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 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-57- 18.27% |
$4.27K - $4.61K
|
255
$7.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-60- 0.32% |
$4.5K - $4.85K
|
18.5K
$529K
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-61- 0.29% |
$4.57K - $4.93K
|
20.7K
$592K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-64- 0.7% |
$4.8K - $5.18K
|
9.03K
$259K
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-66- 1.27% |
$4.95K - $5.34K
|
5.13K
$147K
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-74- 2.46% |
$5.54K - $5.98K
|
2.94K
$84.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
SELL
|
- |
-74- 0.96% |
$5.54K - $5.98K
|
7.65K
$219K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-75Closed |
$5.62K - $6.06K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-80- 2.16% |
$5.99K - $6.47K
|
3.63K
$104K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-83- 1.37% |
$6.22K - $6.71K
|
5.99K
$172K
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-83Closed |
$6.22K - $6.71K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Tenret CO LLC
|
SELL
|
- |
-91- 2.33% |
$6.82K - $7.36K
|
3.82K
$109K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-98- 4.99% |
$7.34K - $7.92K
|
1.87K
$53.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
SELL
|
- |
-100- 0.3% |
$7.49K - $8.09K
|
32.9K
$941K
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
SELL
|
- |
-100- 4.68% |
$7.49K - $8.09K
|
2.04K
$58.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-104- 0.16% |
$7.79K - $8.41K
|
65.5K
$1.88M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-106- 1.79% |
$7.94K - $8.57K
|
5.8K
$166K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-107- 1.73% |
$8.02K - $8.65K
|
6.08K
$174K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-108- 0.88% |
$8.09K - $8.73K
|
12.2K
$350K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-113- 0.14% |
$8.47K - $9.14K
|
79.2K
$2.27M
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-114- 46.34% |
$8.54K - $9.22K
|
132
$3.78K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-119- 1.34% |
$8.92K - $9.62K
|
8.76K
$251K
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-125Closed |
$9.37K - $10.1K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-126- 2.07% |
$9.44K - $10.2K
|
5.95K
$170K
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-132- 3.64% |
$9.89K - $10.7K
|
3.49K
$99.9K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-139- 0.85% |
$10.4K - $11.2K
|
16.1K
$462K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-140Closed |
$10.5K - $11.3K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
SELL
|
- |
-143- 0.25% |
$10.7K - $11.6K
|
56.1K
$1.61M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-149- 0.53% |
$11.2K - $12K
|
27.7K
$794K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-151- 4.73% |
$11.3K - $12.2K
|
3.04K
$87K
|
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-151- 1.03% |
$11.3K - $12.2K
|
14.5K
$415K
|
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-152- 3.61% |
$11.4K - $12.3K
|
4.05K
$116K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-153- 0.57% |
$11.5K - $12.4K
|
26.5K
$759K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Consulate, Inc
|
SELL
|
- |
-157- 0.66% |
$11.8K - $12.7K
|
23.7K
$678K
|
|
|
Feb 14, 2022
Q4 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-184- 1.55% |
$13.8K - $14.9K
|
11.7K
$335K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
SELL
|
- |
-196- 0.67% |
$14.7K - $15.8K
|
29K
$829K
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
SELL
|
- |
-201- 6.21% |
$15.1K - $16.3K
|
3.04K
$87K
|
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-205- 1.78% |
$15.4K - $16.6K
|
11.3K
$324K
|
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-210- 66.67% |
$15.7K - $17K
|
105
$3.01K
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-211- 0.25% |
$15.8K - $17.1K
|
83.5K
$2.39M
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-213- 4.15% |
$16K - $17.2K
|
4.92K
$141K
|
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-230- 0.32% |
$17.2K - $18.6K
|
70.6K
$2.02M
|
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-234- 3.54% |
$17.5K - $18.9K
|
6.38K
$183K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-240- 1.91% |
$18K - $19.4K
|
12.3K
$352K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-240- 1.91% |
$18K - $19.4K
|
12.3K
$352K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-242- 4.08% |
$18.1K - $19.6K
|
5.68K
$163K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-251- 1.57% |
$18.8K - $20.3K
|
15.8K
$451K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-263- 11.03% |
$19.7K - $21.3K
|
2.12K
$60.8K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-277- 10.0% |
$20.8K - $22.4K
|
2.49K
$71.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-289- 9.51% |
$21.7K - $23.4K
|
2.75K
$78.8K
|