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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
43+ 0.79% |
$3.22K - $3.48K
|
5.48K
$157K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
41+ 0.4% |
$3.07K - $3.32K
|
10.3K
$294K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
40+ 1.66% |
$3K - $3.23K
|
2.44K
$69.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
39+ 39.0% |
$2.92K - $3.15K
|
139
$3.98K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
38+ 0.97% |
$2.85K - $3.07K
|
3.94K
$113K
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
38+ 0.74% |
$2.85K - $3.07K
|
5.14K
$147K
|
|
|
Jan 13, 2022
Q4 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
37+ 0.69% |
$2.77K - $2.99K
|
5.43K
$155K
|
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
35+ 0.43% |
$2.62K - $2.83K
|
8.09K
$232K
|
|
|
Feb 04, 2022
Q4 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
35+ 0.31% |
$2.62K - $2.83K
|
11.3K
$324K
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
35New |
$2.62K - $2.83K
|
35
$1K
|
|
|
Jan 25, 2022
Q4 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
34+ 0.26% |
$2.55K - $2.75K
|
13.3K
$380K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
33+ 0.22% |
$2.47K - $2.67K
|
14.8K
$425K
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
31+ 0.79% |
$2.32K - $2.51K
|
3.98K
$114K
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
30+ 0.77% |
$2.25K - $2.43K
|
3.91K
$112K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
29+ 0.8% |
$2.17K - $2.34K
|
3.66K
$105K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
27+ 0.8% |
$2.02K - $2.18K
|
3.42K
$97.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
27+ 0.78% |
$2.02K - $2.18K
|
3.48K
$99.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
26+ 0.07% |
$1.95K - $2.1K
|
39.1K
$1.12M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
26+ 0.75% |
$1.95K - $2.1K
|
3.51K
$101K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
25New |
$1.87K - $2.02K
|
25
$716
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
24+ 0.47% |
$1.8K - $1.94K
|
5.16K
$148K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
23+ 0.81% |
$1.72K - $1.86K
|
2.86K
$81.9K
|
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
23+ 0.78% |
$1.72K - $1.86K
|
2.96K
$84.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
21+ 1.67% |
$1.57K - $1.7K
|
1.28K
$36.6K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
21+ 0.28% |
$1.57K - $1.7K
|
7.66K
$219K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
20New |
$1.5K - $1.62K
|
20
$573
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19+ 0.53% |
$1.42K - $1.54K
|
3.6K
$103K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
18+ 0.25% |
$1.35K - $1.46K
|
7.21K
$206K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
18+ 0.75% |
$1.35K - $1.46K
|
2.42K
$69.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17+ 0.4% |
$1.27K - $1.37K
|
4.3K
$123K
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
16+ 0.79% |
$1.2K - $1.29K
|
2.03K
$58.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
16New |
$1.2K - $1.29K
|
16
$458
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
15+ 0.37% |
$1.12K - $1.21K
|
4.11K
$118K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
15+ 7.58% |
$1.12K - $1.21K
|
213
$6.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
15+ 1.06% |
$1.12K - $1.21K
|
1.44K
$41.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
15+ 0.41% |
$1.12K - $1.21K
|
3.67K
$105K
|
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
15+ 0.21% |
$1.12K - $1.21K
|
7.18K
$206K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
14+ 0.61% |
$1.05K - $1.13K
|
2.32K
$66.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
14+ 21.54% |
$1.05K - $1.13K
|
79
$2.26K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14+ 0.22% |
$1.05K - $1.13K
|
6.49K
$186K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
13+ 0.76% |
$974 - $1.05K
|
1.71K
$49.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
13+ 0.4% |
$974 - $1.05K
|
3.3K
$94.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
13+ 0.45% |
$974 - $1.05K
|
2.93K
$83.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
11+ 0.17% |
$824 - $889
|
6.43K
$184K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
10+ 0.08% |
$749 - $809
|
13.1K
$376K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
10+ 0.36% |
$749 - $809
|
2.81K
$80.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
9+ 0.07% |
$674 - $728
|
12.3K
$351K
|
|
|
Jan 25, 2022
Q4 2021
|
Palouse Capital Management, Inc.
|
BUY
|
- |
8+ 0.21% |
$599 - $647
|
3.75K
$107K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.74% |
$525 - $566
|
957
$27.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
5+ 0.08% |
$375 - $404
|
5.96K
$171K
|