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 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
18.7K+ 43.91% |
$1.41M - $1.51M
|
61.4K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
18.5K+ 6.1% |
$1.39M - $1.49M
|
321K
$8.94M
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
18.4K+ 11.29% |
$1.38M - $1.48M
|
181K
$5.03M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
18K+ 11.64% |
$1.35M - $1.45M
|
173K
$4.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
17.8K+ 28.83% |
$1.34M - $1.43M
|
79.5K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
17.8K+ 5.95% |
$1.34M - $1.43M
|
316K
$8.79M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
17.4K+ 16.03% |
$1.31M - $1.4M
|
126K
$3.49M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.3K+ 9.71% |
$1.3M - $1.4M
|
196K
$5.44M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
17.2K+ 3.05% |
$1.29M - $1.39M
|
582K
$16.2M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
17.1K+ 7.0% |
$1.29M - $1.38M
|
261K
$7.26M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.6K+ 118.4% |
$1.25M - $1.34M
|
30.5K
$849K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
16.4K+ 149.65% |
$1.23M - $1.32M
|
27.3K
$759K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.3K+ 1.4% |
$1.22M - $1.31M
|
1.18M
$32.8M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$1.19M - $1.28M
|
15.9K
$441K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
15.6K+ 9.88% |
$1.18M - $1.26M
|
174K
$4.84M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
15.6K+ 80.01% |
$1.18M - $1.26M
|
35.1K
$977K
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
15.6K+ 3.15% |
$1.17M - $1.26M
|
511K
$14.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15.5KNew |
$1.16M - $1.25M
|
15.5K
$430K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
15.1K+ 35.66% |
$1.14M - $1.22M
|
57.6K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
15.1K+ 17.44% |
$1.14M - $1.22M
|
102K
$2.83M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
14.8K+ 30.82% |
$1.11M - $1.19M
|
62.8K
$1.75M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
14.8KNew |
$1.11M - $1.19M
|
14.8K
$410K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
14.7K+ 119.61% |
$1.11M - $1.19M
|
27K
$752K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.7K+ 7372.36% |
$1.1M - $1.18M
|
14.9K
$414K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
14.7K+ 18.15% |
$1.1M - $1.18M
|
95.4K
$2.65M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.6K+ 332.82% |
$1.1M - $1.18M
|
19K
$529K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
14.3K+ 5.79% |
$1.07M - $1.15M
|
261K
$7.25M
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
14.2K+ 38.48% |
$1.07M - $1.14M
|
51.1K
$1.42M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
14.1K+ 31.01% |
$1.06M - $1.14M
|
59.8K
$1.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
14.1K+ 6423.18% |
$1.06M - $1.14M
|
14.4K
$399K
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
14.1K+ 1.7% |
$1.06M - $1.14M
|
845K
$23.5M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.1K+ 15.1% |
$1.06M - $1.13M
|
107K
$2.98M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.7K+ 3.17% |
$1.03M - $1.1M
|
444K
$12.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
13.6K+ 2.71% |
$1.02M - $1.09M
|
514K
$14.3M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
13.5K+ 128.46% |
$1.02M - $1.09M
|
24.1K
$670K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13.3K+ 9.93% |
$1M - $1.07M
|
147K
$4.09M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.3KNew |
$999K - $1.07M
|
13.3K
$369K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
13.2K+ 23.71% |
$995K - $1.07M
|
69K
$1.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
13.2K+ 4.76% |
$991K - $1.06M
|
290K
$8.06M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
13.1K+ 3.5% |
$989K - $1.06M
|
388K
$10.8M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
13K+ 16.08% |
$979K - $1.05M
|
93.9K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
12.9K+ 25.16% |
$974K - $1.04M
|
64.4K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$972K - $1.04M
|
12.9K
$359K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
12.8K+ 32.75% |
$966K - $1.03M
|
52K
$1.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
12.8KNew |
$962K - $1.03M
|
12.8K
$356K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
12.7K+ 5.98% |
$958K - $1.03M
|
226K
$6.28M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
12.7K+ 3.39% |
$955K - $1.02M
|
387K
$10.8M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
12.6K+ 36.58% |
$947K - $1.01M
|
47K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.6K+ 29.34% |
$947K - $1.01M
|
55.5K
$1.54M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.5K+ 26.43% |
$942K - $1.01M
|
59.9K
$1.66M
|