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 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
100K+ 37.24% |
$7.51M - $8.11M
|
370K
$10.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
98.8K+ 448.81% |
$7.4M - $7.99M
|
121K
$3.46M
|
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
92.8KNew |
$6.95M - $7.5M
|
92.8K
$2.66M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
92.4KNew |
$6.93M - $7.48M
|
92.4K
$2.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
87.7K+ 2760.79% |
$6.57M - $7.09M
|
90.8K
$2.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
87.6K+ 151.6% |
$6.56M - $7.08M
|
145K
$4.16M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
85.7KNew |
$6.42M - $6.93M
|
85.7K
$2.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
84.7K+ 31.83% |
$6.35M - $6.85M
|
351K
$10M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
84.3KNew |
$6.32M - $6.82M
|
84.3K
$2.41M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
83.3K+ 35.87% |
$6.24M - $6.73M
|
315K
$9.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
82.5KNew |
$6.18M - $6.67M
|
82.5K
$2.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
80.5K+ 114.07% |
$6.03M - $6.51M
|
151K
$4.32M
|
|
|
Apr 12, 2022
Q4 2021
|
Fortune 45 LLC
|
BUY
|
- |
79.9KNew |
$5.99M - $6.46M
|
79.9K
$2.29M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
79.8KNew |
$5.98M - $6.45M
|
79.8K
$2.28M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
79.5K+ 17.86% |
$5.96M - $6.43M
|
525K
$15M
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
78.1KNew |
$5.85M - $6.31M
|
78.1K
$2.24M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
76.4K+ 2.62% |
$5.72M - $6.18M
|
2.99M
$85.6M
|
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
74.3KNew |
$5.56M - $6M
|
74.3K
$2.13M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
73.7KNew |
$5.53M - $5.96M
|
73.7K
$2.11M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
71.7K+ 507.7% |
$5.37M - $5.8M
|
85.8K
$2.46M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
71.6KNew |
$5.37M - $5.79M
|
71.6K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
71.4KNew |
$5.35M - $5.78M
|
71.4K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
70.4K+ 55.56% |
$5.28M - $5.69M
|
197K
$5.64M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
70.1K+ 355.39% |
$5.25M - $5.67M
|
89.8K
$2.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
66.6KNew |
$4.99M - $5.39M
|
66.6K
$1.91M
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
62.9K+ 30.96% |
$4.71M - $5.09M
|
266K
$7.62M
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
62.8KNew |
$4.7M - $5.08M
|
62.8K
$1.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
62.6K+ 1121.92% |
$4.69M - $5.06M
|
68.2K
$1.95M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
58KNew |
$4.35M - $4.69M
|
58K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
54.5K+ 60.69% |
$4.09M - $4.41M
|
144K
$4.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
53.1KNew |
$3.98M - $4.29M
|
53.1K
$1.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
52.4KNew |
$3.92M - $4.23M
|
52.4K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.8K+ 164.2% |
$3.73M - $4.03M
|
80.1K
$2.29M
|
|
|
Feb 08, 2022
Q4 2021
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
49.8KNew |
$3.73M - $4.02M
|
49.8K
$1.42M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
49.6K+ 9.2% |
$3.72M - $4.01M
|
589K
$16.9M
|
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
48.7KNew |
$3.65M - $3.93M
|
48.7K
$1.39M
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
47K+ 29.81% |
$3.52M - $3.8M
|
205K
$5.86M
|
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
45.9KNew |
$3.44M - $3.71M
|
45.9K
$1.31M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
45.7K+ 54.25% |
$3.42M - $3.69M
|
130K
$3.72M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
45.5K+ 30.66% |
$3.41M - $3.68M
|
194K
$5.55M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
43.2K+ 13.92% |
$3.23M - $3.49M
|
353K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42.3K+ 10.29% |
$3.17M - $3.42M
|
453K
$13M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42KNew |
$3.15M - $3.4M
|
42K
$1.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
41.5KNew |
$3.11M - $3.36M
|
41.5K
$1.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
41.4KNew |
$3.1M - $3.35M
|
41.4K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
41.4KNew |
$3.1M - $3.34M
|
41.4K
$1.18M
|
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
40.6KNew |
$3.04M - $3.28M
|
40.6K
$1.16M
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
40.6K+ 52.7% |
$3.04M - $3.28M
|
118K
$3.37M
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
40.4KNew |
$3.02M - $3.26M
|
40.4K
$1.16M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
39.7K+ 513.65% |
$2.97M - $3.21M
|
47.4K
$1.36M
|