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 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.59K+ 7.59% |
$269K - $290K
|
50.9K
$1.46M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
3.55K+ 14.74% |
$266K - $287K
|
27.7K
$792K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.5KNew |
$262K - $283K
|
3.5K
$100K
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
3.49KNew |
$262K - $282K
|
3.49K
$99.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
3.46K+ 0.7% |
$259K - $280K
|
499K
$14.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.44KNew |
$258K - $278K
|
3.44K
$98.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.44K+ 6.86% |
$258K - $278K
|
53.5K
$1.53M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.44K+ 12.32% |
$257K - $278K
|
31.3K
$897K
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
3.44K+ 5.02% |
$257K - $278K
|
71.9K
$2.06M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.43K+ 13.9% |
$257K - $277K
|
28.1K
$805K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.42K+ 8.73% |
$257K - $277K
|
42.7K
$1.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.42KNew |
$256K - $277K
|
3.42K
$98K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.38KNew |
$253K - $273K
|
3.38K
$96.8K
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.35KNew |
$251K - $271K
|
3.35K
$95.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.34KNew |
$251K - $270K
|
3.34K
$95.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
3.33K+ 26.56% |
$250K - $269K
|
15.9K
$454K
|
|
|
Aug 18, 2023
Q4 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3.33K+ 1.68% |
$250K - $269K
|
202K
$5.78M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
3.28K+ 15.26% |
$246K - $265K
|
24.7K
$709K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.28K+ 37.71% |
$245K - $265K
|
12K
$342K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.27K+ 29.07% |
$245K - $264K
|
14.5K
$416K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.26KNew |
$245K - $264K
|
3.26K
$93.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
3.26KNew |
$244K - $263K
|
3.26K
$93.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
3.25K+ 10.99% |
$244K - $263K
|
32.8K
$940K
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.24KNew |
$243K - $262K
|
3.24K
$92.9K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
3.21K+ 4.58% |
$240K - $259K
|
73.2K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.19K+ 11.1% |
$239K - $258K
|
31.9K
$914K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.14KNew |
$236K - $254K
|
3.14K
$90K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.14KNew |
$236K - $254K
|
3.14K
$90K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.1K+ 4.47% |
$232K - $251K
|
72.4K
$2.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
3.04KNew |
$227K - $245K
|
3.04K
$86.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3KNew |
$225K - $243K
|
3K
$85.9K
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3KNew |
$225K - $243K
|
3K
$85.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.98KNew |
$224K - $241K
|
2.98K
$85.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.92K+ 45.19% |
$219K - $236K
|
9.38K
$269K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.92K+ 12.37% |
$218K - $236K
|
26.5K
$758K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.9K+ 3.58% |
$217K - $235K
|
84K
$2.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.89K+ 59.77% |
$216K - $234K
|
7.72K
$221K
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
2.88KNew |
$215K - $232K
|
2.88K
$82.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
BUY
|
- |
2.87KNew |
$215K - $232K
|
2.87K
$82.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Synergy Financial Group, LTD
|
BUY
|
- |
2.86KNew |
$214K - $231K
|
2.86K
$81.9K
|
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.86KNew |
$214K - $231K
|
2.86K
$81.8K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.82K+ 8.55% |
$211K - $228K
|
35.7K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.82K+ 8.55% |
$211K - $228K
|
35.7K
$1.02M
|
|
|
Jan 20, 2022
Q4 2021
|
Moller Financial Services
|
BUY
|
- |
2.8KNew |
$210K - $226K
|
2.8K
$80.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.79K+ 6.38% |
$209K - $226K
|
46.6K
$1.33M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.78KNew |
$208K - $225K
|
2.78K
$79.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.73KNew |
$205K - $221K
|
2.73K
$78.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.73K+ 3.75% |
$204K - $221K
|
75.5K
$2.16M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.71KNew |
$203K - $219K
|
2.71K
$77.4K
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.7KNew |
$202K - $218K
|
2.7K
$77.3K
|