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 21, 2024 Q3 2024
Sharkey, Howes & Javer

BUY
 -
733
+ 9.82%
$56.5K - $62.3K
8.2K $228K
Oct 29, 2024 Q3 2024
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
731
+ 3.26%
$56.3K - $62.2K
23.2K $644K
Nov 12, 2024 Q3 2024
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
712
New
$54.8K - $60.6K
712 $19.8K
Oct 31, 2024 Q3 2024
Advisors Management Group Inc

BUY
 -
698
+ 2.24%
$53.8K - $59.4K
31.8K $884K
Nov 14, 2024 Q3 2024
Shorepoint Capital Partners LLC

Norwood, MA
BUY
 -
684
+ 0.4%
$52.7K - $58.2K
171K $4.74M
Oct 15, 2024 Q3 2024
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
682
+ 44.43%
$52.5K - $58K
2.22K $61.6K
Nov 13, 2024 Q3 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
678
New
$52.2K - $57.7K
678 $18.8K
Oct 21, 2024 Q3 2024
Lpf Advisors LLC

Sarasota, FL
BUY
 -
664
+ 1.62%
$51.1K - $56.5K
41.6K $1.16M
Oct 21, 2024 Q3 2024
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
656
+ 0.75%
$50.5K - $55.8K
88.1K $2.45M
Oct 23, 2024 Q3 2024
Joel Isaacson & Co., LLC

BUY
 -
652
+ 4.53%
$50.2K - $55.5K
15.1K $418K
Nov 14, 2024 Q3 2024
North Star Asset Management Inc

BUY
 -
644
+ 8.52%
$49.6K - $54.8K
8.2K $228K
Oct 09, 2024 Q3 2024
Charles Schwab Trust CO

BUY
 -
642
+ 0.58%
$49.4K - $54.6K
112K $3.1M
Nov 15, 2024 Q3 2024
Coldstream Capital Management Inc

BUY
 -
639
+ 5.78%
$49.2K - $54.4K
11.7K $325K
Nov 12, 2024 Q3 2024
Stone X Group Inc.

BUY
 -
622
+ 4.79%
$47.9K - $52.9K
13.6K $378K
Oct 15, 2024 Q3 2024
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
618
+ 9.7%
$47.6K - $52.6K
6.99K $194K
Nov 14, 2024 Q3 2024
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
618
+ 9.08%
$47.6K - $52.6K
7.42K $206K
Nov 06, 2024 Q3 2024
Straight Path Wealth Management

BUY
 -
611
+ 15.59%
$47.1K - $52K
4.53K $126K
Oct 24, 2024 Q3 2024
Modera Wealth Management, LLC

BUY
 -
609
+ 5.87%
$46.9K - $51.8K
11K $305K
Oct 22, 2024 Q3 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
605
+ 18.05%
$46.6K - $51.5K
3.96K $110K
Oct 25, 2024 Q3 2024
Jfs Wealth Advisors, LLC

BUY
 -
587
+ 61.08%
$45.2K - $49.9K
1.55K $43K
Oct 15, 2024 Q3 2024
Game Plan Financial Advisors, LLC

BUY
 -
584
+ 1.19%
$45K - $49.7K
49.6K $1.38M
Oct 17, 2024 Q3 2024
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
578
+ 566.67%
$44.5K - $49.2K
680 $18.9K
Oct 17, 2024 Q3 2024
West Oak Capital, LLC

BUY
 -
575
+ 2.5%
$44.3K - $48.9K
23.6K $656K
Nov 14, 2024 Q3 2024
Lantern Wealth Advisors, LLC

Melville, NY
BUY
 -
573
+ 10.27%
$44.1K - $48.7K
6.15K $171K
Oct 07, 2024 Q3 2024
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
572
+ 3.91%
$44.1K - $48.7K
15.2K $422K
Oct 22, 2024 Q3 2024
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
564
+ 4.28%
$43.4K - $48K
13.8K $382K
Oct 23, 2024 Q3 2024
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
560
+ 1.14%
$43.1K - $47.6K
49.5K $1.38M
Nov 08, 2024 Q3 2024
Wedbush Securities Inc

BUY
 -
560
+ 1.28%
$43.1K - $47.6K
44.3K $1.23M
Oct 07, 2024 Q3 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
550
+ 3.69%
$42.4K - $46.8K
15.4K $429K
Oct 15, 2024 Q3 2024
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
547
+ 3.91%
$42.1K - $46.5K
14.5K $404K
Nov 06, 2024 Q3 2024
Signature Estate & Investment Advisors LLC

BUY
 -
542
+ 0.33%
$41.7K - $46.1K
162K $4.51M
Oct 17, 2024 Q3 2024
Nova Point Capital, LLC

BUY
 -
535
+ 14.05%
$41.2K - $45.5K
4.34K $121K
Nov 13, 2024 Q3 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
535
+ 2.99%
$41.2K - $45.5K
18.4K $513K
Nov 13, 2024 Q3 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
529
+ 1.77%
$40.7K - $45K
30.5K $847K
Oct 30, 2024 Q3 2024
North Star Investment Management Corp.

Chicago, IL
BUY
 -
522
+ 3.11%
$40.2K - $44.4K
17.3K $482K
Oct 21, 2024 Q3 2024
Warner Financial, Inc

Bethesda, MD
BUY
 -
521
+ 2.03%
$40.1K - $44.3K
26.2K $729K
Oct 08, 2024 Q3 2024
Cypress Wealth Services, LLC

BUY
 -
518
+ 1.44%
$39.9K - $44.1K
36.5K $1.02M
Nov 07, 2024 Q3 2024
Tidemark, LLC

San Diego, CA
BUY
 -
513
+ 7.93%
$39.5K - $43.6K
6.99K $194K
Nov 13, 2024 Q3 2024
First Foundation Advisors

Irvine, CA
BUY
 -
510
+ 14.91%
$39.3K - $43.4K
3.93K $109K
Oct 30, 2024 Q3 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
501
+ 0.62%
$38.6K - $42.6K
81K $2.25M
Oct 17, 2024 Q3 2024
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
500
+ 14.88%
$38.5K - $42.5K
3.86K $107K
Nov 12, 2024 Q3 2024
Lcnb Corp

Lebanon, OH
BUY
 -
500
+ 7.61%
$38.5K - $42.5K
7.07K $196K
Oct 29, 2024 Q3 2024
Forum Financial Management, LP

Lombard, IL
BUY
 -
498
+ 9.68%
$38.4K - $42.4K
5.64K $157K
Oct 30, 2024 Q3 2024
White Lighthouse Investment Management Inc.

BUY
 -
494
+ 1.17%
$38K - $42K
42.7K $1.19M
Nov 01, 2024 Q3 2024
Cowa, LLC

Tulsa, OK
BUY
 -
489
+ 1.24%
$37.7K - $41.6K
39.9K $1.11M
Oct 30, 2024 Q3 2024
Bailard, Inc.

BUY
 -
482
+ 4.35%
$37.1K - $41K
11.6K $321K
Nov 04, 2024 Q3 2024
Meridian Management CO

BUY
 -
481
+ 4.16%
$37K - $40.9K
12K $335K
Oct 29, 2024 Q3 2024
Iag Wealth Partners, LLC

BUY
 -
479
+ 997.92%
$36.9K - $40.7K
527 $14.6K
Oct 15, 2024 Q3 2024
Keystone Wealth Services, LLC

BUY
 -
477
+ 11.91%
$36.7K - $40.6K
4.48K $125K

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