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
Aug 15, 2022 Q2 2022
Hm Payson & CO

Portland, ME
BUY
 -
5.57K
+ 447.07%
$391K - $447K
6.81K $184K
Jul 21, 2022 Q2 2022
Chesapeake Wealth Management

BUY
 -
5.53K
+ 21.98%
$389K - $444K
30.7K $832K
Jul 13, 2022 Q2 2022
Vista Private Wealth Partners. LLC

BUY
 -
5.36K
+ 3.54%
$377K - $430K
157K $4.24M
Jul 22, 2022 Q2 2022
Charles Schwab Trust CO

BUY
 -
5.35K
+ 4.85%
$376K - $429K
116K $3.13M
Aug 01, 2022 Q2 2022
Armor Investment Advisors, LLC

BUY
 -
5.33K
+ 11.36%
$375K - $428K
52.2K $1.41M
Aug 12, 2022 Q2 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
5.33K
+ 18.6%
$375K - $428K
34K $920K
Jul 22, 2022 Q2 2022
Spire Wealth Management

BUY
 -
5.33K
+ 20.15%
$375K - $427K
31.8K $860K
Aug 12, 2022 Q2 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
5.17K
+ 20.23%
$364K - $415K
30.7K $833K
Aug 16, 2022 Q2 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
5.1K
+ 7185.92%
$359K - $409K
5.17K $140K
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

BUY
 -
5.1K
+ 5.2%
$358K - $409K
103K $2.79M
Aug 03, 2022 Q2 2022
Hazlett, Burt & Watson, Inc.

BUY
 -
5.09K
+ 6.32%
$358K - $409K
85.7K $2.32M
Aug 15, 2022 Q2 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
5.06K
+ 30.84%
$356K - $406K
21.5K $581K
Jul 11, 2022 Q2 2022
Solitude Financial Services

BUY
 -
5.05K
New
$355K - $405K
5.05K $137K
Aug 15, 2022 Q2 2022
White Knight Strategic Wealth Advisors, LLC

Princeton, NJ
BUY
 -
5K
+ 59.83%
$352K - $401K
13.4K $362K
Jul 26, 2022 Q2 2022
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
4.97K
New
$350K - $399K
4.97K $135K
Jul 12, 2022 Q2 2022
Seven Bridge Financial Group, LLC

BUY
 -
4.95K
+ 5.53%
$348K - $398K
94.6K $2.56M
Aug 15, 2022 Q2 2022
Sei Investments CO

Oaks, PA
BUY
 -
4.91K
+ 11.65%
$345K - $394K
47K $1.27M
Jul 29, 2022 Q2 2022
Blue Barn Wealth, LLC

BUY
 -
4.83K
+ 4.85%
$340K - $388K
104K $2.83M
Jul 18, 2022 Q2 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
4.83K
+ 9.71%
$339K - $387K
54.5K $1.48M
Aug 12, 2022 Q2 2022
Flow Traders U.S. LLC

New York, NY
BUY
 -
4.82K
+ 55.71%
$339K - $387K
13.5K $365K
Aug 12, 2022 Q2 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
4.77K
+ 11.52%
$335K - $382K
46.1K $1.25M
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
4.76K
+ 19.54%
$335K - $382K
29.1K $789K
Jul 26, 2022 Q2 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
4.71K
+ 12.72%
$331K - $378K
41.7K $1.13M
Aug 15, 2022 Q2 2022
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
4.67K
+ 5.95%
$328K - $375K
83.2K $2.25M
Jul 22, 2022 Q2 2022
Capital Investment Advisory Services, LLC

BUY
 -
4.56K
+ 8.4%
$321K - $366K
58.8K $1.59M
Aug 12, 2022 Q2 2022
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
4.55K
+ 12.79%
$320K - $365K
40.1K $1.09M
Jul 11, 2022 Q2 2022
Stewardship Advisors, LLC

BUY
 -
4.55K
+ 1.21%
$320K - $365K
381K $10.3M
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

BUY
 -
4.5K
+ 2.01%
$316K - $361K
228K $6.18M
Aug 15, 2022 Q2 2022
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
4.48K
+ 4.4%
$315K - $359K
106K $2.88M
Aug 02, 2022 Q2 2022
Abbrea Capital, LLC

BUY
 -
4.47K
+ 17.95%
$315K - $359K
29.4K $796K
Jul 27, 2022 Q2 2022
Annex Advisory Services, LLC

BUY
 -
4.45K
New
$313K - $357K
4.45K $121K
Jul 18, 2022 Q2 2022
Rodgers & Associates, LTD

BUY
 -
4.42K
+ 8.74%
$311K - $354K
55K $1.49M
Aug 02, 2022 Q2 2022
Ahrens Investment Partners LLC

BUY
 -
4.4K
+ 838.1%
$309K - $353K
4.93K $133K
Aug 01, 2022 Q2 2022
Castle Wealth Management LLC

BUY
 -
4.4K
New
$309K - $353K
4.4K $119K
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
4.39K
+ 12.26%
$309K - $352K
40.2K $1.09M
Aug 08, 2022 Q2 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
4.38K
+ 5.01%
$308K - $352K
91.7K $2.48M
Jul 12, 2022 Q2 2022
Minot Wealth Management LLC

BUY
 -
4.32K
+ 1.18%
$303K - $346K
371K $10M
Jul 15, 2022 Q2 2022
York Bridge Wealth Partners, LLC

BUY
 -
4.27K
+ 25.88%
$300K - $342K
20.8K $562K
Jul 12, 2022 Q2 2022
Diversified Trust CO

BUY
 -
4.22K
+ 125.78%
$297K - $339K
7.58K $205K
Aug 09, 2022 Q2 2022
Insight 2811, Inc.

Chicago, IL
BUY
 -
4.22K
+ 140.97%
$296K - $338K
7.21K $195K
Jul 21, 2022 Q2 2022
Investors Research Corp

BUY
 -
4.21K
+ 10.06%
$296K - $338K
46.1K $1.25M
Jul 21, 2022 Q2 2022
D.B. Root & Company, LLC

BUY
 -
4.19K
+ 7.59%
$295K - $336K
59.4K $1.61M
Jul 13, 2022 Q2 2022
Omega Financial Group, LLC

BUY
 -
4.09K
+ 102.15%
$288K - $328K
8.1K $219K
Aug 15, 2022 Q2 2022
Wealth Alliance

Mellville, NY
BUY
 -
4.05K
New
$285K - $325K
4.05K $110K
Jul 11, 2022 Q2 2022
Fc Advisory LLC

BUY
 -
4.04K
+ 111.06%
$284K - $324K
7.67K $208K
Nov 17, 2023 Q2 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
4.03K
New
$283K - $323K
4.03K $109K
Jul 19, 2022 Q2 2022
J2 Capital Management Inc

BUY
 -
4K
New
$281K - $321K
4K $108K
Aug 18, 2023 Q2 2022
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
4K
+ 1.91%
$281K - $321K
213K $5.77M
Jul 25, 2022 Q2 2022
Wbi Investments, Inc.

BUY
 -
3.99K
New
$280K - $320K
3.99K $108K

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