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 16, 2024
Q2 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-700- 26.92% |
$53.1K - $56.1K
|
1.9K
$51.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-710- 1.36% |
$53.8K - $56.9K
|
51.5K
$1.39M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-720- 6.65% |
$54.6K - $57.7K
|
10.1K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-724- 9.26% |
$54.9K - $58K
|
7.1K
$192K
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-725- 2.37% |
$55K - $58.1K
|
29.8K
$808K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-741- 0.75% |
$56.2K - $59.4K
|
97.6K
$2.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-745- 0.69% |
$56.5K - $59.7K
|
107K
$2.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-760- 17.49% |
$57.6K - $60.9K
|
3.59K
$97.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-764- 1.24% |
$57.9K - $61.2K
|
60.9K
$1.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-776- 1.55% |
$58.8K - $62.2K
|
49.2K
$1.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-776- 3.1% |
$58.8K - $62.2K
|
24.2K
$657K
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-806- 13.98% |
$61.1K - $64.6K
|
4.96K
$134K
|
|
|
Jul 23, 2024
Q2 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-807- 9.06% |
$61.2K - $64.7K
|
8.1K
$219K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-815- 10.6% |
$61.8K - $65.3K
|
6.87K
$186K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-825- 10.83% |
$62.5K - $66.1K
|
6.79K
$184K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-845- 3.38% |
$64.1K - $67.7K
|
24.1K
$654K
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-847- 9.07% |
$64.2K - $67.9K
|
8.5K
$230K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-850- 11.11% |
$64.4K - $68.1K
|
6.8K
$184K
|
|
|
Jul 18, 2024
Q2 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-852- 0.99% |
$64.6K - $68.3K
|
85.1K
$2.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-855- 0.84% |
$64.8K - $68.5K
|
101K
$2.73M
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-855- 12.52% |
$64.8K - $68.5K
|
5.98K
$162K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-857- 19.32% |
$65K - $68.7K
|
3.58K
$96.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-870- 18.08% |
$66K - $69.7K
|
3.94K
$107K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-872- 1.2% |
$66.1K - $69.9K
|
72K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-876- 35.11% |
$66.4K - $70.2K
|
1.62K
$43.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-896- 12.49% |
$67.9K - $71.8K
|
6.28K
$170K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-900- 31.03% |
$68.2K - $72.1K
|
2K
$54.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-902- 2.34% |
$68.4K - $72.3K
|
37.7K
$1.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-907- 7.7% |
$68.8K - $72.7K
|
10.9K
$295K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-907- 24.96% |
$68.8K - $72.7K
|
2.73K
$73.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-909- 6.98% |
$68.9K - $72.9K
|
12.1K
$328K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-910- 8.39% |
$69K - $72.9K
|
9.94K
$269K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-915- 10.29% |
$69.4K - $73.3K
|
7.98K
$216K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-917- 12.42% |
$69.5K - $73.5K
|
6.47K
$175K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-933- 50.22% |
$70.7K - $74.8K
|
925
$25K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-938- 9.64% |
$71.1K - $75.2K
|
8.79K
$238K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-945- 1.34% |
$71.6K - $75.7K
|
69.4K
$1.88M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-961- 4.88% |
$72.9K - $77K
|
18.7K
$507K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-983- 8.03% |
$74.5K - $78.8K
|
11.3K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1K- 95.42% |
$75.8K - $80.2K
|
48
$1.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 9.63% |
$75.8K - $80.2K
|
9.38K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 9.63% |
$75.8K - $80.2K
|
9.38K
$254K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.02K- 4.37% |
$77.1K - $81.5K
|
22.3K
$603K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.03K- 6.5% |
$78.2K - $82.7K
|
14.9K
$402K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.07K- 5.99% |
$81.1K - $85.8K
|
16.8K
$455K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.07K- 2.6% |
$81.1K - $85.8K
|
40K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.07K- 25.05% |
$81.1K - $85.8K
|
3.2K
$86.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.09K- 4.56% |
$82.9K - $87.7K
|
22.9K
$621K
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 1.66% |
$83.7K - $88.5K
|
65.3K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.13K- 11.34% |
$85.7K - $90.6K
|
8.84K
$239K
|