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 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$70.3 - $80.2
|
4.27K
$116K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.17% |
$70.3 - $80.2
|
596
$16.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$70.3 - $80.2
|
4.54K
$123K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1+ 0.01% |
$70.3 - $80.2
|
10.5K
$283K
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$70.3 - $80.2
|
2.98K
$80.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-3Closed |
$211 - $241
|
0
$0
|
|
|
Jul 05, 2022
Q2 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$352 - $401
|
22.3K
$603K
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-6- 0.05% |
$422 - $481
|
12K
$325K
|
|
|
Jul 11, 2022
Q2 2022
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-7- 0.01% |
$492 - $562
|
69.1K
$1.87M
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-9- 1.49% |
$633 - $722
|
594
$16.1K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-10- 0.21% |
$703 - $802
|
4.73K
$128K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-12- 0.07% |
$844 - $963
|
18.2K
$494K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-13- 0.26% |
$914 - $1.04K
|
4.92K
$133K
|
|
|
Jul 21, 2022
Q2 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-19- 0.01% |
$1.34K - $1.52K
|
147K
$3.99M
|
|
|
Jul 20, 2022
Q2 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-20- 0.09% |
$1.41K - $1.6K
|
21.6K
$585K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-20- 6.15% |
$1.41K - $1.6K
|
305
$8.26K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-21- 0.13% |
$1.48K - $1.69K
|
16.2K
$438K
|
|
|
Jul 22, 2022
Q2 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-25- 1.86% |
$1.76K - $2.01K
|
1.32K
$35.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-25- 0.49% |
$1.76K - $2.01K
|
5.03K
$136K
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-27- 0.89% |
$1.9K - $2.17K
|
3K
$81.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-29- 18.35% |
$2.04K - $2.33K
|
129
$3.49K
|
|
|
Aug 08, 2022
Q2 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-38- 0.25% |
$2.67K - $3.05K
|
15.1K
$408K
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-38- 1.27% |
$2.67K - $3.05K
|
2.96K
$80.2K
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-41- 0.02% |
$2.88K - $3.29K
|
251K
$6.79M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-45Closed |
$3.16K - $3.61K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-47- 0.97% |
$3.3K - $3.77K
|
4.79K
$130K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-50- 0.23% |
$3.52K - $4.01K
|
21.6K
$586K
|
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-50- 0.39% |
$3.52K - $4.01K
|
12.9K
$348K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-51- 1.91% |
$3.59K - $4.09K
|
2.61K
$70.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-52- 3.06% |
$3.66K - $4.17K
|
1.65K
$44.5K
|
|
|
Jul 20, 2022
Q2 2022
|
Adams Wealth Management
|
SELL
|
- |
-56- 0.44% |
$3.94K - $4.49K
|
12.6K
$340K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-56- 0.45% |
$3.94K - $4.49K
|
12.3K
$332K
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-56- 1.15% |
$3.94K - $4.49K
|
4.81K
$130K
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-57- 1.51% |
$4.01K - $4.57K
|
3.72K
$101K
|
|
|
Aug 11, 2022
Q2 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-57- 0.94% |
$4.01K - $4.57K
|
5.99K
$162K
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-58- 0.29% |
$4.08K - $4.65K
|
19.7K
$533K
|
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-74- 1.87% |
$5.2K - $5.94K
|
3.88K
$105K
|
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-74- 0.8% |
$5.2K - $5.94K
|
9.17K
$248K
|
|
|
Jul 19, 2022
Q2 2022
|
Tenret CO LLC
|
SELL
|
- |
-75- 1.99% |
$5.27K - $6.02K
|
3.7K
$100K
|
|
|
Aug 09, 2022
Q2 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-76- 0.32% |
$5.34K - $6.1K
|
23.8K
$643K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-80- 98.77% |
$5.62K - $6.42K
|
1
$27.1
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-83- 68.03% |
$5.84K - $6.66K
|
39
$1.06K
|
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-86- 0.32% |
$6.05K - $6.9K
|
26.9K
$727K
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-96- 2.44% |
$6.75K - $7.7K
|
3.83K
$104K
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-97- 3.15% |
$6.82K - $7.78K
|
2.98K
$80.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-98- 19.64% |
$6.89K - $7.86K
|
401
$10.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Acas, LLC
|
SELL
|
- |
-100- 0.31% |
$7.03K - $8.02K
|
31.8K
$861K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-120- 15.0% |
$8.44K - $9.63K
|
680
$18.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-120- 1.52% |
$8.44K - $9.63K
|
7.79K
$211K
|