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 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-67- 1.45% |
$5.08K - $5.37K
|
4.55K
$123K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-68- 0.67% |
$5.16K - $5.45K
|
10.1K
$272K
|
|
|
Aug 02, 2024
Q2 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-71- 2.68% |
$5.38K - $5.69K
|
2.58K
$69.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-73- 1.52% |
$5.53K - $5.85K
|
4.71K
$128K
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-73- 0.44% |
$5.53K - $5.85K
|
16.6K
$448K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-74- 0.24% |
$5.61K - $5.93K
|
30.7K
$831K
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-75- 1.97% |
$5.69K - $6.01K
|
3.73K
$101K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-81- 5.87% |
$6.14K - $6.49K
|
1.3K
$35.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-82- 1.18% |
$6.22K - $6.57K
|
6.86K
$186K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-86- 27.56% |
$6.52K - $6.89K
|
226
$6.12K
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-86- 0.25% |
$6.52K - $6.89K
|
33.7K
$912K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-94- 1.43% |
$7.13K - $7.53K
|
6.5K
$176K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-98- 0.16% |
$7.43K - $7.85K
|
59.7K
$1.62M
|
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-100- 0.12% |
$7.58K - $8.02K
|
80.1K
$2.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-106- 1.2% |
$8.04K - $8.5K
|
8.72K
$236K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-111- 0.15% |
$8.41K - $8.9K
|
75.4K
$2.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-113- 1.04% |
$8.57K - $9.06K
|
10.8K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-115- 0.54% |
$8.72K - $9.22K
|
21.2K
$574K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-117- 4.54% |
$8.87K - $9.38K
|
2.46K
$66.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-119- 2.02% |
$9.02K - $9.54K
|
5.78K
$156K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-119- 4.96% |
$9.02K - $9.54K
|
2.28K
$61.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-125- 2.4% |
$9.48K - $10K
|
5.08K
$138K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-125- 2.57% |
$9.48K - $10K
|
4.74K
$128K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-129- 2.67% |
$9.78K - $10.3K
|
4.71K
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-130- 1.88% |
$9.86K - $10.4K
|
6.78K
$184K
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-132- 1.82% |
$10K - $10.6K
|
7.12K
$193K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-133- 0.49% |
$10.1K - $10.7K
|
26.9K
$730K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-133- 4.08% |
$10.1K - $10.7K
|
3.13K
$84.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-136- 1.06% |
$10.3K - $10.9K
|
12.7K
$343K
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-137- 2.75% |
$10.4K - $11K
|
4.85K
$131K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-141- 1.04% |
$10.7K - $11.3K
|
13.4K
$362K
|
|
|
Aug 14, 2024
Q2 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-146- 1.11% |
$11.1K - $11.7K
|
13K
$353K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-151- 7.97% |
$11.4K - $12.1K
|
1.74K
$47.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-153- 1.45% |
$11.6K - $12.3K
|
10.4K
$281K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-164- 4.81% |
$12.4K - $13.1K
|
3.24K
$87.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-165- 16.92% |
$12.5K - $13.2K
|
810
$21.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-167- 1.45% |
$12.7K - $13.4K
|
11.4K
$308K
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-170- 4.42% |
$12.9K - $13.6K
|
3.68K
$99.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-171- 0.64% |
$13K - $13.7K
|
26.5K
$717K
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-178- 0.76% |
$13.5K - $14.3K
|
23.3K
$631K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-183- 1.99% |
$13.9K - $14.7K
|
9.04K
$245K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-186- 0.24% |
$14.1K - $14.9K
|
77.1K
$2.09M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-189- 0.39% |
$14.3K - $15.1K
|
48.8K
$1.32M
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-191- 0.45% |
$14.5K - $15.3K
|
42.2K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-198- 3.33% |
$15K - $15.9K
|
5.75K
$156K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-200- 5.6% |
$15.2K - $16K
|
3.37K
$91.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-203- 6.39% |
$15.4K - $16.3K
|
2.97K
$80.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-205- 5.35% |
$15.5K - $16.4K
|
3.63K
$98.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-217- 4.6% |
$16.5K - $17.4K
|
4.5K
$122K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-230- 2.61% |
$17.4K - $18.4K
|
8.59K
$233K
|