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 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.7K+ 52.9% |
$278K - $298K
|
10.7K
$297K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
3.6K+ 8.59% |
$271K - $290K
|
45.5K
$1.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.51K+ 4.06% |
$264K - $283K
|
90K
$2.5M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.5KNew |
$263K - $282K
|
3.5K
$97.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
3.49K+ 3.64% |
$263K - $282K
|
99.6K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
3.48K+ 13.93% |
$261K - $280K
|
28.4K
$790K
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3.46K+ 2.11% |
$260K - $279K
|
167K
$4.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
3.43K+ 1.84% |
$258K - $276K
|
190K
$5.27M
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.42K+ 10.0% |
$258K - $276K
|
37.7K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.4K+ 2.83% |
$256K - $274K
|
124K
$3.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3.39K+ 9.85% |
$255K - $273K
|
37.7K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
3.35K+ 2.95% |
$252K - $270K
|
117K
$3.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.35K+ 2.8% |
$252K - $270K
|
123K
$3.42M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.31K+ 43.87% |
$249K - $267K
|
10.8K
$302K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.27KNew |
$246K - $264K
|
3.27K
$90.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
3.22K+ 32.19% |
$243K - $260K
|
13.2K
$368K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
3.21KNew |
$241K - $258K
|
3.21K
$89.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
3.2K+ 69.11% |
$241K - $258K
|
7.83K
$218K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.17KNew |
$239K - $256K
|
3.17K
$88.2K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.16K+ 15.08% |
$238K - $255K
|
24.1K
$670K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.15K+ 6.29% |
$237K - $254K
|
53.2K
$1.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.13K+ 25.49% |
$236K - $253K
|
15.4K
$429K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.12K+ 1.02% |
$235K - $252K
|
308K
$8.57M
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.09K+ 48.45% |
$233K - $249K
|
9.47K
$263K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.09K+ 26.28% |
$233K - $249K
|
14.9K
$413K
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.09KNew |
$233K - $249K
|
3.09K
$85.9K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.08K+ 23.95% |
$232K - $248K
|
15.9K
$443K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.06KNew |
$230K - $246K
|
3.06K
$85K
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
3.06K+ 1.36% |
$230K - $246K
|
228K
$6.33M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
3.05K+ 36.01% |
$229K - $246K
|
11.5K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.03KNew |
$228K - $244K
|
3.03K
$84.3K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.03KNew |
$228K - $244K
|
3.03K
$84.2K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.98K+ 2.62% |
$224K - $240K
|
116K
$3.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.97KNew |
$223K - $239K
|
2.97K
$82.6K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
2.96KNew |
$222K - $238K
|
2.96K
$82.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.94KNew |
$221K - $237K
|
2.94K
$81.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2.9KNew |
$218K - $234K
|
2.9K
$80.6K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.89K+ 60.88% |
$217K - $233K
|
7.63K
$212K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2.89K+ 12.81% |
$217K - $233K
|
25.4K
$707K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.86KNew |
$215K - $231K
|
2.86K
$79.6K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.82KNew |
$212K - $227K
|
2.82K
$78.4K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2.8KNew |
$211K - $226K
|
2.8K
$77.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.8K+ 44.83% |
$211K - $226K
|
9.04K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.79K+ 22.56% |
$210K - $225K
|
15.1K
$421K
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
2.78KNew |
$209K - $224K
|
2.78K
$77.3K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.77K+ 20.03% |
$209K - $224K
|
16.6K
$462K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
2.77K+ 31.55% |
$209K - $224K
|
11.6K
$321K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.76K+ 4.06% |
$208K - $223K
|
70.8K
$1.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.76K+ 8.73% |
$208K - $223K
|
34.4K
$955K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.75KNew |
$207K - $222K
|
2.75K
$76.5K
|