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 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
628+ 3.57% |
$47.3K - $50.6K
|
18.2K
$493K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
625+ 14.12% |
$47K - $50.4K
|
5.05K
$137K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
620+ 14.81% |
$46.7K - $50K
|
4.81K
$130K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
603+ 37.27% |
$45.4K - $48.6K
|
2.22K
$60.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
600+ 2.35% |
$45.2K - $48.4K
|
26.2K
$708K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
591+ 2.46% |
$44.5K - $47.7K
|
24.6K
$666K
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
585+ 7.16% |
$44K - $47.2K
|
8.76K
$237K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
582+ 2.86% |
$43.8K - $46.9K
|
21K
$567K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
574+ 0.75% |
$43.2K - $46.3K
|
77.6K
$2.1M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
572+ 0.57% |
$43K - $46.1K
|
100K
$2.71M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
562+ 61.49% |
$42.3K - $45.3K
|
1.48K
$40K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
560+ 11.53% |
$42.1K - $45.2K
|
5.42K
$147K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
541+ 8.15% |
$40.7K - $43.6K
|
7.18K
$194K
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
539+ 9.6% |
$40.6K - $43.5K
|
6.15K
$167K
|
|
|
May 13, 2024
Q1 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
533+ 14.24% |
$40.1K - $43K
|
4.28K
$116K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
532+ 6.64% |
$40K - $42.9K
|
8.55K
$232K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
506+ 9.62% |
$38.1K - $40.8K
|
5.77K
$156K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
504+ 5.32% |
$37.9K - $40.6K
|
9.97K
$270K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
495+ 6.34% |
$37.2K - $39.9K
|
8.3K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
489+ 2.58% |
$36.8K - $39.4K
|
19.5K
$527K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
481+ 14.49% |
$36.2K - $38.8K
|
3.8K
$103K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
480+ 6.66% |
$36.1K - $38.7K
|
7.69K
$208K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
474+ 2.19% |
$35.7K - $38.2K
|
22.2K
$600K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
474New |
$35.7K - $38.2K
|
474
$12.8K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
469+ 7.57% |
$35.3K - $37.8K
|
6.66K
$180K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
463+ 0.36% |
$34.8K - $37.3K
|
128K
$3.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
452+ 6.27% |
$34K - $36.4K
|
7.66K
$207K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
452+ 1.39% |
$34K - $36.4K
|
32.9K
$891K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
451+ 4.05% |
$33.9K - $36.4K
|
11.6K
$314K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
439+ 9.69% |
$33K - $35.4K
|
4.97K
$135K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
439+ 6.98% |
$33K - $35.4K
|
6.73K
$182K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
435+ 2.81% |
$32.7K - $35.1K
|
15.9K
$430K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
433+ 2.26% |
$32.6K - $34.9K
|
19.6K
$531K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
425+ 2.81% |
$32K - $34.3K
|
15.5K
$421K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
411+ 1.34% |
$30.9K - $33.1K
|
31.2K
$844K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
404+ 5.75% |
$30.4K - $32.6K
|
7.43K
$201K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
403+ 9.9% |
$30.3K - $32.5K
|
4.48K
$121K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
400New |
$30.1K - $32.3K
|
400
$10.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
400+ 7.08% |
$30.1K - $32.3K
|
6.05K
$164K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
400+ 7.08% |
$30.1K - $32.3K
|
6.05K
$164K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
385+ 1.2% |
$29K - $31K
|
32.6K
$882K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
384+ 9.51% |
$28.9K - $31K
|
4.42K
$120K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
381+ 21.32% |
$28.7K - $30.7K
|
2.17K
$58.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
349+ 2.31% |
$26.3K - $28.1K
|
15.5K
$418K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
342+ 7.82% |
$25.7K - $27.6K
|
4.72K
$128K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
341+ 3.97% |
$25.7K - $27.5K
|
8.93K
$242K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
341+ 0.29% |
$25.7K - $27.5K
|
119K
$3.21M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
321New |
$24.2K - $25.9K
|
321
$8.69K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
316New |
$23.8K - $25.5K
|
316
$8.56K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
314+ 8.58% |
$23.6K - $25.3K
|
3.98K
$108K
|