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 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
5.21K+ 2.35% |
$391K - $422K
|
227K
$6.5M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
5.12KNew |
$384K - $414K
|
5.12K
$147K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
5.11K+ 3.32% |
$383K - $413K
|
159K
$4.55M
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5.06KNew |
$379K - $409K
|
5.06K
$145K
|
|
|
Feb 08, 2022
Q4 2021
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
5K+ 18.77% |
$375K - $404K
|
31.6K
$906K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
5KNew |
$374K - $404K
|
5K
$143K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.99K+ 50.99% |
$374K - $403K
|
14.8K
$423K
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
4.96K+ 12.83% |
$372K - $401K
|
43.7K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
4.95K+ 14.7% |
$371K - $400K
|
38.6K
$1.11M
|
|
|
Feb 16, 2022
Q4 2021
|
ETF Store, Inc.
|
BUY
|
- |
4.93KNew |
$370K - $399K
|
4.93K
$141K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.86K+ 19.04% |
$364K - $393K
|
30.3K
$869K
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
BUY
|
- |
4.84KNew |
$363K - $392K
|
4.84K
$139K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
4.75K+ 9.89% |
$356K - $384K
|
52.8K
$1.51M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4.6KNew |
$345K - $372K
|
4.6K
$132K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.58K+ 5.18% |
$343K - $370K
|
93K
$2.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.5K+ 45.76% |
$337K - $363K
|
14.3K
$410K
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4.48K+ 6.33% |
$336K - $362K
|
75.3K
$2.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
4.46KNew |
$334K - $360K
|
4.46K
$128K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
4.45KNew |
$333K - $359K
|
4.45K
$127K
|
|
|
Oct 24, 2024
Q4 2021
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
4.38KNew |
$328K - $354K
|
4.38K
$125K
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.32KNew |
$324K - $349K
|
4.32K
$124K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.3KNew |
$322K - $347K
|
4.3K
$123K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.26K+ 46.75% |
$319K - $345K
|
13.4K
$383K
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
BUY
|
- |
4.22K+ 5.81% |
$316K - $341K
|
76.8K
$2.2M
|
|
|
May 10, 2022
Q4 2021
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4.2KNew |
$315K - $340K
|
4.2K
$120K
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.2KNew |
$315K - $340K
|
4.2K
$120K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
4.2K+ 15.57% |
$314K - $339K
|
31.2K
$892K
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4.16KNew |
$312K - $336K
|
4.16K
$119K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
BUY
|
- |
4.16K+ 59.5% |
$311K - $336K
|
11.1K
$319K
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
4.1K+ 423.45% |
$307K - $331K
|
5.07K
$145K
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
4.09K+ 16.24% |
$306K - $331K
|
29.3K
$838K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.08K+ 9.35% |
$306K - $330K
|
47.7K
$1.37M
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4.04KNew |
$303K - $327K
|
4.04K
$116K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
BUY
|
- |
4.04K+ 40.11% |
$303K - $327K
|
14.1K
$404K
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
4.03K+ 3.83% |
$302K - $326K
|
109K
$3.12M
|
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
4.03K+ 5.16% |
$302K - $326K
|
82.1K
$2.35M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.97K+ 114.53% |
$298K - $321K
|
7.44K
$213K
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
3.97K+ 6.52% |
$297K - $321K
|
64.9K
$1.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.92KNew |
$293K - $317K
|
3.92K
$112K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.91KNew |
$293K - $316K
|
3.91K
$112K
|
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
3.9K+ 4.35% |
$292K - $315K
|
93.5K
$2.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.9K+ 31.72% |
$292K - $315K
|
16.2K
$463K
|
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
3.88KNew |
$291K - $314K
|
3.88K
$111K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.85KNew |
$289K - $311K
|
3.85K
$110K
|
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3.71KNew |
$278K - $300K
|
3.71K
$106K
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.71K+ 3.93% |
$278K - $300K
|
97.9K
$2.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.7KNew |
$277K - $299K
|
3.7K
$106K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
3.66KNew |
$274K - $296K
|
3.66K
$105K
|
|
|
Feb 03, 2022
Q4 2021
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3.64KNew |
$273K - $294K
|
3.64K
$104K
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.64KNew |
$272K - $294K
|
3.64K
$104K
|