Purchases and Sales Made in Q2 2022 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

SELL
 -
-3.42K
- 11.52%
$241K - $275K
26.3K $712K
Jul 06, 2022 Q2 2022
Centric Wealth Management

SELL
 -
-3.63K
Closed
$255K - $291K
0 $0
Aug 11, 2022 Q2 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-3.65K
Closed
$257K - $293K
0 $0
Aug 15, 2022 Q2 2022
Journey Strategic Wealth LLC

Summit, NJ
SELL
 -
-3.7K
Closed
$260K - $297K
0 $0
Aug 04, 2022 Q2 2022
Cutler Group LP

SELL
 -
-3.7K
- 84.09%
$260K - $297K
700 $19K
Aug 12, 2022 Q2 2022
Paradigm Capital Management, LLC

Reno, NV
SELL
 -
-3.81K
- 5.93%
$268K - $306K
60.5K $1.64M
Aug 09, 2022 Q2 2022
Broadleaf Partners, LLC

Hudson, OH
SELL
 -
-3.87K
- 8.97%
$272K - $310K
39.3K $1.06M
Jul 29, 2022 Q2 2022
Pinnacle Financial Partners Inc

SELL
 -
-3.89K
Closed
$273K - $312K
0 $0
Jul 20, 2022 Q2 2022
Fort Pitt Capital Group, LLC

SELL
 -
-3.9K
Closed
$274K - $313K
0 $0
Aug 11, 2022 Q2 2022
Jfg Wealth Management, LLC

Denver, CO
SELL
 -
-3.9K
Closed
$274K - $313K
0 $0
Jul 21, 2022 Q2 2022
Litman Gregory Wealth Management LLC

SELL
 -
-4K
- 21.39%
$281K - $321K
14.7K $398K
Jul 27, 2022 Q2 2022
Aries Wealth Management

SELL
 -
-4.01K
Closed
$282K - $321K
0 $0
Aug 09, 2022 Q2 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-4.3K
Closed
$302K - $345K
0 $0
Jul 22, 2022 Q2 2022
Lockerman Financial Group, Inc.

SELL
 -
-4.4K
Closed
$309K - $353K
0 $0
Aug 08, 2022 Q2 2022
Apriem Advisors

Irvine, CA
SELL
 -
-4.41K
- 8.29%
$310K - $354K
48.8K $1.32M
Jul 19, 2022 Q2 2022
Hennion & Walsh Asset Management, Inc.

SELL
 -
-4.43K
- 0.81%
$311K - $355K
544K $14.7M
Jul 13, 2022 Q2 2022
Life Steps Financial, Inc.

SELL
 -
-4.52K
- 14.64%
$318K - $363K
26.4K $714K
Jul 25, 2022 Q2 2022
Godsey & Gibb Associates

SELL
 -
-4.59K
Closed
$323K - $368K
0 $0
Aug 12, 2022 Q2 2022
Westover Capital Advisors, LLC

Wilmington, DE
SELL
 -
-4.64K
Closed
$326K - $372K
0 $0
Jul 20, 2022 Q2 2022
Bullseye Investment Management, LLC

SELL
 -
-4.82K
Closed
$339K - $387K
0 $0
Jul 27, 2022 Q2 2022
Fortress Wealth Management, Inc.

SELL
 -
-4.83K
- 13.64%
$340K - $388K
30.6K $829K
Aug 03, 2022 Q2 2022
Laird Norton Trust Company, LLC

SELL
 -
-4.87K
Closed
$342K - $391K
0 $0
Aug 08, 2022 Q2 2022
Y Intercept (Hong Kong) LTD

SELL
 -
-5.07K
Closed
$357K - $407K
0 $0
Aug 17, 2022 Q2 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-5.13K
- 99.23%
$361K - $412K
40 $1.08K
Jul 28, 2022 Q2 2022
Andrews, Lucia Wealth Management LLC

SELL
 -
-5.34K
Closed
$376K - $429K
0 $0
Aug 12, 2022 Q2 2022
Mas Advisors LLC

Miami, FL
SELL
 -
-5.38K
- 13.91%
$378K - $431K
33.3K $901K
Aug 11, 2022 Q2 2022
Truadvice, LLC

Sarasota, FL
SELL
 -
-5.77K
Closed
$406K - $463K
0 $0
Aug 12, 2022 Q2 2022
Fft Wealth Management LLC

West Conshohocken, PA
SELL
 -
-5.86K
Closed
$412K - $470K
0 $0
Aug 10, 2022 Q2 2022
Betterment LLC

New York, NY
SELL
 -
-6.18K
Closed
$435K - $496K
0 $0
Aug 02, 2022 Q2 2022
Centaurus Financial, Inc.

SELL
 -
-6.25K
- 10.55%
$440K - $502K
53K $1.44M
Aug 15, 2022 Q2 2022
Chartist Inc

Seal Beach, CA
SELL
 -
-6.28K
Closed
$441K - $504K
0 $0
Aug 09, 2022 Q2 2022
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-6.7K
Closed
$471K - $537K
0 $0
Aug 03, 2022 Q2 2022
Valeo Financial Advisors, LLC

SELL
 -
-7.1K
- 59.69%
$499K - $570K
4.8K $130K
Jul 07, 2022 Q2 2022
Massmutual Trust CO Fsb

SELL
 -
-7.17K
- 30.03%
$504K - $575K
16.7K $452K
Aug 03, 2022 Q2 2022
Assetmark, Inc

SELL
 -
-7.2K
- 8.83%
$506K - $578K
74.4K $2.01M
Aug 08, 2022 Q2 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-7.23K
- 3.33%
$509K - $580K
210K $5.68M
Aug 05, 2022 Q2 2022
Absolute Capital Management, LLC

SELL
 -
-7.27K
- 35.26%
$511K - $583K
13.3K $361K
Aug 15, 2022 Q2 2022
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-7.67K
Closed
$540K - $616K
0 $0
Aug 10, 2022 Q2 2022
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-7.97K
Closed
$560K - $639K
0 $0
Aug 11, 2022 Q2 2022
Bar Harbor Trust Services

Ellsworth, ME
SELL
 -
-8K
Closed
$562K - $642K
0 $0
Aug 15, 2022 Q2 2022
Brasada Capital Management, LP

Houston, TX
SELL
 -
-8.05K
- 44.98%
$566K - $646K
9.85K $267K
Aug 12, 2022 Q2 2022
Select Asset Management & Trust

Mechanicsburg, PA
SELL
 -
-8.46K
- 8.57%
$595K - $679K
90.3K $2.45M
Jul 26, 2022 Q2 2022
Bouchey Financial Group LTD

SELL
 -
-8.49K
Closed
$597K - $681K
0 $0
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-8.54K
- 10.8%
$601K - $685K
70.5K $1.91M
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-8.68K
- 53.47%
$610K - $697K
7.55K $205K
Aug 09, 2022 Q2 2022
Personal Wealth Partners

Bloomington, MN
SELL
 -
-8.93K
Closed
$628K - $717K
0 $0
Jul 07, 2022 Q2 2022
Lbmc Investment Advisors, LLC

SELL
 -
-8.95K
- 67.82%
$629K - $718K
4.25K $115K
Aug 12, 2022 Q2 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
SELL
 -
-9.1K
- 7.05%
$640K - $730K
120K $3.25M
Jul 15, 2022 Q2 2022
Home Federal Bank Of Tennessee

SELL
 -
-9.3K
Closed
$654K - $746K
0 $0

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