Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9.76M+ 2338.38% |
$740M - $782M
|
10.2M
$275M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.06M+ 5259.86% |
$232M - $245M
|
3.11M
$84.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
2.62M+ 41.46% |
$199M - $210M
|
8.94M
$242M
|
|
|
Aug 09, 2024
Q2 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
1.44M+ 8405.34% |
$109M - $115M
|
1.46M
$39.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
496K+ 6.38% |
$37.6M - $39.8M
|
8.27M
$224M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
386K+ 5.36% |
$29.3M - $31M
|
7.59M
$206M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
354K+ 181.73% |
$26.9M - $28.4M
|
549K
$14.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
339K+ 3.13% |
$25.7M - $27.2M
|
11.2M
$303M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
333K+ 385.15% |
$25.2M - $26.7M
|
419K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
313K+ 6.67% |
$23.7M - $25.1M
|
5.01M
$136M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
280KNew |
$21.2M - $22.4M
|
280K
$7.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
270KNew |
$20.5M - $21.7M
|
270K
$7.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
264K+ 277.98% |
$20M - $21.2M
|
359K
$9.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
261KNew |
$19.8M - $20.9M
|
261K
$7.07M
|
|
|
Jul 11, 2024
Q2 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
255KNew |
$19.3M - $20.5M
|
255K
$6.91M
|
|
|
Jul 10, 2024
Q2 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
238K+ 15.61% |
$18.1M - $19.1M
|
1.76M
$47.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
192K+ 80.76% |
$14.6M - $15.4M
|
430K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
177K+ 13.16% |
$13.4M - $14.2M
|
1.52M
$41.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
162KNew |
$12.3M - $13M
|
162K
$4.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
152K+ 4.5% |
$11.5M - $12.2M
|
3.53M
$95.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
150KNew |
$11.3M - $12M
|
150K
$4.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
139K+ 53.51% |
$10.6M - $11.2M
|
400K
$10.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
139K+ 2.43% |
$10.5M - $11.1M
|
5.85M
$158M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
132KNew |
$9.97M - $10.5M
|
132K
$3.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
131K+ 2160.6% |
$9.97M - $10.5M
|
138K
$3.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
130K+ 822.6% |
$9.89M - $10.5M
|
146K
$3.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
124K+ 1.36% |
$9.43M - $9.97M
|
9.27M
$251M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
124K+ 1.36% |
$9.43M - $9.97M
|
9.27M
$251M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
120K+ 595.93% |
$9.13M - $9.66M
|
141K
$3.81M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
114KNew |
$8.64M - $9.13M
|
114K
$3.09M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
114K+ 844.02% |
$8.63M - $9.12M
|
127K
$3.45M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
112K+ 11202.5% |
$8.49M - $8.98M
|
113K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
109K+ 9.24% |
$8.26M - $8.73M
|
1.29M
$34.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
98.8K+ 35404.3% |
$7.49M - $7.92M
|
99.1K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
98.6K+ 1293.39% |
$7.48M - $7.91M
|
106K
$2.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
98.6K+ 84.94% |
$7.48M - $7.91M
|
215K
$5.82M
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
94.7KNew |
$7.18M - $7.59M
|
94.7K
$2.57M
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
91.2KNew |
$6.91M - $7.31M
|
91.2K
$2.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
88.5KNew |
$6.71M - $7.09M
|
88.5K
$2.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
88.3K+ 45.37% |
$6.69M - $7.08M
|
283K
$7.66M
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
87.5KNew |
$6.63M - $7.01M
|
87.5K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
85.8K+ 12.13% |
$6.5M - $6.88M
|
793K
$21.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
81.3K+ 3073.2% |
$6.16M - $6.52M
|
84K
$2.27M
|
|
|
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
79KNew |
$5.99M - $6.33M
|
79K
$2.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
74.3K+ 101.9% |
$5.63M - $5.95M
|
147K
$3.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
67.6KNew |
$5.13M - $5.42M
|
67.6K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67K+ 4.3% |
$5.08M - $5.37M
|
1.63M
$44.1M
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
66.4K+ 197.68% |
$5.03M - $5.32M
|
100K
$2.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
64.3KNew |
$4.88M - $5.15M
|
64.3K
$1.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
63.7K+ 111.03% |
$4.83M - $5.1M
|
121K
$3.28M
|