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 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.22K- 4.01% |
$168K - $178K
|
53.2K
$1.44M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-2.23K- 19.72% |
$169K - $179K
|
9.07K
$246K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.32K- 26.78% |
$176K - $186K
|
6.33K
$171K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.35K- 9.75% |
$178K - $188K
|
21.7K
$589K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.37K- 3.44% |
$179K - $190K
|
66.4K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-2.39K- 5.26% |
$181K - $191K
|
43K
$1.17M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-2.43K- 7.07% |
$184K - $195K
|
31.9K
$864K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.47K- 9.62% |
$187K - $198K
|
23.2K
$627K
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-2.47K- 24.24% |
$187K - $198K
|
7.73K
$209K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-2.52K- 8.73% |
$191K - $202K
|
26.4K
$714K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.53K- 5.55% |
$191K - $202K
|
42.9K
$1.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-2.53K- 1.84% |
$191K - $202K
|
135K
$3.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.54K- 39.29% |
$192K - $203K
|
3.92K
$106K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-2.54K- 0.3% |
$193K - $204K
|
842K
$22.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-2.55K- 3.34% |
$193K - $204K
|
73.9K
$2M
|
|
|
Oct 29, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-2.58K- 7.19% |
$196K - $207K
|
33.3K
$903K
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.63K- 3.4% |
$200K - $211K
|
74.8K
$2.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.7K- 33.0% |
$204K - $216K
|
5.47K
$148K
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-2.71K- 9.24% |
$205K - $217K
|
26.6K
$720K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.71K- 9.84% |
$206K - $217K
|
24.8K
$673K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.74K- 3.41% |
$208K - $220K
|
77.6K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-2.78K- 4.67% |
$210K - $222K
|
56.7K
$1.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.8K- 26.23% |
$212K - $224K
|
7.86K
$213K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-2.81K- 10.25% |
$213K - $225K
|
24.6K
$667K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.9K- 17.19% |
$219K - $232K
|
14K
$378K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.9K- 49.53% |
$220K - $233K
|
2.96K
$80K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.92K- 11.62% |
$221K - $234K
|
22.2K
$601K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.93K- 46.85% |
$222K - $235K
|
3.33K
$90.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
SELL
|
- |
-2.94K- 21.21% |
$223K - $236K
|
10.9K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.98K- 24.28% |
$226K - $239K
|
9.3K
$252K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.02K- 18.47% |
$229K - $242K
|
13.3K
$361K
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.05K- 2.96% |
$231K - $245K
|
100K
$2.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-3.05K- 7.86% |
$231K - $245K
|
35.8K
$969K
|
|
|
Jul 25, 2024
Q2 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-3.09K- 54.32% |
$234K - $248K
|
2.6K
$70.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.12K- 5.87% |
$237K - $250K
|
50.1K
$1.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-3.16K- 5.35% |
$239K - $253K
|
55.8K
$1.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-3.18K- 1.46% |
$241K - $255K
|
214K
$5.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.24K- 3.28% |
$246K - $260K
|
95.4K
$2.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-3.32K- 15.5% |
$251K - $266K
|
18.1K
$490K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-3.32K- 1.91% |
$252K - $266K
|
171K
$4.62M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.33K- 8.38% |
$252K - $267K
|
36.4K
$986K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.37K- 2.16% |
$256K - $270K
|
153K
$4.14M
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-3.39K- 23.31% |
$257K - $271K
|
11.1K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-3.39K- 1.11% |
$257K - $272K
|
301K
$8.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.41K- 4.87% |
$259K - $273K
|
66.6K
$1.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.42K- 8.53% |
$259K - $274K
|
36.7K
$994K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.43K- 13.5% |
$260K - $275K
|
22K
$595K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.43K- 55.42% |
$260K - $275K
|
2.76K
$74.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-3.44K- 23.33% |
$260K - $275K
|
11.3K
$306K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.48K- 19.46% |
$264K - $279K
|
14.4K
$390K
|