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 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.49K+ 20.2% |
$115K - $127K
|
8.85K
$253K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.49K+ 8.49% |
$114K - $126K
|
19K
$543K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.48K+ 10.97% |
$114K - $126K
|
15K
$429K
|
|
|
Oct 24, 2024
Q3 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
1.47K+ 0.61% |
$113K - $125K
|
244K
$6.99M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.47K+ 4.09% |
$113K - $125K
|
37.4K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.46K+ 1.54% |
$112K - $124K
|
96.2K
$2.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.45K+ 24.99% |
$112K - $124K
|
7.27K
$208K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.45K+ 11.0% |
$112K - $123K
|
14.6K
$419K
|
|
|
Oct 08, 2024
Q3 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
1.44K+ 0.63% |
$111K - $123K
|
231K
$6.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.44K+ 3.74% |
$111K - $122K
|
39.9K
$1.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.43K+ 5.76% |
$110K - $121K
|
26.2K
$750K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.42K+ 2.41% |
$109K - $121K
|
60.2K
$1.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.42K+ 24.42% |
$109K - $120K
|
7.21K
$207K
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.4K+ 38.49% |
$108K - $119K
|
5.02K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.4K+ 738.1% |
$107K - $119K
|
1.58K
$45.3K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.37K+ 0.31% |
$106K - $117K
|
439K
$12.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.36K+ 21.58% |
$104K - $115K
|
7.64K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.34K+ 2.77% |
$103K - $114K
|
49.8K
$1.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
1.32K+ 50.54% |
$101K - $112K
|
3.92K
$112K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.3K+ 2596.0% |
$100K - $110K
|
1.35K
$38.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.27K+ 3.91% |
$98K - $108K
|
33.8K
$967K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.27K+ 11.02% |
$97.6K - $108K
|
12.8K
$365K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.27K+ 6.73% |
$97.6K - $108K
|
20.1K
$575K
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
1.24K+ 4.16% |
$95.7K - $106K
|
31.1K
$891K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
1.2K+ 19.6% |
$92.7K - $102K
|
7.35K
$210K
|
|
|
Oct 17, 2024
Q3 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
1.2K+ 2.37% |
$92.2K - $102K
|
51.8K
$1.48M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.18K+ 56.83% |
$90.7K - $100K
|
3.25K
$93.1K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.18K+ 12.89% |
$90.6K - $100K
|
10.3K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.17K+ 24.75% |
$89.8K - $99.2K
|
5.88K
$168K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.16K+ 26.13% |
$89.6K - $98.9K
|
5.61K
$161K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.14K+ 27.99% |
$87.7K - $96.9K
|
5.21K
$149K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.14K+ 8.09% |
$87.7K - $96.9K
|
15.2K
$435K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.12K+ 5.01% |
$86K - $94.9K
|
23.4K
$670K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.11K+ 7.98% |
$85.6K - $94.5K
|
15K
$430K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
1.11K+ 29.45% |
$85.4K - $94.3K
|
4.88K
$140K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.11K+ 0.89% |
$85.2K - $94.1K
|
125K
$3.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1.11K+ 1.85% |
$85.2K - $94.1K
|
60.8K
$1.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.1K+ 28.16% |
$85K - $93.9K
|
5.03K
$144K
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
1.08K+ 24.71% |
$83.2K - $91.9K
|
5.45K
$156K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.08K+ 12.57% |
$83.2K - $91.9K
|
9.67K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.07K+ 17.84% |
$82.6K - $91.2K
|
7.08K
$203K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.07KNew |
$82.1K - $90.7K
|
1.07K
$30.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 2.51% |
$81.6K - $90.2K
|
43.2K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.05K+ 0.85% |
$80.8K - $89.2K
|
125K
$3.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.04K+ 8.31% |
$80.4K - $88.8K
|
13.6K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.03K+ 3.9% |
$79.4K - $87.7K
|
27.5K
$786K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.03K+ 6.49% |
$79.2K - $87.4K
|
16.9K
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.02K+ 1.37% |
$78.8K - $87K
|
75.6K
$2.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.02K+ 2.21% |
$78.7K - $86.9K
|
47.3K
$1.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
1.01K+ 4.57% |
$77.9K - $86.1K
|
23.2K
$663K
|