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 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-200- 4.38% |
$15.4K - $17K
|
4.36K
$121K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-205- 0.62% |
$15.8K - $17.4K
|
32.9K
$915K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-206- 0.18% |
$15.9K - $17.5K
|
115K
$3.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-207- 0.7% |
$15.9K - $17.6K
|
29.2K
$810K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-209- 1.64% |
$16.1K - $17.8K
|
12.5K
$348K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-213- 4.73% |
$16.4K - $18.1K
|
4.29K
$119K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-213- 0.43% |
$16.4K - $18.1K
|
49.3K
$1.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-214- 0.57% |
$16.5K - $18.2K
|
37.4K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-216- 0.45% |
$16.6K - $18.4K
|
47.5K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-221- 2.09% |
$17K - $18.8K
|
10.3K
$287K
|
|
|
Nov 06, 2024
Q3 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-224- 3.75% |
$17.3K - $19.1K
|
5.75K
$160K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-235- 1.76% |
$18.1K - $20K
|
13.1K
$364K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-240- 0.33% |
$18.5K - $20.4K
|
71.8K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
SELL
|
- |
-240- 7.2% |
$18.5K - $20.4K
|
3.1K
$86K
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-241- 4.51% |
$18.6K - $20.5K
|
5.1K
$142K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-244- 0.17% |
$18.8K - $20.8K
|
140K
$3.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-245- 3.78% |
$18.9K - $20.8K
|
6.24K
$173K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-246- 2.8% |
$18.9K - $20.9K
|
8.53K
$237K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-247- 3.48% |
$19K - $21K
|
6.84K
$190K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-254- 5.09% |
$19.6K - $21.6K
|
4.74K
$132K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-258- 96.27% |
$19.9K - $21.9K
|
10
$278
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-258- 3.78% |
$19.9K - $21.9K
|
6.57K
$183K
|
|
|
Oct 22, 2024
Q3 2024
|
Fulcrum Capital LLC
|
SELL
|
- |
-260- 3.28% |
$20K - $22.1K
|
7.67K
$213K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-277- 10.48% |
$21.3K - $23.6K
|
2.37K
$65.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-287- 3.09% |
$22.1K - $24.4K
|
9.02K
$251K
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-290- 0.31% |
$22.3K - $24.7K
|
94.5K
$2.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-291- 5.03% |
$22.4K - $24.8K
|
5.49K
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-291- 0.57% |
$22.4K - $24.8K
|
50.6K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-294- 1.7% |
$22.6K - $25K
|
17K
$472K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-300- 10.81% |
$23.1K - $25.5K
|
2.47K
$68.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-303- 1.02% |
$23.3K - $25.8K
|
29.5K
$820K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-306- 17.56% |
$23.6K - $26K
|
1.44K
$39.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-309- 0.8% |
$23.8K - $26.3K
|
38.1K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-311- 3.72% |
$24K - $26.5K
|
8.05K
$224K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-312- 1.4% |
$24K - $26.5K
|
21.9K
$608K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-313- 11.34% |
$24.1K - $26.6K
|
2.45K
$68K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-320- 0.14% |
$24.6K - $27.2K
|
221K
$6.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-323- 3.64% |
$24.9K - $27.5K
|
8.54K
$237K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-324- 17.12% |
$25K - $27.6K
|
1.57K
$43.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-325- 3.3% |
$25K - $27.6K
|
9.53K
$265K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-328- 1.02% |
$25.3K - $27.9K
|
31.9K
$886K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-333- 3.34% |
$25.6K - $28.3K
|
9.64K
$268K
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-333- 3.34% |
$25.6K - $28.3K
|
9.64K
$268K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-340- 7.17% |
$26.2K - $28.9K
|
4.4K
$122K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-351- 3.64% |
$27K - $29.9K
|
9.3K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-361- 3.59% |
$27.8K - $30.7K
|
9.7K
$270K
|
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-365- 85.88% |
$28.1K - $31K
|
60
$1.67K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-375- 1.09% |
$28.9K - $31.9K
|
34.1K
$949K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-380- 0.73% |
$29.3K - $32.3K
|
51.7K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-384- 7.12% |
$29.6K - $32.7K
|
5.01K
$139K
|