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 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.8K- 26.2% |
$370K - $409K
|
13.5K
$388K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.83K- 1.92% |
$372K - $411K
|
247K
$7.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4.91K- 1.36% |
$378K - $417K
|
357K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-4.91K- 22.59% |
$378K - $418K
|
16.8K
$482K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-4.93K- 5.88% |
$380K - $420K
|
79K
$2.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.03K- 8.74% |
$387K - $428K
|
52.5K
$1.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-5.24K- 12.06% |
$403K - $445K
|
38.2K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.24K- 0.45% |
$403K - $446K
|
1.15M
$33M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-5.49K- 5.14% |
$423K - $467K
|
101K
$2.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.57K- 9.42% |
$429K - $473K
|
53.5K
$1.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-5.72K- 25.13% |
$441K - $487K
|
17K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.13K- 5.02% |
$472K - $521K
|
116K
$3.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-6.27K- 3.32% |
$483K - $533K
|
182K
$5.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-6.4K- 15.7% |
$493K - $544K
|
34.3K
$983K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6.45K- 23.16% |
$496K - $548K
|
21.4K
$612K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.49K- 1.54% |
$500K - $552K
|
415K
$11.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-6.88K- 67.83% |
$530K - $585K
|
3.26K
$93.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.93K- 2.03% |
$534K - $589K
|
334K
$9.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-7.07K- 12.54% |
$545K - $602K
|
49.3K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.2K- 64.21% |
$555K - $613K
|
4.01K
$115K
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-7.43K- 3.75% |
$573K - $632K
|
191K
$5.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-7.49K- 42.8% |
$577K - $637K
|
10K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.56K- 7.15% |
$582K - $643K
|
98.2K
$2.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-7.92K- 7.66% |
$610K - $674K
|
95.5K
$2.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-8.09K- 3.3% |
$623K - $688K
|
237K
$6.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.35K- 6.12% |
$643K - $710K
|
128K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-8.35K- 12.71% |
$643K - $711K
|
57.4K
$1.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-8.46K- 8.79% |
$651K - $719K
|
87.7K
$2.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-8.53K- 6.31% |
$657K - $726K
|
127K
$3.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-8.6K- 2.98% |
$662K - $731K
|
279K
$8M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-8.83K- 5.35% |
$680K - $751K
|
156K
$4.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-8.84K- 22.5% |
$681K - $752K
|
30.4K
$871K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-8.84K- 24.7% |
$681K - $752K
|
27K
$772K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.95K- 9.2% |
$689K - $761K
|
88.3K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-9.1K- 79.23% |
$701K - $774K
|
2.39K
$68.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9.23K- 7.65% |
$711K - $785K
|
111K
$3.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.24K- 4.41% |
$712K - $786K
|
200K
$5.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.25K- 7.63% |
$712K - $787K
|
112K
$3.2M
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-9.42K- 16.71% |
$726K - $802K
|
47K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-9.82K- 22.83% |
$757K - $836K
|
33.2K
$951K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10K- 3.4% |
$771K - $852K
|
285K
$8.15M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.3K- 25.94% |
$793K - $876K
|
29.4K
$842K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-10.9K- 25.71% |
$837K - $924K
|
31.4K
$899K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.9K- 25.84% |
$839K - $926K
|
31.3K
$895K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-11.2K- 2.8% |
$865K - $955K
|
389K
$11.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-11.9K- 15.69% |
$920K - $1.02M
|
64.2K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-12.4K- 17.66% |
$952K - $1.05M
|
57.6K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-12.5K- 1.94% |
$964K - $1.07M
|
632K
$18.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-13.2K- 4.51% |
$1.01M - $1.12M
|
279K
$7.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-13.2K- 6.13% |
$1.02M - $1.13M
|
203K
$5.81M
|