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 05, 2024
Q2 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-3.49K- 3.96% |
$265K - $280K
|
84.6K
$2.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-3.51K- 2.32% |
$266K - $281K
|
148K
$4.01M
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.53K- 4.98% |
$267K - $283K
|
67.3K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.55K- 0.84% |
$269K - $285K
|
417K
$11.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.58K- 4.81% |
$272K - $287K
|
70.9K
$1.92M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-3.65K- 52.12% |
$277K - $292K
|
3.35K
$90.7K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.65K- 7.13% |
$277K - $293K
|
47.5K
$1.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.67K- 32.99% |
$279K - $294K
|
7.46K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-3.68K- 3.14% |
$279K - $295K
|
113K
$3.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-3.7K- 33.34% |
$281K - $297K
|
7.41K
$201K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-3.74K- 3.35% |
$283K - $299K
|
108K
$2.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.74K- 10.2% |
$283K - $300K
|
32.9K
$891K
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-3.75K- 5.4% |
$284K - $300K
|
65.7K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-3.78K- 52.94% |
$287K - $303K
|
3.36K
$91K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.88K- 1.56% |
$294K - $311K
|
245K
$6.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.96K- 32.11% |
$300K - $317K
|
8.37K
$227K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.97K- 4.02% |
$301K - $318K
|
94.8K
$2.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-3.98K- 2.29% |
$302K - $319K
|
170K
$4.6M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.98K- 94.99% |
$302K - $319K
|
210
$5.69K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4K- 10.68% |
$303K - $321K
|
33.4K
$905K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.14K- 27.78% |
$314K - $332K
|
10.8K
$291K
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.29K- 7.09% |
$325K - $344K
|
56.2K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.42K- 4.8% |
$335K - $354K
|
87.5K
$2.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-4.43K- 3.19% |
$336K - $355K
|
134K
$3.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-4.47K- 5.14% |
$339K - $358K
|
82.4K
$2.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.53K- 2.87% |
$343K - $363K
|
153K
$4.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-4.59K- 8.46% |
$348K - $368K
|
49.6K
$1.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.66K- 62.68% |
$353K - $373K
|
2.77K
$75.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-4.67K- 11.29% |
$354K - $374K
|
36.7K
$994K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.71K- 15.43% |
$357K - $378K
|
25.8K
$700K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-4.75K- 7.67% |
$360K - $381K
|
57.2K
$1.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.76K- 9.21% |
$361K - $381K
|
46.9K
$1.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-4.82K- 18.77% |
$365K - $386K
|
20.8K
$565K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.94K- 41.04% |
$374K - $396K
|
7.09K
$192K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
SELL
|
- |
-4.95K- 21.67% |
$375K - $397K
|
17.9K
$485K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.97K- 59.27% |
$377K - $398K
|
3.42K
$92.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5.12K- 30.84% |
$388K - $411K
|
11.5K
$311K
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-5.21K- 18.61% |
$395K - $417K
|
22.8K
$616K
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-5.25K- 25.39% |
$398K - $421K
|
15.4K
$418K
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-5.43K- 75.57% |
$411K - $435K
|
1.75K
$47.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Planning LLC
|
SELL
|
- |
-5.44K- 43.72% |
$412K - $436K
|
7K
$190K
|
|
|
Jul 19, 2024
Q2 2024
|
Solitude Financial Services
|
SELL
|
- |
-5.46K- 62.08% |
$414K - $438K
|
3.34K
$90.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.6K- 15.31% |
$425K - $449K
|
31K
$839K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.82K- 3.48% |
$441K - $466K
|
161K
$4.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-5.99K- 19.17% |
$454K - $480K
|
25.3K
$685K
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-6.09K- 13.37% |
$461K - $488K
|
39.4K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-6.2K- 45.67% |
$470K - $497K
|
7.37K
$200K
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-6.23K- 3.45% |
$473K - $500K
|
174K
$4.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-6.24K- 3.2% |
$473K - $500K
|
189K
$5.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.32K- 6.86% |
$479K - $506K
|
85.7K
$2.32M
|