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 26, 2022
Q2 2022
|
Nbt Bank N A
|
SELL
|
- |
-9.47K- 7.71% |
$666K - $760K
|
113K
$3.07M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-9.66K- 4.83% |
$679K - $775K
|
190K
$5.15M
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-10.1K- 15.31% |
$712K - $813K
|
56.1K
$1.52M
|
|
|
Jul 12, 2022
Q2 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-10.2K- 4.55% |
$718K - $819K
|
214K
$5.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.3K- 2.43% |
$721K - $823K
|
412K
$11.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.3K- 31.3% |
$721K - $823K
|
22.5K
$610K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.4K- 46.77% |
$734K - $838K
|
11.9K
$322K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.4K- 46.77% |
$734K - $838K
|
11.9K
$322K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-10.6K- 90.31% |
$749K - $854K
|
1.14K
$30.9K
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.7K- 79.58% |
$751K - $857K
|
2.74K
$74.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-10.9K- 72.2% |
$767K - $875K
|
4.2K
$114K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11K- 2.66% |
$770K - $879K
|
401K
$10.9M
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-12.8K- 2.28% |
$898K - $1.02M
|
548K
$14.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-14.4K- 62.48% |
$1.01M - $1.16M
|
8.66K
$235K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.4K- 9.47% |
$1.08M - $1.24M
|
147K
$3.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-15.9K- 65.61% |
$1.12M - $1.28M
|
8.36K
$226K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-16.2K- 3.63% |
$1.14M - $1.3M
|
429K
$11.6M
|
|
|
Jul 20, 2022
Q2 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-18K- 5.53% |
$1.27M - $1.45M
|
308K
$8.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.2K- 6.06% |
$1.28M - $1.46M
|
282K
$7.64M
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-18.5K- 69.2% |
$1.3M - $1.48M
|
8.24K
$223K
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.4KClosed |
$1.36M - $1.55M
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-19.4K- 18.94% |
$1.36M - $1.56M
|
83K
$2.25M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.7K- 11.81% |
$1.38M - $1.58M
|
147K
$3.98M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-20.7K- 32.23% |
$1.45M - $1.66M
|
43.4K
$1.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-20.8K- 27.18% |
$1.47M - $1.67M
|
55.8K
$1.51M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-23.8K- 13.82% |
$1.68M - $1.91M
|
149K
$4.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-28K- 7.72% |
$1.97M - $2.25M
|
334K
$9.06M
|
|
|
Jul 22, 2022
Q2 2022
|
Esl Trust Services, LLC
|
SELL
|
- |
-28.9K- 6.15% |
$2.03M - $2.31M
|
440K
$11.9M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-29.6KClosed |
$2.08M - $2.37M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
SELL
|
- |
-29.7K- 25.94% |
$2.09M - $2.39M
|
84.9K
$2.3M
|
|
|
Feb 14, 2023
Q2 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-30.1K- 9.71% |
$2.12M - $2.42M
|
280K
$7.59M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-30.4K- 63.41% |
$2.14M - $2.44M
|
17.5K
$475K
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-30.5K- 10.46% |
$2.14M - $2.45M
|
261K
$7.06M
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-32.2K- 66.68% |
$2.26M - $2.58M
|
16.1K
$435K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-32.9K- 47.49% |
$2.32M - $2.64M
|
36.4K
$986K
|
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-33K- 28.56% |
$2.32M - $2.65M
|
82.7K
$2.24M
|
|
|
Jul 28, 2022
Q2 2022
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-34.8K- 2.31% |
$2.45M - $2.8M
|
1.47M
$39.8M
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-37.8KClosed |
$2.66M - $3.03M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-39.2K- 40.09% |
$2.76M - $3.15M
|
58.6K
$1.59M
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-41.5K- 19.82% |
$2.92M - $3.33M
|
168K
$4.54M
|
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-42.3K- 57.2% |
$2.98M - $3.4M
|
31.7K
$858K
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-48KClosed |
$3.37M - $3.85M
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-48.4K- 70.06% |
$3.4M - $3.88M
|
20.7K
$560K
|
|
|
Jul 05, 2022
Q2 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-48.7K- 25.09% |
$3.42M - $3.91M
|
145K
$3.94M
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-56.2K- 78.04% |
$3.95M - $4.51M
|
15.8K
$429K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-56.9K- 16.49% |
$4M - $4.57M
|
288K
$7.81M
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
SELL
|
- |
-61.4K- 62.02% |
$4.31M - $4.92M
|
37.6K
$1.02M
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-64.3K- 39.59% |
$4.52M - $5.16M
|
98.1K
$2.66M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-78.5K- 83.49% |
$5.52M - $6.3M
|
15.5K
$421K
|
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
SELL
|
- |
-79.6K- 17.09% |
$5.6M - $6.39M
|
386K
$10.5M
|