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
|
Raub Brock Capital Management LP
|
SELL
|
- |
-30.4K- 90.51% |
$2.28M - $2.45M
|
3.19K
$90.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-31.1K- 26.18% |
$2.34M - $2.51M
|
87.7K
$2.5M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-32K- 65.52% |
$2.41M - $2.58M
|
16.8K
$481K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-35.3K- 33.97% |
$2.66M - $2.85M
|
68.6K
$1.96M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-35.4K- 42.19% |
$2.67M - $2.86M
|
48.5K
$1.39M
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-35.7K- 9.11% |
$2.69M - $2.88M
|
356K
$10.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-36.2K- 5.79% |
$2.73M - $2.92M
|
589K
$16.8M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-36.9K- 27.36% |
$2.78M - $2.98M
|
98K
$2.8M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-39.7K- 5.71% |
$2.99M - $3.2M
|
655K
$18.7M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-40K- 9.35% |
$3.01M - $3.22M
|
388K
$11.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-44.8K- 35.47% |
$3.37M - $3.61M
|
81.6K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-47.5K- 21.64% |
$3.58M - $3.83M
|
172K
$4.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-50.8K- 17.58% |
$3.82M - $4.09M
|
238K
$6.79M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-51.6K- 15.84% |
$3.88M - $4.16M
|
274K
$7.82M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-52K- 10.65% |
$3.91M - $4.19M
|
436K
$12.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-53K- 15.38% |
$3.99M - $4.28M
|
292K
$8.33M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-53.3K- 46.24% |
$4.01M - $4.3M
|
62K
$1.77M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-53.4K- 4.22% |
$4.02M - $4.31M
|
1.21M
$34.6M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-53.5K- 55.59% |
$4.02M - $4.31M
|
42.7K
$1.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-55.2K- 8.91% |
$4.15M - $4.45M
|
565K
$16.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-56.4K- 59.21% |
$4.24M - $4.55M
|
38.8K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-56.7K- 64.2% |
$4.27M - $4.57M
|
31.6K
$903K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-57.8K- 14.66% |
$4.35M - $4.66M
|
336K
$9.6M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-60.9K- 76.8% |
$4.59M - $4.91M
|
18.4K
$525K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-64.3K- 13.34% |
$4.84M - $5.18M
|
417K
$11.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-65.7K- 97.94% |
$4.95M - $5.3M
|
1.38K
$39.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-65.8K- 5.3% |
$4.95M - $5.3M
|
1.18M
$33.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-67.4K- 39.55% |
$5.07M - $5.44M
|
103K
$2.94M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-73.3K- 61.99% |
$5.52M - $5.91M
|
44.9K
$1.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-73.3K- 3.66% |
$5.52M - $5.91M
|
1.93M
$55M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-75.2K- 6.54% |
$5.66M - $6.07M
|
1.07M
$30.7M
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-90.6K- 62.29% |
$6.82M - $7.31M
|
54.9K
$1.57M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
SELL
|
- |
-99K- 17.69% |
$7.45M - $7.98M
|
461K
$13.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-102K- 66.8% |
$7.67M - $8.22M
|
50.7K
$1.45M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-112K- 75.28% |
$8.4M - $9M
|
36.7K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-119K- 44.06% |
$8.97M - $9.62M
|
151K
$4.32M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-124K- 1.34% |
$9.36M - $10M
|
9.15M
$261M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-126K- 39.24% |
$9.46M - $10.1M
|
195K
$5.55M
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
SELL
|
- |
-127K- 7.67% |
$9.54M - $10.2M
|
1.53M
$43.6M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-128K- 86.7% |
$9.62M - $10.3M
|
19.6K
$559K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-131K- 86.59% |
$9.83M - $10.5M
|
20.2K
$577K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-140K- 82.63% |
$10.6M - $11.3M
|
29.5K
$841K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-150K- 44.29% |
$11.3M - $12.1M
|
189K
$5.4M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-154K- 83.45% |
$11.6M - $12.4M
|
30.5K
$870K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-160K- 3.08% |
$12M - $12.9M
|
5.04M
$144M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-160K- 3.68% |
$12.1M - $12.9M
|
4.2M
$120M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-164K- 75.13% |
$12.4M - $13.2M
|
54.4K
$1.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-164K- 80.17% |
$12.4M - $13.3M
|
40.7K
$1.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-166K- 3.15% |
$12.5M - $13.4M
|
5.12M
$146M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-169K- 43.87% |
$12.7M - $13.6M
|
216K
$6.16M
|