Purchases and Sales Made in Q1 2024 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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 30, 2024 Q1 2024
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
983
+ 3.09%
$74K - $79.3K
32.8K $888K
Jul 03, 2024 Q1 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
975
New
$73.4K - $78.6K
975 $26.4K
Apr 26, 2024 Q1 2024
Mba Advisors LLC

Hermitage, PA
BUY
 -
969
+ 1.1%
$72.9K - $78.1K
89.2K $2.41M
Apr 26, 2024 Q1 2024
Schmidt P J Investment Management Inc

Cedarburg, WI
BUY
 -
965
+ 9.27%
$72.6K - $77.8K
11.4K $308K
Apr 17, 2024 Q1 2024
Vicus Capital

State College, PA
BUY
 -
949
+ 9.52%
$71.4K - $76.5K
10.9K $296K
Apr 24, 2024 Q1 2024
Private Trust CO Na

BUY
 -
937
+ 3.59%
$70.5K - $75.6K
27.1K $733K
May 03, 2024 Q1 2024
Aa Financial Advisors, LLC

Columbus, OH
BUY
 -
926
+ 32.87%
$69.7K - $74.7K
3.74K $101K
May 14, 2024 Q1 2024
Harmony Asset Management LLC

Scottsdale, AZ
BUY
 -
897
+ 33.51%
$67.5K - $72.3K
3.57K $96.8K
Apr 18, 2024 Q1 2024
O'Rourke & Company, Inc

Boston, MA
BUY
 -
894
+ 21.57%
$67.3K - $72.1K
5.04K $136K
Apr 19, 2024 Q1 2024
Valeo Financial Advisors, LLC

BUY
 -
886
+ 9.7%
$66.7K - $71.4K
10K $271K
May 07, 2024 Q1 2024
Firestone Capital Management

BUY
 -
875
+ 10.01%
$65.8K - $70.6K
9.61K $260K
May 15, 2024 Q1 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
875
New
$65.8K - $70.6K
875 $23.7K
May 15, 2024 Q1 2024
White Knight Strategic Wealth Advisors, LLC

Princeton, NJ
BUY
 -
868
+ 3.24%
$65.3K - $70K
27.7K $749K
Apr 18, 2024 Q1 2024
Carret Asset Management, LLC

BUY
 -
855
+ 21.88%
$64.3K - $68.9K
4.76K $129K
May 14, 2024 Q1 2024
Sheaff Brock Investment Advisors, LLC

BUY
 -
841
+ 7.27%
$63.3K - $67.8K
12.4K $336K
May 08, 2024 Q1 2024
Russell Investments Group, Ltd.

BUY
 -
831
New
$62.5K - $67K
831 $22.5K
Apr 24, 2024 Q1 2024
Clay Northam Wealth Management, LLC

BUY
 -
785
+ 0.57%
$59.1K - $63.3K
138K $3.72M
May 24, 2024 Q1 2024
Invst, LLC

Indianapolis, IN
BUY
 -
774
+ 7.52%
$58.2K - $62.4K
11.1K $300K
Apr 30, 2024 Q1 2024
North Star Investment Management Corp.

Chicago, IL
BUY
 -
770
+ 4.5%
$57.9K - $62.1K
17.9K $484K
Apr 09, 2024 Q1 2024
Ellenbecker Investment Group

BUY
 -
762
+ 2.63%
$57.3K - $61.4K
29.7K $805K
Apr 12, 2024 Q1 2024
Garrett Investment Advisors LLC

BUY
 -
760
+ 14.99%
$57.2K - $61.3K
5.83K $158K
May 14, 2024 Q1 2024
Plancorp, LLC

BUY
 -
755
+ 4.08%
$56.8K - $60.9K
19.3K $522K
May 08, 2024 Q1 2024
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
749
+ 11.2%
$56.4K - $60.4K
7.44K $201K
May 14, 2024 Q1 2024
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
748
New
$56.3K - $60.3K
748 $20.3K
May 01, 2024 Q1 2024
Schaeffer Financial LLC

BUY
 -
740
+ 0.34%
$55.7K - $59.7K
217K $5.88M
May 02, 2024 Q1 2024
Salomon & Ludwin, LLC

BUY
 -
730
+ 10.62%
$54.9K - $58.9K
7.6K $206K
May 10, 2024 Q1 2024
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
724
+ 5.97%
$54.5K - $58.4K
12.8K $348K
Jul 19, 2024 Q1 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
701
+ 0.5%
$52.8K - $56.5K
142K $3.84M
May 15, 2024 Q1 2024
Options Solutions, LLC

Chevy Chase, MD
BUY
 -
700
+ 21.88%
$52.7K - $56.4K
3.9K $106K
Apr 24, 2024 Q1 2024
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
699
+ 2.18%
$52.6K - $56.4K
32.7K $886K
Apr 26, 2024 Q1 2024
Advisors Management Group Inc

BUY
 -
698
+ 2.35%
$52.5K - $56.3K
30.4K $824K
Apr 22, 2024 Q1 2024
Cottage Street Advisors LLC

BUY
 -
690
+ 6.71%
$51.9K - $55.6K
11K $297K
May 06, 2024 Q1 2024
Advisory Alpha, LLC

BUY
 -
684
+ 5.34%
$51.5K - $55.2K
13.5K $365K
Aug 01, 2024 Q1 2024
Squire Investment Management Company, LLC

Orem, UT
BUY
 -
684
+ 12.53%
$51.5K - $55.2K
6.14K $166K
May 02, 2024 Q1 2024
Capital Management Associates, Inc

Minneapolis, MN
BUY
 -
678
+ 8.06%
$51K - $54.7K
9.09K $246K
Apr 18, 2024 Q1 2024
West Oak Capital, LLC

BUY
 -
675
+ 3.06%
$50.8K - $54.4K
22.7K $615K
Apr 25, 2024 Q1 2024
Armor Investment Advisors, LLC

BUY
 -
666
+ 0.91%
$50.1K - $53.7K
73.5K $1.99M
Apr 15, 2024 Q1 2024
Sound Income Strategies, LLC

BUY
 -
663
+ 44.62%
$49.9K - $53.5K
2.15K $58.2K
May 15, 2024 Q1 2024
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
661
+ 4.14%
$49.7K - $53.3K
16.6K $450K
May 14, 2024 Q1 2024
Main Street Group, LTD

Glen Allen, VA
BUY
 -
658
+ 26.16%
$49.5K - $53.1K
3.17K $85.9K
Apr 10, 2024 Q1 2024
Pps&V Asset Management Consultants, Inc.

Portage, MI
BUY
 -
653
+ 0.77%
$49.1K - $52.7K
85.9K $2.33M
Apr 25, 2024 Q1 2024
Latitude Advisors, LLC

BUY
 -
653
+ 3.29%
$49.1K - $52.7K
20.5K $554K
Apr 24, 2024 Q1 2024
Proffitt & Goodson Inc

BUY
 -
650
New
$48.9K - $52.4K
650 $17.6K
May 14, 2024 Q1 2024
Lokken Investment Group LLC

BUY
 -
645
+ 9.78%
$48.5K - $52K
7.24K $196K
May 14, 2024 Q1 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
641
+ 2.81%
$48.2K - $51.7K
23.4K $635K
May 14, 2024 Q1 2024
Kovitz Investment Group Partners, LLC

BUY
 -
639
+ 8.08%
$48.1K - $51.5K
8.55K $231K
May 14, 2024 Q1 2024
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
639
+ 253.57%
$48.1K - $51.5K
891 $24.1K
Apr 22, 2024 Q1 2024
Walkner Condon Financial Advisors LLC

BUY
 -
638
+ 5.18%
$48K - $51.4K
12.9K $351K
Apr 19, 2024 Q1 2024
Cornerstone Wealth Management, LLC

BUY
 -
630
+ 6.37%
$47.4K - $50.8K
10.5K $285K

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