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 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.02K+ 2.6% |
$378K - $405K
|
198K
$5.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.9K+ 3.06% |
$368K - $395K
|
165K
$4.58M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.89K+ 6.14% |
$368K - $394K
|
84.5K
$2.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
4.88KNew |
$367K - $394K
|
4.88K
$136K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
4.86K+ 46.53% |
$365K - $392K
|
15.3K
$425K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.81K+ 10.56% |
$362K - $388K
|
50.4K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4.81K+ 3.6% |
$362K - $387K
|
138K
$3.85M
|
|
|
Apr 26, 2024
Q1 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
4.78KNew |
$360K - $385K
|
4.78K
$133K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.72K+ 6.79% |
$355K - $380K
|
74.2K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.71K+ 531.23% |
$355K - $380K
|
5.6K
$156K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
4.69K+ 16.89% |
$353K - $378K
|
32.4K
$902K
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
4.65KNew |
$350K - $375K
|
4.65K
$129K
|
|
|
May 09, 2024
Q1 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
4.64K+ 7.03% |
$349K - $374K
|
70.7K
$1.97M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.64K+ 61.72% |
$349K - $374K
|
12.2K
$338K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
4.6K+ 1118.49% |
$346K - $371K
|
5.01K
$139K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
4.59K+ 9.97% |
$346K - $370K
|
50.7K
$1.41M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
4.57K+ 2.38% |
$344K - $369K
|
197K
$5.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
4.54KNew |
$342K - $366K
|
4.54K
$126K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.53K+ 7.03% |
$341K - $365K
|
69K
$1.92M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.48K+ 1.51% |
$337K - $361K
|
302K
$8.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.45KNew |
$335K - $359K
|
4.45K
$124K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
4.35K+ 7.76% |
$327K - $350K
|
60.4K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.32K+ 1.87% |
$325K - $348K
|
235K
$6.53M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.31K+ 2.21% |
$324K - $347K
|
199K
$5.55M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.3K+ 4.46% |
$323K - $346K
|
101K
$2.8M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
4.29K+ 6.71% |
$323K - $346K
|
68.2K
$1.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.28K+ 6.88% |
$322K - $345K
|
66.4K
$1.85M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.26K+ 3.69% |
$320K - $343K
|
120K
$3.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
4.26K+ 42.02% |
$320K - $343K
|
14.4K
$400K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.22K+ 5.32% |
$317K - $340K
|
83.4K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.21KNew |
$317K - $339K
|
4.21K
$117K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.17KNew |
$314K - $336K
|
4.17K
$116K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4.14K+ 78.38% |
$312K - $334K
|
9.43K
$262K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
4.12K+ 5.53% |
$310K - $332K
|
78.6K
$2.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.1K+ 13.87% |
$308K - $330K
|
33.6K
$935K
|
|
|
May 01, 2024
Q1 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
4.08KNew |
$307K - $329K
|
4.08K
$114K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.08KNew |
$307K - $329K
|
4.08K
$113K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4.05K+ 150.54% |
$305K - $327K
|
6.74K
$187K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
4.04K+ 2694.67% |
$304K - $326K
|
4.19K
$117K
|
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
3.9K+ 10.58% |
$293K - $314K
|
40.7K
$1.13M
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.88K+ 67.27% |
$292K - $313K
|
9.65K
$268K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.86K+ 66.78% |
$291K - $311K
|
9.65K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.84KNew |
$289K - $310K
|
3.84K
$107K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
3.84K+ 8.03% |
$289K - $310K
|
51.6K
$1.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.84K+ 10.74% |
$289K - $309K
|
39.6K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
3.79K+ 25.43% |
$285K - $305K
|
18.7K
$519K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.78K+ 10.12% |
$284K - $305K
|
41.1K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.77KNew |
$283K - $304K
|
3.77K
$105K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.73K+ 10.44% |
$281K - $301K
|
39.5K
$1.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3.7K+ 7.83% |
$279K - $299K
|
51K
$1.42M
|