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 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8.63K+ 15.84% |
$654K - $692K
|
63.1K
$1.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.55K+ 13.59% |
$648K - $685K
|
71.5K
$1.94M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
8.48K+ 8.72% |
$643K - $679K
|
106K
$2.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.44K+ 136.23% |
$640K - $676K
|
14.6K
$396K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
8.43K+ 2.73% |
$639K - $676K
|
317K
$8.58M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8.36K+ 120.03% |
$634K - $670K
|
15.3K
$415K
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
8.33K+ 3.23% |
$632K - $668K
|
266K
$7.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
8.33KNew |
$631K - $667K
|
8.33K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
8.32K+ 30.74% |
$630K - $667K
|
35.4K
$958K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.29KNew |
$629K - $665K
|
8.29K
$225K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.29K+ 212.53% |
$629K - $665K
|
12.2K
$330K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8.23KNew |
$624K - $660K
|
8.23K
$223K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
8.2K+ 1.28% |
$622K - $657K
|
651K
$17.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.91K+ 27.63% |
$600K - $634K
|
36.5K
$989K
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
7.86K+ 1.54% |
$596K - $630K
|
519K
$14.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7.85K+ 83.21% |
$595K - $629K
|
17.3K
$468K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.71KNew |
$584K - $618K
|
7.71K
$209K
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
BUY
|
- |
7.58K+ 4.36% |
$574K - $607K
|
181K
$4.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
7.57KNew |
$574K - $607K
|
7.57K
$205K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
7.53K+ 6.85% |
$571K - $604K
|
118K
$3.18M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
7.36K+ 3.42% |
$558K - $590K
|
222K
$6.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
7.34K+ 16.73% |
$557K - $588K
|
51.2K
$1.39M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.33K+ 6.77% |
$555K - $587K
|
116K
$3.13M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
7.22KNew |
$547K - $579K
|
7.22K
$196K
|
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
7.22KNew |
$547K - $579K
|
7.22K
$196K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7.22K+ 40.26% |
$547K - $578K
|
25.1K
$681K
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
7.18K+ 21.36% |
$544K - $575K
|
40.8K
$1.1M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
BUY
|
- |
7.15K+ 39.14% |
$542K - $573K
|
25.4K
$689K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7.08K+ 2.42% |
$537K - $568K
|
300K
$8.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.89K+ 23.22% |
$523K - $552K
|
36.6K
$990K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
6.88K+ 2.14% |
$521K - $551K
|
328K
$8.89M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.8K+ 6.88% |
$515K - $545K
|
106K
$2.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
6.73K+ 4.86% |
$510K - $539K
|
145K
$3.93M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
6.71K+ 3.12% |
$509K - $538K
|
222K
$6.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.68K+ 11.74% |
$506K - $535K
|
63.5K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
6.55K+ 16.6% |
$496K - $525K
|
46K
$1.25M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.55K+ 12.04% |
$496K - $525K
|
60.9K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.54K+ 10.85% |
$496K - $524K
|
66.8K
$1.81M
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6.52KNew |
$494K - $522K
|
6.52K
$177K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
6.52K+ 7.09% |
$494K - $522K
|
98.5K
$2.67M
|
|
|
Dec 09, 2024
Q2 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
6.51K+ 13.43% |
$493K - $521K
|
55K
$1.49M
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
6.48K+ 3.56% |
$491K - $519K
|
188K
$5.1M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
6.27K+ 117.56% |
$476K - $503K
|
11.6K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.06K+ 70.89% |
$459K - $486K
|
14.6K
$396K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
6.01K+ 19.13% |
$455K - $481K
|
37.4K
$1.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
5.97K+ 3.24% |
$452K - $478K
|
190K
$5.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
5.81K+ 42.93% |
$441K - $466K
|
19.4K
$524K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.74K+ 5.68% |
$435K - $460K
|
107K
$2.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
5.72KNew |
$434K - $459K
|
5.72K
$155K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
5.7K+ 32.95% |
$432K - $457K
|
23K
$623K
|