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 14, 2024
Q3 2024
|
Charles Schwab Trust Bank
Henderson, NV |
SELL
|
- |
-160K- 8.95% |
$12.3M - $13.6M
|
1.63M
$46.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-179K- 2.36% |
$13.8M - $15.2M
|
7.41M
$212M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-180K- 20.83% |
$13.9M - $15.3M
|
685K
$19.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-183K- 42.12% |
$14.1M - $15.6M
|
251K
$7.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-245K- 90.68% |
$18.9M - $20.8M
|
25.2K
$721K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-344K- 66.97% |
$26.5M - $29.2M
|
170K
$4.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-363K- 5.93% |
$28M - $30.9M
|
5.77M
$165M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-468K- 13.09% |
$36M - $39.8M
|
3.11M
$88.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.08M- 98.78% |
$237M - $262M
|
37.9K
$1.08M
|