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 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-6.36K- 22.41% |
$482K - $510K
|
22K
$597K
|
|
|
Aug 06, 2024
Q2 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-6.37K- 49.26% |
$483K - $510K
|
6.56K
$178K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-6.4K- 7.9% |
$485K - $513K
|
74.6K
$2.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-6.49K- 3.19% |
$492K - $520K
|
197K
$5.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-6.56K- 98.54% |
$498K - $526K
|
97
$2.63K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-6.67K- 16.63% |
$505K - $534K
|
33.4K
$905K
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-6.67K- 34.05% |
$506K - $535K
|
12.9K
$350K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.91K- 16.12% |
$524K - $554K
|
36K
$974K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-6.96K- 15.55% |
$527K - $557K
|
37.8K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-7.15K- 55.34% |
$542K - $573K
|
5.77K
$156K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-7.15K- 55.34% |
$542K - $573K
|
5.77K
$156K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.26K- 19.51% |
$551K - $582K
|
30K
$812K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-7.27K- 8.72% |
$551K - $583K
|
76.1K
$2.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-7.33K- 17.56% |
$555K - $587K
|
34.4K
$932K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-7.38K- 7.35% |
$559K - $592K
|
93K
$2.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-7.43K- 51.01% |
$563K - $596K
|
7.14K
$193K
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-7.45K- 5.38% |
$565K - $597K
|
131K
$3.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-7.51K- 13.86% |
$570K - $602K
|
46.7K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-7.52K- 10.16% |
$570K - $602K
|
66.5K
$1.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-7.55K- 5.68% |
$572K - $605K
|
125K
$3.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.71K- 10.56% |
$584K - $618K
|
65.3K
$1.77M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-7.85K- 16.15% |
$595K - $629K
|
40.7K
$1.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-7.87K- 65.24% |
$596K - $630K
|
4.19K
$113K
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-7.88K- 73.6% |
$597K - $632K
|
2.83K
$76.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-8.37K- 35.76% |
$634K - $671K
|
15K
$407K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-8.83K- 5.08% |
$669K - $708K
|
165K
$4.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-8.85K- 63.94% |
$671K - $710K
|
4.99K
$135K
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-9.27K- 19.09% |
$703K - $743K
|
39.3K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-9.6KClosed |
$728K - $769K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-9.89K- 10.95% |
$750K - $793K
|
80.5K
$2.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-9.98K- 40.57% |
$756K - $800K
|
14.6K
$396K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-10K- 9.46% |
$762K - $805K
|
96.2K
$2.61M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-10.2K- 27.99% |
$772K - $817K
|
26.2K
$710K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-10.4K- 29.96% |
$785K - $830K
|
24.2K
$656K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-10.4K- 10.32% |
$787K - $832K
|
90.2K
$2.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-10.9K- 2.07% |
$823K - $871K
|
514K
$13.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-11.4K- 19.16% |
$867K - $917K
|
48.2K
$1.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-11.5K- 4.51% |
$869K - $918K
|
243K
$6.57M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-11.5K- 21.48% |
$874K - $924K
|
42.2K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-11.6K- 14.18% |
$877K - $927K
|
70K
$1.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.6K- 49.43% |
$878K - $929K
|
11.9K
$321K
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
SELL
|
- |
-11.6K- 12.86% |
$882K - $933K
|
78.8K
$2.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-11.6K- 45.97% |
$883K - $933K
|
13.7K
$371K
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-11.8K- 4.39% |
$891K - $942K
|
256K
$6.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-11.8K- 67.14% |
$898K - $950K
|
5.8K
$157K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-12.7K- 6.75% |
$965K - $1.02M
|
176K
$4.76M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.9K- 1.47% |
$980K - $1.04M
|
866K
$23.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-13K- 42.58% |
$984K - $1.04M
|
17.5K
$474K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 0.72% |
$990K - $1.05M
|
1.8M
$48.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.4K- 30.6% |
$1.02M - $1.07M
|
30.4K
$823K
|