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
|
Ledyard National Bank
|
BUY
|
- |
20.1K+ 15.65% |
$1.53M - $1.61M
|
149K
$4.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
20K+ 23.84% |
$1.52M - $1.6M
|
104K
$2.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.9K+ 7.46% |
$1.51M - $1.59M
|
286K
$7.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
19.3K+ 77.49% |
$1.46M - $1.54M
|
44.1K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
19K+ 43.2% |
$1.44M - $1.52M
|
62.9K
$1.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
18.9K+ 9.12% |
$1.43M - $1.51M
|
225K
$6.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
18.8KNew |
$1.43M - $1.51M
|
18.8K
$510K
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
18.8K+ 6.36% |
$1.42M - $1.51M
|
314K
$8.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
18.6K+ 4.79% |
$1.41M - $1.49M
|
406K
$11M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
18.3K+ 9.4% |
$1.39M - $1.47M
|
213K
$5.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
18.3K+ 44.41% |
$1.38M - $1.46M
|
59.4K
$1.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
18.2K+ 44.95% |
$1.38M - $1.46M
|
58.8K
$1.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17.8K+ 9.0% |
$1.35M - $1.43M
|
216K
$5.85M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
17.8K+ 5.17% |
$1.35M - $1.43M
|
363K
$9.83M
|
|
|
Jul 11, 2024
Q2 2024
|
Reliant Wealth Planning
|
BUY
|
- |
17.7K+ 3.02% |
$1.34M - $1.42M
|
605K
$16.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
17.6K+ 12.47% |
$1.33M - $1.41M
|
159K
$4.29M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
17.6K+ 47.75% |
$1.33M - $1.41M
|
54.4K
$1.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
17.4K+ 15.48% |
$1.32M - $1.39M
|
130K
$3.51M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
17.3K+ 34.86% |
$1.31M - $1.39M
|
67.1K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
17.2K+ 26.37% |
$1.3M - $1.38M
|
82.4K
$2.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.1K+ 1.32% |
$1.3M - $1.37M
|
1.32M
$35.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
17K+ 2.07% |
$1.29M - $1.36M
|
839K
$22.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17K+ 6.37% |
$1.29M - $1.36M
|
284K
$7.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
16.9K+ 2.57% |
$1.28M - $1.35M
|
672K
$18.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
16.8K+ 3.13% |
$1.28M - $1.35M
|
555K
$15M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16.7K+ 11.76% |
$1.26M - $1.34M
|
158K
$4.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
16.4K+ 2.82% |
$1.25M - $1.32M
|
598K
$16.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
16.3K+ 15.56% |
$1.24M - $1.31M
|
121K
$3.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
16.2KNew |
$1.22M - $1.29M
|
16.2K
$437K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
16K+ 2.36% |
$1.22M - $1.29M
|
696K
$18.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
16K+ 3.44% |
$1.21M - $1.28M
|
479K
$13M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.9K+ 22.36% |
$1.21M - $1.28M
|
87.1K
$2.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
15.9K+ 3.71% |
$1.21M - $1.28M
|
445K
$12.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
15.9K+ 3.66% |
$1.2M - $1.27M
|
449K
$12.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
15.6K+ 5.41% |
$1.18M - $1.25M
|
304K
$8.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.5K+ 18.21% |
$1.18M - $1.25M
|
101K
$2.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
15.5K+ 19.45% |
$1.17M - $1.24M
|
94.9K
$2.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
15.2K+ 501.68% |
$1.15M - $1.22M
|
18.3K
$495K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
15.2K+ 6.68% |
$1.15M - $1.22M
|
243K
$6.57M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
14.9K+ 3.2% |
$1.13M - $1.19M
|
481K
$13M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14.7K+ 123.96% |
$1.11M - $1.18M
|
26.6K
$719K
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
14.5K+ 4.09% |
$1.1M - $1.16M
|
369K
$9.98M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14.1K+ 4.2% |
$1.07M - $1.13M
|
350K
$9.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.9K+ 7.13% |
$1.06M - $1.12M
|
210K
$5.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
13.9K+ 11.35% |
$1.05M - $1.11M
|
136K
$3.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13.6K+ 7.01% |
$1.03M - $1.09M
|
208K
$5.64M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
13.5K+ 1.83% |
$1.03M - $1.09M
|
755K
$20.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
BUY
|
- |
13.4K+ 4.01% |
$1.02M - $1.08M
|
348K
$9.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.4K+ 3.07% |
$1.02M - $1.07M
|
450K
$12.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
BUY
|
- |
13.4K+ 2.55% |
$1.02M - $1.07M
|
538K
$14.6M
|