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 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.7K+ 18.15% |
$821K - $937K
|
76K
$2.06M
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.5K+ 3.91% |
$807K - $921K
|
305K
$8.27M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.5K+ 3.93% |
$806K - $920K
|
303K
$8.2M
|
|
Aug 11, 2022
Q2 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
11.5K+ 10.43% |
$806K - $920K
|
121K
$3.29M
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
11.4K+ 1.88% |
$800K - $913K
|
617K
$16.7M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.3K+ 6.56% |
$794K - $906K
|
183K
$4.96M
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.3KNew |
$793K - $905K
|
11.3K
$305K
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
11.3K+ 6.0% |
$792K - $903K
|
199K
$5.39M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
11.3K+ 13.73% |
$791K - $903K
|
93.2K
$2.53M
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
11.2K+ 66.47% |
$787K - $899K
|
28.1K
$760K
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 2.97% |
$787K - $899K
|
388K
$10.5M
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
11.1K+ 11.6% |
$784K - $894K
|
107K
$2.9M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11.1K+ 29.17% |
$777K - $887K
|
49K
$1.33M
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
11K+ 13.73% |
$773K - $882K
|
91.1K
$2.47M
|
|
Aug 08, 2022
Q2 2022
|
Coombe, Bender & CO LLC
|
BUY
|
- |
10.9KNew |
$766K - $874K
|
10.9K
$295K
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10.9K+ 10.12% |
$763K - $871K
|
118K
$3.2M
|
|
Aug 01, 2022
Q2 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
10.8KNew |
$761K - $868K
|
10.8K
$293K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.8K+ 12.51% |
$759K - $866K
|
97K
$2.63M
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
BUY
|
- |
10.8K+ 202.71% |
$758K - $865K
|
16.1K
$436K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 21.24% |
$737K - $841K
|
59.9K
$1.62M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
10.5K+ 68.67% |
$736K - $840K
|
25.7K
$696K
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
10.4K+ 10.59% |
$733K - $836K
|
109K
$2.95M
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.4K+ 56.73% |
$729K - $832K
|
28.6K
$776K
|
|
Jul 20, 2022
Q2 2022
|
Exeter Financial, LLC
|
BUY
|
- |
10.3KNew |
$722K - $824K
|
10.3K
$278K
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
10.2K+ 7.53% |
$717K - $818K
|
146K
$3.94M
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
BUY
|
- |
10.2K+ 55.32% |
$715K - $816K
|
28.5K
$773K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.92K+ 53.48% |
$698K - $796K
|
28.5K
$771K
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
9.9K+ 16.08% |
$696K - $795K
|
71.5K
$1.94M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
9.78K+ 6.62% |
$688K - $785K
|
158K
$4.27M
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
9.76K+ 15.41% |
$687K - $783K
|
73.1K
$1.98M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.63K+ 266.72% |
$677K - $772K
|
13.2K
$358K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
9.57K+ 56.44% |
$673K - $768K
|
26.5K
$718K
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
9.43K+ 29.67% |
$663K - $756K
|
41.2K
$1.12M
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
9.39K+ 11.84% |
$660K - $753K
|
88.7K
$2.4M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.38K+ 10.96% |
$659K - $753K
|
94.9K
$2.57M
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
9.37K+ 3.21% |
$659K - $752K
|
301K
$8.16M
|
|
Aug 09, 2022
Q2 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
9.32KNew |
$656K - $748K
|
9.32K
$252K
|
|
Jul 19, 2022
Q2 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
9.31K+ 8.92% |
$655K - $747K
|
114K
$3.08M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
9.2K+ 47.08% |
$647K - $738K
|
28.7K
$778K
|
|
Jul 25, 2022
Q2 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
9.13K+ 48.12% |
$642K - $733K
|
28.1K
$761K
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
9.01KNew |
$633K - $723K
|
9.01K
$244K
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
8.93K+ 9.18% |
$628K - $716K
|
106K
$2.88M
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
BUY
|
- |
8.82K+ 85.18% |
$620K - $708K
|
19.2K
$519K
|
|
Aug 05, 2022
Q2 2022
|
Souders Financial Advisors
|
BUY
|
- |
8.79K+ 2.72% |
$618K - $705K
|
332K
$8.98M
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
8.74K+ 13.63% |
$615K - $702K
|
72.9K
$1.97M
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
8.74K+ 13.63% |
$615K - $702K
|
72.9K
$1.97M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.54K+ 15.91% |
$601K - $686K
|
62.2K
$1.69M
|
|
Jul 27, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
8.46KNew |
$595K - $679K
|
8.46K
$229K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.4K+ 1.75% |
$591K - $674K
|
488K
$13.2M
|
|
Aug 26, 2022
Q2 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
8.24K+ 24.18% |
$580K - $661K
|
42.3K
$1.15M
|