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 23, 2024
Q2 2024
|
Darrow Company, Inc.
|
BUY
|
- |
1+ 0.01% |
$75.8 - $80.2
|
10.7K
$289K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1+ 0.13% |
$75.8 - $80.2
|
792
$21.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1+ 1.49% |
$75.8 - $80.2
|
68
$1.84K
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1- 0.03% |
$75.8 - $80.2
|
3.74K
$101K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1- 0.03% |
$75.8 - $80.2
|
3.14K
$85.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-3- 0.25% |
$227 - $240
|
1.19K
$32.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 1.33% |
$227 - $240
|
223
$6.04K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-4- 0.05% |
$303 - $321
|
8.65K
$234K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-5- 0.06% |
$379 - $401
|
8.32K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-6- 0.02% |
$455 - $481
|
32.2K
$871K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-7- 0.08% |
$531 - $561
|
9.2K
$249K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-8Closed |
$606 - $641
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-8- 0.05% |
$606 - $641
|
15.5K
$420K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-9- 0.23% |
$682 - $721
|
3.92K
$106K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-11- 0.73% |
$834 - $882
|
1.51K
$40.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-12- 0.05% |
$910 - $962
|
26.1K
$708K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-14- 21.88% |
$1.06K - $1.12K
|
50
$1.35K
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-17- 0.29% |
$1.29K - $1.36K
|
5.77K
$156K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-18- 0.24% |
$1.36K - $1.44K
|
7.64K
$207K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-20- 2.74% |
$1.52K - $1.6K
|
710
$19.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-20- 0.39% |
$1.52K - $1.6K
|
5.16K
$140K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-20- 40.0% |
$1.52K - $1.6K
|
30
$812
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-25- 8.45% |
$1.9K - $2K
|
271
$7.34K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-25- 0.28% |
$1.9K - $2K
|
9.06K
$245K
|
|
|
Aug 01, 2024
Q2 2024
|
Ddd Partners, LLC
|
SELL
|
- |
-27- 0.53% |
$2.05K - $2.16K
|
5.03K
$136K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-28- 0.61% |
$2.12K - $2.24K
|
4.57K
$124K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
SELL
|
- |
-32- 0.28% |
$2.43K - $2.56K
|
11.4K
$307K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-34- 0.09% |
$2.58K - $2.73K
|
39.5K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-38- 1.41% |
$2.88K - $3.05K
|
2.66K
$72K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-39- 2.48% |
$2.96K - $3.13K
|
1.54K
$41.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-39- 0.88% |
$2.96K - $3.13K
|
4.39K
$119K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-39- 28.06% |
$2.96K - $3.13K
|
100
$2.71K
|
|
|
Aug 14, 2024
Q2 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-39- 0.2% |
$2.96K - $3.13K
|
19.3K
$523K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-40- 0.2% |
$3.03K - $3.21K
|
19.7K
$532K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-44- 0.25% |
$3.34K - $3.53K
|
17.8K
$483K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-45- 0.96% |
$3.41K - $3.61K
|
4.64K
$126K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-48- 0.03% |
$3.64K - $3.85K
|
139K
$3.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-49- 0.1% |
$3.71K - $3.93K
|
49.6K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-49- 0.88% |
$3.71K - $3.93K
|
5.55K
$150K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-52- 1.23% |
$3.94K - $4.17K
|
4.19K
$113K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-52- 0.34% |
$3.94K - $4.17K
|
15.1K
$408K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-53- 0.11% |
$4.02K - $4.25K
|
46.9K
$1.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-53- 0.48% |
$4.02K - $4.25K
|
11.1K
$299K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-55- 0.15% |
$4.17K - $4.41K
|
36.3K
$984K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-59- 0.9% |
$4.47K - $4.73K
|
6.53K
$177K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-60- 0.49% |
$4.55K - $4.81K
|
12.1K
$328K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-61- 1.52% |
$4.62K - $4.89K
|
3.95K
$107K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-62- 22.96% |
$4.7K - $4.97K
|
208
$5.63K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-65- 1.99% |
$4.93K - $5.21K
|
3.2K
$86.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-67- 0.92% |
$5.08K - $5.37K
|
7.19K
$195K
|