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
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-13.4K- 3.06% |
$1.02M - $1.07M
|
425K
$11.5M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14K- 23.32% |
$1.06M - $1.12M
|
45.9K
$1.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-14.1K- 98.47% |
$1.07M - $1.13M
|
220
$5.96K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-14.3K- 10.07% |
$1.08M - $1.14M
|
128K
$3.45M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.3K- 0.87% |
$1.09M - $1.15M
|
1.63M
$44.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-14.5K- 14.86% |
$1.1M - $1.16M
|
83.1K
$2.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14.6K- 10.85% |
$1.1M - $1.17M
|
120K
$3.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-14.7K- 26.45% |
$1.11M - $1.18M
|
40.8K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-14.7K- 2.23% |
$1.12M - $1.18M
|
645K
$17.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-14.8K- 13.22% |
$1.12M - $1.19M
|
97.3K
$2.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-15K- 12.5% |
$1.14M - $1.2M
|
105K
$2.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15.2K- 3.42% |
$1.15M - $1.22M
|
429K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.7K- 10.85% |
$1.19M - $1.26M
|
129K
$3.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-16K- 79.01% |
$1.21M - $1.28M
|
4.25K
$115K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-16K- 6.75% |
$1.21M - $1.28M
|
221K
$5.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-16K- 9.12% |
$1.22M - $1.29M
|
160K
$4.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-16.2K- 12.61% |
$1.23M - $1.3M
|
112K
$3.03M
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
SELL
|
- |
-16.3K- 7.58% |
$1.23M - $1.3M
|
198K
$5.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-16.5K- 8.57% |
$1.25M - $1.32M
|
176K
$4.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-17.4K- 9.07% |
$1.32M - $1.4M
|
175K
$4.73M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.7K- 12.69% |
$1.34M - $1.42M
|
122K
$3.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-18.2K- 4.25% |
$1.38M - $1.46M
|
409K
$11.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-18.3K- 16.12% |
$1.39M - $1.47M
|
95.3K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-18.6K- 46.73% |
$1.41M - $1.49M
|
21.2K
$573K
|
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-19.4K- 8.17% |
$1.47M - $1.55M
|
217K
$5.89M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-19.5K- 51.03% |
$1.48M - $1.57M
|
18.7K
$508K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-19.9K- 9.9% |
$1.51M - $1.59M
|
181K
$4.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-20.2K- 32.79% |
$1.53M - $1.62M
|
41.4K
$1.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-20.8K- 2.04% |
$1.58M - $1.67M
|
1M
$27.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-21K- 51.55% |
$1.59M - $1.68M
|
19.7K
$534K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-21.3K- 6.75% |
$1.62M - $1.71M
|
295K
$7.98M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-21.3K- 8.39% |
$1.62M - $1.71M
|
233K
$6.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-21.6K- 3.82% |
$1.64M - $1.73M
|
545K
$14.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22.5K- 8.22% |
$1.71M - $1.81M
|
251K
$6.81M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.6K- 52.54% |
$1.71M - $1.81M
|
20.4K
$552K
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-23.2K- 45.45% |
$1.76M - $1.86M
|
27.8K
$754K
|
|
|
Aug 09, 2024
Q2 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-24.3K- 27.71% |
$1.84M - $1.95M
|
63.4K
$1.72M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-24.4K- 0.68% |
$1.85M - $1.96M
|
3.57M
$96.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-24.7K- 5.13% |
$1.87M - $1.98M
|
456K
$12.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-24.7K- 54.99% |
$1.87M - $1.98M
|
20.2K
$548K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.4K- 15.94% |
$2.08M - $2.2M
|
145K
$3.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-28K- 9.32% |
$2.12M - $2.24M
|
272K
$7.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-29.4K- 9.74% |
$2.23M - $2.35M
|
272K
$7.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-29.4K- 24.98% |
$2.23M - $2.36M
|
88.3K
$2.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-30K- 54.38% |
$2.27M - $2.4M
|
25.2K
$681K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-30K- 90.07% |
$2.28M - $2.41M
|
3.31K
$89.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-31K- 38.13% |
$2.35M - $2.48M
|
50.2K
$1.36M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-32.9K- 11.94% |
$2.5M - $2.64M
|
243K
$6.57M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-34K- 12.22% |
$2.58M - $2.73M
|
244K
$6.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Charles Schwab Trust Bank
Henderson, NV |
SELL
|
- |
-34.2K- 1.88% |
$2.6M - $2.74M
|
1.79M
$48.4M
|