Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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 26, 2022 Q4 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
500
+ 185.87%
$37.5K - $40.4K
769 $22K
Jan 24, 2022 Q4 2021
National Bank Of Canada

BUY
 -
498
New
$37.3K - $40.3K
498 $14.3K
Feb 08, 2022 Q4 2021
Fagan Associates, Inc.

BUY
 -
497
+ 0.95%
$37.2K - $40.2K
52.7K $1.51M
Jan 25, 2022 Q4 2021
Foster & Motley Inc

Cincinnati, OH
BUY
 -
497
+ 11.15%
$37.2K - $40.2K
4.95K $142K
Jan 10, 2022 Q4 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
496
+ 15.29%
$37.2K - $40.1K
3.74K $107K
Jan 25, 2022 Q4 2021
Garrison Asset Management, LLC

BUY
 -
481
+ 4.45%
$36K - $38.9K
11.3K $323K
Jan 19, 2022 Q4 2021
Hudock, Inc.

BUY
 -
480
+ 3.92%
$36K - $38.8K
12.7K $364K
Feb 11, 2022 Q4 2021
Washington Trust Advisors, Inc.

BUY
 -
470
New
$35.2K - $38K
470 $13.5K
Jan 07, 2022 Q4 2021
Mc Adam, LLC

BUY
 -
463
+ 1.08%
$34.7K - $37.4K
43.5K $1.24M
Feb 11, 2022 Q4 2021
Mba Advisors LLC

Hermitage, PA
BUY
 -
462
+ 0.72%
$34.6K - $37.4K
64.7K $1.85M
Jan 31, 2022 Q4 2021
Gradient Capital Advisors, LLC

BUY
 -
452
+ 3.04%
$33.9K - $36.5K
15.3K $439K
Feb 08, 2022 Q4 2021
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
443
+ 0.71%
$33.2K - $35.8K
62.6K $1.79M
Feb 03, 2022 Q4 2021
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
433
+ 2.0%
$32.4K - $35K
22.1K $633K
Jan 31, 2022 Q4 2021
Life Pro Asset Management

BUY
 -
431
+ 4.38%
$32.3K - $34.9K
10.3K $294K
Nov 13, 2023 Q4 2021
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
425
New
$31.8K - $34.4K
425 $12.2K
Feb 08, 2022 Q4 2021
Nvwm, LLC

BUY
 -
410
New
$30.7K - $33.2K
410 $11.7K
Feb 10, 2022 Q4 2021
Black Rock Inc.

New York, NY
BUY
 -
390
+ 75.58%
$29.2K - $31.5K
906 $25.9K
Jan 27, 2022 Q4 2021
Meridian Wealth Management, LLC

BUY
 -
383
+ 2.15%
$28.7K - $31K
18.2K $521K
Feb 14, 2022 Q4 2021
Glassman Wealth Services

BUY
 -
369
New
$27.6K - $29.8K
369 $10.6K
Mar 09, 2022 Q4 2021
Karlinski Andrew C

Irvine, CA
BUY
 -
345
New
$25.9K - $27.9K
345 $9.88K
May 09, 2023 Q4 2021
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
BUY
 -
330
New
$24.7K - $26.7K
330 $9.45K
Jan 25, 2022 Q4 2021
Pds Planning, Inc

BUY
 -
324
+ 9.57%
$24.3K - $26.2K
3.71K $106K
Feb 10, 2022 Q4 2021
Stone X Group Inc.

BUY
 -
324
+ 5.25%
$24.3K - $26.2K
6.49K $186K
Feb 09, 2022 Q4 2021
Archer Investment Corp

BUY
 -
320
+ 15.44%
$24K - $25.9K
2.39K $68.5K
Jan 31, 2022 Q4 2021
Teamwork Financial Advisors, LLC

BUY
 -
318
+ 0.91%
$23.8K - $25.7K
35.1K $1M
Feb 02, 2022 Q4 2021
Jb Capital LLC

BUY
 -
318
+ 8.92%
$23.8K - $25.7K
3.88K $111K
Feb 11, 2022 Q4 2021
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
316
+ 20.0%
$23.7K - $25.6K
1.9K $54.3K
Feb 14, 2022 Q4 2021
Wills Financial Group, Inc.

BUY
 -
311
+ 1.77%
$23.3K - $25.1K
17.9K $512K
Jan 31, 2022 Q4 2021
Cnb Bank

Clearfield, PA
BUY
 -
308
+ 2.05%
$23.1K - $24.9K
15.3K $438K
Feb 14, 2022 Q4 2021
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
307
+ 4.27%
$23K - $24.8K
7.5K $215K
Jan 05, 2022 Q4 2021
Spence Asset Management

BUY
 -
306
+ 45.74%
$22.9K - $24.7K
975 $27.9K
Jan 12, 2022 Q4 2021
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
300
+ 9.43%
$22.5K - $24.3K
3.48K $99.6K
Feb 14, 2022 Q4 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
300
+ 2.62%
$22.5K - $24.3K
11.8K $337K
Jan 18, 2022 Q4 2021
Enterprise Trust & Investment CO

BUY
 -
295
New
$22.1K - $23.9K
295 $8.45K
Feb 09, 2022 Q4 2021
1 St Source Bank

BUY
 -
295
+ 6.06%
$22.1K - $23.9K
5.16K $148K
Feb 14, 2022 Q4 2021
Optiver Holding B.V.

Amsterdam, P7
BUY
 -
293
+ 46.88%
$22K - $23.7K
918 $26.3K
Feb 01, 2022 Q4 2021
Cozad Asset Management Inc

Champaign, IL
BUY
 -
293
+ 0.39%
$22K - $23.7K
75.7K $2.17M
Jan 21, 2022 Q4 2021
Foundations Investment Advisors, LLC

BUY
 -
291
+ 1.36%
$21.8K - $23.5K
21.7K $623K
Jan 12, 2022 Q4 2021
Fusion Capital, LLC

BUY
 -
280
+ 3.1%
$21K - $22.6K
9.3K $266K
Feb 11, 2022 Q4 2021
Essex Financial Services, Inc.

BUY
 -
280
+ 1.06%
$21K - $22.6K
26.6K $763K
Feb 09, 2022 Q4 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
280
+ 1.05%
$21K - $22.6K
26.9K $771K
Feb 02, 2022 Q4 2021
Townsend Asset Management Corp

BUY
 -
266
+ 1.1%
$19.9K - $21.5K
24.5K $701K
Jan 31, 2022 Q4 2021
Smith Anglin Financial, LLC

BUY
 -
258
+ 0.62%
$19.3K - $20.9K
42.1K $1.2M
Jan 13, 2022 Q4 2021
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
251
+ 1.6%
$18.8K - $20.3K
16K $457K
Feb 14, 2022 Q4 2021
Weik Capital Management

Wyomissing, PA
BUY
 -
250
+ 3.19%
$18.7K - $20.2K
8.09K $231K
Feb 10, 2022 Q4 2021
Roundview Capital LLC

Princeton, NJ
BUY
 -
236
+ 0.47%
$17.7K - $19.1K
50.1K $1.43M
Jan 21, 2022 Q4 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
230
+ 0.56%
$17.2K - $18.6K
41.2K $1.18M
Nov 07, 2023 Q4 2021
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
228
+ 4.92%
$17.1K - $18.4K
4.86K $139K
Feb 11, 2022 Q4 2021
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
225
+ 5.25%
$16.9K - $18.2K
4.51K $129K

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