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 22, 2024
Q1 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
2.16K+ 1.06% |
$163K - $174K
|
206K
$5.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.14K+ 53.58% |
$161K - $173K
|
6.14K
$166K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.11K+ 0.65% |
$159K - $170K
|
329K
$8.92M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.1K+ 6.23% |
$158K - $170K
|
35.9K
$972K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.1K+ 1050.0% |
$158K - $169K
|
2.3K
$62.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.06K+ 213.78% |
$155K - $166K
|
3.03K
$82K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.04K+ 0.58% |
$154K - $165K
|
357K
$9.67M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.03K+ 5.62% |
$153K - $164K
|
38.2K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
2.03K+ 1.55% |
$153K - $164K
|
133K
$3.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Consulate, Inc
|
BUY
|
- |
2.03K+ 0.79% |
$153K - $164K
|
257K
$6.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.94KNew |
$146K - $156K
|
1.94K
$52.5K
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.9K+ 39.75% |
$143K - $153K
|
6.68K
$181K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.89K+ 47.88% |
$142K - $152K
|
5.83K
$158K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
1.87K+ 1.24% |
$141K - $151K
|
153K
$4.15M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1.86K+ 21.62% |
$140K - $150K
|
10.5K
$284K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.83K+ 7.68% |
$138K - $148K
|
25.7K
$697K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
1.83K+ 69.53% |
$138K - $148K
|
4.47K
$121K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.83K+ 24.43% |
$138K - $148K
|
9.32K
$252K
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.78K+ 7.77% |
$134K - $144K
|
24.7K
$669K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.76K+ 18.76% |
$133K - $142K
|
11.2K
$302K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
1.74K+ 12.15% |
$131K - $140K
|
16.1K
$435K
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1.73K+ 2.45% |
$130K - $139K
|
72.3K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.73K+ 6.39% |
$130K - $139K
|
28.7K
$777K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.72K+ 5.53% |
$129K - $139K
|
32.8K
$887K
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
1.66K+ 1.73% |
$125K - $134K
|
97.6K
$2.64M
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.65K+ 1101.33% |
$124K - $133K
|
1.8K
$48.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.65K+ 5.84% |
$124K - $133K
|
29.9K
$809K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.64K+ 3.3% |
$123K - $132K
|
51.2K
$1.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
1.63KNew |
$123K - $131K
|
1.63K
$44.1K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.63K+ 13.61% |
$122K - $131K
|
13.6K
$367K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.62K+ 221.86% |
$122K - $131K
|
2.36K
$63.8K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.62K+ 3.13% |
$122K - $130K
|
53.3K
$1.44M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.61K+ 0.9% |
$121K - $129K
|
180K
$4.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.6K+ 10.66% |
$120K - $129K
|
16.6K
$448K
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.56K+ 2.34% |
$117K - $126K
|
68.2K
$1.85M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.56K+ 4.74% |
$117K - $125K
|
34.4K
$931K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.56K+ 33.04% |
$117K - $125K
|
6.26K
$170K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.54K+ 17.72% |
$116K - $124K
|
10.2K
$277K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.54K+ 7.24% |
$116K - $124K
|
22.8K
$617K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.51K+ 2.0% |
$114K - $122K
|
77.3K
$2.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.5K+ 9.75% |
$113K - $121K
|
16.9K
$457K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.49K+ 0.6% |
$112K - $120K
|
249K
$6.74M
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
1.49KNew |
$112K - $120K
|
1.49K
$40.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
1.49K+ 12.2% |
$112K - $120K
|
13.7K
$370K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.47K+ 26.66% |
$111K - $119K
|
7K
$190K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.44K+ 3.67% |
$109K - $116K
|
40.8K
$1.1M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.42K+ 25.83% |
$107K - $115K
|
6.93K
$188K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
1.41K+ 10.83% |
$106K - $114K
|
14.5K
$392K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.41K+ 36.12% |
$106K - $113K
|
5.3K
$144K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.39KNew |
$104K - $112K
|
1.39K
$37.5K
|