Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
8.38M+ 6185.02% |
$622M - $655M
|
8.52M
$234M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.26MNew |
$465M - $489M
|
6.26M
$172M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.64MNew |
$270M - $284M
|
3.64M
$99.9M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.31M+ 1084.56% |
$245M - $258M
|
3.61M
$99.2M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.68M+ 14.45% |
$199M - $209M
|
21.2M
$583M
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
899K+ 9.97% |
$66.7M - $70.2M
|
9.92M
$272M
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
818K+ 19.68% |
$60.7M - $63.9M
|
4.97M
$137M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
555K+ 15.55% |
$41.2M - $43.3M
|
4.12M
$113M
|
|
Nov 29, 2021
Q3 2021
|
Whelan Financial
|
BUY
|
- |
551KNew |
$40.9M - $43M
|
551K
$15.1M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
525KNew |
$38.9M - $41M
|
525K
$14.4M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
439K+ 18.02% |
$32.6M - $34.3M
|
2.88M
$79M
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
366K+ 4.53% |
$27.1M - $28.6M
|
8.44M
$232M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
277K+ 86.48% |
$20.6M - $21.7M
|
598K
$16.4M
|
|
Nov 23, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
245K+ 3242.02% |
$18.2M - $19.2M
|
253K
$6.94M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
216K+ 15.43% |
$16M - $16.8M
|
1.61M
$44.3M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
201K+ 5.49% |
$14.9M - $15.7M
|
3.86M
$106M
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
181KNew |
$13.4M - $14.1M
|
181K
$4.97M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
179K+ 8.38% |
$13.3M - $14M
|
2.32M
$63.7M
|
|
Oct 08, 2021
Q3 2021
|
Engrave Wealth Partners LLC
|
BUY
|
- |
173K+ 84.34% |
$12.8M - $13.5M
|
377K
$10.4M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
146K+ 69.93% |
$10.9M - $11.4M
|
355K
$9.76M
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
145K+ 2368.14% |
$10.8M - $11.4M
|
152K
$4.16M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
144K+ 345.94% |
$10.7M - $11.2M
|
185K
$5.09M
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
144KNew |
$10.7M - $11.2M
|
144K
$3.95M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
136K+ 17.97% |
$10.1M - $10.6M
|
894K
$24.5M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
117K+ 9.64% |
$8.7M - $9.16M
|
1.33M
$36.6M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
99.9K+ 54.22% |
$7.42M - $7.81M
|
284K
$7.81M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
92KNew |
$6.83M - $7.19M
|
92K
$2.53M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
90.3K+ 18.0% |
$6.7M - $7.05M
|
592K
$16.3M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
88.2K+ 1686.3% |
$6.55M - $6.89M
|
93.5K
$2.57M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
86.7K+ 24.18% |
$6.44M - $6.78M
|
446K
$12.2M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
85.1K+ 8.4% |
$6.32M - $6.65M
|
1.1M
$30.1M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
83.6K+ 45.54% |
$6.2M - $6.53M
|
267K
$7.34M
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
82.6K+ 50.69% |
$6.13M - $6.45M
|
245K
$6.74M
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
82.4K+ 2.91% |
$6.12M - $6.44M
|
2.91M
$80M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
81.1KNew |
$6.02M - $6.34M
|
81.1K
$2.23M
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
79.3K+ 7.92% |
$5.88M - $6.19M
|
1.08M
$29.7M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
67.9K+ 3.62% |
$5.04M - $5.3M
|
1.94M
$53.3M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
67.3K+ 14.45% |
$4.99M - $5.25M
|
533K
$14.6M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
65.6K+ 2.79% |
$4.87M - $5.12M
|
2.42M
$66.4M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
64.7K+ 76.05% |
$4.8M - $5.06M
|
150K
$4.11M
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
62.2K+ 4382.1% |
$4.62M - $4.86M
|
63.6K
$1.75M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
60.1K+ 29.2% |
$4.46M - $4.7M
|
266K
$7.31M
|
|
Nov 02, 2021
Q3 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
56.7KNew |
$4.21M - $4.43M
|
56.7K
$1.56M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
56.6K+ 44.81% |
$4.2M - $4.43M
|
183K
$5.03M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.2K+ 4.11% |
$4.02M - $4.23M
|
1.37M
$37.7M
|
|
Aug 18, 2023
Q3 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
52.8K+ 36.28% |
$3.92M - $4.13M
|
198K
$5.45M
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
50KNew |
$3.71M - $3.9M
|
50K
$1.37M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
48.2KNew |
$3.58M - $3.77M
|
48.2K
$1.32M
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
47.9K+ 9.97% |
$3.55M - $3.74M
|
528K
$14.5M
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
BUY
|
- |
47.8KNew |
$3.54M - $3.73M
|
47.8K
$1.31M
|