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 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
40+ 1.21% |
$3.01K - $3.23K
|
3.34K
$90.3K
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
38+ 0.26% |
$2.86K - $3.06K
|
14.7K
$399K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
36+ 0.56% |
$2.71K - $2.9K
|
6.42K
$174K
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
35+ 0.11% |
$2.63K - $2.82K
|
30.5K
$827K
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
35+ 0.75% |
$2.63K - $2.82K
|
4.68K
$127K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
35+ 0.5% |
$2.63K - $2.82K
|
7.02K
$190K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
35+ 0.46% |
$2.63K - $2.82K
|
7.69K
$208K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
34+ 1.83% |
$2.56K - $2.74K
|
1.89K
$51.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
32+ 0.49% |
$2.41K - $2.58K
|
6.6K
$179K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.7% |
$2.26K - $2.42K
|
4.31K
$117K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
BUY
|
- |
29+ 0.26% |
$2.18K - $2.34K
|
11.4K
$309K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
26+ 0.77% |
$1.96K - $2.1K
|
3.39K
$91.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
26+ 40.63% |
$1.96K - $2.1K
|
90
$2.44K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
26New |
$1.96K - $2.1K
|
26
$704
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
25+ 9.23% |
$1.88K - $2.02K
|
296
$8.02K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.76% |
$1.88K - $2.02K
|
3.31K
$89.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
25New |
$1.88K - $2.02K
|
25
$677
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
25+ 0.21% |
$1.88K - $2.02K
|
11.7K
$318K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
24+ 0.77% |
$1.81K - $1.94K
|
3.15K
$85.2K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
24+ 0.78% |
$1.81K - $1.94K
|
3.1K
$83.8K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
24+ 0.75% |
$1.81K - $1.94K
|
3.21K
$86.8K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
23+ 0.59% |
$1.73K - $1.85K
|
3.94K
$107K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
20+ 2.82% |
$1.51K - $1.61K
|
730
$19.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
20+ 0.45% |
$1.51K - $1.61K
|
4.49K
$122K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
20+ 0.29% |
$1.51K - $1.61K
|
6.97K
$189K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
19+ 0.75% |
$1.43K - $1.53K
|
2.55K
$69K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
19+ 0.5% |
$1.43K - $1.53K
|
3.83K
$104K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
16+ 0.05% |
$1.2K - $1.29K
|
32.2K
$871K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
16New |
$1.2K - $1.29K
|
16
$433
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
15+ 0.15% |
$1.13K - $1.21K
|
9.84K
$266K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 0.47% |
$1.13K - $1.21K
|
3.18K
$86K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15+ 0.77% |
$1.13K - $1.21K
|
1.97K
$53.3K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
14+ 0.71% |
$1.05K - $1.13K
|
1.98K
$53.6K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 0.41% |
$1.05K - $1.13K
|
3.41K
$92.4K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
14+ 0.46% |
$1.05K - $1.13K
|
3.06K
$82.9K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14+ 0.15% |
$1.05K - $1.13K
|
9.6K
$260K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.5% |
$903 - $968
|
2.42K
$65.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
12+ 0.12% |
$903 - $968
|
9.84K
$266K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
12+ 0.2% |
$903 - $968
|
6.06K
$164K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
12+ 0.44% |
$903 - $968
|
2.74K
$74.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
11+ 0.19% |
$828 - $887
|
5.69K
$154K
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
11+ 0.38% |
$828 - $887
|
2.91K
$78.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11+ 0.38% |
$828 - $887
|
2.92K
$79K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9+ 0.17% |
$677 - $726
|
5.34K
$145K
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
9+ 0.74% |
$677 - $726
|
1.23K
$33.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
8+ 0.04% |
$602 - $645
|
21.7K
$589K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8+ 0.06% |
$602 - $645
|
14K
$380K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
7+ 0.19% |
$527 - $564
|
3.63K
$98.4K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7+ 0.03% |
$527 - $564
|
22.1K
$599K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
7+ 0.16% |
$527 - $564
|
4.33K
$117K
|