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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.92K- 16.34% |
$440K - $463K
|
30.3K
$868K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-6.38K- 18.63% |
$474K - $499K
|
27.9K
$798K
|
|
|
Nov 10, 2021
Q3 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-6.4KClosed |
$475K - $500K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-6.97K- 3.37% |
$517K - $544K
|
200K
$5.71M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.68K- 3.31% |
$570K - $600K
|
224K
$6.42M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-7.8K- 7.35% |
$579K - $609K
|
98.3K
$2.81M
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-8.05K- 56.99% |
$598K - $629K
|
6.08K
$174K
|
|
|
Nov 08, 2021
Q3 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-8.22KClosed |
$610K - $642K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-8.28K- 42.18% |
$615K - $647K
|
11.4K
$325K
|
|
|
Nov 10, 2021
Q3 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-8.51KClosed |
$632K - $665K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-8.91K- 29.86% |
$661K - $696K
|
20.9K
$599K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.1K- 41.94% |
$751K - $790K
|
14K
$401K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-10.2K- 7.46% |
$757K - $797K
|
127K
$3.62M
|
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
SELL
|
- |
-10.4K- 6.99% |
$774K - $815K
|
139K
$3.97M
|
|
|
Oct 07, 2021
Q3 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-10.9K- 3.53% |
$812K - $855K
|
299K
$8.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-11.1K- 49.68% |
$824K - $868K
|
11.2K
$322K
|
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-11.6K- 10.89% |
$862K - $908K
|
95K
$2.72M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-11.9K- 75.03% |
$883K - $930K
|
3.96K
$113K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12K- 88.61% |
$894K - $941K
|
1.55K
$44.3K
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-12.6K- 9.3% |
$937K - $986K
|
123K
$3.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12.9K- 99.04% |
$960K - $1.01M
|
126
$3.61K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14.8KClosed |
$1.1M - $1.15M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Ddd Partners, LLC
|
SELL
|
- |
-14.9K- 4.8% |
$1.11M - $1.17M
|
296K
$8.47M
|
|
|
Oct 29, 2021
Q3 2021
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-14.9K- 0.98% |
$1.11M - $1.17M
|
1.5M
$43.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-15.5K- 74.49% |
$1.15M - $1.21M
|
5.32K
$152K
|
|
|
Nov 04, 2021
Q3 2021
|
Esl Trust Services, LLC
|
SELL
|
- |
-15.8K- 3.29% |
$1.18M - $1.24M
|
466K
$13.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-16.3KClosed |
$1.21M - $1.27M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.4K- 3.85% |
$1.22M - $1.29M
|
411K
$11.8M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18.3KClosed |
$1.36M - $1.43M
|
0
$0
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-19.1K- 53.99% |
$1.42M - $1.49M
|
16.3K
$466K
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-19.1K- 28.78% |
$1.42M - $1.49M
|
47.3K
$1.35M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-19.8KClosed |
$1.47M - $1.55M
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-22.9K- 19.01% |
$1.7M - $1.79M
|
97.4K
$2.79M
|
|
|
Oct 18, 2021
Q3 2021
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-23.6K- 6.98% |
$1.75M - $1.84M
|
315K
$9.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-24.6K- 63.9% |
$1.83M - $1.92M
|
13.9K
$398K
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-26.3K- 64.69% |
$1.95M - $2.06M
|
14.4K
$411K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-27.6K- 7.52% |
$2.05M - $2.15M
|
339K
$9.71M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-30.6KClosed |
$2.27M - $2.39M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-30.6KClosed |
$2.27M - $2.39M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-30.8KClosed |
$2.29M - $2.41M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-35.4K- 31.9% |
$2.63M - $2.76M
|
75.5K
$2.16M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-37.9K- 61.9% |
$2.81M - $2.96M
|
23.3K
$668K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-45KClosed |
$3.34M - $3.51M
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-56K- 27.99% |
$4.15M - $4.37M
|
144K
$4.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-67.2KClosed |
$4.99M - $5.25M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-67.9K- 78.22% |
$5.04M - $5.31M
|
18.9K
$542K
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-71.6K- 88.73% |
$5.32M - $5.59M
|
9.1K
$260K
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-83.3K- 13.68% |
$6.18M - $6.51M
|
525K
$15M
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-88.8K- 96.54% |
$6.59M - $6.94M
|
3.19K
$91.2K
|
|
|
Oct 15, 2021
Q3 2021
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-89.4K- 7.4% |
$6.64M - $6.99M
|
1.12M
$32M
|