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 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
549+ 15.97% |
$40.8K - $42.9K
|
3.99K
$114K
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
533+ 0.73% |
$39.6K - $41.6K
|
73.3K
$2.1M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
523+ 0.73% |
$38.8K - $40.9K
|
72.6K
$2.08M
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
520+ 495.24% |
$38.6K - $40.6K
|
625
$17.9K
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
499+ 3.08% |
$37K - $39K
|
16.7K
$478K
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
499+ 1.91% |
$37K - $39K
|
26.7K
$764K
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
491+ 1.54% |
$36.4K - $38.4K
|
32.3K
$925K
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
475+ 15.4% |
$35.3K - $37.1K
|
3.56K
$102K
|
|
Nov 02, 2021
Q3 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
465+ 6.76% |
$34.5K - $36.3K
|
7.35K
$210K
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
461+ 16.45% |
$34.2K - $36K
|
3.26K
$93.4K
|
|
Dec 02, 2021
Q3 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
458+ 1.05% |
$34K - $35.8K
|
43.9K
$1.26M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
455+ 11.58% |
$33.8K - $35.5K
|
4.38K
$126K
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
434+ 3.02% |
$32.2K - $33.9K
|
14.8K
$424K
|
|
Nov 05, 2021
Q3 2021
|
Scott & Selber, Inc.
|
BUY
|
- |
427+ 1.17% |
$31.7K - $33.4K
|
37K
$1.06M
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
423+ 0.47% |
$31.4K - $33K
|
89.9K
$2.58M
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
410+ 3.22% |
$30.4K - $32K
|
13.1K
$376K
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
404+ 3.4% |
$30K - $31.6K
|
12.3K
$352K
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
401+ 409.18% |
$29.8K - $31.3K
|
499
$14.3K
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
398+ 2.82% |
$29.5K - $31.1K
|
14.5K
$416K
|
|
Oct 25, 2021
Q3 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
397+ 0.71% |
$29.5K - $31K
|
56.1K
$1.6M
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
395+ 14.0% |
$29.3K - $30.9K
|
3.22K
$92.1K
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
385+ 0.99% |
$28.6K - $30.1K
|
39.2K
$1.12M
|
|
Nov 10, 2021
Q3 2021
|
Fusion Capital, LLC
|
BUY
|
- |
373+ 4.31% |
$27.7K - $29.1K
|
9.02K
$258K
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
369+ 0.61% |
$27.4K - $28.8K
|
60.7K
$1.74M
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
353+ 1.06% |
$26.2K - $27.6K
|
33.7K
$964K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
348+ 5.86% |
$25.8K - $27.2K
|
6.28K
$180K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
330+ 2.62% |
$24.5K - $25.8K
|
12.9K
$371K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
329New |
$24.4K - $25.7K
|
329
$9.42K
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
327+ 2.25% |
$24.3K - $25.5K
|
14.9K
$426K
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
312+ 22.46% |
$23.2K - $24.4K
|
1.7K
$48.7K
|
|
Oct 14, 2021
Q3 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
308+ 0.9% |
$22.9K - $24.1K
|
34.3K
$983K
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
301+ 0.58% |
$22.3K - $23.5K
|
52.2K
$1.49M
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
286+ 4.1% |
$21.2K - $22.3K
|
7.26K
$208K
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
277+ 0.83% |
$20.6K - $21.6K
|
33.7K
$966K
|
|
Nov 15, 2021
Q3 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
261+ 0.95% |
$19.4K - $20.4K
|
27.6K
$791K
|
|
Oct 28, 2021
Q3 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
257+ 0.36% |
$19.1K - $20.1K
|
70.9K
$2.03M
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
257+ 3.71% |
$19.1K - $20.1K
|
7.19K
$206K
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
255+ 6.54% |
$18.9K - $19.9K
|
4.15K
$119K
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
252+ 4.49% |
$18.7K - $19.7K
|
5.86K
$168K
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
251+ 9.2% |
$18.6K - $19.6K
|
2.98K
$85.3K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
245+ 1225.0% |
$18.2K - $19.1K
|
265
$7.59K
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
245+ 1.58% |
$18.2K - $19.1K
|
15.7K
$450K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
243+ 24300.0% |
$18K - $19K
|
244
$6.99K
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
243+ 0.22% |
$18K - $19K
|
113K
$3.24M
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
230+ 8.14% |
$17.1K - $18K
|
3.06K
$87.5K
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
230+ 21.97% |
$17.1K - $18K
|
1.28K
$36.6K
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
229+ 0.35% |
$17K - $17.9K
|
65.7K
$1.88M
|
|
Nov 09, 2021
Q3 2021
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
220+ 0.48% |
$16.3K - $17.2K
|
46.2K
$1.32M
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
214+ 21400.0% |
$15.9K - $16.7K
|
215
$6.16K
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
210New |
$15.6K - $16.4K
|
210
$6.01K
|