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 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.25KNew |
$170K - $180K
|
2.25K
$60.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.23K+ 63.88% |
$169K - $179K
|
5.72K
$155K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.23K+ 6.76% |
$169K - $178K
|
35.2K
$953K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
2.22K+ 29.47% |
$168K - $178K
|
9.75K
$264K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.21K+ 5.59% |
$168K - $177K
|
41.8K
$1.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.21KNew |
$167K - $177K
|
2.21K
$59.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2.2K+ 1.06% |
$166K - $176K
|
209K
$5.65M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2.18K+ 7.26% |
$165K - $175K
|
32.2K
$872K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.15K+ 10750.0% |
$163K - $172K
|
2.17K
$58.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.14K+ 11.22% |
$162K - $172K
|
21.2K
$575K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.13K+ 15.59% |
$161K - $171K
|
15.8K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.13K+ 5.83% |
$161K - $171K
|
38.7K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
2.12KNew |
$161K - $170K
|
2.12K
$57.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.11K+ 82.92% |
$160K - $169K
|
4.66K
$126K
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
2.11K+ 1.71% |
$160K - $169K
|
125K
$3.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
2.08KNew |
$158K - $167K
|
2.08K
$56.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.06K+ 7.6% |
$156K - $165K
|
29.1K
$788K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.05K+ 2.79% |
$155K - $164K
|
75.5K
$2.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.03K+ 5.24% |
$154K - $162K
|
40.7K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
2KNew |
$152K - $160K
|
2K
$54.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.99K+ 13.16% |
$151K - $160K
|
17.1K
$464K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.96K+ 4.37% |
$148K - $157K
|
46.7K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.94K+ 0.97% |
$147K - $156K
|
201K
$5.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.92K+ 62.7% |
$145K - $154K
|
4.97K
$135K
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
BUY
|
- |
1.88K+ 3.13% |
$142K - $151K
|
61.8K
$1.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.87K+ 3.44% |
$142K - $150K
|
56.3K
$1.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.87K+ 1.96% |
$141K - $150K
|
97.2K
$2.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.86K+ 9.22% |
$141K - $149K
|
22K
$596K
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.82K+ 1.63% |
$138K - $146K
|
113K
$3.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Opus Investment Management Inc
|
BUY
|
- |
1.78K+ 6.45% |
$135K - $142K
|
29.3K
$793K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.73K+ 21.87% |
$131K - $139K
|
9.66K
$261K
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.73K+ 33.9% |
$131K - $138K
|
6.81K
$184K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.72K+ 3.64% |
$130K - $138K
|
48.9K
$1.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
1.7K+ 2.17% |
$129K - $137K
|
80.1K
$2.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
1.69K+ 1.32% |
$128K - $135K
|
130K
$3.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.67K+ 2.66% |
$126K - $133K
|
64.2K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.66K+ 38.07% |
$126K - $133K
|
6.01K
$163K
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
1.65K+ 4.37% |
$125K - $132K
|
39.3K
$1.06M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.61K+ 4.41% |
$122K - $129K
|
38.1K
$1.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.61K+ 26.66% |
$122K - $129K
|
7.64K
$207K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
1.6K+ 58.03% |
$121K - $128K
|
4.36K
$118K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
1.6K+ 3.94% |
$121K - $128K
|
42.3K
$1.14M
|
|
|
Jul 29, 2024
Q2 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
1.6K+ 30.33% |
$121K - $128K
|
6.85K
$186K
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.6K+ 13.75% |
$121K - $128K
|
13.2K
$357K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.58K+ 33.35% |
$120K - $127K
|
6.31K
$171K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.57K+ 7.49% |
$119K - $126K
|
22.5K
$610K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.55K+ 40.36% |
$118K - $124K
|
5.39K
$146K
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.55K+ 2.04% |
$117K - $124K
|
77.4K
$2.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.54K+ 6.68% |
$117K - $123K
|
24.6K
$665K
|
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.51K+ 2.22% |
$115K - $121K
|
69.7K
$1.89M
|