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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-210- 0.49% |
$15.6K - $16.4K
|
42.4K
$1.21M
|
|
Oct 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-214- 0.32% |
$15.9K - $16.7K
|
67.4K
$1.93M
|
|
Oct 28, 2021
Q3 2021
|
Goepper Burkhardt LLC
|
SELL
|
- |
-229- 0.99% |
$17K - $17.9K
|
23K
$658K
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-229- 18.63% |
$17K - $17.9K
|
1K
$28.6K
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-230- 3.72% |
$17.1K - $18K
|
5.96K
$171K
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
SELL
|
- |
-232- 1.94% |
$17.2K - $18.1K
|
11.7K
$335K
|
|
Nov 08, 2021
Q3 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-232- 1.06% |
$17.2K - $18.1K
|
21.7K
$621K
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-240- 4.12% |
$17.8K - $18.8K
|
5.58K
$160K
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-245- 0.08% |
$18.2K - $19.1K
|
298K
$8.54M
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-250- 41.39% |
$18.6K - $19.5K
|
354
$10.1K
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-259- 6.41% |
$19.2K - $20.2K
|
3.78K
$108K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-266- 2.08% |
$19.7K - $20.8K
|
12.5K
$359K
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-272- 0.39% |
$20.2K - $21.3K
|
69.3K
$1.98M
|
|
Nov 12, 2021
Q3 2021
|
Wills Financial Group, Inc.
|
SELL
|
- |
-276- 1.55% |
$20.5K - $21.6K
|
17.6K
$503K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-279- 4.32% |
$20.7K - $21.8K
|
6.18K
$177K
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-294- 0.11% |
$21.8K - $23K
|
259K
$7.41M
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-295- 2.05% |
$21.9K - $23K
|
14.1K
$404K
|
|
Nov 12, 2021
Q3 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-300- 8.57% |
$22.3K - $23.4K
|
3.2K
$91.6K
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-317- 1.99% |
$23.5K - $24.8K
|
15.6K
$446K
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-322- 7.1% |
$23.9K - $25.2K
|
4.21K
$121K
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-327- 8.2% |
$24.3K - $25.5K
|
3.66K
$105K
|
|
Nov 01, 2021
Q3 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-328- 1.27% |
$24.3K - $25.6K
|
25.5K
$731K
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-332- 2.03% |
$24.6K - $25.9K
|
16K
$458K
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-335- 0.81% |
$24.9K - $26.2K
|
41.1K
$1.18M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-345- 4.39% |
$25.6K - $27K
|
7.52K
$215K
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-350Closed |
$26K - $27.3K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-352Closed |
$26.1K - $27.5K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Outfitter Financial LLC
|
SELL
|
- |
-375- 2.63% |
$27.8K - $29.3K
|
13.9K
$398K
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-386- 10.01% |
$28.7K - $30.2K
|
3.47K
$99.3K
|
|
Oct 25, 2021
Q3 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-391- 4.82% |
$29K - $30.5K
|
7.73K
$221K
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-398- 7.19% |
$29.5K - $31.1K
|
5.14K
$147K
|
|
Nov 09, 2021
Q3 2021
|
Papp L Roy & Associates
|
SELL
|
- |
-400- 9.7% |
$29.7K - $31.3K
|
3.73K
$107K
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-438- 6.21% |
$32.5K - $34.2K
|
6.62K
$189K
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-441- 35.54% |
$32.7K - $34.5K
|
800
$22.9K
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-472- 1.34% |
$35K - $36.9K
|
34.8K
$996K
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-488- 0.35% |
$36.2K - $38.1K
|
138K
$3.94M
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-492- 1.11% |
$36.5K - $38.4K
|
43.8K
$1.25M
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-510- 0.98% |
$37.9K - $39.8K
|
51.3K
$1.47M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-520- 6.13% |
$38.6K - $40.6K
|
7.96K
$228K
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-520- 2.16% |
$38.6K - $40.6K
|
23.6K
$675K
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-565- 1.28% |
$41.9K - $44.1K
|
43.6K
$1.25M
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-566- 9.19% |
$42K - $44.2K
|
5.59K
$160K
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-568- 10.52% |
$42.2K - $44.4K
|
4.83K
$138K
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-575- 13.63% |
$42.7K - $44.9K
|
3.64K
$104K
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-590- 2.33% |
$43.8K - $46.1K
|
24.8K
$709K
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-601- 12.91% |
$44.6K - $47K
|
4.06K
$116K
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-604- 1.56% |
$44.8K - $47.2K
|
38.1K
$1.09M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-625- 2.29% |
$46.4K - $48.8K
|
26.6K
$763K
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
SELL
|
- |
-632- 10.38% |
$46.9K - $49.4K
|
5.46K
$156K
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-645- 0.78% |
$47.9K - $50.4K
|
82.2K
$2.35M
|