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 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-662- 0.68% |
$51K - $56.3K
|
97.1K
$2.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
SELL
|
- |
-668- 0.8% |
$51.4K - $56.8K
|
82.4K
$2.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-673- 5.7% |
$51.8K - $57.2K
|
11.1K
$309K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-683- 19.63% |
$52.6K - $58.1K
|
2.8K
$77.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-689- 4.42% |
$53.1K - $58.6K
|
14.9K
$414K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-700- 1.4% |
$53.9K - $59.5K
|
49.4K
$1.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-709- 6.52% |
$54.6K - $60.3K
|
10.2K
$283K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-710- 2.73% |
$54.7K - $60.4K
|
25.3K
$704K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-713- 6.4% |
$54.9K - $60.6K
|
10.4K
$290K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-715- 21.15% |
$55.1K - $60.8K
|
2.67K
$74.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-718- 1.04% |
$55.3K - $61.1K
|
68.2K
$1.89M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-721- 2.34% |
$55.5K - $61.3K
|
30.1K
$836K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-726- 3.13% |
$55.9K - $61.8K
|
22.4K
$624K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-753- 1.12% |
$58K - $64.1K
|
66.5K
$1.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-760- 4.2% |
$58.5K - $64.6K
|
17.3K
$481K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-767- 33.61% |
$59.1K - $65.2K
|
1.52K
$42.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-767- 5.06% |
$59.1K - $65.2K
|
14.4K
$400K
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-771- 3.42% |
$59.4K - $65.6K
|
21.8K
$605K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-775- 3.7% |
$59.7K - $65.9K
|
20.2K
$560K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-778- 4.36% |
$59.9K - $66.2K
|
17.1K
$474K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-782- 20.59% |
$60.2K - $66.5K
|
3.02K
$83.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-784- 6.9% |
$60.4K - $66.7K
|
10.6K
$294K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-785- 22.79% |
$60.5K - $66.8K
|
2.66K
$73.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-787- 1.9% |
$60.6K - $66.9K
|
40.7K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-799- 25.54% |
$61.5K - $68K
|
2.33K
$64.7K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-801- 8.87% |
$61.7K - $68.1K
|
8.23K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-801- 8.97% |
$61.7K - $68.1K
|
8.13K
$226K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-803- 2.24% |
$61.8K - $68.3K
|
35.1K
$976K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-808- 5.24% |
$62.2K - $68.7K
|
14.6K
$406K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-809- 1.31% |
$62.3K - $68.8K
|
61K
$1.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-816- 1.02% |
$62.8K - $69.4K
|
79.3K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-819- 0.34% |
$63.1K - $69.7K
|
242K
$6.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-846- 7.0% |
$65.2K - $72K
|
11.2K
$312K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-862- 83.37% |
$66.4K - $73.3K
|
172
$4.78K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-864- 18.99% |
$66.5K - $73.5K
|
3.69K
$102K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-869- 2.7% |
$66.9K - $73.9K
|
31.3K
$869K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-874- 2.47% |
$67.3K - $74.3K
|
34.5K
$958K
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-900- 23.08% |
$69.3K - $76.6K
|
3K
$83.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-905- 36.6% |
$69.7K - $77K
|
1.57K
$43.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-909- 1.12% |
$70K - $77.3K
|
80.5K
$2.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-909- 5.06% |
$70K - $77.3K
|
17.1K
$474K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-916- 2.52% |
$70.6K - $77.9K
|
35.4K
$984K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-930- 10.75% |
$71.6K - $79.1K
|
7.72K
$214K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-934- 6.46% |
$71.9K - $79.4K
|
13.5K
$376K
|
|
|
Oct 23, 2024
Q3 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-945- 12.02% |
$72.8K - $80.4K
|
6.92K
$192K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-948- 7.48% |
$73K - $80.6K
|
11.7K
$326K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-968- 3.7% |
$74.6K - $82.3K
|
25.2K
$700K
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-968- 2.48% |
$74.6K - $82.3K
|
38.1K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1K- 27.03% |
$77K - $85.1K
|
2.7K
$75K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-1K- 1.73% |
$77.1K - $85.1K
|
57K
$1.58M
|