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 29, 2022
Q2 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-383- 6.14% |
$26.9K - $30.7K
|
5.85K
$158K
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-397- 10.88% |
$27.9K - $31.9K
|
3.25K
$88.1K
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-398Closed |
$28K - $31.9K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-406- 8.28% |
$28.5K - $32.6K
|
4.5K
$122K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-420Closed |
$29.5K - $33.7K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-426- 16.46% |
$30K - $34.2K
|
2.16K
$58.5K
|
|
Aug 02, 2022
Q2 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-430- 1.67% |
$30.2K - $34.5K
|
25.3K
$686K
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-448- 5.48% |
$31.5K - $35.9K
|
7.73K
$209K
|
|
Jul 27, 2022
Q2 2022
|
Presidio Capital Management, LLC
|
SELL
|
- |
-448- 0.25% |
$31.5K - $35.9K
|
177K
$4.79M
|
|
Aug 02, 2022
Q2 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-462- 0.93% |
$32.5K - $37.1K
|
49K
$1.33M
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-468- 8.92% |
$32.9K - $37.6K
|
4.78K
$129K
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-471- 1.43% |
$33.1K - $37.8K
|
32.4K
$877K
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-490- 11.39% |
$34.5K - $39.3K
|
3.81K
$103K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-494- 45.83% |
$34.7K - $39.6K
|
584
$15.8K
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-500- 13.48% |
$35.2K - $40.1K
|
3.21K
$86.9K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-502- 0.95% |
$35.3K - $40.3K
|
52.2K
$1.41M
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-505- 1.49% |
$35.5K - $40.5K
|
33.4K
$903K
|
|
Aug 16, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-510- 0.05% |
$35.9K - $40.9K
|
1.04M
$28.2M
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-512- 0.52% |
$36K - $41.1K
|
98.2K
$2.66M
|
|
Aug 03, 2022
Q2 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-525- 2.16% |
$36.9K - $42.1K
|
23.8K
$644K
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-531- 15.18% |
$37.3K - $42.6K
|
2.97K
$80.3K
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-546- 1.29% |
$38.4K - $43.8K
|
41.8K
$1.13M
|
|
Jul 11, 2022
Q2 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-557- 9.17% |
$39.2K - $44.7K
|
5.52K
$149K
|
|
Aug 04, 2022
Q2 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-562- 1.23% |
$39.5K - $45.1K
|
45.1K
$1.22M
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-605- 1.44% |
$42.5K - $48.5K
|
41.5K
$1.12M
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-620- 3.41% |
$43.6K - $49.7K
|
17.6K
$476K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-631- 7.7% |
$44.4K - $50.6K
|
7.57K
$205K
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-651- 9.1% |
$45.8K - $52.2K
|
6.5K
$176K
|
|
Jul 22, 2022
Q2 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-655- 3.73% |
$46.1K - $52.6K
|
16.9K
$458K
|
|
Aug 05, 2022
Q2 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-656- 3.66% |
$46.1K - $52.6K
|
17.3K
$468K
|
|
Jul 22, 2022
Q2 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-672- 17.55% |
$47.2K - $53.9K
|
3.16K
$85.5K
|
|
Aug 15, 2022
Q2 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-694- 5.8% |
$48.8K - $55.7K
|
11.3K
$305K
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-707- 7.45% |
$49.7K - $56.7K
|
8.78K
$238K
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-720- 10.67% |
$50.6K - $57.8K
|
6.03K
$163K
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-739- 0.38% |
$52K - $59.3K
|
193K
$5.22M
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-750- 86.71% |
$52.7K - $60.2K
|
115
$3.11K
|
|
Jul 12, 2022
Q2 2022
|
Arden Trust CO
|
SELL
|
- |
-757- 1.42% |
$53.2K - $60.7K
|
52.6K
$1.42M
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-777- 4.86% |
$54.6K - $62.3K
|
15.2K
$412K
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-778- 4.29% |
$54.7K - $62.4K
|
17.4K
$470K
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-798Closed |
$56.1K - $64K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-817- 9.99% |
$57.4K - $65.6K
|
7.36K
$199K
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-818- 30.86% |
$57.5K - $65.6K
|
1.83K
$49.6K
|
|
Aug 03, 2022
Q2 2022
|
Fagan Associates, Inc.
|
SELL
|
- |
-850- 1.61% |
$59.8K - $68.2K
|
51.9K
$1.4M
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-859- 2.51% |
$60.4K - $68.9K
|
33.4K
$904K
|
|
Jul 11, 2022
Q2 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-861- 4.0% |
$60.5K - $69.1K
|
20.6K
$559K
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-861- 31.64% |
$60.5K - $69.1K
|
1.86K
$50.4K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-889- 0.22% |
$62.5K - $71.3K
|
412K
$11.1M
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-921- 3.73% |
$64.8K - $73.9K
|
23.7K
$643K
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-923- 3.01% |
$64.9K - $74.1K
|
29.8K
$807K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-934- 7.32% |
$65.7K - $74.9K
|
11.8K
$320K
|