0.19% |
$914 - $1.04K
|
6.96K
$189K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
13+ 0.11% |
$914 - $1.04K
|
12.3K
$334K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
13+ 144.44% |
$914 - $1.04K
|
22
$596
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
13+ 0.68% |
$914 - $1.04K
|
1.92K
$51.9K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.11% |
$914 - $1.04K
|
12.3K
$334K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
11+ 0.29% |
$773 - $883
|
3.74K
$101K
|
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
10+ 0.35% |
$703 - $802
|
2.87K
$77.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9+ 0.96% |
$633 - $722
|
949
$25.7K
|
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
8+ 0.23% |
$562 - $642
|
3.49K
$94.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 10.77% |
$492 - $562
|
72
$1.95K
|
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
7+ 0.05% |
$492 - $562
|
14.9K
$402K
|
|
|
Aug 05, 2022
Q2 2022
|
Wills Financial Group, Inc.
|
BUY
|
- |
7+ 0.04% |
$492 - $562
|
17.1K
$462K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.06% |
$422 - $481
|
10K
$272K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 0.52% |
$352 - $401
|
959
$26K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4+ 0.35% |
$281 - $321
|
1.15K
$31.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Emfo, LLC
|
BUY
|
- |
3+ 1.05% |
$211 - $241
|
288
$7.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.05% |
$211 - $241
|
5.57K
$151K
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3+ 0.12% |
$211 - $241
|
2.48K
$67.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.06% |
$211 - $241
|
5.2K
$141K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3+ 0.56% |
$211 - $241
|
537
$14.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.08% |
$211 - $241
|
3.79K
$103K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.15% |
$141 - $160
|
1.37K
$37.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
BUY
|
- |
2+ 0.05% |
$141 - $160
|
4.26K
$115K
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.9% |
$141 - $160
|
225
$6.09K
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2+ 0.04% |
$141 - $160
|
5.6K
$152K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.27% |
$70.3 - $80.2
|
375
$10.2K
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1+ 0.0% |
$70.3 - $80.2
|
47.9K
$1.3M
|