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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
2.7KNew |
$202K - $218K
|
2.7K
$77.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
BUY
|
- |
2.65KNew |
$199K - $215K
|
2.65K
$76K
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
2.64KNew |
$198K - $214K
|
2.64K
$75.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.63K+ 45.79% |
$197K - $213K
|
8.37K
$240K
|
|
|
Jan 20, 2022
Q4 2021
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.62KNew |
$197K - $212K
|
2.62K
$75.1K
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
2.62KNew |
$196K - $212K
|
2.62K
$75K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.6K+ 15.9% |
$195K - $210K
|
19K
$543K
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.59KNew |
$194K - $209K
|
2.59K
$74.1K
|
|
|
Jan 03, 2022
Q4 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
2.57KNew |
$192K - $208K
|
2.57K
$73.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
2.56KNew |
$192K - $207K
|
2.56K
$73.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.55KNew |
$191K - $206K
|
2.55K
$72.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.54K+ 7.9% |
$190K - $206K
|
34.7K
$994K
|
|
|
Feb 14, 2022
Q4 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
2.53K+ 7.72% |
$189K - $204K
|
35.2K
$1.01M
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
BUY
|
- |
2.53KNew |
$189K - $204K
|
2.53K
$72.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2.52K+ 16.76% |
$189K - $204K
|
17.6K
$503K
|
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
BUY
|
- |
2.52KNew |
$189K - $204K
|
2.52K
$72.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
2.5K+ 38.19% |
$187K - $202K
|
9.05K
$259K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
2.5KNew |
$187K - $202K
|
2.5K
$71.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.5KNew |
$187K - $202K
|
2.5K
$71.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
2.5KNew |
$187K - $202K
|
2.5K
$71.6K
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
2.49KNew |
$186K - $201K
|
2.49K
$71.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.48KNew |
$186K - $201K
|
2.48K
$71K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.47K+ 95.23% |
$185K - $200K
|
5.07K
$145K
|
|
|
Jan 12, 2022
Q4 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
2.41K+ 5.47% |
$180K - $194K
|
46.4K
$1.33M
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.35K+ 30.55% |
$176K - $190K
|
10.1K
$288K
|
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
2.35K+ 2.17% |
$176K - $190K
|
110K
$3.16M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
2.28K+ 1.49% |
$171K - $185K
|
156K
$4.46M
|
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
2.27K+ 15.76% |
$170K - $183K
|
16.6K
$476K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.23K+ 15.33% |
$167K - $181K
|
16.8K
$481K
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
2.23KNew |
$167K - $180K
|
2.23K
$63.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.21K+ 1.07% |
$166K - $179K
|
209K
$5.97M
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.17K+ 1.86% |
$163K - $176K
|
119K
$3.4M
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.17K+ 2.56% |
$163K - $175K
|
86.9K
$2.49M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.13K+ 7.7% |
$160K - $172K
|
29.8K
$852K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.13K+ 13.5% |
$159K - $172K
|
17.9K
$512K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.12K+ 8.31% |
$159K - $171K
|
27.6K
$791K
|
|
|
Jan 21, 2022
Q4 2021
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
2.11K+ 3.22% |
$158K - $170K
|
67.7K
$1.94M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
2.1K+ 53.6% |
$157K - $170K
|
6.01K
$172K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.04K+ 116.92% |
$153K - $165K
|
3.78K
$108K
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
2KNew |
$150K - $162K
|
2K
$57.3K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.96K+ 38.19% |
$147K - $158K
|
7.09K
$203K
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.96K+ 24.52% |
$147K - $158K
|
9.94K
$285K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.92K+ 24.77% |
$144K - $156K
|
9.69K
$277K
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.92K+ 132.94% |
$144K - $155K
|
3.36K
$96.2K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.86K+ 28.84% |
$139K - $150K
|
8.31K
$238K
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.8K+ 7.85% |
$135K - $146K
|
24.8K
$709K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
1.77KNew |
$132K - $143K
|
1.77K
$50.6K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
1.77K+ 28.66% |
$132K - $143K
|
7.92K
$227K
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
1.66K+ 1.63% |
$124K - $134K
|
103K
$2.95M
|
|
|
Jan 27, 2022
Q4 2021
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.61K+ 11.63% |
$121K - $130K
|
15.5K
$443K
|