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 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
350+ 12.12% |
$26.5K - $28.1K
|
3.24K
$87.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
343New |
$26K - $27.5K
|
343
$9.29K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
332+ 9.73% |
$25.2K - $26.6K
|
3.74K
$101K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
330New |
$25K - $26.4K
|
330
$8.94K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
319+ 5.17% |
$24.2K - $25.6K
|
6.48K
$176K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
318New |
$24.1K - $25.5K
|
318
$8.61K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
318+ 3.1% |
$24.1K - $25.5K
|
10.6K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
316+ 1.07% |
$24K - $25.3K
|
29.7K
$805K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
311+ 1.69% |
$23.6K - $24.9K
|
18.7K
$507K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
305+ 34.23% |
$23.1K - $24.4K
|
1.2K
$32.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
304+ 2.99% |
$23K - $24.4K
|
10.5K
$284K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
301+ 13.88% |
$22.8K - $24.1K
|
2.47K
$66.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
300+ 0.92% |
$22.7K - $24K
|
33K
$894K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
300+ 0.79% |
$22.7K - $24K
|
38.5K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
300+ 2.02% |
$22.7K - $24K
|
15.2K
$410K
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
297+ 5.87% |
$22.5K - $23.8K
|
5.36K
$145K
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
295+ 3.63% |
$22.4K - $23.6K
|
8.42K
$228K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
295+ 1.3% |
$22.4K - $23.6K
|
23K
$623K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
294+ 0.46% |
$22.3K - $23.6K
|
64K
$1.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
293+ 0.4% |
$22.2K - $23.5K
|
72.7K
$1.97M
|
|
|
Aug 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
280+ 1.86% |
$21.2K - $22.4K
|
15.3K
$415K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
279+ 2.72% |
$21.2K - $22.4K
|
10.5K
$285K
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
275+ 9.5% |
$20.8K - $22K
|
3.17K
$85.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
264+ 0.34% |
$20K - $21.2K
|
76.9K
$2.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
256+ 8.98% |
$19.4K - $20.5K
|
3.11K
$84.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
252+ 0.09% |
$19.1K - $20.2K
|
280K
$7.59M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
250+ 6.94% |
$19K - $20K
|
3.85K
$104K
|
|
|
Aug 13, 2024
Q2 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
248+ 1.94% |
$18.8K - $19.9K
|
13K
$353K
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
246+ 5.21% |
$18.6K - $19.7K
|
4.97K
$134K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
244+ 8.99% |
$18.5K - $19.6K
|
2.96K
$80.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
240+ 0.35% |
$18.2K - $19.2K
|
68.9K
$1.87M
|
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
230+ 0.57% |
$17.4K - $18.4K
|
40.9K
$1.11M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
229+ 8.95% |
$17.4K - $18.4K
|
2.79K
$75.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
222+ 30.04% |
$16.8K - $17.8K
|
961
$26K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
219+ 1.53% |
$16.6K - $17.6K
|
14.5K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
218+ 5.02% |
$16.5K - $17.5K
|
4.56K
$124K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
216+ 2.2% |
$16.4K - $17.3K
|
10.1K
$272K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
212+ 2.13% |
$16.1K - $17K
|
10.2K
$275K
|
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
211+ 3.22% |
$16K - $16.9K
|
6.76K
$183K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
210New |
$15.9K - $16.8K
|
210
$5.69K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
210+ 1.11% |
$15.9K - $16.8K
|
19K
$516K
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
208+ 4.05% |
$15.8K - $16.7K
|
5.34K
$145K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
200+ 2.19% |
$15.2K - $16K
|
9.34K
$253K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
200New |
$15.2K - $16K
|
200
$5.42K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
198+ 0.91% |
$15K - $15.9K
|
21.9K
$593K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
197+ 73.78% |
$14.9K - $15.8K
|
464
$12.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
195+ 0.24% |
$14.8K - $15.6K
|
82.9K
$2.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
195+ 1.71% |
$14.8K - $15.6K
|
11.6K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
194+ 5.93% |
$14.7K - $15.5K
|
3.47K
$93.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
189+ 1.33% |
$14.3K - $15.1K
|
14.4K
$390K
|