Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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 16, 2024 Q2 2024
Gps Wealth Strategies Group, LLC

BUY
 -
988
+ 11.28%
$74.9K - $79.2K
9.75K $264K
Aug 02, 2024 Q2 2024
Kovack Advisors, Inc.

BUY
 -
947
+ 5.38%
$71.8K - $75.9K
18.5K $502K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
932
New
$70.7K - $74.7K
932 $25.2K
Jul 17, 2024 Q2 2024
Red Door Wealth Management, LLC

BUY
 -
925
+ 1.31%
$70.1K - $74.1K
71.6K $1.94M
Aug 07, 2024 Q2 2024
Studio Investment Management LLC

Chicago, IL
BUY
 -
924
+ 41.6%
$70K - $74.1K
3.15K $85.2K
Jul 19, 2024 Q2 2024
Financial Consulate, Inc

BUY
 -
912
+ 0.35%
$69.1K - $73.1K
258K $6.99M
Jul 31, 2024 Q2 2024
Essex Financial Services, Inc.

BUY
 -
869
+ 3.94%
$65.9K - $69.7K
22.9K $621K
Jul 31, 2024 Q2 2024
Capital Advisors Inc

BUY
 -
868
+ 7.42%
$65.8K - $69.6K
12.6K $340K
Aug 02, 2024 Q2 2024
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
859
+ 16.1%
$65.1K - $68.8K
6.19K $168K
Jul 17, 2024 Q2 2024
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
850
+ 0.54%
$64.4K - $68.1K
159K $4.31M
Jul 08, 2024 Q2 2024
Fc Advisory LLC

BUY
 -
839
+ 14.63%
$63.6K - $67.2K
6.57K $178K
Jul 15, 2024 Q2 2024
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
825
+ 220.0%
$62.5K - $66.1K
1.2K $32.5K
Aug 07, 2024 Q2 2024
Madden Advisory Services, Inc.

BUY
 -
816
+ 2.37%
$61.9K - $65.4K
35.2K $953K
Aug 14, 2024 Q2 2024
White Knight Strategic Wealth Advisors, LLC

Princeton, NJ
BUY
 -
804
+ 2.91%
$61K - $64.4K
28.5K $771K
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
803
New
$60.9K - $64.4K
803 $21.7K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
791
New
$60K - $63.4K
791 $21.4K
Aug 02, 2024 Q2 2024
Wealth Effects LLC

BUY
 -
790
+ 21.47%
$59.9K - $63.3K
4.47K $121K
Jul 25, 2024 Q2 2024
Tfg Advisers LLC

BUY
 -
778
+ 26.33%
$59K - $62.4K
3.73K $101K
Aug 12, 2024 Q2 2024
Broadleaf Partners, LLC

Hudson, OH
BUY
 -
777
+ 1.5%
$58.9K - $62.3K
52.5K $1.42M
Jul 16, 2024 Q2 2024
Lvm Capital Management LTD

BUY
 -
770
+ 1.96%
$58.4K - $61.7K
40K $1.08M
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
765
+ 4.35%
$58K - $61.3K
18.4K $497K
Jul 05, 2024 Q2 2024
Stokes Family Office, LLC

BUY
 -
750
+ 25.08%
$56.9K - $60.1K
3.74K $101K
Aug 06, 2024 Q2 2024
Bka Wealth Consulting, Inc.

BUY
 -
749
+ 7.15%
$56.8K - $60K
11.2K $304K
Jul 17, 2024 Q2 2024
Patrick M Sweeney & Associates, Inc

Libertyville, IL
BUY
 -
745
+ 24.66%
$56.5K - $59.7K
3.77K $102K
Aug 01, 2024 Q2 2024
Capital Square, LLC

BUY
 -
739
+ 2.29%
$56K - $59.2K
33K $893K
Jul 24, 2024 Q2 2024
Bay Colony Advisory Group, Inc D

BUY
 -
730
+ 4.72%
$55.3K - $58.5K
16.2K $438K
Jul 05, 2024 Q2 2024
Collective Family Office LLC

BUY
 -
725
+ 2.56%
$55K - $58.1K
29K $786K
Jul 25, 2024 Q2 2024
Hrc Wealth Management, LLC

Moscow, ID
BUY
 -
721
+ 0.86%
$54.7K - $57.8K
84.9K $2.3M
Aug 02, 2024 Q2 2024
9258 Wealth Management, LLC

BUY
 -
715
+ 8.5%
$54.2K - $57.3K
9.12K $247K
Aug 07, 2024 Q2 2024
Coldstream Capital Management Inc

BUY
 -
715
+ 6.91%
$54.2K - $57.3K
11.1K $299K
Aug 08, 2024 Q2 2024
Element Wealth, LLC

BUY
 -
714
+ 17.96%
$54.1K - $57.2K
4.69K $127K
Jul 16, 2024 Q2 2024
Aa Financial Advisors, LLC

Columbus, OH
BUY
 -
708
+ 18.92%
$53.7K - $56.7K
4.45K $121K
Jul 30, 2024 Q2 2024
Nikulski Financial, Inc.

BUY
 -
700
+ 1.72%
$53.1K - $56.1K
41.5K $1.12M
Aug 01, 2024 Q2 2024
Carret Asset Management, LLC

BUY
 -
700
+ 14.7%
$53.1K - $56.1K
5.46K $148K
Aug 01, 2024 Q2 2024
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
698
+ 4.8%
$52.9K - $55.9K
15.2K $413K
Jul 31, 2024 Q2 2024
Advisors Management Group Inc

BUY
 -
697
+ 2.29%
$52.8K - $55.9K
31.1K $843K
Aug 13, 2024 Q2 2024
Edge Capital Group, LLC

BUY
 -
694
+ 0.68%
$52.6K - $55.6K
102K $2.77M
Jul 29, 2024 Q2 2024
Liberty Capital Management, Inc.

BUY
 -
685
+ 2.88%
$51.9K - $54.9K
24.5K $663K
Jul 19, 2024 Q2 2024
Youngs Advisory Group, Inc.

BUY
 -
670
+ 10.86%
$50.8K - $53.7K
6.84K $185K
Aug 14, 2024 Q2 2024
Scissortail Wealth Management, LLC

Tulsa, OK
BUY
 -
664
+ 0.98%
$50.3K - $53.2K
68.5K $1.85M
Jul 02, 2024 Q2 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
663
+ 47.02%
$50.3K - $53.1K
2.07K $56.1K
Jul 17, 2024 Q2 2024
Wealth Management Resources, Inc.

BUY
 -
663
+ 0.23%
$50.3K - $53.1K
290K $7.87M
Aug 12, 2024 Q2 2024
Signature Securities Group Corporation

BUY
 -
648
+ 21.96%
$49.1K - $51.9K
3.6K $97.5K
Jul 12, 2024 Q2 2024
Successful Portfolios LLC

BUY
 -
644
+ 14.39%
$48.8K - $51.6K
5.12K $139K
Aug 06, 2024 Q2 2024
W Advisors, LLC

Germantown, TN
BUY
 -
641
+ 9.53%
$48.6K - $51.4K
7.37K $199K
Jul 16, 2024 Q2 2024
Capital Advisors Wealth Management, LLC

BUY
 -
639
+ 15.69%
$48.4K - $51.2K
4.71K $128K
Jul 17, 2024 Q2 2024
Inscription Capital, LLC

Houston, TX
BUY
 -
635
+ 1.68%
$48.1K - $50.9K
38.4K $1.04M
Aug 09, 2024 Q2 2024
Roundview Capital LLC

Princeton, NJ
BUY
 -
623
+ 1.26%
$47.2K - $49.9K
50.1K $1.36M
Aug 13, 2024 Q2 2024
Congress Wealth Management LLC

Boston, MA
BUY
 -
623
+ 0.59%
$47.2K - $49.9K
106K $2.86M

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