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
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.25K+ 6.16% |
$322K - $341K
|
73.3K
$1.98M
|
|
|
Jul 05, 2024
Q2 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
4.23KNew |
$321K - $339K
|
4.23K
$115K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.21K+ 1.7% |
$319K - $337K
|
252K
$6.81M
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4.16K+ 3.37% |
$315K - $334K
|
128K
$3.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
4.1K+ 10.0% |
$310K - $328K
|
45.1K
$1.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
4.08K+ 4.1% |
$309K - $327K
|
103K
$2.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
4.07K+ 1.75% |
$308K - $326K
|
237K
$6.41M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.05K+ 151.55% |
$307K - $325K
|
6.72K
$182K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.03K+ 3.03% |
$306K - $323K
|
137K
$3.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4KNew |
$304K - $321K
|
4K
$108K
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4K+ 8.99% |
$303K - $320K
|
48.4K
$1.31M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.97K+ 6.13% |
$301K - $319K
|
68.8K
$1.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.97K+ 150.42% |
$301K - $318K
|
6.6K
$179K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.97KNew |
$301K - $318K
|
3.97K
$107K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.96K+ 5.86% |
$300K - $317K
|
71.6K
$1.94M
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
3.92K+ 2.73% |
$297K - $315K
|
147K
$3.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.84K+ 20.82% |
$291K - $308K
|
22.3K
$604K
|
|
|
Aug 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
3.84K+ 2.12% |
$291K - $308K
|
185K
$5.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3.83K+ 25.05% |
$290K - $307K
|
19.1K
$518K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.75K+ 0.9% |
$284K - $301K
|
421K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.75K+ 1.14% |
$284K - $300K
|
333K
$9.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.71K+ 8.22% |
$281K - $298K
|
48.8K
$1.32M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
3.66K+ 43.29% |
$277K - $293K
|
12.1K
$328K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3.65K+ 17.73% |
$277K - $293K
|
24.3K
$657K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.65K+ 3.51% |
$277K - $293K
|
108K
$2.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.57K+ 3.83% |
$271K - $286K
|
96.9K
$2.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.57K+ 5.18% |
$271K - $286K
|
72.5K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
3.56K+ 1.94% |
$270K - $285K
|
187K
$5.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.52K+ 2.39% |
$266K - $282K
|
151K
$4.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.49KNew |
$265K - $280K
|
3.49K
$94.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.48K+ 5.67% |
$264K - $279K
|
64.8K
$1.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.44K+ 27.68% |
$260K - $275K
|
15.8K
$429K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
3.44K+ 0.97% |
$260K - $275K
|
359K
$9.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
3.4K+ 9.18% |
$258K - $273K
|
40.4K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.39K+ 9.6% |
$257K - $272K
|
38.7K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.38KNew |
$256K - $271K
|
3.38K
$91.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.35K+ 2.88% |
$254K - $269K
|
120K
$3.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
3.34KNew |
$253K - $267K
|
3.34K
$90.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
3.33K+ 9.68% |
$252K - $266K
|
37.7K
$1.02M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.3K+ 2.76% |
$250K - $264K
|
123K
$3.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.25K+ 2.91% |
$247K - $261K
|
115K
$3.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.25K+ 36.14% |
$246K - $261K
|
12.2K
$332K
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3.22KNew |
$244K - $258K
|
3.22K
$87.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
3.2K+ 1.15% |
$243K - $257K
|
282K
$7.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.16K+ 0.61% |
$239K - $253K
|
522K
$14.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.15K+ 37.29% |
$239K - $252K
|
11.6K
$314K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.12K+ 3.27% |
$237K - $250K
|
98.6K
$2.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.12K+ 11.64% |
$236K - $250K
|
29.9K
$809K
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
3.11K+ 9.57% |
$235K - $249K
|
35.5K
$963K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
3.09K+ 2.17% |
$234K - $247K
|
146K
$3.94M
|