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
|
Fusion Capital, LLC
|
SELL
|
- |
-1.12K- 9.76% |
$83.9K - $89.9K
|
10.3K
$287K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.12K- 24.42% |
$84K - $90K
|
3.45K
$96.1K
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.16K- 17.25% |
$87.1K - $93.3K
|
5.55K
$154K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.17K- 9.64% |
$87.7K - $93.9K
|
10.9K
$304K
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-1.17K- 16.9% |
$87.7K - $94K
|
5.73K
$159K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.22K- 8.28% |
$92.1K - $98.7K
|
13.6K
$377K
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-1.23K- 2.42% |
$92.5K - $99.1K
|
49.6K
$1.38M
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.27K- 21.27% |
$95.3K - $102K
|
4.69K
$130K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.27K- 5.89% |
$95.5K - $102K
|
20.3K
$564K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.27K- 31.45% |
$95.6K - $102K
|
2.77K
$77K
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.3K- 4.14% |
$97.6K - $105K
|
30K
$835K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.3K- 1.81% |
$97.7K - $105K
|
70.3K
$1.96M
|
|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.3K- 1.59% |
$97.7K - $105K
|
80.2K
$2.23M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-1.34K- 6.18% |
$100K - $108K
|
20.3K
$563K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.37K- 8.32% |
$103K - $111K
|
15.1K
$420K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.38K- 1.92% |
$104K - $111K
|
70.7K
$1.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.39K- 60.44% |
$105K - $112K
|
911
$25.3K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.42K- 2.15% |
$107K - $115K
|
64.8K
$1.8M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.44K- 4.67% |
$108K - $116K
|
29.3K
$815K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.44K- 4.48% |
$108K - $116K
|
30.7K
$854K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1.45K- 11.02% |
$109K - $117K
|
11.7K
$325K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.45K- 13.58% |
$109K - $117K
|
9.22K
$256K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.47K- 1.52% |
$111K - $119K
|
95.5K
$2.65M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.48K- 4.49% |
$111K - $119K
|
31.5K
$875K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.48K- 10.44% |
$111K - $119K
|
12.7K
$353K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.53K- 0.86% |
$115K - $123K
|
177K
$4.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.55K- 1.5% |
$117K - $125K
|
102K
$2.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.56K- 24.76% |
$117K - $126K
|
4.73K
$132K
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-1.58K- 0.52% |
$119K - $127K
|
300K
$8.35M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.58K- 27.13% |
$119K - $127K
|
4.25K
$118K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.59K- 5.45% |
$119K - $128K
|
27.6K
$766K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.6K- 18.2% |
$120K - $129K
|
7.18K
$200K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.61K- 0.81% |
$121K - $129K
|
198K
$5.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.61K- 6.45% |
$121K - $130K
|
23.3K
$648K
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.61K- 30.08% |
$121K - $130K
|
3.74K
$104K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.62K- 2.62% |
$122K - $131K
|
60.3K
$1.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-1.64K- 3.18% |
$123K - $132K
|
49.9K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.68K- 18.68% |
$127K - $136K
|
7.33K
$204K
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-1.7K- 27.09% |
$128K - $137K
|
4.57K
$127K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.71K- 1.7% |
$129K - $138K
|
99.3K
$2.76M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.72K- 15.81% |
$130K - $139K
|
9.17K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.73K- 14.41% |
$130K - $139K
|
10.3K
$285K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.74K- 16.24% |
$131K - $140K
|
8.97K
$249K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.74K- 30.36% |
$131K - $141K
|
4K
$111K
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-1.77K- 0.82% |
$133K - $142K
|
215K
$5.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.78K- 2.04% |
$134K - $143K
|
85.3K
$2.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.78K- 26.87% |
$134K - $143K
|
4.84K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.8K- 14.78% |
$135K - $145K
|
10.4K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.8K- 14.78% |
$135K - $145K
|
10.4K
$289K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.81K- 3.08% |
$136K - $146K
|
56.9K
$1.58M
|