Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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 02, 2024 Q1 2024
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
159
+ 1.42%
$12K - $12.8K
11.4K $308K
Apr 09, 2024 Q1 2024
Madden Securities Corp

BUY
 -
154
+ 0.15%
$11.6K - $12.4K
100K $2.71M
May 10, 2024 Q1 2024
Lcnb Corp

Lebanon, OH
BUY
 -
150
+ 2.4%
$11.3K - $12.1K
6.4K $173K
May 08, 2024 Q1 2024
Miramar Capital, LLC

BUY
 -
146
+ 1.37%
$11K - $11.8K
10.8K $294K
Apr 29, 2024 Q1 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
143
+ 0.85%
$10.8K - $11.5K
16.9K $457K
Apr 19, 2024 Q1 2024
Retirement Guys Formula LLC

BUY
 -
141
+ 0.92%
$10.6K - $11.4K
15.5K $421K
Apr 30, 2024 Q1 2024
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
141
+ 2.69%
$10.6K - $11.4K
5.38K $146K
May 10, 2024 Q1 2024
Mach 1 Financial Group, LLC

Bentonville, AR
BUY
 -
141
+ 2.86%
$10.6K - $11.4K
5.07K $137K
May 01, 2024 Q1 2024
Resonant Capital Advisors, LLC

BUY
 -
135
+ 4.24%
$10.2K - $10.9K
3.32K $89.8K
Apr 10, 2024 Q1 2024
Soa Wealth Advisors, Llc.

BUY
 -
133
+ 1.02%
$10K - $10.7K
13.2K $357K
Apr 23, 2024 Q1 2024
Mc Adam, LLC

BUY
 -
131
+ 0.24%
$9.86K - $10.6K
55.2K $1.49M
May 15, 2024 Q1 2024
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
130
+ 0.87%
$9.78K - $10.5K
15K $407K
Apr 23, 2024 Q1 2024
Mason & Associates Inc

BUY
 -
126
+ 4.44%
$9.48K - $10.2K
2.96K $80.2K
May 10, 2024 Q1 2024
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
125
+ 0.87%
$9.41K - $10.1K
14.5K $394K
May 15, 2024 Q1 2024
Paradigm Financial Partners, LLC

BUY
 -
125
+ 0.28%
$9.41K - $10.1K
45.1K $1.22M
May 02, 2024 Q1 2024
Gsb Wealth Management, LLC

BUY
 -
119
+ 2.25%
$8.95K - $9.59K
5.4K $146K
Apr 30, 2024 Q1 2024
Camden National Bank

Camden, ME
BUY
 -
115
+ 0.34%
$8.65K - $9.27K
33.8K $915K
Apr 16, 2024 Q1 2024
One Ascent Wealth Management LLC

Birmingham, AL
BUY
 -
109
+ 1.39%
$8.2K - $8.79K
7.93K $215K
May 14, 2024 Q1 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
109
+ 1.12%
$8.2K - $8.79K
9.84K $266K
Apr 12, 2024 Q1 2024
Game Plan Financial Advisors, LLC

BUY
 -
106
+ 0.23%
$7.98K - $8.55K
46.2K $1.25M
Apr 16, 2024 Q1 2024
Toth Financial Advisory Corp

BUY
 -
106
+ 4.29%
$7.98K - $8.55K
2.58K $69.7K
May 07, 2024 Q1 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
104
+ 0.29%
$7.83K - $8.39K
36.2K $981K
Apr 26, 2024 Q1 2024
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
101
+ 2.01%
$7.6K - $8.14K
5.13K $139K
May 03, 2024 Q1 2024
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
99
+ 1.31%
$7.45K - $7.98K
7.65K $207K
May 15, 2024 Q1 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
99
+ 1.03%
$7.45K - $7.98K
9.72K $263K
May 15, 2024 Q1 2024
Prosperity Wealth Management, Inc.

San Ramon, CA
BUY
 -
96
+ 1.58%
$7.22K - $7.74K
6.17K $167K
Apr 22, 2024 Q1 2024
Wealth Effects LLC

BUY
 -
95
+ 2.65%
$7.15K - $7.66K
3.68K $99.7K
Apr 24, 2024 Q1 2024
Brown Advisory Inc

BUY
 -
95
+ 0.15%
$7.15K - $7.66K
65.2K $1.76M
Apr 17, 2024 Q1 2024
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
86
+ 4.32%
$6.47K - $6.93K
2.08K $56.3K
May 09, 2024 Q1 2024
Wills Financial Group, Inc.

BUY
 -
86
+ 0.45%
$6.47K - $6.93K
19.3K $524K
Apr 25, 2024 Q1 2024
Patrick M Sweeney & Associates, Inc

Libertyville, IL
BUY
 -
85
+ 2.9%
$6.4K - $6.85K
3.02K $81.8K
May 15, 2024 Q1 2024
Aspen Grove Capital, LLC

Avon, CO
BUY
 -
85
+ 0.26%
$6.4K - $6.85K
33.3K $903K
Oct 29, 2024 Q1 2024
Old North State Wealth Management, LLC

Wilmington, NC
BUY
 -
85
+ 2.01%
$6.4K - $6.85K
4.32K $117K
Apr 26, 2024 Q1 2024
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
82
+ 0.05%
$6.17K - $6.61K
158K $4.27M
May 07, 2024 Q1 2024
Tranquility Partners, LLC

BUY
 -
81
+ 1.24%
$6.1K - $6.53K
6.59K $178K
Apr 24, 2024 Q1 2024
Psi Advisors, LLC

BUY
 -
80
+ 33.33%
$6.02K - $6.45K
320 $8.67K
May 14, 2024 Q1 2024
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
77
+ 0.26%
$5.79K - $6.21K
29.4K $796K
May 03, 2024 Q1 2024
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
73
+ 912.5%
$5.49K - $5.89K
81 $2.19K
Apr 11, 2024 Q1 2024
City State Bank

Norwalk, IA
BUY
 -
70
+ 35.0%
$5.27K - $5.64K
270 $7.31K
Jul 31, 2024 Q1 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
70
+ 0.89%
$5.27K - $5.64K
7.96K $216K
Jul 31, 2024 Q1 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
64
New
$4.82K - $5.16K
64 $1.73K
Apr 15, 2024 Q1 2024
Eagle Rock Investment Company, LLC

Atlanta, GA
BUY
 -
61
+ 2.19%
$4.59K - $4.92K
2.85K $77.2K
May 07, 2024 Q1 2024
Sp Asset Management LLC

Cupertino, CA
BUY
 -
56
+ 0.76%
$4.21K - $4.52K
7.39K $200K
May 09, 2024 Q1 2024
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
50
+ 0.74%
$3.76K - $4.03K
6.83K $185K
May 10, 2024 Q1 2024
Wealth Alliance

Mellville, NY
BUY
 -
50
+ 0.5%
$3.76K - $4.03K
10.1K $272K
Apr 19, 2024 Q1 2024
Redmont Wealth Advisors LLC

Chicago, IL
BUY
 -
49
New
$3.69K - $3.95K
49 $1.33K
Apr 29, 2024 Q1 2024
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
48
+ 1.4%
$3.61K - $3.87K
3.47K $93.9K
Apr 12, 2024 Q1 2024
Annex Advisory Services, LLC

BUY
 -
46
+ 0.63%
$3.46K - $3.71K
7.38K $200K
May 13, 2024 Q1 2024
Security National Bank Of Sioux City Iowa

Sioux City, IA
BUY
 -
40
+ 1.21%
$3.01K - $3.23K
3.34K $90.3K

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