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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 5.5% |
$103K - $111K
|
26.3K
$713K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.37KNew |
$103K - $110K
|
1.37K
$37K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.36K+ 1.07% |
$103K - $110K
|
128K
$3.48M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.36K+ 0.67% |
$102K - $110K
|
203K
$5.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.35K+ 1.23% |
$102K - $109K
|
112K
$3.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.33K+ 26.84% |
$100K - $107K
|
6.29K
$170K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.32K+ 23.39% |
$99K - $106K
|
6.94K
$188K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.29K+ 2.06% |
$97.3K - $104K
|
64K
$1.73M
|
|
|
May 03, 2024
Q1 2024
|
Opus Investment Management Inc
|
BUY
|
- |
1.29K+ 4.92% |
$97.1K - $104K
|
27.5K
$745K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 3.53% |
$95.9K - $103K
|
37.4K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
1.27K+ 2.27% |
$95.3K - $102K
|
57K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
BUY
|
- |
1.26K+ 2.42% |
$94.9K - $102K
|
53.3K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.26K+ 27.44% |
$94.9K - $102K
|
5.86K
$159K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
1.25K+ 21.93% |
$94.2K - $101K
|
6.96K
$188K
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.25K+ 6.6% |
$93.8K - $101K
|
20.1K
$545K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.24K+ 1.3% |
$93.6K - $100K
|
96.8K
$2.62M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.23K+ 12.06% |
$92.5K - $99.1K
|
11.4K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.23K+ 13.32% |
$92.3K - $98.9K
|
10.4K
$282K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.22K+ 5.59% |
$91.7K - $98.2K
|
23K
$623K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.2K+ 3.07% |
$90.5K - $96.9K
|
40.4K
$1.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.2K+ 4.9% |
$90K - $96.4K
|
25.6K
$694K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.19K+ 1.7% |
$89.5K - $95.9K
|
71.2K
$1.93M
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.19K+ 7.44% |
$89.2K - $95.5K
|
17.1K
$463K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$88.8K - $95.1K
|
1.18K
$32K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.16K+ 4.79% |
$87.4K - $93.6K
|
25.4K
$687K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.15K+ 18.2% |
$86.6K - $92.8K
|
7.47K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.14K+ 22.36% |
$86.1K - $92.2K
|
6.26K
$170K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.14K+ 6.65% |
$86K - $92.2K
|
18.3K
$497K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.14K+ 5.03% |
$85.8K - $91.9K
|
23.8K
$644K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.14K+ 9.32% |
$85.6K - $91.8K
|
13.4K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.14K+ 3.22% |
$85.6K - $91.8K
|
36.5K
$988K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.13K+ 1.17% |
$84.7K - $90.8K
|
97.3K
$2.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.12K+ 5.34% |
$84.6K - $90.6K
|
22.2K
$601K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.12K+ 11.24% |
$84.5K - $90.5K
|
11.1K
$301K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.09K+ 4.13% |
$81.9K - $87.8K
|
27.4K
$743K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.08K+ 6.65% |
$81.5K - $87.3K
|
17.4K
$470K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.08K+ 32.44% |
$81.4K - $87.2K
|
4.42K
$120K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.08K+ 35.1% |
$81.3K - $87.1K
|
4.16K
$113K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.05K+ 0.74% |
$79.1K - $84.7K
|
144K
$3.89M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.05K+ 24.11% |
$78.7K - $84.3K
|
5.38K
$146K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 18.42% |
$78.5K - $84.1K
|
6.71K
$182K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
1.04K+ 2.9% |
$78.2K - $83.8K
|
36.8K
$997K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.04KNew |
$78.2K - $83.8K
|
1.04K
$28.1K
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
1.04K+ 0.74% |
$78K - $83.5K
|
141K
$3.83M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.04K+ 32.05% |
$77.9K - $83.5K
|
4.26K
$115K
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1.03K+ 25.54% |
$77.8K - $83.4K
|
5.08K
$138K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.02K+ 188.89% |
$76.8K - $82.2K
|
1.56K
$42.2K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.02KNew |
$76.4K - $81.8K
|
1.02K
$27.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1KNew |
$75.3K - $80.6K
|
1K
$27.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
983+ 3.09% |
$74K - $79.3K
|
32.8K
$888K
|