Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.37KNew |
$183K - $202K
|
2.37K
$65.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.37K+ 6.74% |
$183K - $202K
|
37.6K
$1.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.37KNew |
$183K - $202K
|
2.37K
$65.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.37KNew |
$182K - $201K
|
2.37K
$65.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.35K+ 1.3% |
$181K - $200K
|
184K
$5.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.32K+ 193.98% |
$179K - $197K
|
3.52K
$97.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.3K+ 15.11% |
$177K - $196K
|
17.5K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.3K+ 3.63% |
$177K - $196K
|
65.8K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.3K+ 0.97% |
$177K - $195K
|
238K
$6.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.29K+ 60.9% |
$177K - $195K
|
6.06K
$168K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
2.29K+ 32.66% |
$176K - $195K
|
9.29K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2.28K+ 5.39% |
$176K - $194K
|
44.6K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.27K+ 74.11% |
$175K - $193K
|
5.33K
$148K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.26K+ 7.77% |
$174K - $192K
|
31.3K
$869K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.19K+ 0.9% |
$169K - $186K
|
245K
$6.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.16K+ 4.17% |
$166K - $184K
|
53.9K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.14K+ 3.51% |
$165K - $182K
|
63.1K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.12K+ 2.43% |
$164K - $181K
|
89.6K
$2.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
2.12K+ 6.02% |
$163K - $180K
|
37.3K
$1.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.1K+ 9.13% |
$161K - $178K
|
25.1K
$697K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.09K+ 5.42% |
$161K - $177K
|
40.6K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
2.08K+ 3.83% |
$160K - $177K
|
56.5K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2.06K+ 11.78% |
$158K - $175K
|
19.5K
$542K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.04K+ 5.1% |
$157K - $174K
|
42.1K
$1.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.04K+ 2.85% |
$157K - $174K
|
73.7K
$2.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.01K+ 281.68% |
$155K - $171K
|
2.73K
$75.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.01K+ 11.6% |
$155K - $171K
|
19.4K
$538K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.01K+ 2.27% |
$154K - $171K
|
90.5K
$2.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2K+ 3.18% |
$154K - $170K
|
64.9K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1.99K+ 57.21% |
$153K - $169K
|
5.47K
$152K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.99K+ 8.92% |
$153K - $169K
|
24.3K
$674K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.98K+ 12.22% |
$152K - $168K
|
18.2K
$505K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.98K+ 2.07% |
$152K - $168K
|
97.4K
$2.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.96K+ 2.54% |
$151K - $167K
|
79.1K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.93K+ 38.04% |
$149K - $165K
|
7.02K
$195K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.92KNew |
$148K - $164K
|
1.92K
$53.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.92K+ 18.92% |
$148K - $164K
|
12.1K
$336K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.92K+ 6.42% |
$148K - $163K
|
31.8K
$884K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.88K+ 28.5% |
$145K - $160K
|
8.48K
$236K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.86K+ 224.61% |
$143K - $158K
|
2.69K
$74.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.86K+ 1.38% |
$143K - $158K
|
136K
$3.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 3.19% |
$143K - $158K
|
59.9K
$1.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
1.79K+ 12.84% |
$138K - $152K
|
15.7K
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.78K+ 3.4% |
$137K - $152K
|
54.2K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 2.28% |
$136K - $150K
|
79.2K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.75K+ 7.22% |
$135K - $149K
|
26K
$724K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.75K+ 20.95% |
$134K - $148K
|
10.1K
$280K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.73K+ 1.81% |
$134K - $147K
|
97.7K
$2.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.71K+ 34.15% |
$132K - $145K
|
6.71K
$186K
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.7K+ 3.32% |
$131K - $145K
|
52.8K
$1.47M
|