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 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
12.9KNew |
$994K - $1.1M
|
12.9K
$369K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.8K+ 17.93% |
$987K - $1.09M
|
84.3K
$2.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
12.6K+ 3.78% |
$972K - $1.07M
|
346K
$9.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
12.3K+ 34.66% |
$944K - $1.04M
|
47.6K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
12.2K+ 6.3% |
$940K - $1.04M
|
206K
$5.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12.2K+ 9.4% |
$939K - $1.04M
|
142K
$4.06M
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
12K+ 7.87% |
$927K - $1.02M
|
165K
$4.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
12K+ 18.6% |
$922K - $1.02M
|
76.3K
$2.19M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
11.9K+ 16.24% |
$917K - $1.01M
|
85.2K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.8K+ 1.81% |
$913K - $1.01M
|
666K
$19.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
11.7KNew |
$903K - $997K
|
11.7K
$336K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
11.7K+ 114.55% |
$900K - $994K
|
21.9K
$627K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11.7K+ 64.68% |
$897K - $991K
|
29.7K
$849K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
11.5K+ 3.27% |
$883K - $975K
|
362K
$10.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
11.4K+ 2.54% |
$879K - $971K
|
461K
$13.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
11.4K+ 10.09% |
$878K - $970K
|
124K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11.4K+ 196.95% |
$876K - $967K
|
17.1K
$491K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
11.3K+ 2.17% |
$872K - $963K
|
533K
$15.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
11.3K+ 1.87% |
$870K - $961K
|
617K
$17.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
11.2K+ 7.28% |
$863K - $954K
|
165K
$4.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
11.2KNew |
$863K - $953K
|
11.2K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
11.2K+ 10.38% |
$862K - $952K
|
119K
$3.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 9.91% |
$861K - $951K
|
124K
$3.55M
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
11.2K+ 3.03% |
$859K - $949K
|
380K
$10.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
11.1K+ 1.59% |
$854K - $943K
|
707K
$20.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
11.1K+ 5.16% |
$853K - $943K
|
226K
$6.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
11.1K+ 222.28% |
$851K - $940K
|
16K
$459K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
11K+ 8.58% |
$843K - $931K
|
139K
$3.97M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
10.9KNew |
$836K - $924K
|
10.9K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
10.8K+ 57.75% |
$833K - $919K
|
29.5K
$845K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
10.7K+ 6.71% |
$826K - $912K
|
170K
$4.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
10.4K+ 47.38% |
$802K - $885K
|
32.4K
$927K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
10.4K+ 2.88% |
$798K - $881K
|
371K
$10.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
10.4KNew |
$798K - $881K
|
10.4K
$297K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.3K+ 21.78% |
$797K - $880K
|
57.9K
$1.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
10.3K+ 4.48% |
$794K - $877K
|
241K
$6.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
10.3K+ 8.22% |
$793K - $876K
|
136K
$3.88M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
10.2K+ 7.78% |
$785K - $867K
|
141K
$4.04M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
10.2K+ 7.97% |
$784K - $865K
|
138K
$3.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
10K+ 1.82% |
$771K - $851K
|
559K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
9.97K+ 2.44% |
$768K - $848K
|
419K
$12M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
9.88K+ 3.53% |
$761K - $840K
|
290K
$8.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
9.64K+ 3.41% |
$742K - $820K
|
293K
$8.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
9.32KNew |
$718K - $792K
|
9.32K
$267K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
9.3KNew |
$717K - $791K
|
9.3K
$266K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
9.2K+ 5.07% |
$709K - $783K
|
191K
$5.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
9.09K+ 229.83% |
$700K - $773K
|
13K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
9.05K+ 5.47% |
$697K - $770K
|
175K
$5M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
9.01K+ 91.53% |
$694K - $766K
|
18.8K
$540K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9K+ 29.89% |
$693K - $765K
|
39.1K
$1.12M
|