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
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6+ 0.04% |
$452 - $484
|
14K
$378K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 0.14% |
$452 - $484
|
4.44K
$120K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
6+ 0.76% |
$452 - $484
|
791
$21.4K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
6+ 0.09% |
$452 - $484
|
6.91K
$187K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
5+ 0.17% |
$376 - $403
|
2.87K
$77.8K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
4+ 0.13% |
$301 - $323
|
2.99K
$81K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
2+ 0.7% |
$151 - $161
|
287
$7.77K
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2+ 0.05% |
$151 - $161
|
4.01K
$109K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
2+ 0.73% |
$151 - $161
|
277
$7.5K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
2+ 0.12% |
$151 - $161
|
1.67K
$45.2K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
2+ 0.66% |
$151 - $161
|
306
$8.29K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.84% |
$151 - $161
|
240
$6.5K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
2+ 0.32% |
$151 - $161
|
623
$16.9K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 0.38% |
$151 - $161
|
524
$14.2K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.06% |
$151 - $161
|
3.31K
$89.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$75.3 - $80.6
|
5.09K
$138K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.07% |
$75.3 - $80.6
|
1.44K
$39K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$75.3 - $80.6
|
9.73K
$263K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1+ 0.01% |
$75.3 - $80.6
|
9.46K
$256K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.02% |
$75.3 - $80.6
|
5.09K
$138K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 0.17% |
$75.3 - $80.6
|
578
$15.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1+ 0.87% |
$75.3 - $80.6
|
116
$3.14K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.0% |
$75.3 - $80.6
|
47K
$1.27M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.02% |
$75.3 - $80.6
|
5.21K
$141K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.17% |
$75.3 - $80.6
|
594
$16.1K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$75.3 - $80.6
|
5.95K
$161K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.03% |
$75.3 - $80.6
|
3.9K
$106K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.99% |
$75.3 - $80.6
|
102
$2.76K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1- 0.02% |
$75.3 - $80.6
|
6.1K
$165K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2- 0.56% |
$151 - $161
|
355
$9.61K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 2.67% |
$301 - $323
|
146
$3.95K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-4- 0.08% |
$301 - $323
|
4.99K
$135K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-5- 0.03% |
$376 - $403
|
19.9K
$538K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-8- 0.22% |
$602 - $645
|
3.71K
$100K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-9- 0.06% |
$677 - $726
|
14.9K
$403K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-9- 0.08% |
$677 - $726
|
11.5K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-9- 15.25% |
$677 - $726
|
50
$1.35K
|
|
|
Apr 04, 2024
Q1 2024
|
Ifs Advisors, LLC
|
SELL
|
- |
-10- 2.8% |
$753 - $806
|
347
$9.4K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-10- 4.24% |
$753 - $806
|
226
$6.12K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-11- 0.15% |
$828 - $887
|
7.26K
$197K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-19- 0.22% |
$1.43K - $1.53K
|
8.46K
$229K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-21- 0.26% |
$1.58K - $1.69K
|
8.16K
$221K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-23- 0.09% |
$1.73K - $1.85K
|
25.3K
$686K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-25- 0.09% |
$1.88K - $2.02K
|
28.3K
$766K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-26- 0.87% |
$1.96K - $2.1K
|
2.95K
$79.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-26- 0.23% |
$1.96K - $2.1K
|
11.4K
$308K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-26- 0.86% |
$1.96K - $2.1K
|
2.98K
$80.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-28- 0.33% |
$2.11K - $2.26K
|
8.52K
$231K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-29- 6.44% |
$2.18K - $2.34K
|
421
$11.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-30- 10.91% |
$2.26K - $2.42K
|
245
$6.63K
|