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 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-233- 0.6% |
$17.7K - $18.7K
|
38.7K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-233- 0.56% |
$17.7K - $18.7K
|
41.7K
$1.13M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-235- 2.15% |
$17.8K - $18.8K
|
10.7K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-244- 8.3% |
$18.5K - $19.6K
|
2.7K
$73K
|
|
|
Jul 24, 2024
Q2 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-245- 6.58% |
$18.6K - $19.6K
|
3.48K
$94.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-245- 2.62% |
$18.6K - $19.6K
|
9.12K
$247K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-250- 4.21% |
$19K - $20K
|
5.68K
$154K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-253- 2.44% |
$19.2K - $20.3K
|
10.1K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-261- 6.12% |
$19.8K - $20.9K
|
4K
$108K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-264- 0.09% |
$20K - $21.2K
|
288K
$7.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-268- 1.7% |
$20.3K - $21.5K
|
15.5K
$420K
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-268- 0.88% |
$20.3K - $21.5K
|
30.3K
$822K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-268- 6.19% |
$20.3K - $21.5K
|
4.06K
$110K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-269- 6.36% |
$20.4K - $21.6K
|
3.96K
$107K
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-270- 1.51% |
$20.5K - $21.6K
|
17.6K
$476K
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-271- 4.88% |
$20.5K - $21.7K
|
5.28K
$143K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-279- 2.37% |
$21.2K - $22.4K
|
11.5K
$312K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-282- 9.66% |
$21.4K - $22.6K
|
2.64K
$71.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-283- 0.23% |
$21.5K - $22.7K
|
124K
$3.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-284- 3.51% |
$21.5K - $22.8K
|
7.8K
$211K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-285- 4.25% |
$21.6K - $22.8K
|
6.42K
$174K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-286- 0.34% |
$21.7K - $22.9K
|
85K
$2.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-287- 4.09% |
$21.8K - $23K
|
6.73K
$182K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-288- 0.48% |
$21.8K - $23.1K
|
60.1K
$1.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-295- 1.9% |
$22.4K - $23.6K
|
15.2K
$413K
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-296- 0.95% |
$22.4K - $23.7K
|
30.8K
$834K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-298- 1.76% |
$22.6K - $23.9K
|
16.6K
$449K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-310- 3.77% |
$23.5K - $24.8K
|
7.91K
$214K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-311- 2.21% |
$23.6K - $24.9K
|
13.8K
$373K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-311- 2.98% |
$23.6K - $24.9K
|
10.1K
$275K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-315- 3.47% |
$23.9K - $25.2K
|
8.77K
$238K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-323- 1.29% |
$24.5K - $25.9K
|
24.6K
$667K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-325- 91.55% |
$24.6K - $26K
|
30
$812
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-325- 0.56% |
$24.6K - $26K
|
58K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-326- 6.02% |
$24.7K - $26.1K
|
5.09K
$138K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-335- 13.97% |
$25.4K - $26.9K
|
2.06K
$55.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-337- 11.31% |
$25.5K - $27K
|
2.64K
$71.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-341- 1.54% |
$25.9K - $27.3K
|
21.8K
$592K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-341- 7.27% |
$25.9K - $27.3K
|
4.35K
$118K
|
|
|
Aug 09, 2024
Q2 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-345- 3.67% |
$26.2K - $27.7K
|
9.06K
$245K
|
|
|
Jul 19, 2024
Q2 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-346- 0.48% |
$26.2K - $27.7K
|
72.3K
$1.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-346- 10.45% |
$26.2K - $27.7K
|
2.97K
$80.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-350- 2.49% |
$26.5K - $28.1K
|
13.7K
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-353- 3.12% |
$26.8K - $28.3K
|
11K
$297K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-356- 1.51% |
$27K - $28.5K
|
23.2K
$627K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-362- 5.9% |
$27.4K - $29K
|
5.77K
$156K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-365- 0.48% |
$27.7K - $29.3K
|
76.1K
$2.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-366- 2.74% |
$27.7K - $29.3K
|
13K
$352K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-367- 4.41% |
$27.8K - $29.4K
|
7.96K
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-367- 3.52% |
$27.8K - $29.4K
|
10.1K
$272K
|