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 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
77.7K+ 202.38% |
$5.85M - $6.27M
|
116K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
69.5KNew |
$5.23M - $5.6M
|
69.5K
$1.88M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
69.5KNew |
$5.23M - $5.6M
|
69.5K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
69.1K+ 138.62% |
$5.2M - $5.57M
|
119K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
67.8KNew |
$5.1M - $5.47M
|
67.8K
$1.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
67.1K+ 1277.04% |
$5.05M - $5.41M
|
72.4K
$1.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
65.9K+ 10.73% |
$4.96M - $5.31M
|
680K
$18.4M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
63.3K+ 465.77% |
$4.77M - $5.11M
|
76.9K
$2.08M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
62.3KNew |
$4.68M - $5.02M
|
62.3K
$1.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
59.2K+ 12.72% |
$4.45M - $4.77M
|
524K
$14.2M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
58.9KNew |
$4.43M - $4.75M
|
58.9K
$1.6M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
58.2K+ 3.57% |
$4.38M - $4.69M
|
1.69M
$45.7M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
57.4K+ 48.54% |
$4.32M - $4.63M
|
176K
$4.76M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
55.4KNew |
$4.17M - $4.47M
|
55.4K
$1.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
55.2K+ 118.0% |
$4.15M - $4.45M
|
102K
$2.76M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
54.5K+ 1275.13% |
$4.1M - $4.39M
|
58.8K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
54.4KNew |
$4.09M - $4.39M
|
54.4K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
54.2K+ 7.07% |
$4.08M - $4.37M
|
822K
$22.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
52.4K+ 18.94% |
$3.94M - $4.23M
|
329K
$8.91M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
51.9K+ 14.74% |
$3.9M - $4.18M
|
404K
$10.9M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
51.8K+ 45.02% |
$3.9M - $4.18M
|
167K
$4.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
51.3K+ 37.1% |
$3.86M - $4.13M
|
189K
$5.13M
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
49.8K+ 92.67% |
$3.75M - $4.02M
|
104K
$2.81M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
48.9K+ 3.54% |
$3.68M - $3.94M
|
1.43M
$38.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
48.8K+ 6.37% |
$3.67M - $3.93M
|
814K
$22M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
48K+ 847.74% |
$3.61M - $3.87M
|
53.7K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48K+ 3.17% |
$3.61M - $3.87M
|
1.56M
$42.2M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
47.2KNew |
$3.55M - $3.81M
|
47.2K
$1.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
47K+ 572.95% |
$3.53M - $3.79M
|
55.2K
$1.49M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
45.5K+ 114.35% |
$3.42M - $3.67M
|
85.3K
$2.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
45.4K+ 130.76% |
$3.42M - $3.66M
|
80.2K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
44.6KNew |
$3.36M - $3.6M
|
44.6K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Reliant Wealth Planning
|
BUY
|
- |
44.2K+ 8.14% |
$3.33M - $3.57M
|
588K
$15.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
43.7KNew |
$3.29M - $3.53M
|
43.7K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
43.7K+ 10.34% |
$3.29M - $3.52M
|
466K
$12.6M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
43.5K+ 5.98% |
$3.27M - $3.51M
|
770K
$20.9M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
43.3K+ 3.44% |
$3.26M - $3.49M
|
1.3M
$35.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
41.9KNew |
$3.15M - $3.38M
|
41.9K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
41.1KNew |
$3.09M - $3.31M
|
41.1K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
40.8K+ 21.94% |
$3.07M - $3.29M
|
227K
$6.14M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
40.5K+ 0.42% |
$3.05M - $3.26M
|
9.72M
$263M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
39.9K+ 212.18% |
$3.01M - $3.22M
|
58.8K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
39.7KNew |
$2.99M - $3.2M
|
39.7K
$1.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
39.4K+ 54.02% |
$2.97M - $3.18M
|
112K
$3.04M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
38.7KNew |
$2.91M - $3.12M
|
38.7K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
38.7KNew |
$2.91M - $3.12M
|
38.7K
$1.05M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
38.3KNew |
$2.88M - $3.09M
|
38.3K
$1.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
38K+ 0.92% |
$2.86M - $3.07M
|
4.15M
$112M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
37.7KNew |
$2.84M - $3.04M
|
37.7K
$1.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
37K+ 175.14% |
$2.78M - $2.98M
|
58.1K
$1.57M
|