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
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-124- 2.52% |
$8.72K - $9.95K
|
4.79K
$130K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-130- 94.2% |
$9.14K - $10.4K
|
8
$217
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-134- 3.11% |
$9.42K - $10.8K
|
4.17K
$113K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-135- 1.0% |
$9.49K - $10.8K
|
13.3K
$360K
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-136- 0.39% |
$9.56K - $10.9K
|
34.5K
$936K
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-139- 2.36% |
$9.77K - $11.2K
|
5.75K
$156K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-139- 0.96% |
$9.77K - $11.2K
|
14.3K
$388K
|
|
|
Aug 15, 2022
Q2 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-143- 0.18% |
$10.1K - $11.5K
|
80K
$2.17M
|
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-145- 2.52% |
$10.2K - $11.6K
|
5.6K
$152K
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-148- 2.59% |
$10.4K - $11.9K
|
5.58K
$151K
|
|
|
Aug 03, 2022
Q2 2022
|
Schaeffer Financial LLC
|
SELL
|
- |
-154- 0.11% |
$10.8K - $12.4K
|
135K
$3.66M
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-162- 1.75% |
$11.4K - $13K
|
9.1K
$246K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-171- 2.18% |
$12K - $13.7K
|
7.69K
$208K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-179- 4.38% |
$12.6K - $14.4K
|
3.91K
$106K
|
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-184- 1.2% |
$12.9K - $14.8K
|
15.1K
$409K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-190Closed |
$13.4K - $15.2K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
SELL
|
- |
-192- 3.59% |
$13.5K - $15.4K
|
5.16K
$140K
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-198- 2.71% |
$13.9K - $15.9K
|
7.12K
$193K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-200- 0.98% |
$14.1K - $16K
|
20.2K
$547K
|
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-200- 2.61% |
$14.1K - $16K
|
7.46K
$202K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-202- 5.17% |
$14.2K - $16.2K
|
3.71K
$100K
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-206Closed |
$14.5K - $16.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-206Closed |
$14.5K - $16.5K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-218- 3.05% |
$15.3K - $17.5K
|
6.93K
$188K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-218- 1.06% |
$15.3K - $17.5K
|
20.4K
$553K
|
|
|
Aug 05, 2022
Q2 2022
|
United Bank
|
SELL
|
- |
-219- 0.46% |
$15.4K - $17.6K
|
47.1K
$1.28M
|
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
SELL
|
- |
-241- 0.18% |
$16.9K - $19.3K
|
137K
$3.7M
|
|
|
Jul 26, 2022
Q2 2022
|
Mendel Capital Management LLC
|
SELL
|
- |
-242- 0.14% |
$17K - $19.4K
|
172K
$4.66M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-250- 60.24% |
$17.6K - $20.1K
|
165
$4.47K
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-253- 1.39% |
$17.8K - $20.3K
|
17.9K
$486K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-258- 1.34% |
$18.1K - $20.7K
|
19K
$515K
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-262- 0.36% |
$18.4K - $21K
|
71.9K
$1.95M
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-264- 0.41% |
$18.6K - $21.2K
|
63.8K
$1.73M
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-287- 50.09% |
$20.2K - $23K
|
286
$7.74K
|
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-291- 3.64% |
$20.5K - $23.3K
|
7.71K
$209K
|
|
|
Jul 22, 2022
Q2 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-294- 3.59% |
$20.7K - $23.6K
|
7.9K
$214K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-301Closed |
$21.2K - $24.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-302- 0.25% |
$21.2K - $24.2K
|
118K
$3.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-303- 4.32% |
$21.3K - $24.3K
|
6.72K
$182K
|
|
|
Jul 28, 2022
Q2 2022
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-306- 8.54% |
$21.5K - $24.6K
|
3.28K
$88.7K
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-338- 1.53% |
$23.8K - $27.1K
|
21.8K
$589K
|
|
|
Aug 16, 2022
Q2 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-344- 6.67% |
$24.2K - $27.6K
|
4.81K
$130K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-348- 0.4% |
$24.5K - $27.9K
|
87.2K
$2.36M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-354- 3.93% |
$24.9K - $28.4K
|
8.66K
$235K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-359- 0.8% |
$25.2K - $28.8K
|
44.5K
$1.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-360- 5.49% |
$25.3K - $28.9K
|
6.2K
$168K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-370- 4.43% |
$26K - $29.7K
|
7.99K
$216K
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-372- 2.51% |
$26.2K - $29.8K
|
14.5K
$392K
|
|
|
Aug 11, 2022
Q2 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-375- 6.06% |
$26.4K - $30.1K
|
5.81K
$157K
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-382- 2.49% |
$26.9K - $30.7K
|
14.9K
$404K
|