Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.11M+ 11.22% |
$83.4M - $90M
|
11M
$299M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
651K+ 15.8% |
$48.8M - $52.7M
|
4.77M
$129M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
643K+ 22.34% |
$48.2M - $52M
|
3.52M
$95.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
443K+ 1289.69% |
$33.2M - $35.8M
|
477K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
415K+ 11.42% |
$31.1M - $33.6M
|
4.05M
$110M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
400K+ 10.36% |
$30M - $32.3M
|
4.26M
$115M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
386K+ 234.0% |
$29M - $31.2M
|
552K
$14.9M
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
375KNew |
$28.1M - $30.3M
|
375K
$10.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
368KNew |
$27.6M - $29.8M
|
368K
$9.97M
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
342KNew |
$25.6M - $27.6M
|
342K
$9.25M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
336KNew |
$25.2M - $27.2M
|
336K
$9.11M
|
|
|
Jan 26, 2022
Q4 2021
|
Scott Capital Advisors, LLC
|
BUY
|
- |
322KNew |
$24.1M - $26M
|
322K
$8.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
313KNew |
$23.5M - $25.3M
|
313K
$8.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
284K+ 627.45% |
$21.3M - $22.9M
|
329K
$8.91M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
267K+ 7.41% |
$20M - $21.6M
|
3.88M
$105M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
254KNew |
$19M - $20.5M
|
254K
$6.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
246K+ 10.16% |
$18.4M - $19.9M
|
2.66M
$72.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
232KNew |
$17.4M - $18.7M
|
232K
$6.28M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
213KNew |
$15.9M - $17.2M
|
213K
$5.76M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
211K+ 6.84% |
$15.8M - $17.1M
|
3.3M
$89.4M
|
|
|
Jan 25, 2022
Q4 2021
|
Columbia Advisory Partners LLC
|
BUY
|
- |
205KNew |
$15.3M - $16.6M
|
205K
$5.54M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
203KNew |
$15.2M - $16.4M
|
203K
$5.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
191KNew |
$14.3M - $15.4M
|
191K
$5.17M
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
185KNew |
$13.9M - $14.9M
|
185K
$5.01M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
184K+ 9.48% |
$13.8M - $14.9M
|
2.13M
$57.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
176K+ 16.06% |
$13.2M - $14.3M
|
1.27M
$34.5M
|
|
|
Jun 08, 2022
Q4 2021
|
Presidio Capital Management, LLC
|
BUY
|
- |
175KNew |
$13.1M - $14.2M
|
175K
$4.75M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
171K+ 90.17% |
$12.8M - $13.8M
|
360K
$9.75M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
170K+ 52.79% |
$12.8M - $13.8M
|
493K
$13.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Mendel Capital Management LLC
|
BUY
|
- |
169KNew |
$12.7M - $13.7M
|
169K
$4.59M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
167K+ 117.5% |
$12.5M - $13.5M
|
309K
$8.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
167K+ 1.98% |
$12.5M - $13.5M
|
8.61M
$233M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
166K+ 28.1% |
$12.5M - $13.4M
|
758K
$20.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
161K+ 3.24% |
$12.1M - $13M
|
5.13M
$139M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
159K+ 118.63% |
$11.9M - $12.8M
|
293K
$7.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
158K+ 9.77% |
$11.8M - $12.7M
|
1.77M
$47.9M
|
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
144KNew |
$10.8M - $11.6M
|
144K
$3.89M
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
138K+ 4.71% |
$10.3M - $11.1M
|
3.06M
$83M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
125K+ 18.46% |
$9.37M - $10.1M
|
803K
$21.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
124K+ 122.49% |
$9.31M - $10M
|
226K
$6.11M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
124K+ 694.48% |
$9.3M - $10M
|
142K
$3.84M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
124K+ 11.45% |
$9.27M - $10M
|
1.2M
$32.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
121K+ 174.33% |
$9.09M - $9.81M
|
191K
$5.17M
|
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
121KNew |
$9.03M - $9.75M
|
121K
$3.26M
|
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
120KNew |
$9M - $9.71M
|
120K
$3.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
120KNew |
$8.99M - $9.71M
|
120K
$3.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
107K+ 8.02% |
$8.01M - $8.65M
|
1.44M
$39M
|
|
|
Feb 07, 2022
Q4 2021
|
Schaeffer Financial LLC
|
BUY
|
- |
105KNew |
$7.9M - $8.53M
|
105K
$2.86M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
104KNew |
$7.8M - $8.42M
|
104K
$2.82M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
104K+ 7.54% |
$7.76M - $8.37M
|
1.48M
$40M
|