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 07, 2022
Q4 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-829- 3.82% |
$62.1K - $67K
|
20.9K
$597K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-841- 5.04% |
$63K - $68K
|
15.8K
$453K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-843- 23.14% |
$63.2K - $68.2K
|
2.8K
$80.2K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-847- 0.77% |
$63.5K - $68.5K
|
109K
$3.13M
|
|
|
Jan 18, 2022
Q4 2021
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-861- 2.14% |
$64.5K - $69.6K
|
39.3K
$1.13M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-881- 2.46% |
$66K - $71.2K
|
35K
$1M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-891- 7.08% |
$66.8K - $72K
|
11.7K
$335K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-900Closed |
$67.4K - $72.8K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-918- 41.37% |
$68.8K - $74.2K
|
1.3K
$37.2K
|
|
|
Jan 12, 2022
Q4 2021
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-945- 9.23% |
$70.8K - $76.4K
|
9.3K
$266K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-945- 20.24% |
$70.8K - $76.4K
|
3.73K
$107K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-996- 3.9% |
$74.6K - $80.5K
|
24.5K
$702K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.03K- 18.83% |
$76.9K - $83K
|
4.42K
$127K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.04K- 1.14% |
$77.9K - $84K
|
89.8K
$2.57M
|
|
|
Feb 09, 2022
Q4 2021
|
Adams Wealth Management
|
SELL
|
- |
-1.05K- 7.43% |
$78.8K - $85.1K
|
13.1K
$375K
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.06K- 5.61% |
$79.5K - $85.8K
|
17.9K
$511K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.08K- 7.46% |
$81.1K - $87.5K
|
13.4K
$384K
|
|
|
Jan 25, 2022
Q4 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-1.09K- 3.65% |
$81.6K - $88.1K
|
28.7K
$823K
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.12K- 9.39% |
$83.8K - $90.5K
|
10.8K
$309K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.17K- 1.46% |
$87.3K - $94.2K
|
78.9K
$2.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.24K- 10.5% |
$92.7K - $100K
|
10.5K
$302K
|
|
|
Feb 10, 2022
Q4 2021
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 11.24% |
$97.9K - $106K
|
10.3K
$295K
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.31K- 33.91% |
$98.1K - $106K
|
2.55K
$73K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1.34K- 58.81% |
$101K - $109K
|
940
$26.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.38K- 1.24% |
$103K - $111K
|
109K
$3.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.38K- 3.65% |
$103K - $111K
|
36.4K
$1.04M
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
SELL
|
- |
-1.4K- 1.72% |
$105K - $113K
|
79.7K
$2.28M
|
|
|
Feb 02, 2022
Q4 2021
|
Seneca House Advisors
|
SELL
|
- |
-1.42K- 7.33% |
$106K - $115K
|
17.9K
$513K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.49K- 2.48% |
$112K - $121K
|
58.6K
$1.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.51K- 25.54% |
$113K - $122K
|
4.4K
$126K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.51K- 0.58% |
$113K - $122K
|
260K
$7.45M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.52K- 4.14% |
$114K - $123K
|
35.3K
$1.01M
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.53K- 3.72% |
$114K - $123K
|
39.4K
$1.13M
|
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.53K- 2.27% |
$115K - $124K
|
65.9K
$1.89M
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.53K- 9.67% |
$115K - $124K
|
14.3K
$409K
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.54K- 16.25% |
$116K - $125K
|
7.95K
$228K
|
|
|
Feb 10, 2022
Q4 2021
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 12.85% |
$119K - $128K
|
10.7K
$308K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.63K- 4.16% |
$122K - $132K
|
37.6K
$1.08M
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.64K- 0.55% |
$123K - $133K
|
296K
$8.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.65K- 2.73% |
$124K - $134K
|
58.9K
$1.69M
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.69K- 4.07% |
$126K - $136K
|
39.8K
$1.14M
|
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-1.7K- 7.05% |
$127K - $137K
|
22.4K
$641K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.75K- 11.21% |
$131K - $141K
|
13.8K
$396K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
SELL
|
- |
-1.86K- 20.39% |
$139K - $150K
|
7.25K
$208K
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.88K- 3.7% |
$141K - $152K
|
48.8K
$1.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.9K- 21.05% |
$142K - $154K
|
7.12K
$204K
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-1.95K- 15.66% |
$146K - $158K
|
10.5K
$301K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-2.02K- 14.06% |
$151K - $163K
|
12.3K
$354K
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.08K- 2.19% |
$156K - $168K
|
93K
$2.66M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.09K- 2.55% |
$157K - $169K
|
80.1K
$2.29M
|