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 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
35.8K+ 8.38% |
$2.7M - $2.89M
|
463K
$12.9M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
35.1K+ 16040.64% |
$2.64M - $2.83M
|
35.3K
$983K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
33.9K+ 26.01% |
$2.55M - $2.74M
|
164K
$4.57M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.4K+ 9.3% |
$2.51M - $2.69M
|
393K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
32.7KNew |
$2.46M - $2.64M
|
32.7K
$910K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
32.6K+ 45.45% |
$2.45M - $2.63M
|
104K
$2.9M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
32.3K+ 0.91% |
$2.43M - $2.6M
|
3.6M
$100M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
32.2KNew |
$2.43M - $2.6M
|
32.2K
$896K
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
31.3K+ 17.05% |
$2.36M - $2.53M
|
215K
$5.98M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
31.3K+ 7.44% |
$2.35M - $2.52M
|
452K
$12.6M
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
30.8K+ 644.31% |
$2.31M - $2.48M
|
35.5K
$988K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30.7K+ 7.19% |
$2.31M - $2.48M
|
458K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
30.5K+ 227.22% |
$2.29M - $2.46M
|
43.9K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
27.9K+ 86.34% |
$2.1M - $2.25M
|
60.2K
$1.68M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
27.8K+ 504.15% |
$2.09M - $2.24M
|
33.3K
$927K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27.2K+ 7.06% |
$2.05M - $2.19M
|
412K
$11.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
26.8K+ 9.01% |
$2.02M - $2.16M
|
324K
$9.02M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
26.7K+ 155.92% |
$2.01M - $2.16M
|
43.9K
$1.22M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
26.3K+ 8.53% |
$1.98M - $2.12M
|
335K
$9.31M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
26.1KNew |
$1.97M - $2.11M
|
26.1K
$727K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
25.7K+ 66.02% |
$1.94M - $2.07M
|
64.7K
$1.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
25.7K+ 323.81% |
$1.93M - $2.07M
|
33.6K
$935K
|
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
25.7KNew |
$1.93M - $2.07M
|
25.7K
$713K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
24.7K+ 12.13% |
$1.86M - $1.99M
|
228K
$6.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
24.5K+ 5.24% |
$1.84M - $1.97M
|
491K
$13.7M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
24.4K+ 199.11% |
$1.83M - $1.96M
|
36.6K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23.5K+ 549.75% |
$1.77M - $1.9M
|
27.8K
$774K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
23.5K+ 8.74% |
$1.77M - $1.9M
|
293K
$8.14M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
23.4KNew |
$1.76M - $1.89M
|
23.4K
$651K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
23.2K+ 46.82% |
$1.75M - $1.87M
|
72.9K
$2.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
23.1K+ 7.7% |
$1.74M - $1.86M
|
324K
$9M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
22.8K+ 7.95% |
$1.72M - $1.84M
|
310K
$8.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
22.1K+ 25.18% |
$1.66M - $1.78M
|
110K
$3.06M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
22.1K+ 395.29% |
$1.66M - $1.78M
|
27.7K
$769K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22.1K+ 2.14% |
$1.66M - $1.78M
|
1.05M
$29.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
22K+ 7.23% |
$1.66M - $1.78M
|
327K
$9.09M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
21.9KNew |
$1.65M - $1.77M
|
21.9K
$610K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
BUY
|
- |
21.9K+ 10.1% |
$1.65M - $1.77M
|
239K
$6.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
21K+ 96.51% |
$1.58M - $1.7M
|
42.8K
$1.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
20.9K+ 7.81% |
$1.57M - $1.68M
|
288K
$8.02M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
20.8K+ 5.2% |
$1.57M - $1.68M
|
421K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.6K+ 89.21% |
$1.55M - $1.66M
|
43.8K
$1.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
20.6K+ 52.73% |
$1.55M - $1.66M
|
59.7K
$1.66M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.2K+ 88.59% |
$1.52M - $1.63M
|
42.9K
$1.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
19.7K+ 4.72% |
$1.49M - $1.59M
|
438K
$12.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
19.3K+ 5.77% |
$1.45M - $1.56M
|
354K
$9.85M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
19.2KNew |
$1.44M - $1.55M
|
19.2K
$534K
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
19.2K+ 110.37% |
$1.44M - $1.55M
|
36.5K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.1K+ 4.14% |
$1.44M - $1.54M
|
481K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
18.8KNew |
$1.42M - $1.52M
|
18.8K
$524K
|