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
Aug 14, 2024 Q2 2024
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
188
+ 5.07%
$14.3K - $15.1K
3.89K $105K
Jul 15, 2024 Q2 2024
Northwest Investment Counselors, LLC

BUY
 -
182
+ 0.36%
$13.8K - $14.6K
51.4K $1.39M
Jul 18, 2024 Q2 2024
Outlook Wealth Advisors, LLC

BUY
 -
180
+ 6.01%
$13.6K - $14.4K
3.18K $86K
Jul 22, 2024 Q2 2024
Pacific Wealth Strategies Group, Inc.

BUY
 -
176
+ 0.98%
$13.3K - $14.1K
18.1K $491K
Jul 24, 2024 Q2 2024
Stratos Wealth Advisors, LLC

BUY
 -
173
+ 0.34%
$13.1K - $13.9K
50.9K $1.38M
Aug 14, 2024 Q2 2024
Lcnb Corp

Lebanon, OH
BUY
 -
172
+ 2.69%
$13K - $13.8K
6.57K $178K
Jul 31, 2024 Q2 2024
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
170
+ 1.61%
$12.9K - $13.6K
10.7K $290K
Jul 29, 2024 Q2 2024
Smith, Salley & Associates

BUY
 -
168
+ 6.55%
$12.7K - $13.5K
2.73K $74K
Aug 08, 2024 Q2 2024
Meridian Management CO

BUY
 -
166
+ 1.46%
$12.6K - $13.3K
11.6K $313K
Aug 05, 2024 Q2 2024
Mcf Advisors LLC

Covington, KY
BUY
 -
165
+ 21.15%
$12.5K - $13.2K
945 $25.6K
Aug 02, 2024 Q2 2024
Foundations Investment Advisors, LLC

BUY
 -
158
+ 0.37%
$12K - $12.7K
42.9K $1.16M
Aug 12, 2024 Q2 2024
Northwest Financial Advisors

Herndon, VA
BUY
 -
148
New
$11.2K - $11.9K
148 $4.01K
Aug 14, 2024 Q2 2024
Ascent Group, LLC

BUY
 -
145
+ 1.21%
$11K - $11.6K
12.1K $327K
Aug 09, 2024 Q2 2024
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
142
+ 3.93%
$10.8K - $11.4K
3.75K $102K
Aug 01, 2024 Q2 2024
Knuff & CO LLC

Foster City, CA
BUY
 -
137
New
$10.4K - $11K
137 $3.71K
Aug 15, 2024 Q2 2024
Brick & Kyle, Associates

Newtown, PA
BUY
 -
130
+ 2.94%
$9.86K - $10.4K
4.55K $123K
Aug 02, 2024 Q2 2024
Archer Investment Corp

BUY
 -
129
+ 21.72%
$9.78K - $10.3K
723 $19.6K
Jul 18, 2024 Q2 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
128
+ 5.02%
$9.7K - $10.3K
2.68K $72.5K
Jul 25, 2024 Q2 2024
Amg National Trust Bank

BUY
 -
122
+ 0.24%
$9.25K - $9.78K
51.8K $1.4M
Aug 19, 2024 Q2 2024
Hershey Financial Advisers, LLC

Lancaster, PA
BUY
 -
122
New
$9.25K - $9.78K
122 $3.3K
Aug 13, 2024 Q2 2024
Mengis Capital Management, Inc.

BUY
 -
121
+ 0.43%
$9.17K - $9.7K
28.5K $773K
Jul 24, 2024 Q2 2024
Fin Trust Capital Advisors, LLC

BUY
 -
116
+ 1.92%
$8.79K - $9.3K
6.17K $167K
Jul 30, 2024 Q2 2024
Baldwin Investment Management, LLC

BUY
 -
115
+ 0.67%
$8.72K - $9.22K
17.3K $468K
Aug 13, 2024 Q2 2024
Patten & Patten Inc

BUY
 -
114
+ 1.24%
$8.64K - $9.14K
9.29K $251K
Jul 23, 2024 Q2 2024
Essex Savings Bank

BUY
 -
108
+ 2.13%
$8.19K - $8.66K
5.18K $140K
Jul 23, 2024 Q2 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
105
+ 3.47%
$7.96K - $8.42K
3.13K $84.8K
Aug 06, 2024 Q2 2024
North Rock Partners, LLC

BUY
 -
104
+ 3.49%
$7.88K - $8.34K
3.09K $83.6K
Jul 10, 2024 Q2 2024
Apella Capital, LLC

BUY
 -
102
+ 4.01%
$7.73K - $8.18K
2.64K $71.6K
Jul 24, 2024 Q2 2024
Unique Wealth Strategies, LLC

Burr Ridge, IL
BUY
 -
101
New
$7.66K - $8.1K
101 $2.74K
Aug 07, 2024 Q2 2024
Pds Planning, Inc

BUY
 -
100
+ 1.61%
$7.58K - $8.02K
6.3K $171K
Aug 05, 2024 Q2 2024
Atlas Financial Advisors, Inc.

BUY
 -
96
+ 2.25%
$7.28K - $7.69K
4.37K $118K
Jul 31, 2024 Q2 2024
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
94
+ 1.1%
$7.13K - $7.53K
8.64K $234K
Jul 15, 2024 Q2 2024
Aspiriant, LLC

BUY
 -
93
+ 0.61%
$7.05K - $7.45K
15.4K $416K
Jul 12, 2024 Q2 2024
Pine Haven Investment Counsel, Inc

Fairhaven, MA
BUY
 -
92
+ 3.45%
$6.97K - $7.37K
2.76K $74.7K
Jul 24, 2024 Q2 2024
Paladin Advisory Group, LLC

BUY
 -
89
+ 0.18%
$6.75K - $7.13K
50.6K $1.37M
Aug 07, 2024 Q2 2024
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
87
+ 4.66%
$6.6K - $6.97K
1.95K $52.9K
Aug 12, 2024 Q2 2024
Viawealth, LLC

Overland Park, KS
BUY
 -
87
+ 0.33%
$6.6K - $6.97K
26.4K $716K
Jul 24, 2024 Q2 2024
Oldfather Financial Services, LLC

BUY
 -
84
+ 1.89%
$6.37K - $6.73K
4.54K $123K
Aug 13, 2024 Q2 2024
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
84
+ 0.26%
$6.37K - $6.73K
32.8K $888K
Aug 13, 2024 Q2 2024
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
80
+ 29.09%
$6.06K - $6.41K
355 $9.61K
Jul 18, 2024 Q2 2024
Naples Global Advisors, LLC

Naples, FL
BUY
 -
75
+ 0.33%
$5.69K - $6.01K
22.6K $613K
Jul 18, 2024 Q2 2024
Pure Financial Advisors, LLC

BUY
 -
75
+ 2.75%
$5.69K - $6.01K
2.8K $75.9K
Aug 09, 2024 Q2 2024
Wealth Alliance

Mellville, NY
BUY
 -
75
+ 0.75%
$5.69K - $6.01K
10.1K $274K
Aug 14, 2024 Q2 2024
Alley Investment Management Company, LLC

BUY
 -
74
+ 1.48%
$5.61K - $5.93K
5.06K $137K
Jul 26, 2024 Q2 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
72
+ 0.94%
$5.46K - $5.77K
7.77K $210K
Jul 25, 2024 Q2 2024
Clear Creek Financial Management, LLC

BUY
 -
71
+ 0.62%
$5.38K - $5.69K
11.5K $311K
Jul 12, 2024 Q2 2024
Thrive Wealth Management, LLC

BUY
 -
70
+ 0.45%
$5.31K - $5.61K
15.5K $420K
Aug 01, 2024 Q2 2024
Resonant Capital Advisors, LLC

BUY
 -
65
+ 1.96%
$4.93K - $5.21K
3.38K $91.6K
Aug 08, 2024 Q2 2024
Clear Investment Research, LLC

BUY
 -
53
+ 3.17%
$4.02K - $4.25K
1.72K $46.7K

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