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
Feb 07, 2022 Q4 2021	Wealth Care Investment Partners, LLC	BUY	-	39.5K New	$2.96M - $3.2M	39.5K $1.13M
Feb 14, 2022 Q4 2021	Goldman Sachs Group Inc New York, NY	BUY	-	39.3K + 151.04%	$2.94M - $3.18M	65.3K $1.87M
Apr 12, 2022 Q4 2021	Householder Group Estate & Retirement Specialist, LLC	BUY	-	39.1K New	$2.93M - $3.16M	39.1K $1.12M
Feb 11, 2022 Q4 2021	Sequoia Financial Advisors, LLC	BUY	-	38.8K New	$2.91M - $3.14M	38.8K $1.11M
Jan 27, 2022 Q4 2021	Howard Financial Services, Ltd.	BUY	-	38.3K + 7.61%	$2.87M - $3.09M	541K $15.5M
Feb 11, 2022 Q4 2021	Eagle Strategies LLC New York, NY	BUY	-	37.7K New	$2.82M - $3.05M	37.7K $1.08M
Feb 15, 2022 Q4 2021	Ncm Capital Management, LLC Ramsey, NJ	BUY	-	37.3K New	$2.8M - $3.02M	37.3K $1.07M
Feb 07, 2022 Q4 2021	Ever Source Wealth Advisors, LLC	BUY	-	37.3K New	$2.79M - $3.02M	37.3K $1.07M
Feb 10, 2022 Q4 2021	High Tower Advisors, LLC Chicago, IL	BUY	-	36.6K + 9.14%	$2.74M - $2.96M	437K $12.5M
Feb 14, 2022 Q4 2021	Blair William & CO Chicago, IL	BUY	-	36.3K + 337.51%	$2.72M - $2.93M	47K $1.35M
Feb 03, 2022 Q4 2021	Fortress Wealth Management, Inc.	BUY	-	35.8K New	$2.68M - $2.9M	35.8K $1.03M
Feb 11, 2022 Q4 2021	Gerber Kawasaki Wealth & Investment Management	BUY	-	35.7K + 6.76%	$2.67M - $2.89M	564K $16.1M
Feb 08, 2022 Q4 2021	Sage Financial Management Group, Inc.	BUY	-	34.9K New	$2.61M - $2.82M	34.9K $998K
Feb 10, 2022 Q4 2021	Financial Counselors Inc	BUY	-	34.5K + 12.33%	$2.59M - $2.79M	314K $9M
Jan 31, 2022 Q4 2021	Allen Capital Group, LLC	BUY	-	34.3K New	$2.57M - $2.77M	34.3K $981K
Jan 20, 2022 Q4 2021	Pinnacle Wealth Management Advisory Group, LLC	BUY	-	34K + 28.81%	$2.55M - $2.75M	152K $4.35M
Dec 15, 2022 Q4 2021	Hofer & Associates. Inc Thousand Oaks, CA	BUY	-	33.6K New	$2.52M - $2.72M	33.6K $962K
Feb 09, 2022 Q4 2021	Great Lakes Advisors, LLC Chicago, IL	BUY	-	32.7K + 114.76%	$2.45M - $2.64M	61.1K $1.75M
Jan 21, 2022 Q4 2021	Agate Pass Investment Management, LLC Bainbridge Island, WA	BUY	-	32.3K New	$2.42M - $2.61M	32.3K $925K
Feb 14, 2022 Q4 2021	Us Advisors Wealth Management, LLC Eden Prairie, MN	BUY	-	32.1K + 128.66%	$2.4M - $2.59M	57K $1.63M
Feb 14, 2022 Q4 2021	Tradition Wealth Management, LLC	BUY	-	31.9K + 9.34%	$2.39M - $2.58M	374K $10.7M
Apr 13, 2022 Q4 2021	Dhk Financial Advisors, Inc. Portsmouth, NH	BUY	-	31.8K New	$2.38M - $2.57M	31.8K $910K
Jan 31, 2022 Q4 2021	Acas, LLC	BUY	-	31.7K New	$2.38M - $2.56M	31.7K $908K
Feb 03, 2022 Q4 2021	Hhm Wealth Advisors, LLC Chattanooga, TN	BUY	-	30.9K + 3.17%	$2.32M - $2.5M	1.01M $28.9M
Feb 02, 2022 Q4 2021	Valmark Advisers, Inc.	BUY	-	29.7K + 6.79%	$2.23M - $2.4M	468K $13.4M
Feb 14, 2022 Q4 2021	Laidlaw Wealth Management LLC New York City, NY	BUY	-	29.7K New	$2.22M - $2.4M	29.7K $849K
Jan 14, 2022 Q4 2021	Koshinski Asset Management, Inc.	BUY	-	29.4K + 11.0%	$2.2M - $2.38M	296K $8.49M
Feb 09, 2022 Q4 2021	Mas Advisors LLC Miami, FL	BUY	-	29.1K New	$2.18M - $2.35M	29.1K $833K
Jan 27, 2022 Q4 2021	Janney Montgomery Scott LLC	BUY	-	29K + 15.63%	$2.17M - $2.34M	214K $6.14M
Feb 08, 2022 Q4 2021	Islay Capital Management, LLC Lubbock, TX	BUY	-	28.9K + 29.72%	$2.17M - $2.34M	126K $3.62M
Feb 10, 2022 Q4 2021	Vaughan David Investments LLC Peoria, IL	BUY	-	28.9K + 10.72%	$2.16M - $2.33M	298K $8.54M
Feb 08, 2022 Q4 2021	Brinker Capital Investments, LLC	BUY	-	28.8K New	$2.15M - $2.33M	28.8K $823K
Jan 12, 2022 Q4 2021	Engrave Wealth Partners LLC	BUY	-	28K + 7.42%	$2.1M - $2.26M	405K $11.6M
Jan 10, 2022 Q4 2021	Integrated Investment Consultants, LLC	BUY	-	27.9K + 27.52%	$2.09M - $2.26M	129K $3.7M
Jan 25, 2022 Q4 2021	First Command Advisory Services, Inc.	BUY	-	27.6K + 20.04%	$2.07M - $2.23M	165K $4.73M
Jan 14, 2022 Q4 2021	Stewardship Advisors, LLC	BUY	-	27.5K + 9.49%	$2.06M - $2.22M	317K $9.07M
Feb 14, 2022 Q4 2021	Truist Financial Corp	BUY	-	27.3K + 3.81%	$2.05M - $2.21M	745K $21.3M
Feb 01, 2022 Q4 2021	Capital Investment Advisory Services, LLC	BUY	-	27K + 106.69%	$2.02M - $2.18M	52.2K $1.5M
Jan 21, 2022 Q4 2021	Windsor Group LTD	BUY	-	26.9K + 121.47%	$2.02M - $2.18M	49.1K $1.41M
Jan 27, 2022 Q4 2021	Fifth Third Securities, Inc.	BUY	-	26.8K + 55.63%	$2.01M - $2.17M	75.1K $2.15M
Feb 07, 2022 Q4 2021	Concourse Financial Group Securities, Inc. Birmingham, AL	BUY	-	26.7K + 155.43%	$2M - $2.16M	43.9K $1.26M
Feb 08, 2022 Q4 2021	Main Street Financial Solutions, LLC	BUY	-	26.2K + 10.55%	$1.96M - $2.12M	274K $7.86M
Jan 18, 2022 Q4 2021	Nadler Financial Group, Inc.	BUY	-	26.2K + 24.38%	$1.96M - $2.11M	133K $3.82M
Feb 16, 2022 Q4 2021	Zullo Investment Group, Inc. Scranton, PA	BUY	-	26.1K New	$1.96M - $2.11M	26.1K $749K
Feb 10, 2022 Q4 2021	Curran Financial Partners, LLC	BUY	-	25.8K New	$1.93M - $2.08M	25.8K $738K
Aug 04, 2022 Q4 2021	Warwick Investment Management, Inc.	BUY	-	25.7K New	$1.92M - $2.08M	25.7K $735K
Jan 20, 2022 Q4 2021	Sound View Wealth Advisors Group, LLC	BUY	-	24.1K + 38.1%	$1.81M - $1.95M	87.5K $2.51M
Jan 20, 2022 Q4 2021	Reitz Capital Advisors LLC	BUY	-	23.6K + 7.5%	$1.77M - $1.91M	338K $9.68M
Feb 08, 2022 Q4 2021	Moneco Advisors, LLC Fairfield, CT	BUY	-	23.5K + 74.22%	$1.76M - $1.9M	55.2K $1.58M
Feb 02, 2022 Q4 2021	Sigma Planning Corp Ann Arbor, MI	BUY	-	23.3K + 16.33%	$1.75M - $1.88M	166K $4.75M

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Account

Purchases and Sales Made in Q4 2021 in Schwab Strategic Tr Us Dividen (SCHD)

39.5K

39.3K

39.1K

38.8K

38.3K

37.7K

37.3K

37.3K

36.6K

36.3K

35.8K

35.7K

34.9K

34.5K

34.3K

34K

33.6K

32.7K

32.3K

32.1K

31.9K

31.8K

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30.9K

29.7K

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29.4K

29.1K

29K

28.9K

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28.8K

28K

27.9K

27.6K

27.5K

27.3K

27K

26.9K

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26.7K

26.2K

26.2K

26.1K

25.8K

25.7K

24.1K

23.6K

23.5K

23.3K

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