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
Feb 10, 2022 Q4 2021
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
23.1K
+ 26.49%
$1.73M - $1.87M
110K $3.15M
Feb 08, 2022 Q4 2021
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
22.9K
+ 11.89%
$1.72M - $1.85M
216K $6.18M
Feb 03, 2022 Q4 2021
Ahl Investment Management, Inc.

BUY
 -
22.3K
New
$1.67M - $1.8M
22.3K $639K
Feb 07, 2022 Q4 2021
Capital Market Strategies LLC

BUY
 -
21.9K
New
$1.64M - $1.77M
21.9K $627K
Feb 10, 2022 Q4 2021
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
21.8K
+ 36.26%
$1.64M - $1.77M
82.1K $2.35M
Feb 08, 2022 Q4 2021
B&D White Capital Company, LLC

BUY
 -
21.6K
+ 11.94%
$1.62M - $1.74M
202K $5.78M
Jan 24, 2022 Q4 2021
Secure Asset Management, LLC

BUY
 -
20.9K
New
$1.57M - $1.69M
20.9K $598K
Feb 02, 2022 Q4 2021
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
20.7K
New
$1.55M - $1.68M
20.7K $594K
Jan 31, 2022 Q4 2021
Mcdonald Partners LLC

BUY
 -
20.7K
New
$1.55M - $1.68M
20.7K $593K
Jan 28, 2022 Q4 2021
Absolute Capital Management, LLC

BUY
 -
20.7K
New
$1.55M - $1.68M
20.7K $593K
Feb 14, 2022 Q4 2021
Financial Architects, Inc

Marlton, NJ
BUY
 -
20.5K
+ 8.67%
$1.53M - $1.65M
257K $7.35M
Feb 08, 2022 Q4 2021
Venture Visionary Partners LLC

BUY
 -
20.4K
+ 11.71%
$1.53M - $1.65M
194K $5.56M
Feb 15, 2022 Q4 2021
Madison Asset Management, LLC

Madison, WI
BUY
 -
19.6K
+ 3.73%
$1.47M - $1.59M
545K $15.6M
Aug 16, 2024 Q4 2021
Td Private Client Wealth LLC

New York, NY
BUY
 -
19.5K
+ 16.64%
$1.46M - $1.58M
137K $3.91M
Feb 02, 2022 Q4 2021
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
19.3K
+ 45.32%
$1.44M - $1.56M
61.8K $1.77M
Jan 19, 2022 Q4 2021
Bnc Wealth Management, LLC

BUY
 -
19.1K
New
$1.43M - $1.55M
19.1K $547K
Feb 09, 2022 Q4 2021
Thoroughbred Financial Services, LLC

BUY
 -
18.7K
+ 36.58%
$1.4M - $1.51M
69.8K $2M
Feb 03, 2022 Q4 2021
Jnba Financial Advisors

BUY
 -
18.5K
+ 3.97%
$1.38M - $1.49M
484K $13.9M
Nov 06, 2024 Q4 2021
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
18.3K
New
$1.37M - $1.48M
18.3K $524K
Feb 09, 2022 Q4 2021
Retirement Group, LLC

BUY
 -
18.2K
+ 16.96%
$1.36M - $1.47M
125K $3.59M
Jan 21, 2022 Q4 2021
Pfg Advisors

BUY
 -
17.9K
+ 13.44%
$1.34M - $1.45M
151K $4.32M
Feb 14, 2022 Q4 2021
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
17.6K
+ 188.32%
$1.32M - $1.43M
27K $773K
Feb 04, 2022 Q4 2021
Revolve Wealth Partners, LLC

BUY
 -
17.5K
New
$1.31M - $1.41M
17.5K $501K
Jan 27, 2022 Q4 2021
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
17.5K
+ 16.9%
$1.31M - $1.41M
121K $3.46M
Feb 10, 2022 Q4 2021
Prosperity Consulting Group, LLC

BUY
 -
17.4K
New
$1.31M - $1.41M
17.4K $499K
Jan 28, 2022 Q4 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
17.2K
+ 35.78%
$1.29M - $1.39M
65.4K $1.87M
Feb 14, 2022 Q4 2021
Hennion & Walsh Asset Management, Inc.

BUY
 -
16.9K
+ 3.41%
$1.27M - $1.37M
514K $14.7M
Feb 09, 2022 Q4 2021
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
16.9K
New
$1.27M - $1.37M
16.9K $484K
Feb 01, 2022 Q4 2021
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
16.9K
New
$1.26M - $1.36M
16.9K $482K
Feb 08, 2022 Q4 2021
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
16.8K
+ 10.16%
$1.26M - $1.36M
182K $5.22M
Jan 31, 2022 Q4 2021
Diversified, LLC

BUY
 -
16.8K
+ 23.75%
$1.26M - $1.35M
87.3K $2.5M
Oct 03, 2024 Q4 2021
Keeler & Nadler Financial Planning & Wealth Management

Dublin, OH
BUY
 -
16.4K
New
$1.23M - $1.33M
16.4K $470K
Feb 09, 2022 Q4 2021
Meadow Creek Wealth Advisors LLC

BUY
 -
16.2K
New
$1.21M - $1.31M
16.2K $464K
Feb 14, 2022 Q4 2021
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
15.8K
+ 106.99%
$1.19M - $1.28M
30.6K $877K
Jan 24, 2022 Q4 2021
Crescent Grove Advisors, LLC

BUY
 -
15.5K
+ 34.26%
$1.16M - $1.25M
60.6K $1.74M
Feb 04, 2022 Q4 2021
Morling Financial Advisors, LLC

BUY
 -
15.2K
New
$1.14M - $1.23M
15.2K $434K
Feb 14, 2022 Q4 2021
Fiduciary Trust CO

Boston, MA
BUY
 -
15.1K
+ 9.59%
$1.13M - $1.22M
173K $4.95M
Jan 19, 2022 Q4 2021
Whittier Trust CO Of Nevada Inc

BUY
 -
14.9K
+ 4531.31%
$1.12M - $1.21M
15.2K $436K
Feb 09, 2022 Q4 2021
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
14.9K
New
$1.11M - $1.2M
14.9K $426K
Jan 24, 2022 Q4 2021
Lex Aurum Advisors, LLC

BUY
 -
14.5K
+ 162.52%
$1.08M - $1.17M
23.4K $669K
Feb 01, 2022 Q4 2021
F Dx Advisors, Inc.

BUY
 -
14.4K
New
$1.08M - $1.16M
14.4K $411K
Jan 27, 2022 Q4 2021
Baker Ellis Asset Management LLC

BUY
 -
14.3K
+ 9.97%
$1.07M - $1.16M
158K $4.53M
Feb 09, 2022 Q4 2021
Frg Family Wealth Advisors LLC

BUY
 -
14.3K
+ 11.12%
$1.07M - $1.16M
143K $4.09M
Jan 14, 2022 Q4 2021
Coho Partners, Ltd.

BUY
 -
14.3K
New
$1.07M - $1.15M
14.3K $409K
Jan 12, 2022 Q4 2021
Kohmann Bosshard Financial Services, LLC

BUY
 -
13.9K
+ 4.66%
$1.04M - $1.12M
312K $8.94M
Feb 14, 2022 Q4 2021
Advisory Services Network, LLC

BUY
 -
13.8K
+ 26.16%
$1.04M - $1.12M
66.6K $1.91M
Mar 01, 2022 Q4 2021
Ascent Group, LLC

BUY
 -
13.7K
New
$1.03M - $1.11M
13.7K $392K
Feb 10, 2022 Q4 2021
Davenport & CO LLC

BUY
 -
13.6K
+ 230.08%
$1.02M - $1.1M
19.5K $559K
Feb 14, 2022 Q4 2021
Y Intercept (Hong Kong) LTD

BUY
 -
13.5K
New
$1.01M - $1.09M
13.5K $387K

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