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 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
178+ 0.45% |
$13.7K - $15.1K
|
39.7K
$1.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
175+ 4.69% |
$13.5K - $14.9K
|
3.91K
$109K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
170New |
$13.1K - $14.5K
|
170
$4.72K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
170+ 0.94% |
$13.1K - $14.5K
|
18.3K
$509K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
165+ 13.41% |
$12.7K - $14K
|
1.4K
$38.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
162+ 5.15% |
$12.5K - $13.8K
|
3.31K
$91.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
159+ 70.67% |
$12.2K - $13.5K
|
384
$10.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
159+ 1.82% |
$12.2K - $13.5K
|
8.88K
$247K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
155+ 2.02% |
$11.9K - $13.2K
|
7.84K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
151+ 4.02% |
$11.6K - $12.8K
|
3.9K
$108K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
150New |
$11.6K - $12.8K
|
150
$4.17K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
146+ 2.05% |
$11.2K - $12.4K
|
7.28K
$202K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
145+ 3.63% |
$11.2K - $12.3K
|
4.14K
$115K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
145+ 1.96% |
$11.2K - $12.3K
|
7.54K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
143+ 1.95% |
$11K - $12.2K
|
7.5K
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
142+ 2.66% |
$10.9K - $12.1K
|
5.48K
$152K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
142+ 3.13% |
$10.9K - $12.1K
|
4.68K
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
139+ 6.74% |
$10.7K - $11.8K
|
2.2K
$61.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
138+ 1.04% |
$10.6K - $11.7K
|
13.5K
$374K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
132+ 1.3% |
$10.2K - $11.2K
|
10.3K
$285K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
123+ 1.25% |
$9.47K - $10.5K
|
10K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
122+ 0.52% |
$9.4K - $10.4K
|
23.7K
$658K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
121+ 1.05% |
$9.32K - $10.3K
|
11.6K
$322K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
120+ 0.27% |
$9.24K - $10.2K
|
44.9K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
118+ 3.5% |
$9.09K - $10K
|
3.49K
$97K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
115+ 0.5% |
$8.86K - $9.78K
|
23.1K
$643K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
112+ 2.38% |
$8.63K - $9.53K
|
4.81K
$134K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
111+ 3.98% |
$8.55K - $9.44K
|
2.9K
$80.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
111+ 1.15% |
$8.55K - $9.44K
|
9.77K
$271K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
110+ 4.21% |
$8.47K - $9.36K
|
2.72K
$75.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
108+ 0.93% |
$8.32K - $9.19K
|
11.7K
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
108+ 4.02% |
$8.32K - $9.19K
|
2.79K
$77.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
107+ 1.63% |
$8.24K - $9.1K
|
6.68K
$186K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
107+ 1.16% |
$8.24K - $9.1K
|
9.32K
$259K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
106+ 2.32% |
$8.16K - $9.02K
|
4.68K
$130K
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
103+ 2.38% |
$7.93K - $8.76K
|
4.42K
$123K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
103+ 1.06% |
$7.93K - $8.76K
|
9.82K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
103+ 1.59% |
$7.93K - $8.76K
|
6.59K
$183K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
99+ 0.04% |
$7.62K - $8.42K
|
240K
$6.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
98+ 1.13% |
$7.55K - $8.34K
|
8.75K
$243K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
97+ 0.36% |
$7.47K - $8.25K
|
26.8K
$745K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
93+ 1.17% |
$7.16K - $7.91K
|
8.07K
$224K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
92+ 0.5% |
$7.09K - $7.83K
|
18.5K
$513K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
91+ 1.96% |
$7.01K - $7.74K
|
4.73K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
91+ 0.95% |
$7.01K - $7.74K
|
9.71K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
90+ 5.52% |
$6.93K - $7.66K
|
1.72K
$47.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
84+ 1.98% |
$6.47K - $7.15K
|
4.32K
$120K
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
83+ 1.21% |
$6.39K - $7.06K
|
6.94K
$193K
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
81+ 0.83% |
$6.24K - $6.89K
|
9.85K
$274K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
78+ 0.87% |
$6.01K - $6.63K
|
9K
$250K
|