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 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-154- 2.77% |
$11.6K - $12.4K
|
5.41K
$147K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-158- 37.44% |
$11.9K - $12.7K
|
264
$7.15K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-158- 1.86% |
$11.9K - $12.7K
|
8.33K
$225K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-159- 0.59% |
$12K - $12.8K
|
26.7K
$722K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-164- 0.83% |
$12.3K - $13.2K
|
19.7K
$533K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-173- 1.12% |
$13K - $13.9K
|
15.3K
$414K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-176- 1.69% |
$13.2K - $14.2K
|
10.2K
$277K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-177- 0.78% |
$13.3K - $14.3K
|
22.6K
$611K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-178- 0.1% |
$13.4K - $14.4K
|
184K
$4.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-180- 51.43% |
$13.5K - $14.5K
|
170
$4.6K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-189- 1.0% |
$14.2K - $15.2K
|
18.6K
$505K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-190- 3.34% |
$14.3K - $15.3K
|
5.5K
$149K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-194- 0.14% |
$14.6K - $15.6K
|
141K
$3.81M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-195- 1.82% |
$14.7K - $15.7K
|
10.5K
$285K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-196- 0.83% |
$14.7K - $15.8K
|
23.5K
$636K
|
|
|
May 14, 2024
Q1 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-201- 1.82% |
$15.1K - $16.2K
|
10.9K
$294K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-211- 2.74% |
$15.9K - $17K
|
7.48K
$203K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-211- 20.29% |
$15.9K - $17K
|
829
$22.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-224- 0.13% |
$16.9K - $18.1K
|
175K
$4.73M
|
|
|
May 15, 2024
Q1 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-224- 7.67% |
$16.9K - $18.1K
|
2.7K
$73.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-227- 0.72% |
$17.1K - $18.3K
|
31.3K
$847K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-227- 0.63% |
$17.1K - $18.3K
|
35.7K
$966K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-231- 2.68% |
$17.4K - $18.6K
|
8.39K
$227K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-231- 0.54% |
$17.4K - $18.6K
|
42.4K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-235- 0.17% |
$17.7K - $18.9K
|
139K
$3.76M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-240- 88.56% |
$18.1K - $19.4K
|
31
$839
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-241- 1.92% |
$18.1K - $19.4K
|
12.3K
$333K
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-244- 1.35% |
$18.4K - $19.7K
|
17.9K
$484K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-254- 1.5% |
$19.1K - $20.5K
|
16.7K
$453K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-258- 1.02% |
$19.4K - $20.8K
|
25K
$676K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-264- 7.01% |
$19.9K - $21.3K
|
3.5K
$94.8K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-272- 1.08% |
$20.5K - $21.9K
|
25K
$678K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-275- 2.1% |
$20.7K - $22.2K
|
12.8K
$347K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-277- 5.66% |
$20.8K - $22.3K
|
4.62K
$125K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-285- 4.97% |
$21.4K - $23K
|
5.44K
$147K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-294- 10.03% |
$22.1K - $23.7K
|
2.64K
$71.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-295- 0.83% |
$22.2K - $23.8K
|
35.3K
$957K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-296- 3.31% |
$22.3K - $23.9K
|
8.65K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-302- 8.45% |
$22.7K - $24.4K
|
3.27K
$88.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-303- 3.01% |
$22.8K - $24.4K
|
9.77K
$264K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-310- 1.7% |
$23.3K - $25K
|
17.9K
$485K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-310- 1.43% |
$23.3K - $25K
|
21.3K
$577K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-315- 6.08% |
$23.7K - $25.4K
|
4.86K
$132K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-321- 1.11% |
$24.2K - $25.9K
|
28.7K
$777K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-321- 0.54% |
$24.2K - $25.9K
|
58.8K
$1.59M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-325- 7.39% |
$24.5K - $26.2K
|
4.07K
$110K
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-325- 3.34% |
$24.5K - $26.2K
|
9.4K
$255K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-327- 9.14% |
$24.6K - $26.4K
|
3.25K
$88K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-331- 75.74% |
$24.9K - $26.7K
|
106
$2.87K
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-335- 0.19% |
$25.2K - $27K
|
174K
$4.71M
|