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
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
6.64K+ 12.83% |
$499K - $535K
|
58.3K
$1.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.62K+ 19.19% |
$498K - $534K
|
41.1K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.55KNew |
$493K - $528K
|
6.55K
$182K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
6.55K+ 19.46% |
$493K - $528K
|
40.2K
$1.12M
|
|
|
May 09, 2024
Q1 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
6.54K+ 8.02% |
$492K - $528K
|
88.1K
$2.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
6.53K+ 158.3% |
$491K - $527K
|
10.7K
$296K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.46KNew |
$486K - $521K
|
6.46K
$180K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.39K+ 43.97% |
$481K - $515K
|
20.9K
$582K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.33KNew |
$476K - $510K
|
6.33K
$176K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.32K+ 19.01% |
$475K - $509K
|
39.5K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
6.31K+ 54.54% |
$475K - $509K
|
17.9K
$497K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6.21KNew |
$467K - $501K
|
6.21K
$173K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
6.21K+ 2.1% |
$467K - $500K
|
302K
$8.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
6.2K+ 53.06% |
$466K - $500K
|
17.9K
$497K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.19KNew |
$466K - $499K
|
6.19K
$172K
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
6.16K+ 18.61% |
$463K - $496K
|
39.2K
$1.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6.08KNew |
$458K - $491K
|
6.08K
$169K
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
6.05K+ 11.1% |
$455K - $487K
|
60.5K
$1.68M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
6.04K+ 26.26% |
$454K - $487K
|
29K
$807K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
6.03KNew |
$454K - $486K
|
6.03K
$168K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
6.01K+ 11.13% |
$452K - $484K
|
60K
$1.67M
|
|
|
Apr 23, 2024
Q1 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
5.98K+ 2.14% |
$450K - $482K
|
285K
$7.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
5.98KNew |
$450K - $482K
|
5.98K
$166K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5.93KNew |
$446K - $478K
|
5.93K
$165K
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
5.87KNew |
$442K - $473K
|
5.87K
$163K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.8K+ 3.26% |
$436K - $468K
|
184K
$5.11M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.75K+ 8.53% |
$433K - $464K
|
73.2K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
5.66K+ 0.12% |
$426K - $456K
|
4.69M
$131M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
5.56KNew |
$419K - $449K
|
5.56K
$155K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
5.56K+ 152.2% |
$418K - $448K
|
9.21K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
5.53K+ 16.29% |
$416K - $446K
|
39.5K
$1.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.45K+ 42.47% |
$410K - $440K
|
18.3K
$509K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.44K+ 19.76% |
$409K - $439K
|
33K
$917K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.43K+ 14.57% |
$408K - $438K
|
42.7K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.38K+ 3.23% |
$405K - $434K
|
172K
$4.79M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
5.37K+ 45.52% |
$404K - $433K
|
17.2K
$477K
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
5.34KNew |
$402K - $430K
|
5.34K
$148K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.32K+ 16.69% |
$401K - $429K
|
37.2K
$1.04M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5.3K+ 78.32% |
$398K - $427K
|
12.1K
$335K
|
|
|
Jun 11, 2024
Q1 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
5.26KNew |
$396K - $424K
|
5.26K
$146K
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
5.25K+ 7.37% |
$395K - $423K
|
76.4K
$2.12M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
5.23K+ 13.89% |
$393K - $421K
|
42.9K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.2K+ 19.83% |
$391K - $419K
|
31.4K
$873K
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
5.17KNew |
$389K - $416K
|
5.17K
$144K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.16K+ 4.68% |
$388K - $416K
|
115K
$3.21M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.15KNew |
$387K - $415K
|
5.15K
$143K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
5.09K+ 19.48% |
$383K - $410K
|
31.2K
$868K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
5.05K+ 2.02% |
$380K - $407K
|
255K
$7.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
5.04KNew |
$379K - $406K
|
5.04K
$140K
|
|
|
May 13, 2024
Q1 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
5.03K+ 6.35% |
$378K - $405K
|
84.2K
$2.34M
|