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 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-605- 13.63% |
$45.5K - $48.8K
|
3.84K
$107K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-607- 0.68% |
$45.7K - $48.9K
|
88.5K
$2.46M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-607- 0.22% |
$45.7K - $48.9K
|
270K
$7.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-612- 28.75% |
$46.1K - $49.3K
|
1.52K
$42.2K
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-619- 0.2% |
$46.6K - $49.9K
|
304K
$8.46M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-620- 12.8% |
$46.7K - $50K
|
4.22K
$117K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-630- 0.84% |
$47.4K - $50.8K
|
74.5K
$2.07M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-640- 0.37% |
$48.2K - $51.6K
|
174K
$4.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-642- 2.66% |
$48.3K - $51.8K
|
23.5K
$654K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-644- 2.74% |
$48.5K - $51.9K
|
22.8K
$635K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-651- 2.21% |
$49K - $52.5K
|
28.9K
$803K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-669- 2.94% |
$50.3K - $53.9K
|
22.1K
$614K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-683- 0.51% |
$51.4K - $55.1K
|
133K
$3.7M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-690- 2.11% |
$51.9K - $55.6K
|
32K
$890K
|
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-691- 5.81% |
$52K - $55.7K
|
11.2K
$311K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-695- 20.57% |
$52.3K - $56K
|
2.68K
$74.6K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-696- 14.82% |
$52.4K - $56.1K
|
4K
$111K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-750- 6.27% |
$56.4K - $60.5K
|
11.2K
$312K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-768- 0.99% |
$57.8K - $61.9K
|
76.5K
$2.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-780- 8.08% |
$58.7K - $62.9K
|
8.87K
$247K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-785- 7.96% |
$59.1K - $63.3K
|
9.08K
$253K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-787- 85.36% |
$59.2K - $63.5K
|
135
$3.75K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-787- 5.22% |
$59.2K - $63.5K
|
14.3K
$398K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-801- 20.88% |
$60.3K - $64.6K
|
3.04K
$84.4K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-831- 1.65% |
$62.5K - $67K
|
49.5K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-837- 5.97% |
$63K - $67.5K
|
13.2K
$367K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-845- 6.69% |
$63.6K - $68.1K
|
11.8K
$328K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-852- 16.63% |
$64.1K - $68.7K
|
4.27K
$119K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-868- 0.75% |
$65.3K - $70K
|
115K
$3.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-871- 21.05% |
$65.5K - $70.2K
|
3.27K
$90.8K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-875- 3.03% |
$65.8K - $70.6K
|
28K
$778K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-885- 1.06% |
$66.6K - $71.4K
|
82.7K
$2.3M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
SELL
|
- |
-896- 6.07% |
$67.4K - $72.2K
|
13.9K
$386K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-904- 4.28% |
$68K - $72.9K
|
20.2K
$563K
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-916- 1.46% |
$68.9K - $73.9K
|
61.7K
$1.72M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-919- 23.77% |
$69.2K - $74.1K
|
2.95K
$82K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-933- 11.1% |
$70.2K - $75.2K
|
7.47K
$208K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-939- 25.9% |
$70.7K - $75.7K
|
2.69K
$74.7K
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-956- 14.19% |
$71.9K - $77.1K
|
5.78K
$161K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-972- 2.74% |
$73.1K - $78.4K
|
34.5K
$958K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1K- 12.38% |
$75.3K - $80.6K
|
7.08K
$197K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.01K- 6.5% |
$76.3K - $81.8K
|
14.6K
$406K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.03K- 3.96% |
$77.1K - $82.6K
|
24.9K
$691K
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-1.04K- 6.2% |
$78.4K - $84K
|
15.8K
$439K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.04K- 1.62% |
$78.6K - $84.2K
|
63.3K
$1.76M
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 1.39% |
$80.3K - $86K
|
75.9K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-1.08K- 6.4% |
$81K - $86.8K
|
15.7K
$438K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.08K- 95.74% |
$81.3K - $87.1K
|
48
$1.33K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.08K- 16.66% |
$81.5K - $87.3K
|
5.42K
$151K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-1.11K- 1.71% |
$83.2K - $89.1K
|
63.7K
$1.77M
|