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
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-6.13K- 14.42% |
$461K - $494K
|
36.4K
$986K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-6.26K- 6.37% |
$471K - $505K
|
91.9K
$2.49M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.32K- 5.68% |
$475K - $509K
|
105K
$2.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-6.35K- 8.38% |
$478K - $512K
|
69.5K
$1.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.66K- 10.04% |
$501K - $537K
|
59.6K
$1.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-7.01K- 4.8% |
$527K - $565K
|
139K
$3.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-7.08K- 3.91% |
$533K - $571K
|
174K
$4.71M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.08K- 0.63% |
$533K - $571K
|
1.12M
$30.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-7.17K- 21.57% |
$539K - $578K
|
26.1K
$706K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-7.23K- 4.96% |
$544K - $583K
|
139K
$3.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-7.47K- 7.91% |
$562K - $602K
|
86.9K
$2.35M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-7.7K- 20.03% |
$580K - $621K
|
30.8K
$833K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-7.74K- 40.63% |
$582K - $624K
|
11.3K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.84K- 2.86% |
$590K - $632K
|
266K
$7.22M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-7.86K- 3.88% |
$592K - $634K
|
195K
$5.27M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-8.02K- 2.59% |
$604K - $647K
|
301K
$8.16M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-8.04K- 47.46% |
$605K - $649K
|
8.9K
$241K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-8.15K- 6.8% |
$614K - $657K
|
112K
$3.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-8.18K- 43.31% |
$616K - $660K
|
10.7K
$290K
|
|
|
Apr 15, 2024
Q1 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-8.19K- 2.97% |
$616K - $660K
|
267K
$7.24M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-8.2K- 10.66% |
$617K - $661K
|
68.7K
$1.86M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.07K- 5.88% |
$683K - $731K
|
145K
$3.93M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.13K- 12.67% |
$687K - $736K
|
62.9K
$1.7M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-9.18K- 8.51% |
$691K - $740K
|
98.7K
$2.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-9.64K- 46.45% |
$725K - $777K
|
11.1K
$301K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.68K- 1.09% |
$729K - $781K
|
879K
$23.8M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.71K- 30.13% |
$731K - $783K
|
22.5K
$610K
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-9.75K- 15.23% |
$733K - $786K
|
54.2K
$1.47M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-10K- 50.0% |
$753K - $806K
|
10K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-10K- 43.63% |
$753K - $807K
|
12.9K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-10K- 12.38% |
$756K - $810K
|
71K
$1.92M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-10.2K- 18.54% |
$768K - $822K
|
44.8K
$1.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-10.5K- 18.95% |
$787K - $843K
|
44.8K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-10.6K- 55.03% |
$796K - $853K
|
8.65K
$234K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.6K- 10.36% |
$800K - $857K
|
92K
$2.49M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.7K- 25.29% |
$803K - $861K
|
31.5K
$854K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-10.7K- 24.23% |
$809K - $866K
|
33.6K
$910K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-11.2K- 12.09% |
$840K - $900K
|
81.2K
$2.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.2K- 2.19% |
$843K - $903K
|
502K
$13.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-11.3K- 43.35% |
$848K - $909K
|
14.7K
$399K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-11.3K- 24.63% |
$850K - $911K
|
34.6K
$936K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-11.5K- 11.27% |
$866K - $928K
|
90.7K
$2.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-11.5K- 30.53% |
$867K - $929K
|
26.2K
$710K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.8K- 12.79% |
$887K - $950K
|
80.4K
$2.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-11.9K- 7.79% |
$898K - $962K
|
141K
$3.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-12.1K- 86.24% |
$912K - $978K
|
1.94K
$52.4K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-12.1K- 52.04% |
$913K - $978K
|
11.2K
$303K
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-12.4K- 18.69% |
$933K - $1M
|
53.9K
$1.46M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-12.5K- 37.63% |
$939K - $1.01M
|
20.7K
$560K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-12.5K- 9.21% |
$943K - $1.01M
|
124K
$3.35M
|