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 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-82.5KClosed |
$5.8M - $6.62M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-83.7K- 58.1% |
$5.88M - $6.71M
|
60.3K
$1.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-84.5K- 95.59% |
$5.94M - $6.78M
|
3.9K
$106K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-89.7K- 82.01% |
$6.31M - $7.2M
|
19.7K
$533K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Planning LLC
|
SELL
|
- |
-103K- 97.22% |
$7.25M - $8.28M
|
2.95K
$79.8K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-105K- 19.71% |
$7.38M - $8.43M
|
428K
$11.6M
|
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
SELL
|
- |
-105KClosed |
$7.4M - $8.44M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Investment Management Inc
|
SELL
|
- |
-141K- 94.24% |
$9.92M - $11.3M
|
8.63K
$234K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-156K- 39.02% |
$11M - $12.5M
|
244K
$6.61M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-162K- 59.63% |
$11.4M - $13M
|
110K
$2.97M
|
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-179K- 99.08% |
$12.6M - $14.3M
|
1.66K
$44.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-182KClosed |
$12.8M - $14.6M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-196K- 59.12% |
$13.8M - $15.7M
|
135K
$3.67M
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-210K- 92.03% |
$14.8M - $16.9M
|
18.2K
$493K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-213K- 3.48% |
$15M - $17.1M
|
5.9M
$160M
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-225K- 99.49% |
$15.8M - $18M
|
1.15K
$31.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Ddd Partners, LLC
|
SELL
|
- |
-267K- 93.51% |
$18.8M - $21.4M
|
18.5K
$502K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-272KClosed |
$19.1M - $21.8M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-307K- 99.66% |
$21.6M - $24.6M
|
1.03K
$28K
|
|
|
Jul 13, 2022
Q2 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-414K- 99.0% |
$29.1M - $33.3M
|
4.19K
$113K
|
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-512K- 4.92% |
$36M - $41.1M
|
9.89M
$268M
|