Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
3.32M+ 110.67% |
$250M - $268M
|
6.32M
$176M
|
|
|
May 09, 2024
Q1 2024
|
Charles Schwab Trust Bank
Henderson, NV |
BUY
|
- |
1.82MNew |
$137M - $147M
|
1.82M
$50.6M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.68M+ 401.29% |
$127M - $136M
|
2.1M
$58.5M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.27M+ 231.85% |
$95.6M - $102M
|
1.82M
$50.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.02MNew |
$76.8M - $82.3M
|
1.02M
$28.4M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.01M+ 36.28% |
$76.2M - $81.7M
|
3.81M
$106M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
938K+ 493.29% |
$70.6M - $75.7M
|
1.13M
$31.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
871K+ 10.53% |
$65.6M - $70.2M
|
9.15M
$254M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
871K+ 10.53% |
$65.6M - $70.2M
|
9.15M
$254M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
605K+ 11.84% |
$45.5M - $48.8M
|
5.71M
$159M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
433K+ 234205.41% |
$32.6M - $34.9M
|
433K
$12.1M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
384K+ 249.76% |
$28.9M - $31M
|
538K
$15M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
366K+ 10.02% |
$27.6M - $29.5M
|
4.02M
$112M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
360K+ 6.27% |
$27.1M - $29M
|
6.1M
$170M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
326K+ 85.54% |
$24.5M - $26.3M
|
707K
$19.7M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
306K+ 53.46% |
$23M - $24.7M
|
879K
$24.4M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
299K+ 4.01% |
$22.5M - $24.1M
|
7.78M
$216M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
293K+ 7.05% |
$22M - $23.6M
|
4.44M
$124M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
291K+ 291.2% |
$21.9M - $23.4M
|
391K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
271K+ 50.46% |
$20.4M - $21.8M
|
807K
$22.4M
|
|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
253KNew |
$19M - $20.4M
|
253K
$7.03M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
248K+ 3990.77% |
$18.7M - $20M
|
254K
$7.07M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
225K+ 2134.57% |
$16.9M - $18.1M
|
235K
$6.54M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
223K+ 34.17% |
$16.8M - $18M
|
877K
$24.4M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
222K+ 138.47% |
$16.7M - $17.9M
|
382K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
193K+ 47.61% |
$14.5M - $15.5M
|
597K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
183KNew |
$13.8M - $14.8M
|
183K
$5.09M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
182KNew |
$13.7M - $14.7M
|
182K
$5.06M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
170K+ 15.59% |
$12.8M - $13.7M
|
1.26M
$35.1M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
160K+ 4.4% |
$12M - $12.9M
|
3.8M
$106M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
157K+ 7.54% |
$11.8M - $12.7M
|
2.24M
$62.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
147K+ 4.54% |
$11M - $11.8M
|
3.38M
$93.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
129KNew |
$9.71M - $10.4M
|
129K
$3.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
120KNew |
$9.03M - $9.68M
|
120K
$3.34M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
115K+ 130.29% |
$8.65M - $9.27M
|
203K
$5.65M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
111KNew |
$8.39M - $8.98M
|
111K
$3.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
111K+ 1462.19% |
$8.36M - $8.96M
|
119K
$3.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
105K+ 1826.08% |
$7.9M - $8.47M
|
111K
$3.08M
|
|
|
May 09, 2024
Q1 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
103K+ 1364.78% |
$7.75M - $8.3M
|
111K
$3.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
98.5K+ 9.4% |
$7.41M - $7.94M
|
1.15M
$31.9M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
96.6K+ 7.72% |
$7.27M - $7.79M
|
1.35M
$37.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
94.1K+ 4.33% |
$7.08M - $7.59M
|
2.27M
$63.1M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
91.9KNew |
$6.91M - $7.41M
|
91.9K
$2.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
91.6K+ 51.97% |
$6.89M - $7.39M
|
268K
$7.45M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
89.5K+ 29.38% |
$6.73M - $7.21M
|
394K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
88.8K+ 142.04% |
$6.68M - $7.16M
|
151K
$4.21M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
84.5K+ 149.62% |
$6.36M - $6.82M
|
141K
$3.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
82.8K+ 39.24% |
$6.23M - $6.68M
|
294K
$8.17M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
81.9KNew |
$6.16M - $6.6M
|
81.9K
$2.28M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
80.9K+ 16.87% |
$6.09M - $6.52M
|
561K
$15.6M
|