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 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
52+ 1.18% |
$3.94K - $4.17K
|
4.48K
$121K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
51+ 0.67% |
$3.87K - $4.09K
|
7.68K
$208K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
50New |
$3.79K - $4.01K
|
50
$1.35K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
42+ 0.18% |
$3.18K - $3.37K
|
23K
$622K
|
|
|
Aug 12, 2024
Q2 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
41+ 2.75% |
$3.11K - $3.29K
|
1.53K
$41.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
40+ 1.09% |
$3.03K - $3.21K
|
3.7K
$100K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
39+ 0.08% |
$2.96K - $3.13K
|
50.9K
$1.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
38+ 0.38% |
$2.88K - $3.05K
|
9.97K
$270K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
37+ 0.68% |
$2.8K - $2.97K
|
5.44K
$147K
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
35+ 0.24% |
$2.65K - $2.81K
|
14.8K
$400K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
33+ 0.34% |
$2.5K - $2.64K
|
9.87K
$267K
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
31+ 0.93% |
$2.35K - $2.48K
|
3.35K
$90.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
31New |
$2.35K - $2.48K
|
31
$839
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
30+ 0.6% |
$2.27K - $2.4K
|
5K
$135K
|
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
30+ 0.73% |
$2.27K - $2.4K
|
4.11K
$111K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
27+ 0.21% |
$2.05K - $2.16K
|
12.8K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
26New |
$1.97K - $2.08K
|
26
$704
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
25New |
$1.9K - $2K
|
25
$677
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
23New |
$1.74K - $1.84K
|
23
$623
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
23+ 0.38% |
$1.74K - $1.84K
|
6.13K
$166K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
20+ 0.16% |
$1.52K - $1.6K
|
12.7K
$344K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
19+ 0.1% |
$1.44K - $1.52K
|
19.5K
$528K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18+ 0.22% |
$1.36K - $1.44K
|
8.32K
$225K
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
17+ 0.43% |
$1.29K - $1.36K
|
3.96K
$107K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
16+ 0.02% |
$1.21K - $1.28K
|
88.5K
$2.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
16+ 0.26% |
$1.21K - $1.28K
|
6.16K
$167K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
15+ 0.16% |
$1.14K - $1.2K
|
9.21K
$249K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
14+ 2.42% |
$1.06K - $1.12K
|
592
$16K
|
|
|
Jul 31, 2024
Q2 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
14+ 0.04% |
$1.06K - $1.12K
|
32.5K
$880K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
12+ 0.22% |
$910 - $962
|
5.4K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
10+ 0.36% |
$758 - $802
|
2.79K
$75.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
9+ 0.24% |
$682 - $721
|
3.8K
$103K
|
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
8+ 0.08% |
$606 - $641
|
10.2K
$276K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
7+ 0.22% |
$531 - $561
|
3.18K
$86.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
7+ 0.02% |
$531 - $561
|
35.9K
$972K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
6+ 0.02% |
$455 - $481
|
29.9K
$809K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6New |
$455 - $481
|
6
$162
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
6New |
$455 - $481
|
6
$162
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6+ 0.25% |
$455 - $481
|
2.36K
$64K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5New |
$379 - $401
|
5
$135
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
5+ 0.24% |
$379 - $401
|
2.08K
$56.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
5New |
$379 - $401
|
5
$135
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4+ 0.09% |
$303 - $321
|
4.27K
$116K
|
|
|
Jul 23, 2024
Q2 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
4+ 0.95% |
$303 - $321
|
425
$11.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4+ 0.1% |
$303 - $321
|
4.01K
$108K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 1.25% |
$227 - $240
|
243
$6.58K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
3+ 0.1% |
$227 - $240
|
2.97K
$80.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
3+ 0.86% |
$227 - $240
|
350
$9.48K
|
|
|
Jul 09, 2024
Q2 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
2+ 1.72% |
$152 - $160
|
118
$3.2K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
2New |
$152 - $160
|
2
$54.2
|