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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
1.51K+ 10.51% |
$115K - $121K
|
15.9K
$430K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.51K+ 2.97% |
$115K - $121K
|
52.3K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 76.74% |
$115K - $121K
|
3.48K
$94.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
1.5KNew |
$114K - $120K
|
1.5K
$40.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.5K+ 3.7% |
$113K - $120K
|
41.9K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.48K+ 1.75% |
$112K - $119K
|
86K
$2.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.47K+ 38.28% |
$111K - $118K
|
5.3K
$144K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.46K+ 2.45% |
$111K - $117K
|
61.1K
$1.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.46K+ 0.79% |
$110K - $117K
|
185K
$5.01M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.45K+ 46.84% |
$110K - $116K
|
4.55K
$123K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.42K+ 34.18% |
$108K - $114K
|
5.58K
$151K
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
1.41K+ 4.24% |
$107K - $113K
|
34.6K
$936K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.39K+ 4.86% |
$106K - $112K
|
30.1K
$815K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.37K+ 14.47% |
$104K - $110K
|
10.8K
$294K
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1.36K+ 1.88% |
$103K - $109K
|
73.7K
$2M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.35K+ 0.75% |
$102K - $108K
|
181K
$4.91M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.35K+ 51.75% |
$102K - $108K
|
3.96K
$107K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.33K+ 26.45% |
$101K - $107K
|
6.37K
$173K
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.33K+ 8.05% |
$101K - $107K
|
17.9K
$484K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.32K+ 29.91% |
$100K - $106K
|
5.74K
$155K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.32K+ 4.0% |
$100K - $106K
|
34.3K
$929K
|
|
|
Jul 17, 2024
Q2 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.32K+ 5.33% |
$99.8K - $105K
|
26K
$705K
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.3K+ 5.56% |
$98.9K - $105K
|
24.8K
$671K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.3K+ 5.7% |
$98.5K - $104K
|
24.1K
$652K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.28K+ 2.0% |
$97.1K - $103K
|
65.3K
$1.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.28K+ 11.72% |
$97K - $103K
|
12.2K
$330K
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.28K+ 1.59% |
$96.7K - $102K
|
81.5K
$2.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.26K+ 7.75% |
$95.2K - $101K
|
17.5K
$473K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.23K+ 5.63% |
$92.9K - $98.2K
|
23K
$622K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.22K+ 21.84% |
$92.1K - $97.4K
|
6.78K
$184K
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.21K+ 1.7% |
$91.7K - $96.9K
|
72.2K
$1.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.2K+ 2.16% |
$90.6K - $95.8K
|
56.4K
$1.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.18K+ 0.61% |
$89.5K - $94.7K
|
195K
$5.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.18K+ 15.42% |
$89.2K - $94.3K
|
8.81K
$239K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1.13K+ 17.66% |
$86K - $90.9K
|
7.56K
$205K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.13K+ 1.27% |
$85.6K - $90.5K
|
90.3K
$2.45M
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.12K+ 3.43% |
$84.8K - $89.6K
|
33.7K
$912K
|
|
|
Jul 30, 2024
Q2 2024
|
Outfitter Financial LLC
|
BUY
|
- |
1.12K+ 6.43% |
$84.5K - $89.4K
|
18.5K
$500K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.11K+ 1.76% |
$83.8K - $88.6K
|
63.7K
$1.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.1K+ 0.9% |
$83.6K - $88.4K
|
124K
$3.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.1K+ 14.73% |
$83.5K - $88.2K
|
8.58K
$232K
|
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
1.1K+ 23.01% |
$83.4K - $88.2K
|
5.88K
$159K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.06K+ 536.04% |
$80.1K - $84.6K
|
1.25K
$33.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.05K+ 67.31% |
$79.6K - $84.2K
|
2.61K
$70.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.04K+ 1.28% |
$79.1K - $83.7K
|
82.8K
$2.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.04K+ 4.62% |
$78.8K - $83.4K
|
23.6K
$638K
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.04K+ 2.53% |
$78.8K - $83.3K
|
42.1K
$1.14M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.03K+ 51600.0% |
$78.2K - $82.7K
|
1.03K
$28K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.01K+ 6.95% |
$76.9K - $81.3K
|
15.6K
$422K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
992+ 2.95% |
$75.2K - $79.5K
|
34.6K
$937K
|