Purchases and Sales Made in Q3 2021 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 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
Nov 15, 2021 Q3 2021
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
8.38M
+ 6185.02%
$622M - $655M
8.52M $244M
Nov 12, 2021 Q3 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
6.26M
New
$465M - $489M
6.26M $179M
Nov 15, 2021 Q3 2021
Morgan Stanley

New York, NY
BUY
 -
3.64M
New
$270M - $284M
3.64M $104M
Oct 21, 2021 Q3 2021
Avantax Advisory Services, Inc.

BUY
 -
3.31M
+ 1084.56%
$245M - $258M
3.61M $103M
Nov 15, 2021 Q3 2021
Bank Of America Corp

Charlotte, NC
BUY
 -
2.68M
+ 14.45%
$199M - $209M
21.2M $608M
Nov 15, 2021 Q3 2021
Wealthfront Advisers LLC

BUY
 -
899K
+ 9.97%
$66.7M - $70.2M
9.92M $284M
Nov 15, 2021 Q3 2021
Wealthspire Advisors, LLC

New York, NY
BUY
 -
818K
+ 19.68%
$60.7M - $63.9M
4.97M $142M
Nov 15, 2021 Q3 2021
Lpl Financial LLC

Fort Mill, SC
BUY
 -
555K
+ 15.55%
$41.2M - $43.3M
4.12M $118M
Nov 29, 2021 Q3 2021
Whelan Financial

BUY
 -
551K
New
$40.9M - $43M
551K $15.8M
Nov 12, 2021 Q3 2021
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
525K
New
$38.9M - $41M
525K $15M
Nov 16, 2021 Q3 2021
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
366K
+ 4.53%
$27.1M - $28.6M
8.44M $242M
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
277K
+ 86.48%
$20.6M - $21.7M
598K $17.1M
Nov 23, 2021 Q3 2021
Cambridge Trust CO

Boston, MA
BUY
 -
245K
+ 3242.02%
$18.2M - $19.2M
253K $7.24M
Nov 16, 2021 Q3 2021
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
216K
+ 15.43%
$16M - $16.8M
1.61M $46.2M
Nov 15, 2021 Q3 2021
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
201K
+ 5.49%
$14.9M - $15.7M
3.86M $110M
Mar 23, 2023 Q3 2021
Prostatis Group LLC

Hanover, MD
BUY
 -
181K
New
$13.4M - $14.1M
181K $5.18M
Nov 05, 2021 Q3 2021
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
179K
+ 8.38%
$13.3M - $14M
2.32M $66.4M
Oct 08, 2021 Q3 2021
Engrave Wealth Partners LLC

BUY
 -
173K
+ 84.34%
$12.8M - $13.5M
377K $10.8M
Oct 14, 2021 Q3 2021
Private Advisor Group, LLC

BUY
 -
146K
+ 69.93%
$10.9M - $11.4M
355K $10.2M
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
145K
+ 2368.14%
$10.8M - $11.4M
152K $4.34M
Oct 29, 2021 Q3 2021
Janney Montgomery Scott LLC

BUY
 -
144K
+ 345.94%
$10.7M - $11.2M
185K $5.31M
Oct 15, 2021 Q3 2021
Baker Ellis Asset Management LLC

BUY
 -
144K
New
$10.7M - $11.2M
144K $4.12M
Nov 15, 2021 Q3 2021
Royal Bank Of Canada

Toronto, A6
BUY
 -
136K
+ 17.97%
$10.1M - $10.6M
894K $25.6M
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
117K
+ 9.64%
$8.7M - $9.16M
1.33M $38.2M
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

BUY
 -
99.9K
+ 54.22%
$7.42M - $7.81M
284K $8.14M
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
92K
New
$6.83M - $7.19M
92K $2.63M
Nov 02, 2021 Q3 2021
Raymond James & Associates

St Petersburg, FL
BUY
 -
90.3K
+ 18.0%
$6.7M - $7.05M
592K $16.9M
Nov 16, 2021 Q3 2021
Jane Street Group, LLC

New York, NY
BUY
 -
88.2K
+ 1686.3%
$6.55M - $6.89M
93.5K $2.68M
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

BUY
 -
86.7K
+ 24.18%
$6.44M - $6.78M
446K $12.8M
Nov 15, 2021 Q3 2021
Mariner, LLC

Overland Park, KS
BUY
 -
85.1K
+ 8.4%
$6.32M - $6.65M
1.1M $31.4M
Oct 12, 2021 Q3 2021
Koshinski Asset Management, Inc.

BUY
 -
83.6K
+ 45.54%
$6.2M - $6.53M
267K $7.65M
Oct 13, 2021 Q3 2021
Leo Brokerage, LLC

BUY
 -
82.6K
+ 50.69%
$6.13M - $6.45M
245K $7.03M
Oct 27, 2021 Q3 2021
Avantax Planning Partners, Inc.

BUY
 -
82.4K
+ 2.91%
$6.12M - $6.44M
2.91M $83.4M
Nov 10, 2021 Q3 2021
Bokf, Na

Tulsa, OK
BUY
 -
81.1K
New
$6.02M - $6.34M
81.1K $2.32M
Nov 08, 2021 Q3 2021
Keybank National Association

BUY
 -
79.3K
+ 7.92%
$5.88M - $6.19M
1.08M $30.9M
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
67.9K
+ 3.62%
$5.04M - $5.3M
1.94M $55.6M
Nov 15, 2021 Q3 2021
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
67.3K
+ 14.45%
$4.99M - $5.25M
533K $15.3M
Nov 15, 2021 Q3 2021
Ubs Group Ag

BUY
 -
65.6K
+ 2.79%
$4.87M - $5.12M
2.42M $69.2M
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
64.7K
+ 76.05%
$4.8M - $5.06M
150K $4.29M
Nov 23, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
62.2K
+ 4382.1%
$4.62M - $4.86M
63.6K $1.82M
Nov 10, 2021 Q3 2021
Creative Planning

Overland Park, KS
BUY
 -
60.1K
+ 29.2%
$4.46M - $4.7M
266K $7.62M
Nov 02, 2021 Q3 2021
Precision Wealth Strategies, LLC

BUY
 -
56.7K
New
$4.21M - $4.43M
56.7K $1.62M
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
56.6K
+ 44.81%
$4.2M - $4.43M
183K $5.24M
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 $39.3M
Aug 18, 2023 Q3 2021
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
52.8K
+ 36.28%
$3.92M - $4.13M
198K $5.68M
Nov 12, 2021 Q3 2021
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
50K
New
$3.71M - $3.9M
50K $1.43M
Oct 21, 2021 Q3 2021
Fifth Third Securities, Inc.

BUY
 -
48.2K
New
$3.58M - $3.77M
48.2K $1.38M
Nov 15, 2021 Q3 2021
Gerber Kawasaki Wealth & Investment Management

BUY
 -
47.9K
+ 9.97%
$3.55M - $3.74M
528K $15.1M
Nov 12, 2021 Q3 2021
United Bank

BUY
 -
47.8K
New
$3.54M - $3.73M
47.8K $1.37M

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