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 22, 2022
Q2 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
21.3KNew |
$1.5M - $1.71M
|
21.3K
$578K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
20.5K+ 57.66% |
$1.44M - $1.65M
|
56.2K
$1.52M
|
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
20.1KNew |
$1.41M - $1.61M
|
20.1K
$544K
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
19.6K+ 22.76% |
$1.38M - $1.57M
|
106K
$2.86M
|
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
19.5K+ 5.06% |
$1.37M - $1.57M
|
405K
$11M
|
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
19K+ 13.15% |
$1.33M - $1.52M
|
163K
$4.42M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
18.6K+ 3.02% |
$1.31M - $1.49M
|
636K
$17.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
18.6K+ 168.18% |
$1.31M - $1.49M
|
29.7K
$804K
|
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
18.2K+ 4155.02% |
$1.28M - $1.46M
|
18.6K
$505K
|
|
|
Aug 15, 2022
Q2 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
18.2K+ 281.98% |
$1.28M - $1.46M
|
24.6K
$667K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18K+ 39.73% |
$1.27M - $1.44M
|
63.3K
$1.71M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
17.7K+ 20.6% |
$1.24M - $1.42M
|
104K
$2.81M
|
|
|
Jul 29, 2022
Q2 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
17.6K+ 8.64% |
$1.24M - $1.41M
|
222K
$6M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
17K+ 0.41% |
$1.2M - $1.36M
|
4.16M
$113M
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
16.6K+ 205.17% |
$1.17M - $1.33M
|
24.7K
$668K
|
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
16.5K+ 8.75% |
$1.16M - $1.33M
|
206K
$5.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16.3K+ 33.11% |
$1.15M - $1.31M
|
65.6K
$1.78M
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
16.3K+ 6.51% |
$1.14M - $1.31M
|
266K
$7.21M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
15.9K+ 34.54% |
$1.12M - $1.28M
|
62.1K
$1.68M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
15.8K+ 337.22% |
$1.11M - $1.27M
|
20.5K
$554K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
15.7K+ 18.73% |
$1.1M - $1.26M
|
99.3K
$2.69M
|
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
15.6K+ 137.15% |
$1.09M - $1.25M
|
26.9K
$729K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
15.4K+ 26.77% |
$1.08M - $1.24M
|
73K
$1.98M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
15.3K+ 9.61% |
$1.08M - $1.23M
|
175K
$4.74M
|
|
|
Jul 18, 2022
Q2 2022
|
Whelan Financial
|
BUY
|
- |
15.2K+ 4.51% |
$1.07M - $1.22M
|
353K
$9.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14.7K+ 9.34% |
$1.03M - $1.18M
|
172K
$4.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
14.5KNew |
$1.02M - $1.17M
|
14.5K
$393K
|
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
14.5K+ 55.08% |
$1.02M - $1.16M
|
40.8K
$1.11M
|
|
|
Aug 10, 2022
Q2 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
14.5KNew |
$1.02M - $1.16M
|
14.5K
$392K
|
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
14.4K+ 7.32% |
$1.01M - $1.15M
|
211K
$5.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14.2K+ 6.18% |
$1M - $1.14M
|
245K
$6.63M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
14K+ 6.15% |
$982K - $1.12M
|
241K
$6.52M
|
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
BUY
|
- |
13.2KNew |
$931K - $1.06M
|
13.2K
$359K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
13.2K+ 100.59% |
$930K - $1.06M
|
26.4K
$714K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13.1K+ 15.02% |
$924K - $1.05M
|
101K
$2.73M
|
|
|
Aug 09, 2022
Q2 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
13.1K+ 2.52% |
$924K - $1.05M
|
534K
$14.4M
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
13.1K+ 6.41% |
$918K - $1.05M
|
217K
$5.87M
|
|
|
Jul 20, 2022
Q2 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
12.8K+ 18.86% |
$902K - $1.03M
|
80.8K
$2.19M
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
12.7KNew |
$896K - $1.02M
|
12.7K
$345K
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
12.7K+ 4230.0% |
$892K - $1.02M
|
13K
$352K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.5K+ 20.43% |
$877K - $1M
|
73.5K
$1.99M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.4K+ 6.62% |
$872K - $995K
|
200K
$5.41M
|
|
|
Aug 08, 2022
Q2 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
12.2K+ 2.99% |
$858K - $979K
|
420K
$11.4M
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.1K+ 39.59% |
$851K - $971K
|
42.7K
$1.16M
|
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
BUY
|
- |
12.1KNew |
$850K - $970K
|
12.1K
$327K
|
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
12K+ 3.19% |
$846K - $966K
|
390K
$10.5M
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12K+ 17.52% |
$844K - $964K
|
80.6K
$2.18M
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
11.9K+ 19.75% |
$837K - $955K
|
72.2K
$1.95M
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
11.8K+ 40534.48% |
$826K - $943K
|
11.8K
$319K
|
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
11.7K+ 353.33% |
$825K - $942K
|
15.1K
$408K
|