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
Oct 19, 2021 Q3 2021
Pinnacle Associates LTD

BUY
 -
47.6K
+ 18.11%
$3.53M - $3.72M
310K $8.88M
Nov 02, 2021 Q3 2021
Allworth Financial LP

BUY
 -
46.3K
+ 149200.0%
$3.43M - $3.61M
46.3K $1.33M
Nov 30, 2021 Q3 2021
Pacific Capital Wealth Advisors, Inc

BUY
 -
46.2K
+ 177.65%
$3.43M - $3.61M
72.2K $2.07M
Oct 20, 2021 Q3 2021
Clarity Financial LLC

BUY
 -
45.9K
+ 444.51%
$3.41M - $3.58M
56.2K $1.61M
Nov 09, 2021 Q3 2021
Valmark Advisers, Inc.

BUY
 -
44.8K
+ 11.4%
$3.33M - $3.5M
438K $12.5M
Nov 15, 2021 Q3 2021
Stifel Financial Corp

St. Louis, MO
BUY
 -
42.5K
+ 46.59%
$3.16M - $3.32M
134K $3.83M
Nov 12, 2021 Q3 2021
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
41.2K
+ 14.64%
$3.06M - $3.22M
323K $9.24M
Nov 01, 2021 Q3 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
41K
New
$3.04M - $3.2M
41K $1.17M
Oct 26, 2021 Q3 2021
Leavell Investment Management, Inc.

BUY
 -
39.1K
+ 35.79%
$2.9M - $3.05M
148K $4.25M
Oct 19, 2021 Q3 2021
Central Trust CO

Jefferson City, MO
BUY
 -
38.6K
+ 7.7%
$2.86M - $3.01M
539K $15.4M
Oct 25, 2021 Q3 2021
Minot Wealth Management LLC

BUY
 -
34.7K
+ 20.6%
$2.58M - $2.71M
203K $5.82M
Nov 12, 2021 Q3 2021
Qube Research & Technologies LTD

London, X0
BUY
 -
34.3K
New
$2.55M - $2.68M
34.3K $983K
Nov 15, 2021 Q3 2021
Veritable, L.P.

Newtown Square, PA
BUY
 -
33.5K
+ 35.96%
$2.49M - $2.62M
127K $3.63M
Oct 19, 2021 Q3 2021
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
33.5K
+ 371.18%
$2.48M - $2.62M
42.5K $1.22M
Nov 02, 2021 Q3 2021
Burleson & Company, LLC

BUY
 -
33.4K
+ 27.8%
$2.48M - $2.61M
154K $4.4M
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
32.6K
+ 16.88%
$2.42M - $2.55M
226K $6.47M
Oct 26, 2021 Q3 2021
Financial Counselors Inc

BUY
 -
30.9K
+ 12.39%
$2.29M - $2.41M
280K $8.01M
Nov 15, 2021 Q3 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
30.9K
+ 60.41%
$2.29M - $2.41M
81.9K $2.35M
Oct 19, 2021 Q3 2021
Capital Planning LLC

BUY
 -
30.5K
+ 72.43%
$2.26M - $2.38M
72.5K $2.08M
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
29.6K
New
$2.2M - $2.31M
29.6K $847K
Oct 28, 2021 Q3 2021
Intrua Financial, LLC

Houston, TX
BUY
 -
29.5K
New
$2.19M - $2.31M
29.5K $845K
Nov 01, 2021 Q3 2021
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
28.8K
+ 17.56%
$2.14M - $2.25M
193K $5.52M
Nov 04, 2021 Q3 2021
Diversified, LLC

BUY
 -
28.5K
+ 67.9%
$2.12M - $2.23M
70.5K $2.02M
Nov 15, 2021 Q3 2021
Main Street Financial Solutions, LLC

BUY
 -
28.4K
+ 12.94%
$2.11M - $2.22M
248K $7.11M
Nov 12, 2021 Q3 2021
Fiduciary Trust CO

Boston, MA
BUY
 -
26.5K
+ 20.18%
$1.96M - $2.07M
158K $4.51M
Nov 05, 2021 Q3 2021
Lincoln National Corp

BUY
 -
26.1K
+ 119.09%
$1.94M - $2.04M
48K $1.38M
Nov 10, 2021 Q3 2021
Goldman Sachs Group Inc

New York, NY
BUY
 -
26K
New
$1.93M - $2.03M
26K $745K
Nov 01, 2021 Q3 2021
Howard Financial Services, Ltd.

BUY
 -
25.6K
+ 5.37%
$1.9M - $2M
503K $14.4M
Oct 13, 2021 Q3 2021
Nadler Financial Group, Inc.

BUY
 -
25.2K
+ 30.74%
$1.87M - $1.97M
107K $3.07M
Nov 15, 2021 Q3 2021
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
25K
+ 28.36%
$1.85M - $1.95M
113K $3.24M
Oct 19, 2021 Q3 2021
Stratos Wealth Advisors, LLC

BUY
 -
24.1K
+ 299.71%
$1.79M - $1.88M
32.2K $921K
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
23.1K
+ 9.7%
$1.72M - $1.81M
262K $7.5M
Nov 12, 2021 Q3 2021
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
23.1K
New
$1.71M - $1.8M
23.1K $661K
Oct 20, 2021 Q3 2021
Venture Visionary Partners LLC

BUY
 -
22K
+ 14.51%
$1.64M - $1.72M
174K $4.98M
Nov 02, 2021 Q3 2021
Alpha Star Capital Management, LLC

BUY
 -
21.4K
+ 164.92%
$1.59M - $1.67M
34.4K $985K
Oct 25, 2021 Q3 2021
True Wealth Advisors, LLC

BUY
 -
20.9K
+ 27.76%
$1.55M - $1.63M
96.3K $2.76M
Nov 04, 2021 Q3 2021
Vaughan David Investments LLC

Peoria, IL
BUY
 -
20.5K
+ 8.23%
$1.52M - $1.6M
269K $7.71M
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
20.4K
+ 2.85%
$1.52M - $1.59M
738K $21.1M
Nov 09, 2021 Q3 2021
Sunburst Financial Group, LLC

BUY
 -
19.8K
+ 8.03%
$1.47M - $1.54M
266K $7.62M
Oct 26, 2021 Q3 2021
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
19.7K
+ 140750.0%
$1.46M - $1.54M
19.7K $565K
Nov 12, 2021 Q3 2021
High Tower Advisors, LLC

Chicago, IL
BUY
 -
19.1K
+ 5.01%
$1.42M - $1.49M
400K $11.5M
Oct 12, 2021 Q3 2021
Ifg Advisory, LLC

BUY
 -
19K
+ 291.03%
$1.41M - $1.49M
25.6K $731K
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

BUY
 -
18K
+ 55.74%
$1.34M - $1.41M
50.4K $1.44M
Nov 12, 2021 Q3 2021
Leelyn Smith, LLC

Geneva, IL
BUY
 -
17.9K
+ 9.14%
$1.33M - $1.4M
214K $6.12M
Nov 09, 2021 Q3 2021
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
17.8K
+ 165.95%
$1.32M - $1.39M
28.5K $815K
Oct 21, 2021 Q3 2021
Park Avenue Securities LLC

BUY
 -
17.6K
+ 14.19%
$1.31M - $1.38M
142K $4.06M
Oct 14, 2021 Q3 2021
Archford Capital Strategies, LLC

BUY
 -
17.4K
New
$1.29M - $1.36M
17.4K $497K
Oct 28, 2021 Q3 2021
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
17.2K
+ 28.8%
$1.28M - $1.35M
77K $2.21M
Nov 08, 2021 Q3 2021
Aurora Private Wealth, Inc.

BUY
 -
17.2K
+ 4.52%
$1.28M - $1.34M
398K $11.4M

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