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
Csenge Advisory Group

BUY
 -
42.1K
+ 25.39%
$2.96M - $3.38M
208K $5.63M
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

BUY
 -
40.8K
+ 18.05%
$2.87M - $3.28M
267K $7.23M
Jul 13, 2022 Q2 2022
Hbw Advisory Services LLC

BUY
 -
40.7K
+ 233.52%
$2.86M - $3.26M
58.1K $1.57M
Aug 02, 2022 Q2 2022
Principle Wealth Partners LLC

BUY
 -
40K
+ 43.43%
$2.81M - $3.21M
132K $3.58M
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
40K
+ 76.02%
$2.81M - $3.21M
92.6K $2.51M
Jul 27, 2022 Q2 2022
Adamsbrown Wealth Consultants LLC

BUY
 -
39.9K
+ 16.7%
$2.8M - $3.2M
279K $7.55M
Aug 01, 2022 Q2 2022
Valmark Advisers, Inc.

BUY
 -
38.5K
+ 8.24%
$2.71M - $3.09M
506K $13.7M
Jul 15, 2022 Q2 2022
Ccg Wealth Management, LLC

BUY
 -
38.3K
+ 16.83%
$2.69M - $3.07M
266K $7.19M
Jul 14, 2022 Q2 2022
Precision Wealth Strategies, LLC

BUY
 -
37.3K
+ 47.85%
$2.63M - $3M
115K $3.12M
Jul 22, 2022 Q2 2022
Tru Wealth Advisors, LLC

BUY
 -
36.9K
+ 802.83%
$2.59M - $2.96M
41.5K $1.12M
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

BUY
 -
36.7K
+ 48.47%
$2.58M - $2.95M
112K $3.05M
Jul 27, 2022 Q2 2022
J.W. Cole Advisors, Inc.

BUY
 -
36K
+ 165.09%
$2.53M - $2.89M
57.8K $1.57M
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

BUY
 -
36K
+ 46.37%
$2.53M - $2.89M
114K $3.07M
Jul 28, 2022 Q2 2022
Apexium Financial, LP

BUY
 -
35.9K
+ 835.26%
$2.52M - $2.88M
40.2K $1.09M
Aug 05, 2022 Q2 2022
Alpha Omega Group, Inc.

BUY
 -
35.5K
New
$2.49M - $2.85M
35.5K $961K
Jul 15, 2022 Q2 2022
Valley National Advisers Inc

BUY
 -
34.6K
+ 24.54%
$2.43M - $2.78M
176K $4.75M
Jul 28, 2022 Q2 2022
Whittier Trust CO

BUY
 -
34.1K
+ 207.46%
$2.4M - $2.74M
50.6K $1.37M
Aug 09, 2022 Q2 2022
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
34.1K
+ 45.08%
$2.4M - $2.73M
110K $2.97M
Aug 12, 2022 Q2 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
34K
+ 116.18%
$2.39M - $2.73M
63.2K $1.71M
Aug 05, 2022 Q2 2022
Trinity Point Wealth, LLC

BUY
 -
33.9K
+ 29.86%
$2.38M - $2.72M
147K $3.99M
Aug 10, 2022 Q2 2022
Eagle Strategies LLC

New York, NY
BUY
 -
33.2K
+ 30.23%
$2.33M - $2.66M
143K $3.87M
Aug 09, 2022 Q2 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
33K
+ 103.91%
$2.32M - $2.65M
64.8K $1.76M
Aug 15, 2022 Q2 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
32.9K
New
$2.31M - $2.64M
32.9K $891K
Aug 08, 2022 Q2 2022
Boston Financial Mangement LLC

Boston, MA
BUY
 -
32.5K
+ 84.28%
$2.29M - $2.61M
71.2K $1.93M
Jul 24, 2024 Q2 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
32.2K
+ 3.22%
$2.26M - $2.58M
1.03M $28M
Aug 05, 2022 Q2 2022
Curran Financial Partners, LLC

BUY
 -
32K
+ 56.9%
$2.25M - $2.57M
88.2K $2.39M
Aug 15, 2022 Q2 2022
Wolverine Trading, LLC

Chicago, IL
BUY
 -
31.9K
+ 719.41%
$2.24M - $2.56M
36.3K $983K
Jul 12, 2022 Q2 2022
Iam Advisory, LLC

BUY
 -
31.2K
+ 11.47%
$2.2M - $2.51M
304K $8.23M
Aug 15, 2022 Q2 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
31.2K
+ 31.13%
$2.19M - $2.5M
131K $3.55M
Aug 15, 2022 Q2 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
30.9K
+ 285.63%
$2.17M - $2.48M
41.7K $1.13M
Jul 14, 2022 Q2 2022
Pittenger & Anderson Inc

BUY
 -
30.8K
+ 34.61%
$2.16M - $2.47M
120K $3.24M
Aug 08, 2022 Q2 2022
Windsor Group LTD

BUY
 -
28.9K
+ 10.47%
$2.03M - $2.32M
305K $8.27M
Aug 03, 2022 Q2 2022
Planning Directions Inc

BUY
 -
28.9K
+ 23.58%
$2.03M - $2.32M
151K $4.1M
Aug 16, 2024 Q2 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
28.1K
+ 16.12%
$1.97M - $2.25M
202K $5.47M
Aug 12, 2022 Q2 2022
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
27.7K
New
$1.95M - $2.22M
27.7K $749K
Aug 03, 2022 Q2 2022
Cibc Private Wealth Group, LLC

BUY
 -
27.3K
+ 16.99%
$1.92M - $2.19M
188K $5.09M
Aug 16, 2022 Q2 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
26.9K
+ 13.02%
$1.89M - $2.16M
233K $6.32M
Aug 15, 2022 Q2 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
26.4K
+ 113.34%
$1.86M - $2.12M
49.8K $1.35M
Aug 01, 2022 Q2 2022
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
26.1K
+ 12.21%
$1.84M - $2.1M
240K $6.5M
Aug 15, 2022 Q2 2022
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
25.9K
+ 14.79%
$1.82M - $2.08M
201K $5.44M
Aug 15, 2022 Q2 2022
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
25.2K
+ 6.64%
$1.77M - $2.02M
405K $11M
Jul 13, 2022 Q2 2022
Rvw Wealth, LLC

BUY
 -
24.5K
New
$1.73M - $1.97M
24.5K $665K
Aug 11, 2022 Q2 2022
Bank Of Montreal

Toronto, A6
BUY
 -
24.4K
+ 214.01%
$1.72M - $1.96M
35.8K $970K
Jul 22, 2022 Q2 2022
Bogart Wealth, LLC

BUY
 -
23.8K
+ 14148.81%
$1.67M - $1.91M
23.9K $648K
Aug 15, 2022 Q2 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
23.4K
+ 28.26%
$1.64M - $1.88M
106K $2.87M
Aug 12, 2022 Q2 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
23.1K
+ 108.46%
$1.62M - $1.85M
44.4K $1.2M
Jul 19, 2022 Q2 2022
Keystone Financial Planning, Inc.

BUY
 -
22.7K
+ 2.2%
$1.59M - $1.82M
1.05M $28.5M
Aug 01, 2022 Q2 2022
Bcgm Wealth Management, LLC

BUY
 -
22.6K
+ 15.4%
$1.59M - $1.82M
170K $4.59M
Jul 22, 2022 Q2 2022
Alpha Cubed Investments, LLC

BUY
 -
21.4K
+ 67.58%
$1.5M - $1.72M
53K $1.44M

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