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 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.7K+ 1.35% |
$126K - $133K
|
128K
$3.65M
|
|
Oct 14, 2021
Q3 2021
|
Madden Securities Corp
|
BUY
|
- |
1.67K+ 4.61% |
$124K - $130K
|
37.8K
$1.08M
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.65K+ 2.39% |
$122K - $129K
|
70.8K
$2.03M
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
1.65K+ 39.18% |
$122K - $129K
|
5.84K
$167K
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.64K+ 2.06% |
$122K - $128K
|
81K
$2.32M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.63K+ 50.92% |
$121K - $127K
|
4.82K
$138K
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.61K+ 1.76% |
$119K - $126K
|
93.3K
$2.67M
|
|
Nov 15, 2021
Q3 2021
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
1.6K+ 12.28% |
$119K - $125K
|
14.6K
$419K
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.6K+ 48.4% |
$119K - $125K
|
4.91K
$140K
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.6K+ 5.09% |
$118K - $125K
|
32.9K
$943K
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.6K+ 5.09% |
$118K - $125K
|
32.9K
$943K
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.59K+ 2.03% |
$118K - $124K
|
80K
$2.29M
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.56K+ 4.29% |
$115K - $121K
|
37.8K
$1.08M
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
1.55K+ 6.96% |
$115K - $121K
|
23.9K
$684K
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
BUY
|
- |
1.53K+ 1.54% |
$114K - $120K
|
101K
$2.9M
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.5K+ 6.29% |
$111K - $117K
|
25.3K
$723K
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.49K+ 40.25% |
$111K - $116K
|
5.2K
$149K
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.48K+ 567.82% |
$110K - $116K
|
1.74K
$49.9K
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.47K+ 33.58% |
$109K - $115K
|
5.86K
$168K
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.47K+ 40.04% |
$109K - $115K
|
5.13K
$147K
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.47K+ 156.18% |
$109K - $114K
|
2.4K
$68.8K
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.46K+ 5.51% |
$108K - $114K
|
27.9K
$799K
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.43K+ 4.48% |
$106K - $111K
|
33.2K
$952K
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
BUY
|
- |
1.41K+ 4.6% |
$105K - $110K
|
32.1K
$919K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.4K+ 29.46% |
$104K - $110K
|
6.17K
$177K
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.4K+ 8.51% |
$104K - $109K
|
17.8K
$510K
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.39K+ 22.05% |
$103K - $109K
|
7.7K
$220K
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
BUY
|
- |
1.38K+ 1.27% |
$102K - $108K
|
110K
$3.15M
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.35K+ 29.5% |
$100K - $105K
|
5.93K
$170K
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.34KNew |
$99.2K - $104K
|
1.34K
$38.3K
|
|
Nov 05, 2021
Q3 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 2.41% |
$98.4K - $104K
|
56.3K
$1.61M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.31K+ 5.61% |
$97.3K - $102K
|
24.7K
$707K
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.31K+ 3.3% |
$97K - $102K
|
41K
$1.17M
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
1.3K+ 15.64% |
$96.8K - $102K
|
9.64K
$276K
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.29K+ 117.21% |
$95.5K - $101K
|
2.39K
$68.3K
|
|
Oct 21, 2021
Q3 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.27K+ 19.9% |
$94.2K - $99.1K
|
7.65K
$219K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.25K+ 22.84% |
$93K - $97.9K
|
6.74K
$193K
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.25K+ 11.7% |
$92.6K - $97.5K
|
11.9K
$341K
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
1.24K+ 34.21% |
$92K - $96.9K
|
4.87K
$139K
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.21K+ 2.45% |
$90.1K - $94.8K
|
50.8K
$1.45M
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.2K+ 1.13% |
$89.3K - $94K
|
108K
$3.08M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.2K+ 4.66% |
$89K - $93.7K
|
27K
$772K
|
|
Oct 20, 2021
Q3 2021
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
1.14K+ 2.92% |
$84.7K - $89.1K
|
40.2K
$1.15M
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
1.14K+ 12.54% |
$84.6K - $89.1K
|
10.2K
$293K
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.14K+ 2.21% |
$84.6K - $89.1K
|
52.7K
$1.51M
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
1.13K+ 37.2% |
$84K - $88.4K
|
4.17K
$119K
|
|
Oct 19, 2021
Q3 2021
|
Financial Consulate, Inc
|
BUY
|
- |
1.11K+ 4.9% |
$82.7K - $87K
|
23.8K
$683K
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.1K+ 8.19% |
$81.9K - $86.2K
|
14.6K
$417K
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.1K+ 9.64% |
$81.4K - $85.7K
|
12.5K
$357K
|
|
Oct 04, 2021
Q3 2021
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.1K+ 1.05% |
$81.3K - $85.6K
|
106K
$3.03M
|