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
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
9.13K+ 7.35% |
$687K - $736K
|
133K
$3.61M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
9.12KNew |
$687K - $736K
|
9.12K
$247K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
9.02K+ 2.61% |
$679K - $727K
|
355K
$9.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
9KNew |
$677K - $725K
|
9K
$244K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
8.97K+ 2.69% |
$675K - $723K
|
343K
$9.28M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
8.93K+ 4.0% |
$672K - $720K
|
233K
$6.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8.81K+ 74.72% |
$663K - $710K
|
20.6K
$558K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8.77K+ 7.58% |
$660K - $707K
|
124K
$3.37M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
8.75K+ 21.96% |
$658K - $705K
|
48.6K
$1.32M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.75K+ 9.01% |
$658K - $705K
|
106K
$2.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.47K+ 8.5% |
$638K - $683K
|
108K
$2.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.44KNew |
$635K - $681K
|
8.44K
$229K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
8.41KNew |
$633K - $678K
|
8.41K
$228K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
8.36K+ 9.99% |
$629K - $674K
|
92K
$2.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
8.33K+ 1.63% |
$627K - $671K
|
518K
$14M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.31K+ 12.85% |
$626K - $670K
|
73K
$1.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
8.3K+ 4.8% |
$624K - $669K
|
181K
$4.9M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8.16K+ 31.82% |
$614K - $658K
|
33.8K
$915K
|
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
8.13KNew |
$611K - $655K
|
8.13K
$220K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.12K+ 17.2% |
$611K - $655K
|
55.3K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
8.08KNew |
$608K - $652K
|
8.08K
$219K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.05K+ 5.51% |
$605K - $649K
|
154K
$4.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
8.03K+ 4.57% |
$604K - $647K
|
184K
$4.97M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
7.89K+ 83.65% |
$593K - $636K
|
17.3K
$469K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
7.86K+ 117.06% |
$591K - $633K
|
14.6K
$394K
|
|
|
May 03, 2024
Q1 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
7.83K+ 1.86% |
$589K - $631K
|
429K
$11.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.75K+ 2.99% |
$583K - $625K
|
267K
$7.22M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7.73K+ 4.27% |
$582K - $623K
|
189K
$5.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.72K+ 1.22% |
$581K - $622K
|
643K
$17.4M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
7.69KNew |
$579K - $620K
|
7.69K
$208K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.63K+ 7.3% |
$574K - $615K
|
112K
$3.04M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.63K+ 6.06% |
$574K - $615K
|
134K
$3.62M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.58K+ 10.98% |
$570K - $611K
|
76.6K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
7.57K+ 70.78% |
$569K - $610K
|
18.3K
$494K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.56K+ 26.49% |
$569K - $610K
|
36.1K
$978K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
7.53K+ 29.23% |
$567K - $607K
|
33.3K
$902K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
7.44K+ 1.95% |
$560K - $600K
|
389K
$10.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.29K+ 87.57% |
$549K - $588K
|
15.6K
$423K
|
|
|
May 01, 2024
Q1 2024
|
Darrow Company, Inc.
|
BUY
|
- |
7.26K+ 212.45% |
$546K - $585K
|
10.7K
$289K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.25KNew |
$546K - $585K
|
7.25K
$196K
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
7.19K+ 21.86% |
$541K - $580K
|
40.1K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
7.17K+ 2.91% |
$540K - $578K
|
254K
$6.88M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
7.1K+ 11.76% |
$534K - $573K
|
67.5K
$1.83M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
7.09K+ 2.1% |
$534K - $572K
|
345K
$9.35M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.07K+ 1261.96% |
$532K - $570K
|
7.63K
$207K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
7.02K+ 66.12% |
$529K - $566K
|
17.6K
$478K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
7.01K+ 1.9% |
$527K - $565K
|
376K
$10.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
6.96K+ 78.03% |
$523K - $561K
|
15.9K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.78K+ 1.9% |
$510K - $547K
|
363K
$9.82M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
6.74K+ 11.07% |
$507K - $544K
|
67.6K
$1.83M
|