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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.1K+ 7.94% |
$1.27M - $1.33M
|
232K
$6.65M
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
16.7K+ 40.71% |
$1.24M - $1.31M
|
57.8K
$1.65M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.5K+ 25.41% |
$1.23M - $1.29M
|
81.5K
$2.33M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
16.3K+ 2.33% |
$1.21M - $1.28M
|
717K
$20.5M
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
16K+ 10.7% |
$1.19M - $1.25M
|
166K
$4.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
16K+ 55.18% |
$1.18M - $1.25M
|
44.9K
$1.29M
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
15.9K+ 27.99% |
$1.18M - $1.24M
|
72.7K
$2.08M
|
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
15.7K+ 171.03% |
$1.17M - $1.23M
|
24.9K
$714K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.7K+ 28.65% |
$1.17M - $1.23M
|
70.6K
$2.02M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.1K+ 33.36% |
$1.12M - $1.18M
|
60.5K
$1.73M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
15K+ 104.95% |
$1.11M - $1.17M
|
29.3K
$837K
|
|
|
Feb 14, 2023
Q3 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
14.7K+ 5.53% |
$1.09M - $1.15M
|
281K
$8.06M
|
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
14.3K+ 5.05% |
$1.06M - $1.12M
|
298K
$8.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.2K+ 181.11% |
$1.05M - $1.11M
|
22K
$630K
|
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
13.9K+ 9.13% |
$1.03M - $1.09M
|
167K
$4.77M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
13.5K+ 12.9% |
$1M - $1.05M
|
118K
$3.38M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.4K+ 300.52% |
$995K - $1.05M
|
17.9K
$512K
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
13.4K+ 14.15% |
$995K - $1.05M
|
108K
$3.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
13.3K+ 147.18% |
$988K - $1.04M
|
22.4K
$640K
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
13K+ 3.32% |
$964K - $1.01M
|
405K
$11.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13K+ 10.01% |
$963K - $1.01M
|
142K
$4.08M
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12.5K+ 1.3% |
$930K - $979K
|
977K
$28M
|
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
12.5K+ 5.36% |
$926K - $975K
|
245K
$7.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
12.5K+ 2.75% |
$926K - $975K
|
466K
$13.3M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.2K+ 787.27% |
$905K - $952K
|
13.7K
$393K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.1K+ 3.66% |
$896K - $943K
|
342K
$9.79M
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
11.9K+ 13.3% |
$884K - $930K
|
101K
$2.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
11.6K+ 15.34% |
$860K - $905K
|
87.1K
$2.49M
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
11.3K+ 25.12% |
$838K - $882K
|
56.2K
$1.61M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
11.1K+ 18.69% |
$826K - $869K
|
70.6K
$2.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11K+ 57.02% |
$817K - $860K
|
30.3K
$867K
|
|
|
Nov 15, 2021
Q3 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
10.7K+ 2.22% |
$798K - $840K
|
496K
$14.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10.3K+ 6.13% |
$761K - $801K
|
178K
$5.08M
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10.1K+ 24.74% |
$752K - $792K
|
51.1K
$1.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
10.1K+ 4.47% |
$750K - $790K
|
236K
$6.76M
|
|
|
Oct 18, 2021
Q3 2021
|
Act Advisors, Llc.
|
BUY
|
- |
10.1K+ 4.86% |
$749K - $788K
|
218K
$6.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.99K+ 46.24% |
$741K - $780K
|
31.6K
$904K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.87K+ 7.42% |
$732K - $771K
|
143K
$4.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
BUY
|
- |
9.85KNew |
$731K - $769K
|
9.85K
$282K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.65K+ 0.31% |
$716K - $754K
|
3.09M
$88.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
9.32K+ 15.35% |
$692K - $728K
|
70K
$2M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.29K+ 638.69% |
$690K - $726K
|
10.7K
$308K
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.23K+ 4.85% |
$685K - $721K
|
199K
$5.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.08K+ 15.37% |
$674K - $710K
|
68.2K
$1.95M
|
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.02KNew |
$670K - $705K
|
9.02K
$258K
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
BUY
|
- |
8.91K+ 191.25% |
$662K - $696K
|
13.6K
$389K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.9KNew |
$661K - $695K
|
8.9K
$255K
|
|
|
Oct 19, 2021
Q3 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.67K+ 3.09% |
$643K - $677K
|
289K
$8.28M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
8.66K+ 3.6% |
$643K - $676K
|
249K
$7.14M
|
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
8.55K+ 92.56% |
$635K - $668K
|
17.8K
$509K
|