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 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.14K+ 8.09% |
$87.7K - $96.9K
|
15.2K
$423K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.12K+ 5.01% |
$86K - $94.9K
|
23.4K
$651K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.11K+ 7.98% |
$85.6K - $94.5K
|
15K
$418K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.11K+ 29.45% |
$85.4K - $94.3K
|
4.88K
$135K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.11K+ 0.89% |
$85.2K - $94.1K
|
125K
$3.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1.11K+ 1.85% |
$85.2K - $94.1K
|
60.8K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.1K+ 28.16% |
$85K - $93.9K
|
5.03K
$140K
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
1.08K+ 24.71% |
$83.2K - $91.9K
|
5.45K
$151K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 12.57% |
$83.2K - $91.9K
|
9.67K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.07K+ 17.84% |
$82.6K - $91.2K
|
7.08K
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.07KNew |
$82.1K - $90.7K
|
1.07K
$29.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 2.51% |
$81.6K - $90.2K
|
43.2K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.05K+ 0.85% |
$80.8K - $89.2K
|
125K
$3.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.04K+ 8.31% |
$80.4K - $88.8K
|
13.6K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.03K+ 3.9% |
$79.4K - $87.7K
|
27.5K
$763K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 6.49% |
$79.2K - $87.4K
|
16.9K
$469K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.02K+ 1.37% |
$78.8K - $87K
|
75.6K
$2.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.02K+ 2.21% |
$78.7K - $86.9K
|
47.3K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
1.01K+ 4.57% |
$77.9K - $86.1K
|
23.2K
$644K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.01K+ 2.93% |
$77.6K - $85.7K
|
35.4K
$984K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1K+ 11.29% |
$77.3K - $85.4K
|
9.89K
$275K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1K+ 21.31% |
$77.3K - $85.3K
|
5.71K
$159K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
991+ 0.98% |
$76.3K - $84.3K
|
102K
$2.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
986+ 6.43% |
$75.9K - $83.9K
|
16.3K
$453K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
985+ 1.14% |
$75.9K - $83.8K
|
87.2K
$2.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
970+ 10.45% |
$74.7K - $82.5K
|
10.3K
$285K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
968+ 9.58% |
$74.6K - $82.3K
|
11.1K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
964+ 8.36% |
$74.2K - $82K
|
12.5K
$347K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
963+ 0.6% |
$74.2K - $81.9K
|
160K
$4.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
954+ 1.37% |
$73.5K - $81.1K
|
70.7K
$1.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
950+ 7.79% |
$73.2K - $80.8K
|
13.1K
$365K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
944+ 8.14% |
$72.7K - $80.3K
|
12.5K
$348K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
915+ 37.06% |
$70.5K - $77.8K
|
3.38K
$94K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
903+ 4.11% |
$69.5K - $76.8K
|
22.9K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
900New |
$69.3K - $76.6K
|
900
$25K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
897+ 43.04% |
$69.1K - $76.3K
|
2.98K
$82.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
889+ 1.89% |
$68.5K - $75.6K
|
47.8K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
889+ 3.02% |
$68.5K - $75.6K
|
30.3K
$843K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
881+ 13.36% |
$67.9K - $74.9K
|
7.47K
$208K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
865New |
$66.6K - $73.6K
|
865
$24K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
834+ 1.3% |
$64.2K - $70.9K
|
65K
$1.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
816+ 13.26% |
$62.8K - $69.4K
|
6.97K
$194K
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
809+ 10.57% |
$62.3K - $68.8K
|
8.46K
$235K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
809New |
$62.3K - $68.8K
|
809
$22.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
803+ 13.99% |
$61.8K - $68.3K
|
6.54K
$182K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
772+ 5.28% |
$59.5K - $65.7K
|
15.4K
$428K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
743+ 0.34% |
$57.2K - $63.2K
|
222K
$6.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
742+ 21.4% |
$57.1K - $63.1K
|
4.21K
$117K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
737+ 0.16% |
$56.8K - $62.7K
|
463K
$12.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
735+ 2.92% |
$56.6K - $62.5K
|
25.9K
$720K
|