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 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
12.5K+ 11.25% |
$940K - $1.01M
|
124K
$3.34M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.4K+ 15.89% |
$933K - $1M
|
90.4K
$2.45M
|
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
12.3K+ 21.46% |
$924K - $990K
|
69.5K
$1.88M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
12.3K+ 21.46% |
$924K - $990K
|
69.5K
$1.88M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.1K+ 3.77% |
$909K - $974K
|
332K
$9M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12KNew |
$905K - $970K
|
12K
$326K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
12K+ 17.58% |
$904K - $968K
|
80.3K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
11.9K+ 6.13% |
$898K - $962K
|
207K
$5.6M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
11.9K+ 11.97% |
$897K - $961K
|
112K
$3.02M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.9K+ 9.71% |
$895K - $959K
|
134K
$3.64M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
11.7K+ 5.77% |
$883K - $946K
|
215K
$5.82M
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
11.7K+ 39.61% |
$881K - $944K
|
41.3K
$1.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
11.6K+ 4.31% |
$870K - $933K
|
280K
$7.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
11.5K+ 4.15% |
$865K - $927K
|
288K
$7.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
11.5K+ 4.22% |
$864K - $925K
|
284K
$7.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
11.5KNew |
$863K - $925K
|
11.5K
$311K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.5K+ 6.26% |
$863K - $925K
|
195K
$5.27M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
11.3KNew |
$852K - $913K
|
11.3K
$307K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
11.2K+ 3.26% |
$844K - $905K
|
356K
$9.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11.1K+ 1.52% |
$836K - $896K
|
742K
$20.1M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11K+ 7.47% |
$830K - $890K
|
159K
$4.3M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
11K+ 2.27% |
$828K - $887K
|
495K
$13.4M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
11K+ 7.98% |
$825K - $883K
|
148K
$4.01M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10.9K+ 3.49% |
$823K - $882K
|
325K
$8.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
10.9K+ 8.41% |
$823K - $881K
|
141K
$3.82M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
10.6K+ 44.6% |
$797K - $854K
|
34.3K
$930K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
10.6K+ 3.7% |
$794K - $851K
|
295K
$8M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
10.5K+ 8.87% |
$788K - $845K
|
129K
$3.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
10.4K+ 321.76% |
$784K - $840K
|
13.6K
$370K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
10.3K+ 14.08% |
$772K - $828K
|
83.2K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
10.2KNew |
$768K - $823K
|
10.2K
$276K
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
10.2KNew |
$768K - $823K
|
10.2K
$276K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
10.2K+ 19.81% |
$767K - $822K
|
61.7K
$1.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
10.2KNew |
$766K - $820K
|
10.2K
$275K
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
10.1K+ 5.82% |
$763K - $817K
|
184K
$4.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
10.1KNew |
$763K - $817K
|
10.1K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
10.1K+ 4.09% |
$762K - $817K
|
258K
$6.98M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
10.1K+ 9.25% |
$762K - $816K
|
120K
$3.24M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.1K+ 576.5% |
$760K - $815K
|
11.9K
$321K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10K+ 24.96% |
$753K - $807K
|
50.1K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
9.89K+ 32.16% |
$744K - $798K
|
40.7K
$1.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
9.89KNew |
$744K - $797K
|
9.89K
$268K
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
9.84K+ 16.92% |
$740K - $793K
|
68K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
9.6KNew |
$722K - $774K
|
9.6K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
9.59K+ 27.5% |
$721K - $773K
|
44.5K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
9.53K+ 12.39% |
$717K - $768K
|
86.4K
$2.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9.41K+ 3.95% |
$708K - $758K
|
247K
$6.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
9.32K+ 2.76% |
$701K - $752K
|
348K
$9.41M
|
|
|
May 01, 2024
Q1 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
9.27KNew |
$698K - $748K
|
9.27K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.17K+ 47.17% |
$690K - $740K
|
28.6K
$775K
|