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 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
57K+ 9.54% |
$4.32M - $4.57M
|
654K
$17.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
54.9K+ 4.87% |
$4.16M - $4.4M
|
1.18M
$32M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
53.3K+ 13.65% |
$4.04M - $4.27M
|
444K
$12M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
52.6KNew |
$3.99M - $4.22M
|
52.6K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
52.4K+ 3.1% |
$3.97M - $4.2M
|
1.74M
$47.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
50.6KNew |
$3.83M - $4.05M
|
50.6K
$1.37M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
50.1K+ 16.62% |
$3.8M - $4.02M
|
352K
$9.53M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45.4K+ 11.56% |
$3.44M - $3.64M
|
438K
$11.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
42.6K+ 24.5% |
$3.23M - $3.42M
|
217K
$5.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
42.2K+ 28.45% |
$3.2M - $3.38M
|
190K
$5.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
40.8K+ 10.36% |
$3.09M - $3.27M
|
435K
$11.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
40.3K+ 25.38% |
$3.06M - $3.23M
|
199K
$5.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39.1K+ 1290.8% |
$2.97M - $3.14M
|
42.2K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
38.4KNew |
$2.91M - $3.08M
|
38.4K
$1.04M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
37.6K+ 19.9% |
$2.85M - $3.01M
|
226K
$6.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
36.5K+ 2.44% |
$2.76M - $2.92M
|
1.53M
$41.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
36.2K+ 8.66% |
$2.74M - $2.9M
|
454K
$12.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
BUY
|
- |
34.2KNew |
$2.59M - $2.74M
|
34.2K
$925K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33.9K+ 4.41% |
$2.57M - $2.72M
|
804K
$21.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
33.8K+ 316.51% |
$2.56M - $2.71M
|
44.5K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
33.7K+ 54.12% |
$2.55M - $2.7M
|
95.9K
$2.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
33.7K+ 0.81% |
$2.55M - $2.7M
|
4.19M
$113M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
31.4K+ 94.29% |
$2.38M - $2.52M
|
64.7K
$1.75M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
31.2K+ 15.78% |
$2.37M - $2.5M
|
229K
$6.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
31.1K+ 34.41% |
$2.36M - $2.49M
|
122K
$3.29M
|
|
|
Nov 18, 2024
Q2 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
30.9K+ 646.51% |
$2.34M - $2.47M
|
35.6K
$965K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
30.7K+ 2.68% |
$2.33M - $2.46M
|
1.18M
$31.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
29.9K+ 9.23% |
$2.27M - $2.4M
|
354K
$9.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
29.6K+ 703.68% |
$2.25M - $2.37M
|
33.8K
$916K
|
|
|
Jul 11, 2024
Q2 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
27.5K+ 10.87% |
$2.08M - $2.2M
|
280K
$7.59M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
27.5KNew |
$2.08M - $2.2M
|
27.5K
$744K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
27K+ 5.89% |
$2.04M - $2.16M
|
485K
$13.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
26.1K+ 4.34% |
$1.98M - $2.09M
|
628K
$17M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
26K+ 4.64% |
$1.97M - $2.08M
|
587K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.9K+ 6.41% |
$1.96M - $2.07M
|
429K
$11.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.4K+ 13.42% |
$1.93M - $2.04M
|
215K
$5.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
25.2KNew |
$1.91M - $2.02M
|
25.2K
$682K
|
|
|
Oct 28, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
24.3K+ 267.5% |
$1.84M - $1.95M
|
33.3K
$903K
|
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
24.2K+ 11.76% |
$1.83M - $1.94M
|
230K
$6.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
23.2K+ 8.17% |
$1.76M - $1.86M
|
307K
$8.31M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22.8K+ 2.17% |
$1.73M - $1.83M
|
1.08M
$29.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
22.7K+ 17.01% |
$1.72M - $1.82M
|
156K
$4.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
22K+ 5.33% |
$1.66M - $1.76M
|
434K
$11.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
21.8K+ 11.88% |
$1.65M - $1.75M
|
205K
$5.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
21.8K+ 8.33% |
$1.65M - $1.74M
|
283K
$7.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
21.6K+ 6.98% |
$1.64M - $1.73M
|
332K
$8.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
21.4K+ 730.56% |
$1.62M - $1.71M
|
24.3K
$658K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21K+ 12.57% |
$1.59M - $1.68M
|
188K
$5.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
20.7K+ 5.34% |
$1.57M - $1.66M
|
409K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.4K+ 11.8% |
$1.54M - $1.63M
|
193K
$5.22M
|