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 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.69K+ 294.26% |
$432K - $456K
|
7.63K
$207K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
5.64KNew |
$428K - $452K
|
5.64K
$153K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.59K+ 1.58% |
$424K - $448K
|
360K
$9.76M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
5.55KNew |
$421K - $445K
|
5.55K
$150K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.53K+ 12.97% |
$419K - $443K
|
48.2K
$1.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.52K+ 4.26% |
$418K - $442K
|
135K
$3.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
5.5K+ 18.95% |
$417K - $441K
|
34.5K
$935K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.44K+ 148.3% |
$412K - $436K
|
9.11K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.44K+ 4.57% |
$412K - $436K
|
124K
$3.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
5.41KNew |
$410K - $433K
|
5.41K
$146K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.4K+ 2.5% |
$410K - $433K
|
221K
$5.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5.3K+ 3.98% |
$402K - $425K
|
139K
$3.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5.27K+ 8.18% |
$399K - $422K
|
69.6K
$1.89M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
5.25K+ 4.39% |
$398K - $421K
|
125K
$3.38M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.21KNew |
$395K - $417K
|
5.21K
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5.21K+ 2.3% |
$395K - $417K
|
231K
$6.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.18K+ 42.62% |
$393K - $415K
|
17.3K
$470K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
5.17K+ 9.07% |
$392K - $415K
|
62.2K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
5.07K+ 7.43% |
$384K - $406K
|
73.3K
$1.98M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.06K+ 2.42% |
$384K - $406K
|
215K
$5.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.82K+ 29.26% |
$365K - $386K
|
21.3K
$576K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
4.79KNew |
$363K - $384K
|
4.79K
$130K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.77K+ 25.09% |
$362K - $382K
|
23.8K
$644K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.71K+ 8.02% |
$357K - $378K
|
63.5K
$1.72M
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.69K+ 6.41% |
$356K - $376K
|
77.9K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
4.69K+ 4.3% |
$356K - $376K
|
114K
$3.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
4.67K+ 11.89% |
$354K - $374K
|
43.9K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.67K+ 2.02% |
$354K - $374K
|
236K
$6.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.63K+ 8.76% |
$351K - $371K
|
57.5K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
4.63KNew |
$351K - $371K
|
4.63K
$125K
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.63K+ 1.3% |
$351K - $371K
|
361K
$9.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.62K+ 7.15% |
$350K - $370K
|
69.3K
$1.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
4.62K+ 3.6% |
$350K - $370K
|
133K
$3.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.56K+ 0.36% |
$346K - $365K
|
1.27M
$34.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4.53K+ 12.01% |
$344K - $363K
|
42.3K
$1.14M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
4.53KNew |
$343K - $363K
|
4.53K
$123K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
4.53K+ 83.61% |
$343K - $363K
|
9.95K
$269K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.49KNew |
$340K - $360K
|
4.49K
$122K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.49K+ 3.61% |
$340K - $360K
|
129K
$3.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.47K+ 13.02% |
$339K - $358K
|
38.8K
$1.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
4.47K+ 13.23% |
$339K - $358K
|
38.3K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
4.44K+ 14.39% |
$337K - $356K
|
35.3K
$957K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
4.42K+ 14.85% |
$335K - $354K
|
34.1K
$925K
|
|
|
Jul 22, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
4.41KNew |
$335K - $354K
|
4.41K
$120K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
4.41K+ 137.63% |
$334K - $354K
|
7.62K
$206K
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.41K+ 6.53% |
$334K - $353K
|
71.9K
$1.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4.36K+ 7.57% |
$330K - $349K
|
61.9K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
4.31KNew |
$327K - $345K
|
4.31K
$117K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.3K+ 2.56% |
$326K - $345K
|
172K
$4.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.25KNew |
$322K - $341K
|
4.25K
$115K
|