Purchases and Sales Made in Q2 2024 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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 15, 2024 Q2 2024
Insight Advisors, LLC

Newtown, PA
BUY
 -
13.4K
+ 48.95%
$1.01M - $1.07M
40.7K $1.1M
Jul 09, 2024 Q2 2024
Hilltop National Bank

Casper, WY
BUY
 -
13.2K
New
$999K - $1.06M
13.2K $357K
Jul 23, 2024 Q2 2024
Kiley Juergens Wealth Management, LLC

BUY
 -
13.1K
+ 9.33%
$996K - $1.05M
154K $4.17M
Jul 16, 2024 Q2 2024
True Private Wealth Advisors

BUY
 -
13.1K
+ 54.31%
$992K - $1.05M
37.2K $1.01M
Jul 16, 2024 Q2 2024
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
13K
+ 3.75%
$987K - $1.04M
361K $9.77M
Aug 13, 2024 Q2 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
13K
+ 5.74%
$986K - $1.04M
240K $6.49M
Aug 08, 2024 Q2 2024
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
13K
New
$984K - $1.04M
13K $351K
Jul 24, 2024 Q2 2024
Powers Advisory Group, LLC

BUY
 -
12.9K
+ 7.12%
$978K - $1.03M
194K $5.25M
Aug 14, 2024 Q2 2024
Townsquare Capital LLC

BUY
 -
12.8K
+ 36.45%
$971K - $1.03M
47.9K $1.3M
Aug 07, 2024 Q2 2024
Montis Financial, LLC

BUY
 -
12.7K
+ 67.78%
$959K - $1.01M
31.3K $848K
Jul 15, 2024 Q2 2024
Cooper Financial Group

BUY
 -
12.3K
+ 8.04%
$933K - $986K
165K $4.48M
Jul 15, 2024 Q2 2024
Imc Chicago, LLC

BUY
 -
12.3K
New
$932K - $985K
12.3K $333K
Jul 16, 2024 Q2 2024
Foguth Wealth Management, Llc.

Brighton, MI
BUY
 -
12.1K
+ 27.62%
$916K - $968K
55.8K $1.51M
Aug 13, 2024 Q2 2024
Bridgewealth Advisory Group, LLC

Fresno, CA
BUY
 -
12K
+ 11.77%
$910K - $962K
114K $3.09M
Aug 21, 2024 Q2 2024
Granite Bay Wealth Management, LLC

BUY
 -
12K
New
$908K - $960K
12K $324K
Jul 30, 2024 Q2 2024
Platform Technology Partners

BUY
 -
11.9K
+ 17.92%
$903K - $955K
78.4K $2.12M
Jul 18, 2024 Q2 2024
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
11.9K
+ 29.55%
$900K - $952K
52.1K $1.41M
Aug 15, 2024 Q2 2024
New Insight Wealth Advisors

San Ramon, CA
BUY
 -
11.7K
+ 8.27%
$886K - $937K
153K $4.14M
Aug 06, 2024 Q2 2024
Davenport & CO LLC

BUY
 -
11.6K
+ 13.89%
$876K - $926K
94.7K $2.56M
Aug 09, 2024 Q2 2024
Jacobi Capital Management LLC

BUY
 -
11.5K
+ 157.54%
$875K - $925K
18.9K $511K
Aug 07, 2024 Q2 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
11.5K
+ 10.74%
$873K - $923K
119K $3.22M
Aug 14, 2024 Q2 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
11.3K
New
$857K - $906K
11.3K $306K
Jul 15, 2024 Q2 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
11.1K
+ 5.88%
$843K - $892K
200K $5.43M
Aug 07, 2024 Q2 2024
Sachetta, LLC

Lynnfield, MA
BUY
 -
10.9K
+ 39.83%
$830K - $877K
38.4K $1.04M
Aug 01, 2024 Q2 2024
Cache Tech Inc.

Logan, UT
BUY
 -
10.9K
New
$829K - $876K
10.9K $296K
Aug 28, 2024 Q2 2024
Souders Financial Advisors

BUY
 -
10.8K
+ 3.58%
$821K - $868K
313K $8.48M
Aug 12, 2024 Q2 2024
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
10.7K
+ 2.38%
$814K - $861K
463K $12.5M
Aug 12, 2024 Q2 2024
All Gen Financial Advisors, Inc.

Orlando, FL
BUY
 -
10.6K
+ 3.7%
$801K - $847K
296K $8.01M
Aug 06, 2024 Q2 2024
Fiducient Advisors LLC

BUY
 -
10.5K
+ 179.59%
$799K - $845K
16.4K $444K
Aug 13, 2024 Q2 2024
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
10.5K
+ 10.08%
$797K - $843K
115K $3.11M
Aug 13, 2024 Q2 2024
Sand Hill Global Advisors, LLC

Palo Alto, CA
BUY
 -
10.4K
New
$786K - $831K
10.4K $281K
Jul 11, 2024 Q2 2024
Cra Financial Services, LLC

BUY
 -
10.2K
+ 3.16%
$776K - $820K
334K $9.04M
Jul 12, 2024 Q2 2024
Lion Street Advisors, LLC

BUY
 -
10.2K
+ 21.19%
$773K - $818K
58.3K $1.58M
Jul 24, 2024 Q2 2024
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
10.2K
+ 6.62%
$773K - $818K
164K $4.45M
Aug 07, 2024 Q2 2024
Vaughan David Investments LLC

Peoria, IL
BUY
 -
10.1K
+ 2.69%
$768K - $812K
386K $10.5M
Jul 18, 2024 Q2 2024
Genesee Capital Advisors, LLC

BUY
 -
9.78K
+ 53.31%
$741K - $784K
28.1K $761K
Aug 13, 2024 Q2 2024
Free Gulliver LLC

New Orleans, LA
BUY
 -
9.77K
+ 23.68%
$741K - $783K
51K $1.38M
Aug 13, 2024 Q2 2024
Cerity Partners LLC

New York, NY
BUY
 -
9.67K
+ 0.86%
$733K - $775K
1.13M $30.7M
Aug 05, 2024 Q2 2024
Blue Bell Private Wealth Management, LLC

BUY
 -
9.56K
+ 48.8%
$725K - $766K
29.2K $790K
Jul 25, 2024 Q2 2024
Kanawha Capital Management LLC

BUY
 -
9.41K
+ 132.98%
$713K - $754K
16.5K $446K
Jul 18, 2024 Q2 2024
Silver Lake Advisory, LLC

BUY
 -
9.2K
+ 197.76%
$697K - $737K
13.8K $375K
Aug 12, 2024 Q2 2024
Paces Ferry Wealth Advisors, LLC

BUY
 -
9.18K
+ 8.86%
$696K - $736K
113K $3.06M
Jul 11, 2024 Q2 2024
Clarius Group, LLC

Seattle, WA
BUY
 -
9.16K
New
$695K - $734K
9.16K $248K
Jul 23, 2024 Q2 2024
Financial Sense Advisors, Inc.

BUY
 -
9.04K
+ 11.04%
$685K - $725K
90.9K $2.46M
Jul 31, 2024 Q2 2024
Asset Allocation Strategies LLC

Farmington, MI
BUY
 -
9.04K
+ 2.64%
$685K - $724K
352K $9.52M
Jul 25, 2024 Q2 2024
Janney Montgomery Scott LLC

BUY
 -
9.02K
+ 2.71%
$684K - $723K
341K $9.24M
Jul 22, 2024 Q2 2024
Prossimo Advisors, LLC

San Luis Obispo, CA
BUY
 -
8.94K
New
$678K - $716K
8.94K $242K
Jul 22, 2024 Q2 2024
Curran Financial Partners, LLC

BUY
 -
8.91K
+ 3.49%
$675K - $714K
264K $7.16M
Jul 23, 2024 Q2 2024
Fortis Capital Management LLC

BUY
 -
8.73K
+ 65.99%
$662K - $700K
22K $595K

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