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 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.15K- 2.16% |
$87K - $92K
|
52.1K
$1.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1.17K- 0.35% |
$88.5K - $93.5K
|
328K
$8.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.23K- 3.75% |
$93.2K - $98.5K
|
31.6K
$855K
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
SELL
|
- |
-1.24K- 10.82% |
$94.3K - $99.7K
|
10.3K
$278K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.3K- 12.7% |
$98.5K - $104K
|
8.93K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.3K- 11.91% |
$98.6K - $104K
|
9.62K
$260K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.31K- 11.77% |
$99.5K - $105K
|
9.84K
$266K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.33K- 4.03% |
$101K - $107K
|
31.7K
$858K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1.37K- 1.53% |
$104K - $110K
|
88.6K
$2.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.4K- 3.68% |
$106K - $112K
|
36.5K
$989K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.42K- 12.83% |
$108K - $114K
|
9.65K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.47K- 0.41% |
$112K - $118K
|
361K
$9.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-1.53K- 14.07% |
$116K - $122K
|
9.32K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.53K- 4.08% |
$116K - $123K
|
35.9K
$973K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.54K- 4.11% |
$116K - $123K
|
35.8K
$970K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.55K- 32.27% |
$118K - $124K
|
3.26K
$88.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.55K- 3.93% |
$118K - $124K
|
38K
$1.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.59K- 0.32% |
$121K - $127K
|
500K
$13.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.59K- 88.35% |
$121K - $128K
|
210
$5.69K
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.62K- 2.33% |
$123K - $130K
|
67.9K
$1.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.62K- 2.33% |
$123K - $130K
|
67.9K
$1.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.62K- 22.59% |
$123K - $130K
|
5.56K
$151K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-1.63K- 10.52% |
$123K - $130K
|
13.8K
$375K
|
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-1.63K- 14.58% |
$124K - $131K
|
9.56K
$259K
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.68K- 8.02% |
$128K - $135K
|
19.3K
$522K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.69K- 29.0% |
$128K - $136K
|
4.14K
$112K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.74K- 5.28% |
$132K - $139K
|
31.2K
$844K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.76K- 9.06% |
$133K - $141K
|
17.6K
$477K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.86K- 2.81% |
$141K - $149K
|
64.2K
$1.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.86K- 1.62% |
$141K - $149K
|
113K
$3.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-1.89K- 9.8% |
$143K - $151K
|
17.4K
$471K
|
|
|
Jul 15, 2024
Q2 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-1.9K- 10.39% |
$144K - $152K
|
16.4K
$443K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.91K- 11.5% |
$145K - $153K
|
14.7K
$398K
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.93K- 6.39% |
$146K - $155K
|
28.3K
$766K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.93K- 35.93% |
$146K - $155K
|
3.45K
$93.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.93K- 4.01% |
$146K - $155K
|
46.3K
$1.25M
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.95K- 8.53% |
$148K - $156K
|
20.9K
$567K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.96K- 11.96% |
$149K - $157K
|
14.5K
$391K
|
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-1.97K- 23.42% |
$149K - $157K
|
6.43K
$174K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.97K- 3.79% |
$150K - $158K
|
50K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-2K- 1.02% |
$152K - $160K
|
195K
$5.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.06K- 15.53% |
$156K - $165K
|
11.2K
$304K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.11K- 10.29% |
$160K - $169K
|
18.4K
$497K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.11K- 6.71% |
$160K - $169K
|
29.4K
$795K
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-2.11K- 80.91% |
$160K - $169K
|
498
$13.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.12K- 1.21% |
$160K - $170K
|
173K
$4.68M
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.16K- 21.91% |
$163K - $173K
|
7.68K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.18K- 1.84% |
$165K - $174K
|
116K
$3.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2.19K- 0.74% |
$166K - $175K
|
292K
$7.9M
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-2.22K- 2.0% |
$168K - $178K
|
109K
$2.94M
|