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 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
619+ 8.93% |
$46.9K - $49.6K
|
7.55K
$204K
|
|
|
Aug 06, 2024
Q2 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
615+ 8.74% |
$46.6K - $49.3K
|
7.65K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
612+ 0.53% |
$46.4K - $49.1K
|
116K
$3.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
610+ 19.74% |
$46.2K - $48.9K
|
3.7K
$100K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
610+ 19.74% |
$46.2K - $48.9K
|
3.7K
$100K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
604+ 3.58% |
$45.8K - $48.4K
|
17.5K
$474K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
596+ 5.24% |
$45.2K - $47.8K
|
12K
$324K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
591+ 5.27% |
$44.8K - $47.4K
|
11.8K
$320K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
586+ 1.37% |
$44.4K - $47K
|
43.4K
$1.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
573+ 1848.39% |
$43.4K - $45.9K
|
604
$16.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
559+ 5.09% |
$42.4K - $44.8K
|
11.5K
$312K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
545+ 10.21% |
$41.3K - $43.7K
|
5.88K
$159K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
541+ 3.12% |
$41K - $43.4K
|
17.9K
$485K
|
|
|
Jul 12, 2024
Q2 2024
|
Exeter Financial, LLC
|
BUY
|
- |
531+ 1.0% |
$40.3K - $42.6K
|
53.9K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
526+ 8.85% |
$39.9K - $42.2K
|
6.47K
$175K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
522+ 4.59% |
$39.6K - $41.8K
|
11.9K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
521+ 13.21% |
$39.5K - $41.8K
|
4.46K
$121K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
519+ 355.48% |
$39.3K - $41.6K
|
665
$18K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
512+ 4.58% |
$38.8K - $41K
|
11.7K
$317K
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
505+ 1.94% |
$38.3K - $40.5K
|
26.6K
$719K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
503New |
$38.1K - $40.3K
|
503
$13.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
501+ 1.61% |
$38K - $40.2K
|
31.7K
$859K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
500+ 1.91% |
$37.9K - $40.1K
|
26.7K
$723K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
487+ 9.19% |
$36.9K - $39K
|
5.79K
$157K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
486+ 1.68% |
$36.8K - $39K
|
29.5K
$798K
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
475+ 5.85% |
$36K - $38.1K
|
8.59K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
470+ 5.24% |
$35.6K - $37.7K
|
9.44K
$256K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
464+ 0.92% |
$35.2K - $37.2K
|
51.1K
$1.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
452+ 9.26% |
$34.3K - $36.2K
|
5.33K
$144K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
436+ 8.6% |
$33.1K - $34.9K
|
5.51K
$149K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
435+ 2.74% |
$33K - $34.9K
|
16.3K
$442K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
435+ 16.19% |
$33K - $34.9K
|
3.12K
$84.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
425+ 2.1% |
$32.2K - $34.1K
|
20.7K
$560K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
423+ 3.24% |
$32.1K - $33.9K
|
13.5K
$365K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
400+ 1.91% |
$30.3K - $32.1K
|
21.3K
$577K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
399+ 9.57% |
$30.2K - $32K
|
4.57K
$124K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
397+ 0.92% |
$30.1K - $31.8K
|
43.7K
$1.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
395+ 4.64% |
$29.9K - $31.7K
|
8.92K
$241K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
392+ 6.32% |
$29.7K - $31.4K
|
6.59K
$179K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
391+ 1.19% |
$29.6K - $31.3K
|
33.2K
$898K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
386+ 0.66% |
$29.3K - $30.9K
|
59.2K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
385+ 0.16% |
$29.2K - $30.9K
|
235K
$6.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
384+ 362.26% |
$29.1K - $30.8K
|
490
$13.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
380+ 0.98% |
$28.8K - $30.5K
|
39.1K
$1.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Gfg Capital, LLC
|
BUY
|
- |
376+ 10.06% |
$28.5K - $30.1K
|
4.11K
$111K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
371+ 2.87% |
$28.1K - $29.7K
|
13.3K
$361K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
366New |
$27.7K - $29.3K
|
366
$9.91K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
363+ 2.51% |
$27.5K - $29.1K
|
14.8K
$401K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
357+ 1.0% |
$27.1K - $28.6K
|
36K
$975K
|
|
|
Jul 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
354+ 2.61% |
$26.8K - $28.4K
|
13.9K
$377K
|