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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
475+ 14.83% |
$36.6K - $40.4K
|
3.68K
$102K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
473+ 16.01% |
$36.4K - $40.2K
|
3.43K
$95.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
473+ 10.6% |
$36.4K - $40.2K
|
4.94K
$137K
|
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
470+ 1.77% |
$36.2K - $40K
|
27K
$749K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
450+ 2.35% |
$34.7K - $38.3K
|
19.6K
$544K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
450New |
$34.7K - $38.3K
|
450
$12.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
449+ 0.65% |
$34.6K - $38.2K
|
69.2K
$1.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
442+ 8.33% |
$34K - $37.6K
|
5.75K
$160K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
437+ 1.33% |
$33.7K - $37.2K
|
33.2K
$924K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
433+ 3.95% |
$33.3K - $36.8K
|
11.4K
$316K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
432+ 0.07% |
$33.3K - $36.7K
|
587K
$16.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
430New |
$33.1K - $36.6K
|
430
$11.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
430+ 1.73% |
$33.1K - $36.6K
|
25.3K
$702K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
429+ 1.41% |
$33K - $36.5K
|
30.8K
$855K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
428+ 1.12% |
$33K - $36.4K
|
38.5K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
427+ 3.97% |
$32.9K - $36.3K
|
11.2K
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
418+ 2.63% |
$32.2K - $35.6K
|
16.3K
$453K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
417+ 0.24% |
$32.1K - $35.5K
|
171K
$4.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
406+ 0.97% |
$31.3K - $34.5K
|
42.3K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
404+ 1.78% |
$31.1K - $34.4K
|
23K
$640K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
404New |
$31.1K - $34.4K
|
404
$11.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
399New |
$30.7K - $33.9K
|
399
$11.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
399New |
$30.7K - $33.9K
|
399
$11.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
394+ 1.9% |
$30.3K - $33.5K
|
21.1K
$586K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
392+ 5.05% |
$30.2K - $33.3K
|
8.16K
$227K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
391+ 144.81% |
$30.1K - $33.3K
|
661
$18.4K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
389+ 29.92% |
$30K - $33.1K
|
1.69K
$46.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
384+ 4.4% |
$29.6K - $32.7K
|
9.1K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
378+ 12.75% |
$29.1K - $32.2K
|
3.34K
$92.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
377+ 2.14% |
$29K - $32.1K
|
18K
$500K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
375+ 17.28% |
$28.9K - $31.9K
|
2.55K
$70.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
371+ 3.31% |
$28.6K - $31.6K
|
11.6K
$322K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
371New |
$28.6K - $31.6K
|
371
$10.3K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
366+ 5.74% |
$28.2K - $31.1K
|
6.74K
$187K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
361+ 0.19% |
$27.8K - $30.7K
|
185K
$5.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
360+ 0.63% |
$27.7K - $30.6K
|
57.1K
$1.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
355+ 8.04% |
$27.3K - $30.2K
|
4.77K
$133K
|
|
|
Oct 30, 2024
Q3 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
354+ 1.97% |
$27.3K - $30.1K
|
18.3K
$510K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
347+ 3.92% |
$26.7K - $29.5K
|
9.19K
$255K
|
|
|
Oct 24, 2024
Q3 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
343+ 2.33% |
$26.4K - $29.2K
|
15.1K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
342+ 1.06% |
$26.3K - $29.1K
|
32.5K
$904K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
341+ 6.04% |
$26.3K - $29K
|
5.98K
$166K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
334+ 10.26% |
$25.7K - $28.4K
|
3.59K
$99.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
331+ 45.78% |
$25.5K - $28.2K
|
1.05K
$29.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
329+ 6.02% |
$25.3K - $28K
|
5.79K
$161K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
328+ 10.55% |
$25.3K - $27.9K
|
3.44K
$95.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
328+ 1.57% |
$25.3K - $27.9K
|
21.2K
$588K
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
328+ 0.24% |
$25.3K - $27.9K
|
135K
$3.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
325+ 5.15% |
$25K - $27.6K
|
6.64K
$184K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
324+ 8.41% |
$25K - $27.6K
|
4.18K
$116K
|