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 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.75KNew |
$207K - $222K
|
2.75K
$74.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.73KNew |
$205K - $220K
|
2.73K
$73.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
2.72KNew |
$205K - $219K
|
2.72K
$73.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.72K+ 55.29% |
$204K - $219K
|
7.63K
$207K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.71KNew |
$204K - $219K
|
2.71K
$73.4K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.69K+ 221.95% |
$202K - $217K
|
3.9K
$106K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.69KNew |
$202K - $217K
|
2.69K
$72.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.67KNew |
$201K - $216K
|
2.67K
$72.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
2.67KNew |
$201K - $215K
|
2.67K
$72.2K
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.66K+ 2.2% |
$200K - $214K
|
123K
$3.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
2.65KNew |
$200K - $214K
|
2.65K
$71.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.65KNew |
$199K - $213K
|
2.65K
$71.7K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.64K+ 4.64% |
$199K - $213K
|
59.5K
$1.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
2.64KNew |
$198K - $212K
|
2.64K
$71.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2.63KNew |
$198K - $212K
|
2.63K
$71.3K
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
2.63KNew |
$198K - $212K
|
2.63K
$71.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
2.62KNew |
$197K - $211K
|
2.62K
$71K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.62KNew |
$197K - $211K
|
2.62K
$70.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.61K+ 2.72% |
$196K - $210K
|
98.7K
$2.67M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.61KNew |
$196K - $210K
|
2.61K
$70.7K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.61KNew |
$196K - $210K
|
2.61K
$70.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
2.61KNew |
$196K - $210K
|
2.61K
$70.6K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.6KNew |
$196K - $210K
|
2.6K
$70.4K
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
2.58K+ 7.74% |
$194K - $208K
|
35.9K
$973K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.58KNew |
$194K - $208K
|
2.58K
$69.8K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.57KNew |
$194K - $207K
|
2.57K
$69.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
2.55K+ 2.34% |
$192K - $205K
|
112K
$3.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.55KNew |
$192K - $205K
|
2.55K
$69K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.54KNew |
$191K - $205K
|
2.54K
$68.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.53KNew |
$190K - $204K
|
2.53K
$68.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.53K+ 13.17% |
$190K - $204K
|
21.7K
$588K
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
BUY
|
- |
2.52KNew |
$190K - $203K
|
2.52K
$68.2K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.51K+ 2.61% |
$189K - $202K
|
98.8K
$2.68M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.5KNew |
$188K - $202K
|
2.5K
$67.7K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2.5K+ 2.31% |
$188K - $201K
|
111K
$3M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.5K+ 6.79% |
$188K - $201K
|
39.3K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
2.48KNew |
$187K - $200K
|
2.48K
$67.2K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
2.47K+ 2.11% |
$186K - $199K
|
120K
$3.24M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.46K+ 6137.5% |
$185K - $198K
|
2.5K
$67.6K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.45K+ 2.31% |
$184K - $197K
|
108K
$2.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.4K+ 1.16% |
$180K - $193K
|
210K
$5.67M
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.37K+ 7.87% |
$178K - $191K
|
32.5K
$880K
|
|
|
May 01, 2024
Q1 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
2.37K+ 1.01% |
$178K - $191K
|
237K
$6.41M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.36K+ 3.0% |
$178K - $190K
|
81K
$2.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.36K+ 4.55% |
$177K - $190K
|
54.2K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.34K+ 10.24% |
$176K - $188K
|
25.1K
$680K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.32K+ 17.59% |
$174K - $187K
|
15.5K
$419K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.29K+ 3.05% |
$173K - $185K
|
77.4K
$2.1M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
2.25K+ 7.02% |
$169K - $181K
|
34.3K
$930K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
2.22K+ 1.29% |
$167K - $179K
|
174K
$4.71M
|