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 27, 2021
Q3 2021
|
Keating Investment Counselors Inc
|
BUY
|
- |
1.09K+ 7.1% |
$80.5K - $84.8K
|
16.4K
$469K
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.07K+ 7.3% |
$79.6K - $83.8K
|
15.8K
$451K
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.07K+ 9.96% |
$79.2K - $83.4K
|
11.8K
$337K
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.07K+ 2.42% |
$79.1K - $83.3K
|
45.2K
$1.29M
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.05K+ 30.33% |
$78.2K - $82.3K
|
4.53K
$130K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.04K+ 6.8% |
$77.3K - $81.3K
|
16.4K
$468K
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.03K+ 3.11% |
$76.2K - $80.2K
|
34K
$973K
|
|
Oct 06, 2021
Q3 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.02K+ 4.21% |
$75.5K - $79.5K
|
25.2K
$721K
|
|
Feb 15, 2022
Q3 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.01K+ 1.32% |
$74.8K - $78.8K
|
77.6K
$2.22M
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
962+ 9.04% |
$71.4K - $75.2K
|
11.6K
$332K
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
953+ 2.73% |
$70.7K - $74.5K
|
35.9K
$1.03M
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
935+ 1.82% |
$69.4K - $73.1K
|
52.3K
$1.5M
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
935+ 1.82% |
$69.4K - $73.1K
|
52.3K
$1.5M
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
925+ 71.48% |
$68.7K - $72.3K
|
2.22K
$63.5K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
900New |
$66.8K - $70.3K
|
900
$25.8K
|
|
Nov 15, 2021
Q3 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
889+ 1.92% |
$66K - $69.5K
|
47.3K
$1.35M
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
888+ 3.81% |
$65.9K - $69.4K
|
24.2K
$694K
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
887+ 166.42% |
$65.8K - $69.3K
|
1.42K
$40.7K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
861+ 17.03% |
$63.9K - $67.3K
|
5.92K
$169K
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
808+ 7.06% |
$60K - $63.1K
|
12.3K
$351K
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
800New |
$59.4K - $62.5K
|
800
$22.9K
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
799+ 18.45% |
$59.3K - $62.4K
|
5.13K
$147K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
766+ 27.55% |
$56.9K - $59.8K
|
3.55K
$102K
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
757+ 2.48% |
$56.2K - $59.1K
|
31.3K
$896K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
751+ 239.17% |
$55.7K - $58.7K
|
1.07K
$30.5K
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
BUY
|
- |
750+ 169.68% |
$55.7K - $58.6K
|
1.19K
$34.1K
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
749New |
$55.6K - $58.5K
|
749
$21.4K
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
735+ 31.89% |
$54.6K - $57.4K
|
3.04K
$87K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
720+ 200.0% |
$53.4K - $56.3K
|
1.08K
$30.9K
|
|
Nov 09, 2021
Q3 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
719+ 5.47% |
$53.4K - $56.2K
|
13.9K
$397K
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
707+ 1.27% |
$52.5K - $55.2K
|
56.3K
$1.61M
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
BUY
|
- |
696+ 1.94% |
$51.7K - $54.4K
|
36.6K
$1.05M
|
|
Nov 12, 2021
Q3 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
674+ 18.66% |
$50K - $52.7K
|
4.29K
$123K
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
655+ 19.05% |
$48.6K - $51.2K
|
4.09K
$117K
|
|
Oct 12, 2021
Q3 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
650+ 20.97% |
$48.2K - $50.8K
|
3.75K
$107K
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
BUY
|
- |
650New |
$48.2K - $50.8K
|
650
$18.6K
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
641+ 5.7% |
$47.6K - $50.1K
|
11.9K
$340K
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
637+ 18.98% |
$47.3K - $49.8K
|
3.99K
$114K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
636+ 2.23% |
$47.2K - $49.7K
|
29.1K
$834K
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
630+ 19.8% |
$46.8K - $49.2K
|
3.81K
$109K
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
626+ 57.8% |
$46.5K - $48.9K
|
1.71K
$48.9K
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
BUY
|
- |
618+ 4.41% |
$45.9K - $48.3K
|
14.6K
$419K
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
605+ 11.78% |
$44.9K - $47.3K
|
5.74K
$164K
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
604+ 1.59% |
$44.8K - $47.2K
|
38.7K
$1.11M
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
604+ 0.81% |
$44.8K - $47.2K
|
75.4K
$2.16M
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
600+ 13.23% |
$44.5K - $46.9K
|
5.13K
$147K
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
BUY
|
- |
596+ 1.1% |
$44.2K - $46.6K
|
54.6K
$1.56M
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
593+ 3.91% |
$44K - $46.3K
|
15.8K
$451K
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
585+ 5.5% |
$43.4K - $45.7K
|
11.2K
$321K
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
582+ 11.77% |
$43.2K - $45.5K
|
5.53K
$158K
|