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 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3.19K- 63.2% |
$240K - $257K
|
1.86K
$50.3K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-3.21K- 3.17% |
$242K - $259K
|
98.2K
$2.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.23K- 2.98% |
$243K - $260K
|
105K
$2.85M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-3.23K- 0.22% |
$243K - $260K
|
1.49M
$40.4M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.23K- 4.19% |
$243K - $261K
|
74K
$2M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-3.25K- 2.83% |
$245K - $262K
|
112K
$3.02M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.29K- 43.05% |
$248K - $265K
|
4.35K
$118K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3.38K- 0.7% |
$254K - $272K
|
481K
$13M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.39K- 8.75% |
$255K - $273K
|
35.4K
$957K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-3.42K- 2.64% |
$257K - $276K
|
126K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.42K- 6.43% |
$257K - $276K
|
49.7K
$1.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-3.5K- 22.36% |
$264K - $282K
|
12.2K
$329K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-3.56K- 9.35% |
$268K - $287K
|
34.5K
$933K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-3.6K- 14.67% |
$271K - $291K
|
21K
$568K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.75K- 76.55% |
$282K - $302K
|
1.15K
$31.1K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-3.76K- 7.23% |
$283K - $303K
|
48.2K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-3.8K- 30.08% |
$286K - $306K
|
8.82K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.8K- 8.06% |
$286K - $307K
|
43.3K
$1.17M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3.91K- 4.8% |
$294K - $315K
|
77.4K
$2.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.96K- 7.05% |
$298K - $319K
|
52.2K
$1.41M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.09K- 21.55% |
$308K - $330K
|
14.9K
$403K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.12K- 7.39% |
$310K - $332K
|
51.7K
$1.4M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.22K- 24.6% |
$317K - $340K
|
12.9K
$350K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-4.22K- 41.49% |
$318K - $340K
|
5.95K
$161K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.32K- 31.12% |
$325K - $348K
|
9.56K
$259K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-4.38K- 2.37% |
$330K - $353K
|
181K
$4.89M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.39K- 2.57% |
$330K - $354K
|
166K
$4.5M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-4.43K- 3.3% |
$333K - $357K
|
130K
$3.51M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.55K- 2.3% |
$342K - $367K
|
193K
$5.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-4.55K- 42.61% |
$342K - $367K
|
6.12K
$166K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-4.68K- 56.52% |
$352K - $378K
|
3.6K
$97.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4.69K- 8.15% |
$353K - $378K
|
52.9K
$1.43M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-4.69K- 12.45% |
$353K - $378K
|
33K
$894K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-4.79K- 14.19% |
$361K - $386K
|
29K
$784K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.82K- 30.2% |
$363K - $389K
|
11.1K
$302K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-4.89K- 2.65% |
$368K - $395K
|
180K
$4.86M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.06K- 7.11% |
$380K - $408K
|
66K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.1K- 50.53% |
$384K - $411K
|
4.99K
$135K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5.1K- 9.12% |
$384K - $411K
|
50.8K
$1.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
SELL
|
- |
-5.11K- 29.09% |
$384K - $412K
|
12.4K
$337K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-5.12K- 10.26% |
$385K - $412K
|
44.7K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.18K- 6.89% |
$390K - $418K
|
70K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.2K- 27.74% |
$391K - $419K
|
13.5K
$367K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-5.27K- 34.8% |
$396K - $425K
|
9.87K
$267K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-5.33K- 0.88% |
$401K - $430K
|
602K
$16.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-5.42K- 2.56% |
$408K - $437K
|
206K
$5.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
SELL
|
- |
-5.64K- 1.06% |
$424K - $454K
|
525K
$14.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-5.67K- 1.57% |
$427K - $457K
|
357K
$9.66M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-5.81K- 61.29% |
$437K - $468K
|
3.67K
$99.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-5.88K- 8.92% |
$442K - $474K
|
60K
$1.63M
|