Purchases and Sales Made in Q3 2024 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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 15, 2024 Q3 2024
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
742
+ 21.4%
$57.1K - $63.1K
4.21K $112K
Nov 08, 2024 Q3 2024
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
737
+ 0.16%
$56.8K - $62.7K
463K $12.4M
Oct 23, 2024 Q3 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
735
+ 2.92%
$56.6K - $62.5K
25.9K $691K
Oct 21, 2024 Q3 2024
Sharkey, Howes & Javer

BUY
 -
733
+ 9.82%
$56.5K - $62.3K
8.2K $219K
Oct 29, 2024 Q3 2024
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
731
+ 3.26%
$56.3K - $62.2K
23.2K $618K
Nov 12, 2024 Q3 2024
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
712
New
$54.8K - $60.6K
712 $19K
Oct 31, 2024 Q3 2024
Advisors Management Group Inc

BUY
 -
698
+ 2.24%
$53.8K - $59.4K
31.8K $850K
Nov 14, 2024 Q3 2024
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
684
+ 0.4%
$52.7K - $58.2K
171K $4.55M
Oct 15, 2024 Q3 2024
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
682
+ 44.43%
$52.5K - $58K
2.22K $59.2K
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
678
New
$52.2K - $57.7K
678 $18.1K
Oct 21, 2024 Q3 2024
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
656
+ 0.75%
$50.5K - $55.8K
88.1K $2.35M
Oct 23, 2024 Q3 2024
Joel Isaacson & Co., LLC

BUY
 -
652
+ 4.53%
$50.2K - $55.5K
15.1K $402K
Oct 21, 2024 Q3 2024
Toth Financial Advisory Corp

BUY
 -
649
+ 26.4%
$50K - $55.2K
3.11K $83K
Nov 14, 2024 Q3 2024
North Star Asset Management Inc

BUY
 -
644
+ 8.52%
$49.6K - $54.8K
8.2K $219K
Oct 09, 2024 Q3 2024
Charles Schwab Trust CO

BUY
 -
642
+ 0.58%
$49.4K - $54.6K
112K $2.98M
Nov 15, 2024 Q3 2024
Coldstream Capital Management Inc

BUY
 -
639
+ 5.78%
$49.2K - $54.4K
11.7K $312K
Nov 12, 2024 Q3 2024
Stone X Group Inc.

BUY
 -
622
+ 4.79%
$47.9K - $52.9K
13.6K $363K
Oct 15, 2024 Q3 2024
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
618
+ 9.7%
$47.6K - $52.6K
6.99K $187K
Nov 14, 2024 Q3 2024
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
618
+ 9.08%
$47.6K - $52.6K
7.42K $198K
Nov 06, 2024 Q3 2024
Straight Path Wealth Management

BUY
 -
611
+ 15.59%
$47.1K - $52K
4.53K $121K
Oct 24, 2024 Q3 2024
Modera Wealth Management, LLC

BUY
 -
609
+ 5.87%
$46.9K - $51.8K
11K $293K
Oct 22, 2024 Q3 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
605
+ 18.05%
$46.6K - $51.5K
3.96K $106K
Oct 25, 2024 Q3 2024
Jfs Wealth Advisors, LLC

BUY
 -
587
+ 61.08%
$45.2K - $49.9K
1.55K $41.3K
Oct 15, 2024 Q3 2024
Game Plan Financial Advisors, LLC

BUY
 -
584
+ 1.19%
$45K - $49.7K
49.6K $1.33M
Oct 17, 2024 Q3 2024
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
578
+ 566.67%
$44.5K - $49.2K
680 $18.2K
Oct 17, 2024 Q3 2024
West Oak Capital, LLC

BUY
 -
575
+ 2.5%
$44.3K - $48.9K
23.6K $630K
Nov 14, 2024 Q3 2024
Lantern Wealth Advisors, LLC

Melville, NY
BUY
 -
573
+ 10.27%
$44.1K - $48.7K
6.15K $164K
Oct 07, 2024 Q3 2024
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
572
+ 3.91%
$44.1K - $48.7K
15.2K $405K
Oct 22, 2024 Q3 2024
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
564
+ 4.28%
$43.4K - $48K
13.8K $367K
Oct 23, 2024 Q3 2024
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
560
+ 1.14%
$43.1K - $47.6K
49.5K $1.32M
Nov 08, 2024 Q3 2024
Wedbush Securities Inc

BUY
 -
560
+ 1.28%
$43.1K - $47.6K
44.3K $1.18M
Oct 07, 2024 Q3 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
550
+ 3.69%
$42.4K - $46.8K
15.4K $412K
Oct 15, 2024 Q3 2024
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
547
+ 3.91%
$42.1K - $46.5K
14.5K $388K
Nov 06, 2024 Q3 2024
Signature Estate & Investment Advisors LLC

BUY
 -
542
+ 0.33%
$41.7K - $46.1K
162K $4.34M
Oct 17, 2024 Q3 2024
Nova Point Capital, LLC

BUY
 -
535
+ 14.05%
$41.2K - $45.5K
4.34K $116K
Nov 13, 2024 Q3 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
535
+ 2.99%
$41.2K - $45.5K
18.4K $492K
Nov 13, 2024 Q3 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
529
+ 1.77%
$40.7K - $45K
30.5K $814K
Oct 30, 2024 Q3 2024
North Star Investment Management Corp.

Chicago, IL
BUY
 -
522
+ 3.11%
$40.2K - $44.4K
17.3K $463K
Oct 21, 2024 Q3 2024
Warner Financial, Inc

Bethesda, MD
BUY
 -
521
+ 2.03%
$40.1K - $44.3K
26.2K $701K
Oct 08, 2024 Q3 2024
Cypress Wealth Services, LLC

BUY
 -
518
+ 1.44%
$39.9K - $44.1K
36.5K $975K
Nov 07, 2024 Q3 2024
Tidemark, LLC

San Diego, CA
BUY
 -
513
+ 7.93%
$39.5K - $43.6K
6.99K $186K
Nov 13, 2024 Q3 2024
First Foundation Advisors

Irvine, CA
BUY
 -
510
+ 14.91%
$39.3K - $43.4K
3.93K $105K
Oct 30, 2024 Q3 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
501
+ 0.62%
$38.6K - $42.6K
81K $2.16M
Oct 17, 2024 Q3 2024
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
500
+ 14.88%
$38.5K - $42.5K
3.86K $103K
Nov 12, 2024 Q3 2024
Lcnb Corp

Lebanon, OH
BUY
 -
500
+ 7.61%
$38.5K - $42.5K
7.07K $189K
Mar 05, 2025 Q3 2024
Berkeley, Inc

Boise, ID
BUY
 -
499
+ 0.89%
$38.4K - $42.4K
56.7K $1.51M
Oct 29, 2024 Q3 2024
Forum Financial Management, LP

Lombard, IL
BUY
 -
498
+ 9.68%
$38.4K - $42.4K
5.64K $151K
Oct 30, 2024 Q3 2024
White Lighthouse Investment Management Inc.

BUY
 -
494
+ 1.17%
$38K - $42K
42.7K $1.14M
Nov 01, 2024 Q3 2024
Cowa, LLC

Tulsa, OK
BUY
 -
489
+ 1.24%
$37.7K - $41.6K
39.9K $1.07M

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