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 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
21.6K+ 4.45% |
$1.66M - $1.84M
|
507K
$14.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
21.5K+ 4.85% |
$1.66M - $1.83M
|
466K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
21.2K+ 109.66% |
$1.63M - $1.81M
|
40.6K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
20.9K+ 210.49% |
$1.61M - $1.78M
|
30.9K
$884K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
20.8K+ 13.99% |
$1.6M - $1.77M
|
170K
$4.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.6K+ 4.79% |
$1.58M - $1.75M
|
450K
$12.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
20.5K+ 5.68% |
$1.58M - $1.74M
|
381K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
20.3KNew |
$1.56M - $1.72M
|
20.3K
$580K
|
|
|
Oct 09, 2024
Q3 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
20.2KNew |
$1.55M - $1.71M
|
20.2K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
19.8K+ 3.57% |
$1.53M - $1.69M
|
575K
$16.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
19.7K+ 11.26% |
$1.51M - $1.67M
|
194K
$5.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
19.3K+ 5.89% |
$1.49M - $1.64M
|
348K
$9.95M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
BUY
|
- |
19.3K+ 5.54% |
$1.49M - $1.64M
|
367K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
19.2K+ 169.91% |
$1.48M - $1.63M
|
30.5K
$873K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
18.9K+ 6.7% |
$1.46M - $1.61M
|
302K
$8.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
18.8K+ 102.94% |
$1.45M - $1.6M
|
37.1K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
18.7K+ 10.37% |
$1.44M - $1.59M
|
200K
$5.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
18.7K+ 60.34% |
$1.44M - $1.59M
|
49.7K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
18.6KNew |
$1.43M - $1.58M
|
18.6K
$532K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
18K+ 160.44% |
$1.39M - $1.53M
|
29.3K
$838K
|
|
|
Nov 08, 2024
Q3 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
17.9K+ 4.03% |
$1.38M - $1.52M
|
463K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
17.6KNew |
$1.36M - $1.5M
|
17.6K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
17.5K+ 92.93% |
$1.35M - $1.49M
|
36.4K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
17.1KNew |
$1.31M - $1.45M
|
17.1K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17K+ 19.55% |
$1.31M - $1.45M
|
104K
$2.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
17K+ 31.97% |
$1.31M - $1.45M
|
70.2K
$2.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
16.8K+ 30.11% |
$1.29M - $1.43M
|
72.6K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
16.8K+ 50.4% |
$1.29M - $1.43M
|
50.1K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
16.7K+ 8.8% |
$1.29M - $1.42M
|
207K
$5.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
16.3K+ 2.73% |
$1.26M - $1.39M
|
614K
$17.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
16.3K+ 12.82% |
$1.26M - $1.39M
|
144K
$4.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
16.3KNew |
$1.26M - $1.39M
|
16.3K
$467K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.3K+ 8.45% |
$1.25M - $1.39M
|
209K
$5.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
16K+ 5.49% |
$1.23M - $1.36M
|
306K
$8.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.7K+ 10.84% |
$1.21M - $1.33M
|
160K
$4.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
15.7K+ 10.81% |
$1.21M - $1.33M
|
161K
$4.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
15.6K+ 19.73% |
$1.2M - $1.33M
|
94.6K
$2.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.5K+ 26.11% |
$1.2M - $1.32M
|
75.1K
$2.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15.5K+ 3.08% |
$1.19M - $1.32M
|
519K
$14.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
15.2KNew |
$1.17M - $1.29M
|
15.2K
$435K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
14.8K+ 5.62% |
$1.14M - $1.26M
|
279K
$7.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.7K+ 12.42% |
$1.14M - $1.25M
|
134K
$3.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
14.6K+ 2.93% |
$1.12M - $1.24M
|
512K
$14.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
14.6KNew |
$1.12M - $1.24M
|
14.6K
$417K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
14.2K+ 4.49% |
$1.1M - $1.21M
|
331K
$9.48M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
14KNew |
$1.08M - $1.19M
|
14K
$402K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
14K+ 6.8% |
$1.08M - $1.19M
|
219K
$6.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
13.6K+ 33.46% |
$1.05M - $1.16M
|
54.4K
$1.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
13.1K+ 164.97% |
$1.01M - $1.12M
|
21.1K
$604K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
13.1K+ 11.5% |
$1.01M - $1.12M
|
127K
$3.64M
|