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 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
311+ 2.26% |
$23.4K - $25.1K
|
14.1K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
302+ 3020.0% |
$22.7K - $24.4K
|
312
$8.45K
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
296+ 1.68% |
$22.3K - $23.9K
|
18K
$486K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
286+ 1.23% |
$21.5K - $23.1K
|
23.5K
$637K
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
284+ 0.55% |
$21.4K - $22.9K
|
51.7K
$1.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
281+ 1.62% |
$21.1K - $22.7K
|
17.6K
$477K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
280+ 6.18% |
$21.1K - $22.6K
|
4.81K
$130K
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
279+ 2.23% |
$21K - $22.5K
|
12.8K
$346K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
279New |
$21K - $22.5K
|
279
$7.56K
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
279+ 2.23% |
$21K - $22.5K
|
12.8K
$346K
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
276+ 1.73% |
$20.8K - $22.3K
|
16.2K
$439K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
267New |
$20.1K - $21.5K
|
267
$7.23K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
267+ 3.14% |
$20.1K - $21.5K
|
8.76K
$237K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
258+ 9.67% |
$19.4K - $20.8K
|
2.93K
$79.2K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
258+ 0.88% |
$19.4K - $20.8K
|
29.7K
$804K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
255+ 2.87% |
$19.2K - $20.6K
|
9.14K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
255+ 3.63% |
$19.2K - $20.6K
|
7.28K
$197K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
250+ 9.45% |
$18.8K - $20.2K
|
2.9K
$78.4K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
248+ 1.38% |
$18.7K - $20K
|
18.3K
$495K
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
246+ 0.67% |
$18.5K - $19.8K
|
37K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
245+ 0.81% |
$18.4K - $19.8K
|
30.6K
$829K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
235+ 0.61% |
$17.7K - $18.9K
|
38.6K
$1.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
234+ 0.6% |
$17.6K - $18.9K
|
39K
$1.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
231+ 2.61% |
$17.4K - $18.6K
|
9.09K
$246K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
231+ 5.61% |
$17.4K - $18.6K
|
4.35K
$118K
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
231+ 6.32% |
$17.4K - $18.6K
|
3.89K
$105K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
230+ 1.42% |
$17.3K - $18.5K
|
16.5K
$446K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
227+ 13.84% |
$17.1K - $18.3K
|
1.87K
$50.6K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
224+ 5.58% |
$16.9K - $18.1K
|
4.24K
$115K
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
217+ 0.7% |
$16.3K - $17.5K
|
31.1K
$842K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
215+ 4.01% |
$16.2K - $17.3K
|
5.57K
$151K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
215+ 2.39% |
$16.2K - $17.3K
|
9.19K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
205+ 12.15% |
$15.4K - $16.5K
|
1.89K
$51.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
204+ 1.46% |
$15.4K - $16.4K
|
14.2K
$384K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
201+ 5.9% |
$15.1K - $16.2K
|
3.61K
$97.8K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
198+ 1.54% |
$14.9K - $16K
|
13.1K
$354K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
196+ 3920.0% |
$14.7K - $15.8K
|
201
$5.44K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
195+ 4.31% |
$14.7K - $15.7K
|
4.72K
$128K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
193+ 0.12% |
$14.5K - $15.6K
|
160K
$4.32M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
191+ 251.32% |
$14.4K - $15.4K
|
267
$7.23K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
184+ 2.01% |
$13.8K - $14.8K
|
9.34K
$253K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
183+ 5.67% |
$13.8K - $14.8K
|
3.41K
$92.3K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
176+ 0.24% |
$13.2K - $14.2K
|
72.6K
$1.97M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
175+ 6.26% |
$13.2K - $14.1K
|
2.97K
$80.5K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
175New |
$13.2K - $14.1K
|
175
$4.74K
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
173+ 2.77% |
$13K - $13.9K
|
6.42K
$174K
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
172+ 1.61% |
$12.9K - $13.9K
|
10.8K
$293K
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
170+ 4.51% |
$12.8K - $13.7K
|
3.94K
$107K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
169+ 0.33% |
$12.7K - $13.6K
|
51.2K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
160+ 7.15% |
$12K - $12.9K
|
2.4K
$64.9K
|