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 |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
13.4KNew |
$1M - $1.08M
|
13.4K
$383K
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
13.4K+ 75.26% |
$1M - $1.08M
|
31.2K
$893K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13.4K+ 11.82% |
$1M - $1.08M
|
126K
$3.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
13.3K+ 2.85% |
$996K - $1.07M
|
480K
$13.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
13.1K+ 4.41% |
$981K - $1.06M
|
310K
$8.87M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13K+ 7.09% |
$973K - $1.05M
|
196K
$5.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
12.9KNew |
$964K - $1.04M
|
12.9K
$368K
|
|
|
Feb 14, 2022
Q4 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
12.8K+ 27.07% |
$959K - $1.03M
|
60.1K
$1.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.7K+ 49.92% |
$953K - $1.03M
|
38.2K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12.1K+ 6.81% |
$907K - $978K
|
190K
$5.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
11.9K+ 15.41% |
$895K - $966K
|
89.5K
$2.56M
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
11.9KNew |
$890K - $961K
|
11.9K
$340K
|
|
|
Feb 09, 2022
Q4 2021
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
11.9KNew |
$890K - $961K
|
11.9K
$340K
|
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
11.8K+ 3.2% |
$887K - $957K
|
382K
$10.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Horizon Wealth Management, LLC
|
BUY
|
- |
11.8KNew |
$885K - $955K
|
11.8K
$338K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
11.7KNew |
$876K - $945K
|
11.7K
$335K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.6K+ 134.28% |
$871K - $940K
|
20.3K
$581K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.6K+ 134.28% |
$871K - $940K
|
20.3K
$581K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
11.5K+ 11.66% |
$859K - $927K
|
110K
$3.14M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
11K+ 261.93% |
$826K - $892K
|
15.2K
$436K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
10.9K+ 186.0% |
$817K - $882K
|
16.8K
$480K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.7K+ 100.15% |
$804K - $868K
|
21.5K
$614K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$801K - $864K
|
10.7K
$306K
|
|
|
Jan 19, 2022
Q4 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
10.6K+ 3.71% |
$794K - $857K
|
297K
$8.49M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
10.4KNew |
$776K - $838K
|
10.4K
$297K
|
|
|
Mar 01, 2022
Q4 2021
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
10KNew |
$752K - $811K
|
10K
$287K
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
9.84K+ 23.47% |
$737K - $796K
|
51.8K
$1.48M
|
|
|
Feb 14, 2023
Q4 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
9.73K+ 3.46% |
$729K - $787K
|
291K
$8.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
9.42KNew |
$705K - $761K
|
9.42K
$270K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
9.23K+ 4.08% |
$692K - $746K
|
235K
$6.74M
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
9.12K+ 5.8% |
$683K - $737K
|
166K
$4.76M
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
9.06K+ 42.28% |
$679K - $733K
|
30.5K
$873K
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
8.89K+ 3.63% |
$666K - $719K
|
254K
$7.27M
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
8.78K+ 97.92% |
$658K - $710K
|
17.8K
$508K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8.58K+ 29.06% |
$643K - $693K
|
38.1K
$1.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
8.51KNew |
$638K - $688K
|
8.51K
$244K
|
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
8.43KNew |
$631K - $681K
|
8.43K
$241K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.25K+ 73.49% |
$618K - $667K
|
19.5K
$557K
|
|
|
Feb 14, 2022
Q4 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
8.23KNew |
$617K - $665K
|
8.23K
$236K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.19K+ 37.2% |
$614K - $662K
|
30.2K
$865K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
8.14K+ 2.05% |
$610K - $659K
|
406K
$11.6M
|
|
|
Feb 23, 2022
Q4 2021
|
Bullseye Investment Management, LLC
|
BUY
|
- |
8.1KNew |
$607K - $655K
|
8.1K
$232K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.88K+ 66.07% |
$590K - $637K
|
19.8K
$567K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
7.87KNew |
$589K - $636K
|
7.87K
$225K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
7.52K+ 22.29% |
$563K - $608K
|
41.2K
$1.18M
|
|
|
Feb 02, 2022
Q4 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
7.52K+ 3.65% |
$563K - $608K
|
214K
$6.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
7.43K+ 127.19% |
$557K - $601K
|
13.3K
$380K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
7.29K+ 13.37% |
$546K - $589K
|
61.8K
$1.77M
|
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
7.19K+ 9.85% |
$538K - $581K
|
80.1K
$2.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
7.16KNew |
$536K - $579K
|
7.16K
$205K
|