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 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.86KNew |
$201K - $229K
|
2.86K
$77.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Milestone Advisory Partners
|
BUY
|
- |
2.85K+ 1.38% |
$200K - $229K
|
209K
$5.65M
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
2.84K+ 59.76% |
$200K - $228K
|
7.6K
$206K
|
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
2.81K+ 7.17% |
$198K - $225K
|
42K
$1.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.81K+ 6.24% |
$198K - $225K
|
47.8K
$1.29M
|
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.79K+ 3.34% |
$196K - $224K
|
86.3K
$2.34M
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.77K+ 4.46% |
$195K - $222K
|
64.8K
$1.76M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.75K+ 46.65% |
$194K - $221K
|
8.65K
$234K
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.75K+ 39.55% |
$193K - $221K
|
9.7K
$263K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.74KNew |
$192K - $219K
|
2.74K
$74.1K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.72K+ 4.74% |
$191K - $218K
|
60.1K
$1.63M
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
2.7K+ 35.18% |
$190K - $216K
|
10.4K
$281K
|
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.69K+ 32.08% |
$189K - $216K
|
11.1K
$300K
|
|
|
Aug 05, 2022
Q2 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
2.67K+ 1.2% |
$188K - $214K
|
225K
$6.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.66K+ 3.84% |
$187K - $213K
|
71.9K
$1.95M
|
|
|
Aug 10, 2022
Q2 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
2.63KNew |
$185K - $211K
|
2.63K
$71.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
2.61K+ 97.97% |
$184K - $209K
|
5.27K
$143K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.6K+ 1.61% |
$183K - $209K
|
164K
$4.45M
|
|
|
Aug 09, 2022
Q2 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.58K+ 43.57% |
$181K - $207K
|
8.49K
$230K
|
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.5K+ 0.68% |
$176K - $201K
|
372K
$10.1M
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
2.48K+ 4.14% |
$174K - $199K
|
62.4K
$1.69M
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.44K+ 158.48% |
$171K - $196K
|
3.98K
$108K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.4K+ 60.09% |
$169K - $193K
|
6.39K
$173K
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.39K+ 4.65% |
$168K - $192K
|
53.9K
$1.46M
|
|
|
Aug 02, 2022
Q2 2022
|
Barnett & Company, Inc.
|
BUY
|
- |
2.37K+ 17.85% |
$167K - $190K
|
15.7K
$424K
|
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.3K+ 108.59% |
$162K - $185K
|
4.42K
$120K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
2.29K+ 1.66% |
$161K - $183K
|
140K
$3.79M
|
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.15K+ 5.23% |
$151K - $172K
|
43.2K
$1.17M
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.15K+ 13.49% |
$151K - $172K
|
18K
$489K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.09K+ 37.32% |
$147K - $168K
|
7.7K
$208K
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
BUY
|
- |
2.02K+ 68.33% |
$142K - $162K
|
4.98K
$135K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.96K+ 28.19% |
$138K - $158K
|
8.93K
$242K
|
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 2.68% |
$137K - $156K
|
74.6K
$2.02M
|
|
|
Aug 04, 2022
Q2 2022
|
Madden Securities Corp
|
BUY
|
- |
1.94K+ 5.83% |
$136K - $156K
|
35.2K
$954K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
1.93K+ 0.63% |
$135K - $155K
|
310K
$8.39M
|
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.89K+ 11.78% |
$133K - $152K
|
18K
$487K
|
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.89K+ 12.26% |
$133K - $152K
|
17.3K
$469K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.88K+ 2.65% |
$132K - $151K
|
72.7K
$1.97M
|
|
|
Jul 26, 2022
Q2 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.86K+ 4.27% |
$131K - $149K
|
45.4K
$1.23M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.8K+ 8.96% |
$127K - $145K
|
21.9K
$594K
|
|
|
Jul 20, 2022
Q2 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.79K+ 23.35% |
$126K - $144K
|
9.45K
$256K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.76K+ 117.47% |
$124K - $141K
|
3.26K
$88.3K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.76K+ 21.2% |
$124K - $141K
|
10.1K
$272K
|
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
1.75K+ 1.31% |
$123K - $140K
|
135K
$3.66M
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.73K+ 4.56% |
$122K - $139K
|
39.7K
$1.08M
|
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.72K+ 1.28% |
$121K - $138K
|
136K
$3.68M
|
|
|
Aug 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.69K+ 1.25% |
$119K - $136K
|
138K
$3.72M
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.69K+ 28.43% |
$119K - $136K
|
7.64K
$207K
|
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.67K+ 1.8% |
$117K - $134K
|
94.4K
$2.56M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.64K+ 18.92% |
$115K - $131K
|
10.3K
$279K
|