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 27, 2022 Q4 2021
Hexagon Capital Partners LLC

BUY
 -
4
+ 7.84%
$300 - $323
55 $1.57K
Feb 08, 2022 Q4 2021
St. Johns Investment Management Company, LLC

BUY
 -
4
+ 0.81%
$300 - $323
498 $14.3K
Jan 09, 2024 Q4 2021
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
4
+ 0.7%
$300 - $323
572 $16.4K
Mar 17, 2022 Q4 2021
Optimum Investment Advisors

BUY
 -
2
+ 0.74%
$150 - $162
273 $7.82K
Jan 19, 2022 Q4 2021
Bogart Wealth, LLC

BUY
 -
2
+ 1.2%
$150 - $162
168 $4.81K
Jan 24, 2022 Q4 2021
Sage Financial Group Inc

BUY
 -
2
+ 0.01%
$150 - $162
19.7K $563K
Jan 27, 2022 Q4 2021
Emfo, LLC

BUY
 -
2
+ 0.71%
$150 - $162
283 $8.1K
Jan 11, 2022 Q4 2021
Bedel Financial Consulting, Inc.

BUY
 -
2
+ 0.04%
$150 - $162
5.59K $160K
Jan 24, 2022 Q4 2021
Jackson, Grant Investment Advisers, Inc.

BUY
 -
2
+ 0.91%
$150 - $162
222 $6.36K
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

BUY
 -
2
+ 0.04%
$150 - $162
4.56K $131K
Feb 09, 2022 Q4 2021
Delta Asset Management LLC

Memphis, TN
BUY
 -
2
+ 0.05%
$150 - $162
3.78K $108K
Jan 31, 2022 Q4 2021
Acorn Financial Advisory Services Inc

BUY
 -
1
+ 0.02%
$74.9 - $80.9
4.3K $123K
Feb 10, 2022 Q4 2021
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
1
New
$74.9 - $80.9
1 $28.6
Feb 11, 2022 Q4 2021
Keystone Financial Group

BUY
 -
1
+ 0.02%
$74.9 - $80.9
5.53K $158K
Mar 09, 2022 Q4 2021
Front Row Advisors LLC

Tiburon, CA
BUY
 -
1
+ 0.01%
$74.9 - $80.9
10.5K $300K
Feb 10, 2022 Q4 2021
Magnus Financial Group LLC

New York, NY
BUY
 -
1
+ 0.03%
$74.9 - $80.9
3.22K $92.2K
Jan 18, 2022 Q4 2021
Ogorek Anthony Joseph

BUY
 -
0
New
$0 - $0
0 $0
Feb 11, 2022 Q4 2021
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
0
New
$0 - $0
0 $0
Jan 31, 2022 Q4 2021
Klingman & Associates, LLC

SELL
 -
-2
- 0.07%
$150 - $162
2.76K $79.1K
Jan 21, 2022 Q4 2021
Strategic Advisors LLC

SELL
 -
-2
- 0.07%
$150 - $162
3.06K $87.6K
Feb 07, 2022 Q4 2021
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-3
- 0.03%
$225 - $243
10.6K $305K
Feb 11, 2022 Q4 2021
Meeder Asset Management Inc

SELL
 -
-4
- 1.64%
$300 - $323
240 $6.87K
Jan 19, 2022 Q4 2021
Cornell Pochily Investment Advisors, Inc.

SELL
 -
-8
- 0.1%
$599 - $647
7.64K $219K
Jan 19, 2022 Q4 2021
West Financial Advisors, LLC

SELL
 -
-12
- 0.25%
$899 - $970
4.84K $138K
Jan 12, 2022 Q4 2021
Pure Financial Advisors, LLC

SELL
 -
-13
- 0.41%
$974 - $1.05K
3.18K $90.9K
Jan 21, 2022 Q4 2021
Edge Wealth Management LLC

SELL
 -
-14
- 17.72%
$1.05K - $1.13K
65 $1.86K
Jan 31, 2022 Q4 2021
Adviser Investments LLC

SELL
 -
-15
- 0.31%
$1.12K - $1.21K
4.8K $137K
Feb 11, 2022 Q4 2021
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-15
- 4.0%
$1.12K - $1.21K
360 $10.3K
Jan 14, 2022 Q4 2021
Acropolis Investment Management, LLC

SELL
 -
-17
- 0.43%
$1.27K - $1.37K
3.98K $114K
Feb 08, 2022 Q4 2021
Sigma Investment Counselors Inc

SELL
 -
-17
- 0.22%
$1.27K - $1.37K
7.59K $217K
Jan 26, 2022 Q4 2021
Blue Bell Private Wealth Management, LLC

SELL
 -
-18
- 0.1%
$1.35K - $1.46K
17.5K $501K
Jan 20, 2022 Q4 2021
Archford Capital Strategies, LLC

SELL
 -
-21
- 0.12%
$1.57K - $1.7K
17.3K $496K
Feb 14, 2022 Q4 2021
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-30
- 2.25%
$2.25K - $2.43K
1.31K $37.4K
Feb 14, 2022 Q4 2021
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-32
- 44.44%
$2.4K - $2.59K
40 $1.15K
Feb 03, 2022 Q4 2021
Fountainhead Am, LLC

Warren, NJ
SELL
 -
-33
- 1.18%
$2.47K - $2.67K
2.77K $79.4K
Jan 19, 2022 Q4 2021
Courage Miller Partners, LLC

SELL
 -
-38
- 0.03%
$2.85K - $3.07K
136K $3.88M
Feb 08, 2022 Q4 2021
Rkl Wealth Management LLC

SELL
 -
-38
- 0.34%
$2.85K - $3.07K
11K $315K
Jan 31, 2022 Q4 2021
Tranquility Partners, LLC

SELL
 -
-38
- 0.36%
$2.85K - $3.07K
10.5K $300K
Feb 11, 2022 Q4 2021
Financial Advisory Service, Inc.

SELL
 -
-38
- 0.37%
$2.85K - $3.07K
10.2K $292K
Feb 14, 2022 Q4 2021
Ciovacco Capital Management LLC

Atlanta, GA
SELL
 -
-39
- 0.73%
$2.92K - $3.15K
5.28K $151K
Feb 11, 2022 Q4 2021
Bouchey Financial Group LTD

SELL
 -
-40
- 0.46%
$3K - $3.23K
8.58K $246K
Feb 14, 2022 Q4 2021
Leisure Capital Management

SELL
 -
-40
- 0.29%
$3K - $3.23K
13.7K $392K
Feb 03, 2022 Q4 2021
Regency Capital Management Inc.\De

SELL
 -
-40
Closed
$3K - $3.23K
0 $0
Feb 11, 2022 Q4 2021
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-41
- 0.06%
$3.07K - $3.32K
73.3K $2.1M
Feb 08, 2022 Q4 2021
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-44
- 0.61%
$3.3K - $3.56K
7.17K $205K
Feb 11, 2022 Q4 2021
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-46
- 0.38%
$3.45K - $3.72K
12K $345K
Mar 08, 2022 Q4 2021
Pacific Capital Wealth Advisors, Inc

SELL
 -
-50
- 0.07%
$3.75K - $4.04K
72.1K $2.06M
Feb 09, 2022 Q4 2021
Wade G W & Inc

Wellesley, MA
SELL
 -
-50
- 1.14%
$3.75K - $4.04K
4.33K $124K
Jan 03, 2023 Q4 2021
Gray Wealth Management Inc.

Bangor, ME
SELL
 -
-55
- 0.46%
$4.12K - $4.45K
11.8K $339K

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