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 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.57K+ 3.21% |
$117K - $127K
|
50.3K
$1.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.56K+ 1.23% |
$117K - $126K
|
129K
$3.7M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 1.62% |
$117K - $126K
|
97.8K
$2.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.55K+ 1.81% |
$116K - $125K
|
87.1K
$2.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.54K+ 1.63% |
$116K - $125K
|
95.9K
$2.75M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.54K+ 54.02% |
$115K - $125K
|
4.39K
$126K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.53K+ 10.86% |
$115K - $124K
|
15.7K
$448K
|
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.5K+ 22.39% |
$112K - $121K
|
8.2K
$235K
|
|
|
Feb 02, 2022
Q4 2021
|
Hc Advisors, LLC
|
BUY
|
- |
1.49K+ 2.33% |
$111K - $120K
|
65.3K
$1.87M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.48K+ 2.97% |
$111K - $119K
|
51.2K
$1.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.47K+ 19.44% |
$110K - $119K
|
9.01K
$258K
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.45K+ 11.64% |
$109K - $117K
|
13.9K
$399K
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.44KNew |
$108K - $117K
|
1.44K
$41.3K
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
1.43K+ 9.87% |
$107K - $116K
|
16K
$457K
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
1.43K+ 38.54% |
$107K - $116K
|
5.14K
$147K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.38K+ 21.95% |
$103K - $112K
|
7.66K
$219K
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
1.38K+ 1.22% |
$103K - $111K
|
114K
$3.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.37K+ 5.36% |
$103K - $111K
|
26.9K
$771K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
1.34K+ 2.9% |
$101K - $109K
|
47.6K
$1.36M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 1.86% |
$100K - $108K
|
73K
$2.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.3K+ 22.26% |
$97.7K - $105K
|
7.16K
$205K
|
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.3K+ 4.71% |
$97.5K - $105K
|
28.9K
$829K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.28K+ 13.74% |
$95.9K - $104K
|
10.6K
$303K
|
|
|
Feb 14, 2022
Q4 2021
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 2.99% |
$95.2K - $103K
|
43.7K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.26K+ 1.22% |
$94.1K - $102K
|
104K
$2.97M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.25KNew |
$94K - $101K
|
1.25K
$35.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.24KNew |
$92.7K - $100K
|
1.24K
$35.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.24K+ 0.92% |
$92.6K - $99.9K
|
135K
$3.86M
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.23K+ 27.2% |
$92.3K - $99.6K
|
5.76K
$165K
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.23K+ 3.21% |
$92.2K - $99.5K
|
39.6K
$1.13M
|
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.22K+ 3.88% |
$91K - $98.2K
|
32.5K
$931K
|
|
|
Feb 01, 2022
Q4 2021
|
Eidelman Virant Capital
|
BUY
|
- |
1.2K+ 3.05% |
$90.1K - $97.3K
|
40.6K
$1.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1.18K+ 43.93% |
$88K - $95K
|
3.85K
$110K
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
1.1KNew |
$82.4K - $88.9K
|
1.1K
$31.5K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.09K+ 3.11% |
$82K - $88.5K
|
36.3K
$1.04M
|
|
|
Jan 26, 2022
Q4 2021
|
Keating Investment Counselors Inc
|
BUY
|
- |
1.09K+ 6.65% |
$81.6K - $88.1K
|
17.5K
$500K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.08K+ 9.28% |
$80.8K - $87.2K
|
12.7K
$364K
|
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
BUY
|
- |
1.05K+ 12.43% |
$78.8K - $85K
|
9.51K
$272K
|
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
1.04K+ 4.36% |
$78.1K - $84.3K
|
24.9K
$714K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.04K+ 5.7% |
$77.6K - $83.8K
|
19.2K
$550K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.03K+ 29.13% |
$77.4K - $83.5K
|
4.58K
$131K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.03K+ 1.77% |
$77.2K - $83.3K
|
59.3K
$1.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.01K+ 5.88% |
$75.5K - $81.5K
|
18.1K
$519K
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
BUY
|
- |
1K+ 8.53% |
$74.9K - $80.9K
|
12.7K
$364K
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
980+ 1.86% |
$73.4K - $79.2K
|
53.7K
$1.54M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
968+ 17.23% |
$72.5K - $78.3K
|
6.59K
$189K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
960New |
$71.9K - $77.6K
|
960
$27.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
950New |
$71.2K - $76.8K
|
950
$27.2K
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
944+ 1.81% |
$70.7K - $76.3K
|
53.2K
$1.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
944+ 1.81% |
$70.7K - $76.3K
|
53.2K
$1.52M
|