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 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.07K+ 10.58% |
$233K - $246K
|
32.1K
$870K
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.06K+ 2.49% |
$232K - $246K
|
126K
$3.42M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.06K+ 52.5% |
$232K - $245K
|
8.89K
$241K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.06K+ 2.68% |
$232K - $245K
|
117K
$3.18M
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.05KNew |
$231K - $244K
|
3.05K
$82.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.04K+ 21.48% |
$231K - $244K
|
17.2K
$466K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.02KNew |
$229K - $242K
|
3.02K
$81.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3KNew |
$228K - $241K
|
3K
$81.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.98K+ 0.87% |
$226K - $239K
|
344K
$9.32M
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
2.96K+ 2.96% |
$225K - $237K
|
103K
$2.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.96K+ 103.39% |
$224K - $237K
|
5.82K
$158K
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2.95KNew |
$224K - $237K
|
2.95K
$80K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.94K+ 984.62% |
$223K - $236K
|
3.24K
$87.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.94K+ 85.02% |
$223K - $236K
|
6.4K
$173K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.89K+ 6.25% |
$219K - $231K
|
49.1K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.85KNew |
$216K - $229K
|
2.85K
$77.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.81K+ 4.44% |
$213K - $225K
|
66.1K
$1.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
2.79K+ 2.58% |
$212K - $224K
|
111K
$3.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.79KNew |
$212K - $224K
|
2.79K
$75.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.79K+ 3.94% |
$211K - $223K
|
73.5K
$1.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.78K+ 13.3% |
$211K - $223K
|
23.7K
$642K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.78KNew |
$211K - $223K
|
2.78K
$75.3K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.75K+ 24.32% |
$209K - $221K
|
14.1K
$381K
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.72KNew |
$206K - $218K
|
2.72K
$73.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.71K+ 1.43% |
$206K - $217K
|
192K
$5.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.71K+ 4.9% |
$205K - $217K
|
58K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
2.71K+ 4.49% |
$205K - $217K
|
62.9K
$1.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.69KNew |
$204K - $215K
|
2.69K
$72.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.68KNew |
$203K - $215K
|
2.68K
$72.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.67KNew |
$202K - $214K
|
2.67K
$72.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
2.65K+ 52.22% |
$201K - $213K
|
7.74K
$209K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.6K+ 71.03% |
$197K - $209K
|
6.27K
$170K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.6KNew |
$197K - $209K
|
2.6K
$70.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.6KNew |
$197K - $208K
|
2.6K
$70.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.58K+ 28.53% |
$196K - $207K
|
11.6K
$315K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
2.55K+ 12.8% |
$193K - $204K
|
22.4K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.52KNew |
$191K - $202K
|
2.52K
$68.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.5K+ 2003.2% |
$190K - $201K
|
2.63K
$71.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.49K+ 1.09% |
$189K - $199K
|
230K
$6.24M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.47KNew |
$187K - $198K
|
2.47K
$67K
|
|
|
Jul 18, 2024
Q2 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
2.47K+ 4.57% |
$187K - $198K
|
56.4K
$1.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.46K+ 91.37% |
$186K - $197K
|
5.14K
$139K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
2.41K+ 0.49% |
$183K - $193K
|
498K
$13.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.4K+ 15.36% |
$182K - $192K
|
18K
$488K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.4K+ 15.04% |
$182K - $192K
|
18.3K
$497K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.39K+ 42.94% |
$181K - $192K
|
7.96K
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.39K+ 3.88% |
$181K - $192K
|
64K
$1.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.39K+ 287.36% |
$181K - $191K
|
3.22K
$87.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.34K+ 14.01% |
$178K - $188K
|
19.1K
$516K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.29K+ 56.19% |
$174K - $184K
|
6.37K
$173K
|