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 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-374- 25.94% |
$28.4K - $30K
|
1.07K
$28.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-377- 6.02% |
$28.6K - $30.2K
|
5.88K
$159K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-377- 0.44% |
$28.6K - $30.2K
|
86.2K
$2.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-383- 12.9% |
$29K - $30.7K
|
2.59K
$70K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-384- 2.86% |
$29.1K - $30.8K
|
13K
$353K
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-385- 0.07% |
$29.2K - $30.9K
|
513K
$13.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-387- 0.63% |
$29.3K - $31K
|
61.3K
$1.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-401- 1.11% |
$30.4K - $32.1K
|
35.8K
$970K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-406- 7.49% |
$30.8K - $32.5K
|
5.01K
$136K
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-407- 1.84% |
$30.9K - $32.6K
|
21.7K
$588K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-413- 4.62% |
$31.3K - $33.1K
|
8.52K
$231K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-416- 0.42% |
$31.5K - $33.3K
|
97.8K
$2.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-436- 4.8% |
$33.1K - $34.9K
|
8.65K
$234K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-439- 3.33% |
$33.3K - $35.2K
|
12.7K
$345K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-458- 0.36% |
$34.7K - $36.7K
|
126K
$3.41M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-463- 13.99% |
$35.1K - $37.1K
|
2.85K
$77.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-475- 4.11% |
$36K - $38.1K
|
11.1K
$300K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-478- 6.1% |
$36.2K - $38.3K
|
7.35K
$199K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-480- 7.93% |
$36.4K - $38.5K
|
5.57K
$151K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-480- 6.9% |
$36.4K - $38.5K
|
6.48K
$175K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-480- 7.93% |
$36.4K - $38.5K
|
5.57K
$151K
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-481- 0.34% |
$36.5K - $38.6K
|
140K
$3.79M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-484- 0.81% |
$36.7K - $38.8K
|
59.6K
$1.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-489- 2.2% |
$37.1K - $39.2K
|
21.7K
$589K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-500- 25.24% |
$37.9K - $40.1K
|
1.48K
$40.1K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-500- 4.26% |
$37.9K - $40.1K
|
11.2K
$304K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-502- 7.99% |
$38.1K - $40.2K
|
5.78K
$157K
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-511- 0.43% |
$38.7K - $41K
|
119K
$3.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-514- 1.35% |
$39K - $41.2K
|
37.5K
$1.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-518- 35.09% |
$39.3K - $41.5K
|
958
$25.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-530- 2.9% |
$40.2K - $42.5K
|
17.8K
$481K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-542- 0.51% |
$41.1K - $43.4K
|
105K
$2.85M
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-562- 2.78% |
$42.6K - $45K
|
19.7K
$533K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-570- 4.67% |
$43.2K - $45.7K
|
11.6K
$315K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-581- 1.97% |
$44K - $46.6K
|
28.9K
$782K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-587- 2.5% |
$44.5K - $47K
|
22.9K
$621K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-600- 6.44% |
$45.5K - $48.1K
|
8.72K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-605- 8.97% |
$45.9K - $48.5K
|
6.14K
$166K
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-607- 2.11% |
$46K - $48.7K
|
28.1K
$761K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-611- 8.21% |
$46.3K - $49K
|
6.83K
$185K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-620- 28.85% |
$47K - $49.7K
|
1.53K
$41.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-626- 0.63% |
$47.5K - $50.2K
|
99K
$2.68M
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-634- 7.49% |
$48.1K - $50.8K
|
7.83K
$212K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-647- 1.54% |
$49K - $51.9K
|
41.2K
$1.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-650- 47.62% |
$49.3K - $52.1K
|
715
$19.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-657- 1.12% |
$49.8K - $52.7K
|
58.1K
$1.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-664- 6.44% |
$50.3K - $53.2K
|
9.65K
$261K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-665- 12.45% |
$50.4K - $53.3K
|
4.68K
$127K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-685- 6.02% |
$51.9K - $54.9K
|
10.7K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-696- 7.28% |
$52.8K - $55.8K
|
8.87K
$240K
|