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 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-35.2K- 2.76% |
$2.67M - $2.82M
|
1.24M
$33.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-35.9K- 10.98% |
$2.72M - $2.88M
|
291K
$7.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-38.6K- 22.4% |
$2.92M - $3.09M
|
134K
$3.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-39K- 39.75% |
$2.95M - $3.12M
|
59K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-40.5K- 22.88% |
$3.07M - $3.25M
|
137K
$3.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-40.7K- 79.75% |
$3.09M - $3.27M
|
10.3K
$280K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-41.5K- 51.09% |
$3.14M - $3.32M
|
39.7K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-43.9K- 26.68% |
$3.33M - $3.52M
|
121K
$3.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Berry Wealth Group, LP
Granbury, TX |
SELL
|
- |
-48.1K- 94.59% |
$3.65M - $3.86M
|
2.75K
$74.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-50.7K- 40.38% |
$3.84M - $4.06M
|
74.9K
$2.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-52K- 0.85% |
$3.94M - $4.17M
|
6.05M
$164M
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-55.2K- 13.24% |
$4.19M - $4.43M
|
362K
$9.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-56.1K- 2.5% |
$4.25M - $4.5M
|
2.18M
$59.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-57.5K- 71.6% |
$4.36M - $4.61M
|
22.8K
$618K
|
|
|
Jul 12, 2024
Q2 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-59.8K- 7.35% |
$4.53M - $4.79M
|
754K
$20.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-64.4K- 85.92% |
$4.88M - $5.16M
|
10.6K
$286K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-68.6K- 29.16% |
$5.2M - $5.5M
|
167K
$4.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-72.3K- 8.22% |
$5.48M - $5.79M
|
807K
$21.8M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-73.1K- 79.53% |
$5.54M - $5.86M
|
18.8K
$509K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-75.7K- 6.44% |
$5.74M - $6.07M
|
1.1M
$29.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-75.8K- 23.35% |
$5.75M - $6.07M
|
249K
$6.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-75.9K- 61.39% |
$5.75M - $6.08M
|
47.7K
$1.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-77.6K- 78.18% |
$5.88M - $6.22M
|
21.7K
$587K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-85.2K- 14.46% |
$6.46M - $6.83M
|
504K
$13.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-86.1K- 2.14% |
$6.53M - $6.9M
|
3.93M
$106M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-89.3K- 23.4% |
$6.77M - $7.16M
|
292K
$7.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-89.5K- 89.27% |
$6.78M - $7.17M
|
10.8K
$291K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-89.5K- 7.38% |
$6.79M - $7.18M
|
1.12M
$30.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-90.1K- 25.22% |
$6.83M - $7.22M
|
267K
$7.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-105K- 94.79% |
$7.96M - $8.42M
|
5.77K
$156K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-105K- 21.41% |
$7.97M - $8.43M
|
386K
$10.5M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-107K- 52.75% |
$8.12M - $8.58M
|
95.9K
$2.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-111K- 60.22% |
$8.41M - $8.89M
|
73.3K
$1.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-112K- 94.41% |
$8.49M - $8.98M
|
6.63K
$180K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-112K- 2.23% |
$8.53M - $9.02M
|
4.92M
$133M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-129K- 6.11% |
$9.74M - $10.3M
|
1.98M
$53.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-137K- 6.04% |
$10.4M - $11M
|
2.13M
$57.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-142K- 53.22% |
$10.8M - $11.4M
|
125K
$3.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-151K- 100.0% |
$11.5M - $12.1M
|
6
$162
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-153K- 10.87% |
$11.6M - $12.3M
|
1.26M
$34M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-154K- 3.01% |
$11.7M - $12.3M
|
4.96M
$134M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-164K- 29.07% |
$12.4M - $13.2M
|
401K
$10.8M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-177K- 63.24% |
$13.4M - $14.2M
|
103K
$2.78M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-229K- 47.68% |
$17.4M - $18.4M
|
251K
$6.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-234K- 34.03% |
$17.7M - $18.7M
|
453K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-235K- 18.36% |
$17.8M - $18.8M
|
1.05M
$28.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-262K- 4.3% |
$19.9M - $21M
|
5.82M
$158M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-272K- 19.01% |
$20.6M - $21.8M
|
1.16M
$31.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-273K- 93.42% |
$20.7M - $21.8M
|
19.2K
$520K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-273K- 14.18% |
$20.7M - $21.9M
|
1.66M
$44.8M
|