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 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-11.3K- 24.63% |
$850K - $911K
|
34.6K
$987K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-11.5K- 11.27% |
$866K - $928K
|
90.7K
$2.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-11.5K- 30.53% |
$867K - $929K
|
26.2K
$748K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.8K- 12.79% |
$887K - $950K
|
80.4K
$2.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-11.9K- 7.79% |
$898K - $962K
|
141K
$4.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-12.1K- 86.24% |
$912K - $978K
|
1.94K
$55.2K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-12.1K- 52.04% |
$913K - $978K
|
11.2K
$319K
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-12.4K- 18.69% |
$933K - $1M
|
53.9K
$1.54M
|
|
|
May 09, 2024
Q1 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-12.5K- 37.63% |
$939K - $1.01M
|
20.7K
$590K
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-12.5K- 9.21% |
$943K - $1.01M
|
124K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-12.7K- 9.03% |
$959K - $1.03M
|
128K
$3.67M
|
|
|
Feb 13, 2025
Q1 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-13K- 6.55% |
$976K - $1.05M
|
185K
$5.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-13.5K- 4.61% |
$1.01M - $1.09M
|
279K
$7.96M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-13.6K- 98.06% |
$1.02M - $1.09M
|
268
$7.65K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-14.1K- 4.87% |
$1.06M - $1.14M
|
276K
$7.87M
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-15K- 40.33% |
$1.13M - $1.21M
|
22.2K
$634K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-15.3K- 11.06% |
$1.15M - $1.23M
|
123K
$3.51M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-15.5K- 17.05% |
$1.17M - $1.25M
|
75.5K
$2.15M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-15.7K- 27.95% |
$1.18M - $1.27M
|
40.5K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-16.6K- 2.46% |
$1.25M - $1.34M
|
659K
$18.8M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-16.7K- 7.68% |
$1.26M - $1.35M
|
201K
$5.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-17.1K- 14.14% |
$1.29M - $1.38M
|
104K
$2.97M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-17.2K- 16.6% |
$1.3M - $1.39M
|
86.6K
$2.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-17.5K- 14.16% |
$1.32M - $1.41M
|
106K
$3.03M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-17.9K- 7.02% |
$1.35M - $1.45M
|
237K
$6.77M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-18.6K- 11.62% |
$1.4M - $1.5M
|
142K
$4.04M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.7K- 5.19% |
$1.41M - $1.51M
|
341K
$9.74M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-18.7K- 46.68% |
$1.41M - $1.51M
|
21.4K
$611K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-19.3K- 4.43% |
$1.45M - $1.56M
|
417K
$11.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-19.5K- 79.03% |
$1.47M - $1.57M
|
5.18K
$148K
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-20.2K- 34.8% |
$1.52M - $1.63M
|
37.9K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-20.7K- 4.61% |
$1.55M - $1.67M
|
427K
$12.2M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-20.9K- 15.56% |
$1.57M - $1.69M
|
114K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-22.1K- 20.81% |
$1.66M - $1.78M
|
83.9K
$2.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-22.7K- 21.75% |
$1.71M - $1.83M
|
81.7K
$2.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-22.8K- 44.59% |
$1.72M - $1.84M
|
28.4K
$810K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.3K- 1.39% |
$1.75M - $1.88M
|
1.65M
$47M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-23.6K- 31.75% |
$1.78M - $1.91M
|
50.8K
$1.45M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-23.7K- 11.0% |
$1.79M - $1.91M
|
192K
$5.48M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-25.5K- 23.88% |
$1.92M - $2.05M
|
81.2K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-26.4K- 2.03% |
$1.99M - $2.13M
|
1.27M
$36.3M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-26.7K- 20.98% |
$2.01M - $2.15M
|
100K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-26.9K- 2.06% |
$2.02M - $2.17M
|
1.28M
$36.5M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26.9K- 16.16% |
$2.03M - $2.17M
|
140K
$3.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-27K- 6.08% |
$2.03M - $2.18M
|
417K
$11.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-27.2K- 53.11% |
$2.05M - $2.19M
|
24K
$685K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-28.4K- 4.78% |
$2.14M - $2.29M
|
566K
$16.2M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-28.4K- 31.22% |
$2.14M - $2.29M
|
62.6K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-28.4K- 14.49% |
$2.14M - $2.29M
|
168K
$4.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-29.8K- 21.57% |
$2.24M - $2.4M
|
108K
$3.09M
|