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 05, 2022 Q2 2022
Sound View Wealth Advisors Group, LLC

BUY
 -
3.97K
+ 4.17%
$279K - $319K
99.2K $2.69M
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

BUY
 -
3.96K
+ 6.78%
$278K - $317K
62.3K $1.69M
Aug 10, 2022 Q2 2022
Cypress Capital Management LLC

Greenville, DE
BUY
 -
3.95K
+ 6.17%
$278K - $317K
68K $1.84M
Aug 09, 2022 Q2 2022
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
3.94K
+ 4.49%
$277K - $316K
91.9K $2.49M
Aug 04, 2022 Q2 2022
Fiducient Advisors LLC

BUY
 -
3.92K
New
$276K - $315K
3.92K $106K
Jul 27, 2022 Q2 2022
Sheets Smith Wealth Management

BUY
 -
3.89K
+ 3.42%
$273K - $312K
118K $3.19M
Jul 19, 2022 Q2 2022
Ledyard National Bank

BUY
 -
3.89K
+ 9.38%
$273K - $312K
45.3K $1.23M
Jul 25, 2022 Q2 2022
Private Ocean, LLC

BUY
 -
3.84K
+ 124.27%
$270K - $308K
6.92K $187K
Jul 15, 2022 Q2 2022
Bell Bank

BUY
 -
3.82K
New
$268K - $306K
3.82K $103K
Aug 03, 2022 Q2 2022
Valley Forge Investment Consultants Inc Adv

BUY
 -
3.8K
+ 7.12%
$267K - $305K
57.1K $1.55M
Aug 11, 2022 Q2 2022
Trexquant Investment LP

Stamford, CT
BUY
 -
3.77K
New
$265K - $302K
3.77K $102K
Jul 21, 2022 Q2 2022
Darrow Company, Inc.

BUY
 -
3.74K
New
$263K - $300K
3.74K $101K
Jul 21, 2022 Q2 2022
Mitchell Sinkler & Starr

BUY
 -
3.74K
+ 26.34%
$263K - $300K
17.9K $486K
Aug 10, 2022 Q2 2022
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
3.72K
+ 2.46%
$261K - $298K
155K $4.2M
Aug 02, 2022 Q2 2022
Crewe Advisors LLC

BUY
 -
3.64K
+ 779.23%
$256K - $292K
4.11K $111K
Jul 19, 2022 Q2 2022
Mai Capital Management

BUY
 -
3.63K
+ 26.31%
$256K - $292K
17.4K $472K
Aug 02, 2022 Q2 2022
Sage Advisory Services, Ltd.Co.

BUY
 -
3.63K
+ 6.35%
$255K - $291K
60.7K $1.64M
Jul 12, 2022 Q2 2022
Rothschild Investment Corp

BUY
 -
3.59K
New
$253K - $288K
3.59K $97.3K
Jul 18, 2022 Q2 2022
Cambridge Advisors Inc.

BUY
 -
3.57K
+ 8.93%
$251K - $287K
43.6K $1.18M
Aug 11, 2022 Q2 2022
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
3.57K
+ 9.25%
$251K - $286K
42.1K $1.14M
Aug 22, 2022 Q2 2022
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
3.52K
+ 5.43%
$248K - $283K
68.5K $1.85M
Aug 11, 2022 Q2 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
3.51K
+ 3.36%
$246K - $281K
108K $2.92M
Aug 10, 2022 Q2 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
3.49K
New
$245K - $280K
3.49K $94.4K
Jul 21, 2022 Q2 2022
First Command Advisory Services, Inc.

BUY
 -
3.45K
+ 2.13%
$243K - $277K
166K $4.49M
Jul 06, 2022 Q2 2022
Capital Investment Advisors, LLC

BUY
 -
3.42K
+ 12.0%
$240K - $274K
31.9K $864K
Aug 01, 2022 Q2 2022
St. Louis Trust CO

BUY
 -
3.39K
New
$238K - $272K
3.39K $91.8K
Jul 22, 2022 Q2 2022
Schrum Private Wealth Management LLC

BUY
 -
3.36K
New
$236K - $270K
3.36K $91K
Aug 12, 2022 Q2 2022
Warwick Investment Management, Inc.

BUY
 -
3.36K
+ 9.86%
$236K - $270K
37.4K $1.01M
Jul 21, 2022 Q2 2022
Atlantic Union Bankshares Corp

BUY
 -
3.33K
+ 5.8%
$234K - $267K
60.7K $1.64M
Jul 18, 2022 Q2 2022
First National Corp

BUY
 -
3.32K
+ 2.08%
$233K - $266K
163K $4.4M
Aug 12, 2022 Q2 2022
Dynamic Technology Lab Private LTD

Singapore, U0
BUY
 -
3.3K
New
$232K - $265K
3.3K $89.5K
Aug 15, 2022 Q2 2022
American Planning Services, Inc.

Sun City Center, FL
BUY
 -
3.26K
+ 9.98%
$229K - $261K
35.9K $972K
Aug 01, 2022 Q2 2022
Argent Capital Management LLC

BUY
 -
3.25K
New
$229K - $261K
3.25K $88.1K
Jul 01, 2022 Q2 2022
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
3.25K
+ 102.81%
$229K - $261K
6.42K $174K
Jul 27, 2022 Q2 2022
Davidson Trust CO

BUY
 -
3.23K
+ 22.73%
$227K - $259K
17.5K $473K
Jul 18, 2022 Q2 2022
Keudell

BUY
 -
3.16K
+ 83.03%
$222K - $254K
6.97K $189K
Jul 28, 2022 Q2 2022
North Star Asset Management Inc

BUY
 -
3.16K
+ 34.63%
$222K - $253K
12.3K $332K
Aug 08, 2022 Q2 2022
Bay Colony Advisory Group, Inc D

BUY
 -
3.14K
+ 26.34%
$221K - $252K
15.1K $408K
Aug 05, 2022 Q2 2022
Baltimore Washington Financial Advisors, Inc.

BUY
 -
3.14K
New
$221K - $252K
3.14K $85K
Aug 05, 2022 Q2 2022
Wolff Financial Management LLC

BUY
 -
3.1K
New
$218K - $249K
3.1K $83.9K
Aug 12, 2022 Q2 2022
Blueshift Asset Management, LLC

Red Bank, NJ
BUY
 -
3.08K
New
$217K - $247K
3.08K $83.5K
Jul 11, 2022 Q2 2022
Wedmont Private Capital

BUY
 -
3.06K
+ 33.85%
$215K - $245K
12.1K $328K
Jul 27, 2022 Q2 2022
Ieq Capital, LLC

BUY
 -
3.06K
+ 84.23%
$215K - $245K
6.68K $181K
Jul 26, 2022 Q2 2022
Key F Inancial Inc

BUY
 -
3.03K
+ 61.53%
$213K - $243K
7.95K $215K
Aug 12, 2022 Q2 2022
Rainsberger Wealth Advisors, Inc.

Colorado Springs, CO
BUY
 -
2.99K
+ 3.81%
$210K - $240K
81.4K $2.2M
Aug 11, 2022 Q2 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
2.95K
+ 108.97%
$207K - $237K
5.66K $153K
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.91K
+ 1.16%
$205K - $233K
254K $6.87M
Aug 08, 2022 Q2 2022
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
2.91K
New
$204K - $233K
2.91K $78.7K
Aug 09, 2022 Q2 2022
Agate Pass Investment Management, LLC

Bainbridge Island, WA
BUY
 -
2.87K
+ 6.91%
$201K - $230K
44.3K $1.2M

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