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 02, 2024
Q1 2024
|
Smart Money Group LLC
|
SELL
|
- |
-206K- 69.54% |
$15.5M - $16.6M
|
90.5K
$2.58M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-226K- 96.25% |
$17M - $18.2M
|
8.82K
$252K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-254K- 51.27% |
$19.1M - $20.5M
|
241K
$6.89M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-323K- 43.61% |
$24.3M - $26M
|
417K
$11.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-359K- 75.33% |
$27M - $29M
|
118K
$3.36M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-362K- 34.38% |
$27.2M - $29.2M
|
690K
$19.7M
|
|
|
May 09, 2024
Q1 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-483K- 98.96% |
$36.4M - $39M
|
5.06K
$144K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-521K- 7.88% |
$39.2M - $42M
|
6.09M
$174M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-542K- 85.3% |
$40.8M - $43.7M
|
93.3K
$2.66M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-629K- 5.49% |
$47.3M - $50.7M
|
10.8M
$309M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-658K- 14.73% |
$49.5M - $53M
|
3.81M
$109M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-791K- 35.92% |
$59.5M - $63.8M
|
1.41M
$40.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-955K- 69.46% |
$71.8M - $77M
|
420K
$12M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1M- 98.49% |
$75.4M - $80.8M
|
15.3K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.21M- 15.34% |
$91M - $97.5M
|
6.68M
$191M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.4M- 77.71% |
$180M - $193M
|
687K
$19.6M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.43M- 47.16% |
$484M - $518M
|
7.2M
$206M
|