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 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.61K- 30.08% |
$121K - $130K
|
3.74K
$99.9K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.62K- 2.62% |
$122K - $131K
|
60.3K
$1.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-1.64K- 3.18% |
$123K - $132K
|
49.9K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.68K- 18.68% |
$127K - $136K
|
7.33K
$196K
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-1.7K- 27.09% |
$128K - $137K
|
4.57K
$122K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.71K- 1.7% |
$129K - $138K
|
99.3K
$2.65M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-1.72K- 15.81% |
$130K - $139K
|
9.17K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.73K- 14.41% |
$130K - $139K
|
10.3K
$274K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.74K- 16.24% |
$131K - $140K
|
8.97K
$239K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.74K- 30.36% |
$131K - $141K
|
4K
$107K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.75K- 3.02% |
$132K - $141K
|
56.4K
$1.51M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-1.77K- 0.82% |
$133K - $142K
|
215K
$5.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.78K- 2.04% |
$134K - $143K
|
85.3K
$2.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.78K- 26.87% |
$134K - $143K
|
4.84K
$129K
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.8K- 14.78% |
$135K - $145K
|
10.4K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.8K- 14.78% |
$135K - $145K
|
10.4K
$277K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.81K- 3.08% |
$136K - $146K
|
56.9K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.81K- 4.15% |
$137K - $146K
|
41.9K
$1.12M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1.82K- 0.65% |
$137K - $147K
|
278K
$7.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.83K- 17.03% |
$137K - $147K
|
8.89K
$237K
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.83K- 11.17% |
$137K - $147K
|
14.5K
$388K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.84K- 9.47% |
$138K - $148K
|
17.6K
$470K
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-1.88K- 21.83% |
$142K - $152K
|
6.75K
$180K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.89K- 2.97% |
$142K - $152K
|
61.7K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.97K- 3.48% |
$148K - $158K
|
54.5K
$1.45M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.98K- 7.96% |
$149K - $160K
|
22.9K
$611K
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
SELL
|
- |
-1.99K- 18.45% |
$150K - $160K
|
8.8K
$235K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2K- 33.33% |
$151K - $161K
|
4K
$107K
|
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-2.03K- 13.58% |
$153K - $164K
|
12.9K
$345K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.06K- 27.85% |
$155K - $166K
|
5.34K
$142K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.08K- 3.21% |
$156K - $167K
|
62.6K
$1.67M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
SELL
|
- |
-2.13K- 33.93% |
$161K - $172K
|
4.16K
$111K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.2K- 3.44% |
$165K - $177K
|
61.6K
$1.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.24K- 38.66% |
$168K - $181K
|
3.55K
$94.9K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-2.26K- 45.38% |
$170K - $182K
|
2.71K
$72.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-2.31K- 2.28% |
$174K - $186K
|
99.2K
$2.65M
|
|
|
Apr 28, 2025
Q1 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2.33K- 41.17% |
$175K - $188K
|
3.33K
$88.8K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-2.38K- 32.56% |
$179K - $192K
|
4.92K
$131K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-2.39K- 6.72% |
$180K - $193K
|
33.2K
$885K
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-2.43K- 32.66% |
$183K - $196K
|
5.01K
$134K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-2.43K- 2.39% |
$183K - $196K
|
99.4K
$2.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-2.46K- 4.61% |
$185K - $198K
|
50.9K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-2.47K- 35.83% |
$186K - $199K
|
4.43K
$118K
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-2.48K- 38.72% |
$186K - $200K
|
3.92K
$105K
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-2.48K- 4.68% |
$187K - $200K
|
50.5K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-2.52K- 13.16% |
$190K - $203K
|
16.6K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.54K- 19.97% |
$191K - $205K
|
10.2K
$272K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-2.55K- 5.75% |
$192K - $205K
|
41.7K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 1.52% |
$194K - $208K
|
167K
$4.46M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.59K- 6.12% |
$195K - $209K
|
39.7K
$1.06M
|