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 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
4.55K+ 4.43% |
$338K - $355K
|
107K
$3.07M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.54KNew |
$337K - $355K
|
4.54K
$130K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.5K+ 8.07% |
$334K - $352K
|
60.2K
$1.72M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.46K+ 5.96% |
$331K - $349K
|
79.3K
$2.27M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.45K+ 16.34% |
$331K - $348K
|
31.7K
$908K
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
4.4K+ 123.94% |
$327K - $344K
|
7.95K
$228K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.4K+ 135.79% |
$326K - $344K
|
7.64K
$219K
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.39K+ 115.31% |
$326K - $343K
|
8.2K
$235K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.31KNew |
$320K - $337K
|
4.31K
$123K
|
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
BUY
|
- |
4.24K+ 6.61% |
$315K - $331K
|
68.5K
$1.96M
|
|
|
Nov 05, 2021
Q3 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4.22K+ 4.94% |
$313K - $330K
|
89.6K
$2.57M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
4.13K+ 15.84% |
$306K - $323K
|
30.2K
$865K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
3.91KNew |
$291K - $306K
|
3.91K
$112K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.9KNew |
$290K - $305K
|
3.9K
$112K
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.9K+ 4.62% |
$290K - $305K
|
88.4K
$2.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.86KNew |
$287K - $302K
|
3.86K
$111K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.85K+ 4.26% |
$286K - $301K
|
94.4K
$2.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.85K+ 34.49% |
$285K - $300K
|
15K
$429K
|
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.77K+ 2.54% |
$280K - $295K
|
152K
$4.37M
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.77KNew |
$280K - $294K
|
3.77K
$108K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
3.71KNew |
$275K - $290K
|
3.71K
$106K
|
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3.57K+ 44.76% |
$265K - $279K
|
11.5K
$330K
|
|
|
Dec 08, 2021
Q3 2021
|
Jb Capital LLC
|
BUY
|
- |
3.57KNew |
$265K - $279K
|
3.57K
$102K
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.55KNew |
$264K - $277K
|
3.55K
$102K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
3.5K+ 3.34% |
$259K - $273K
|
108K
$3.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.49KNew |
$259K - $272K
|
3.49K
$99.8K
|
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
3.45KNew |
$256K - $269K
|
3.45K
$98.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3.39K+ 3.92% |
$252K - $265K
|
89.8K
$2.57M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.36KNew |
$249K - $262K
|
3.36K
$96.2K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.29KNew |
$244K - $257K
|
3.29K
$94.1K
|
|
|
Nov 05, 2021
Q3 2021
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3.28K+ 1.95% |
$243K - $256K
|
171K
$4.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.27K+ 9.3% |
$243K - $256K
|
38.5K
$1.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.23KNew |
$240K - $252K
|
3.23K
$92.4K
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.2K+ 3.2% |
$238K - $250K
|
103K
$2.96M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.19KNew |
$237K - $249K
|
3.19K
$91.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.19KNew |
$237K - $249K
|
3.19K
$91.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.18KNew |
$236K - $248K
|
3.18K
$91K
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.18KNew |
$236K - $248K
|
3.18K
$90.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.11K+ 7.39% |
$231K - $243K
|
45.2K
$1.29M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.09K+ 49.51% |
$229K - $241K
|
9.32K
$267K
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
3.01KNew |
$224K - $235K
|
3.01K
$86.2K
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
3.01KNew |
$223K - $235K
|
3.01K
$86K
|
|
|
Oct 08, 2021
Q3 2021
|
Eidelman Virant Capital
|
BUY
|
- |
2.98K+ 8.19% |
$222K - $233K
|
39.4K
$1.13M
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.97K+ 2.61% |
$220K - $232K
|
117K
$3.34M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
2.94KNew |
$218K - $230K
|
2.94K
$84.2K
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.86K+ 2.12% |
$212K - $223K
|
138K
$3.94M
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.85KNew |
$212K - $223K
|
2.85K
$81.6K
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.84K+ 14.08% |
$211K - $222K
|
23K
$660K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
2.84K+ 65.79% |
$211K - $222K
|
7.17K
$205K
|
|
|
Nov 09, 2021
Q3 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
2.82K+ 9.21% |
$209K - $220K
|
33.4K
$956K
|