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 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-31- 0.04% |
$2.33K - $2.5K
|
78.4K
$2.12M
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-35- 0.59% |
$2.63K - $2.82K
|
5.9K
$160K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-36- 1.15% |
$2.71K - $2.9K
|
3.1K
$83.9K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-38- 0.32% |
$2.86K - $3.06K
|
11.9K
$323K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-40- 1.17% |
$3.01K - $3.23K
|
3.37K
$91.3K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-40- 2.56% |
$3.01K - $3.23K
|
1.52K
$41.2K
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
SELL
|
- |
-42- 0.82% |
$3.16K - $3.39K
|
5.06K
$137K
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-44- 0.11% |
$3.31K - $3.55K
|
41K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-44- 0.64% |
$3.31K - $3.55K
|
6.83K
$185K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-46- 18.4% |
$3.46K - $3.71K
|
204
$5.52K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-47- 0.37% |
$3.54K - $3.79K
|
12.7K
$345K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-49- 0.6% |
$3.69K - $3.95K
|
8.17K
$221K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-50- 16.45% |
$3.76K - $4.03K
|
254
$6.88K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-51- 0.13% |
$3.84K - $4.11K
|
38.6K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-53- 0.75% |
$3.99K - $4.27K
|
7.04K
$191K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-55- 1.48% |
$4.14K - $4.43K
|
3.66K
$99.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-56- 0.71% |
$4.21K - $4.52K
|
7.86K
$213K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-56- 1.61% |
$4.21K - $4.52K
|
3.42K
$92.6K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-57- 0.38% |
$4.29K - $4.6K
|
15.1K
$409K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 17.91% |
$4.52K - $4.84K
|
275
$7.45K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-66- 0.66% |
$4.97K - $5.32K
|
9.95K
$269K
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-69- 2.44% |
$5.19K - $5.56K
|
2.76K
$74.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-69- 0.08% |
$5.19K - $5.56K
|
90.4K
$2.45M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-69- 0.33% |
$5.19K - $5.56K
|
20.9K
$566K
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-70- 1.06% |
$5.27K - $5.64K
|
6.55K
$177K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-73- 90.12% |
$5.49K - $5.89K
|
8
$217
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-75- 0.28% |
$5.64K - $6.05K
|
27.1K
$733K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-75- 0.77% |
$5.64K - $6.05K
|
9.64K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-75- 2.49% |
$5.64K - $6.05K
|
2.94K
$79.6K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-84- 1.01% |
$6.32K - $6.77K
|
8.22K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-85- 0.6% |
$6.4K - $6.85K
|
14.1K
$381K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-86- 3.25% |
$6.47K - $6.93K
|
2.56K
$69.4K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-88- 0.09% |
$6.62K - $7.1K
|
98.4K
$2.66M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-89- 3.57% |
$6.7K - $7.18K
|
2.4K
$65K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-97- 2.73% |
$7.3K - $7.82K
|
3.45K
$93.5K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-99- 3.22% |
$7.45K - $7.98K
|
2.98K
$80.7K
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-100- 1.59% |
$7.53K - $8.06K
|
6.17K
$167K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-104- 2.13% |
$7.83K - $8.39K
|
4.79K
$130K
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-106- 2.71% |
$7.98K - $8.55K
|
3.81K
$103K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-107- 0.93% |
$8.05K - $8.63K
|
11.4K
$308K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-110- 6.53% |
$8.28K - $8.87K
|
1.57K
$42.6K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-117- 0.05% |
$8.8K - $9.43K
|
231K
$6.26M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-119Closed |
$8.95K - $9.59K
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-131- 4.53% |
$9.86K - $10.6K
|
2.76K
$74.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-132- 1.81% |
$9.93K - $10.6K
|
7.18K
$194K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-138- 0.36% |
$10.4K - $11.1K
|
38K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-138- 1.63% |
$10.4K - $11.1K
|
8.32K
$225K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-140- 2.93% |
$10.5K - $11.3K
|
4.64K
$126K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-150- 1.81% |
$11.3K - $12.1K
|
8.12K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-150- 1.43% |
$11.3K - $12.1K
|
10.4K
$281K
|