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 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.15KNew |
$535K - $578K
|
7.15K
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.03K+ 23.21% |
$527K - $569K
|
37.3K
$1.07M
|
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
6.85KNew |
$513K - $553K
|
6.85K
$196K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
6.84KNew |
$513K - $553K
|
6.84K
$196K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.82K+ 9.26% |
$511K - $551K
|
80.4K
$2.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
6.82K+ 153.15% |
$511K - $551K
|
11.3K
$323K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.8K+ 42.65% |
$510K - $550K
|
22.7K
$651K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
6.76KNew |
$507K - $547K
|
6.76K
$194K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.75K+ 99.25% |
$506K - $546K
|
13.6K
$388K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.67K+ 36.65% |
$500K - $539K
|
24.9K
$712K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.66K+ 13.21% |
$499K - $538K
|
57.1K
$1.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
6.59K+ 50.91% |
$494K - $533K
|
19.5K
$559K
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
6.45K+ 10.5% |
$483K - $521K
|
67.8K
$1.94M
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
6.41K+ 22.25% |
$480K - $518K
|
35.2K
$1.01M
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
6.39KNew |
$479K - $517K
|
6.39K
$183K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
6.39K+ 1.45% |
$479K - $517K
|
446K
$12.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Olio Financial Planning
|
BUY
|
- |
6.33KNew |
$474K - $511K
|
6.33K
$181K
|
|
|
Feb 01, 2022
Q4 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
6.32K+ 168.61% |
$474K - $511K
|
10.1K
$288K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
6.31KNew |
$473K - $510K
|
6.31K
$181K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
6.29KNew |
$471K - $509K
|
6.29K
$180K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.24K+ 22.81% |
$468K - $505K
|
33.6K
$962K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman & Schimel, LLC
|
BUY
|
- |
6.21K+ 14.77% |
$465K - $502K
|
48.2K
$1.38M
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
6.14KNew |
$460K - $496K
|
6.14K
$176K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.13K+ 8.99% |
$459K - $496K
|
74.3K
$2.13M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.1K+ 3.06% |
$457K - $493K
|
206K
$5.89M
|
|
|
Feb 08, 2022
Q4 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
6.06KNew |
$454K - $490K
|
6.06K
$174K
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
6.06K+ 51.7% |
$454K - $490K
|
17.8K
$509K
|
|
|
Feb 14, 2022
Q4 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.91K+ 4.25% |
$443K - $478K
|
145K
$4.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.88K+ 3.79% |
$441K - $476K
|
161K
$4.61M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
5.85KNew |
$438K - $473K
|
5.85K
$168K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.8K+ 11.42% |
$435K - $469K
|
56.6K
$1.62M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
5.79K+ 4.88% |
$434K - $468K
|
124K
$3.56M
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
5.74K+ 18.99% |
$430K - $464K
|
35.9K
$1.03M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
5.69K+ 4.5% |
$427K - $460K
|
132K
$3.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.69K+ 6.03% |
$426K - $460K
|
100K
$2.86M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
5.66K+ 176.03% |
$424K - $458K
|
8.88K
$254K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
5.65K+ 1.9% |
$424K - $457K
|
304K
$8.7M
|
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
5.6KNew |
$420K - $453K
|
5.6K
$160K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
5.56K+ 57.71% |
$417K - $450K
|
15.2K
$435K
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.55K+ 156.34% |
$416K - $449K
|
9.1K
$261K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.52K+ 3.87% |
$414K - $446K
|
148K
$4.24M
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.41K+ 69.52% |
$405K - $437K
|
13.2K
$378K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
5.4K+ 25.97% |
$404K - $436K
|
26.2K
$750K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.38KNew |
$403K - $435K
|
5.38K
$154K
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
5.36K+ 1.19% |
$401K - $433K
|
455K
$13M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
5.34K+ 9.5% |
$400K - $432K
|
61.6K
$1.76M
|
|
|
Jun 01, 2022
Q4 2021
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
5.31KNew |
$398K - $429K
|
5.31K
$152K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.28K+ 2.47% |
$395K - $427K
|
219K
$6.27M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5.26K+ 32.93% |
$394K - $426K
|
21.2K
$608K
|
|
|
Jan 20, 2022
Q4 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
5.22K+ 6.58% |
$391K - $422K
|
84.5K
$2.42M
|