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 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-340- 8.12% |
$25.6K - $27.4K
|
3.85K
$107K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-342- 9.49% |
$25.7K - $27.6K
|
3.26K
$90.7K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-357- 3.3% |
$26.9K - $28.8K
|
10.5K
$291K
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-361- 1.8% |
$27.2K - $29.1K
|
19.7K
$548K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-365- 24.43% |
$27.5K - $29.4K
|
1.13K
$31.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-367- 0.19% |
$27.6K - $29.6K
|
188K
$5.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-368- 1.41% |
$27.7K - $29.7K
|
25.7K
$714K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-370- 7.45% |
$27.8K - $29.8K
|
4.6K
$128K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-370- 0.64% |
$27.8K - $29.8K
|
57.4K
$1.6M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-375- 2.95% |
$28.2K - $30.2K
|
12.3K
$343K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-376- 1.9% |
$28.3K - $30.3K
|
19.4K
$539K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-378- 4.73% |
$28.4K - $30.5K
|
7.62K
$212K
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-385- 8.14% |
$29K - $31K
|
4.35K
$121K
|
|
|
Apr 30, 2024
Q1 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-390- 2.2% |
$29.3K - $31.4K
|
17.4K
$483K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-395- 6.05% |
$29.7K - $31.8K
|
6.13K
$171K
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-397- 24.94% |
$29.9K - $32K
|
1.2K
$33.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-403- 0.62% |
$30.3K - $32.5K
|
64.2K
$1.79M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-409- 3.05% |
$30.8K - $33K
|
13K
$362K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-409- 1.61% |
$30.8K - $33K
|
25K
$695K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-411- 4.21% |
$30.9K - $33.1K
|
9.36K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-433- 11.13% |
$32.6K - $34.9K
|
3.46K
$96.1K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-441- 7.63% |
$33.2K - $35.6K
|
5.34K
$148K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-446- 2.36% |
$33.6K - $36K
|
18.5K
$513K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-458- 1.24% |
$34.5K - $36.9K
|
36.4K
$1.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-459- 0.63% |
$34.5K - $37K
|
72.9K
$2.03M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-460- 58.97% |
$34.6K - $37.1K
|
320
$8.9K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-465- 2.38% |
$35K - $37.5K
|
19.1K
$531K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-470- 13.2% |
$35.4K - $37.9K
|
3.09K
$85.9K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-475- 14.86% |
$35.7K - $38.3K
|
2.72K
$75.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-476- 5.37% |
$35.8K - $38.4K
|
8.38K
$233K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-485- 1.79% |
$36.5K - $39.1K
|
26.6K
$739K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-489- 38.53% |
$36.8K - $39.4K
|
780
$21.7K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-489- 5.81% |
$36.8K - $39.4K
|
7.92K
$220K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-491- 2.88% |
$36.9K - $39.6K
|
16.6K
$461K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-497- 0.25% |
$37.4K - $40.1K
|
195K
$5.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-500- 3.42% |
$37.6K - $40.3K
|
14.1K
$392K
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-515- 10.43% |
$38.8K - $41.5K
|
4.42K
$123K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-516- 6.41% |
$38.8K - $41.6K
|
7.53K
$209K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-550- 3.94% |
$41.4K - $44.3K
|
13.4K
$373K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-555- 11.6% |
$41.8K - $44.7K
|
4.23K
$118K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-567- 0.75% |
$42.7K - $45.7K
|
75K
$2.08M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-577- 1.14% |
$43.4K - $46.5K
|
49.9K
$1.39M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-579- 1.17% |
$43.6K - $46.7K
|
49K
$1.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-582- 2.42% |
$43.8K - $46.9K
|
23.5K
$652K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-586- 4.16% |
$44.1K - $47.2K
|
13.5K
$376K
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-595- 5.55% |
$44.8K - $48K
|
10.1K
$282K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-598- 4.83% |
$45K - $48.2K
|
11.8K
$328K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-600- 10.71% |
$45.2K - $48.4K
|
5K
$139K
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-602- 1.91% |
$45.3K - $48.5K
|
30.9K
$859K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-604- 2.21% |
$45.5K - $48.7K
|
26.8K
$744K
|