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 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
2.88KNew |
$222K - $245K
|
2.88K
$79.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.86KNew |
$220K - $243K
|
2.86K
$79.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
2.85K+ 11.26% |
$219K - $242K
|
28.1K
$782K
|
|
|
Oct 07, 2024
Q3 2024
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
2.84K+ 3.87% |
$219K - $242K
|
76.3K
$2.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.82K+ 3.31% |
$217K - $240K
|
87.9K
$2.44M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.79K+ 1.43% |
$215K - $237K
|
198K
$5.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.79K+ 2.21% |
$215K - $237K
|
129K
$3.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.78K+ 4.25% |
$214K - $236K
|
68.1K
$1.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.74KNew |
$211K - $233K
|
2.74K
$76K
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.73KNew |
$210K - $232K
|
2.73K
$75.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.72K+ 18.62% |
$209K - $231K
|
17.3K
$481K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.71K+ 6.99% |
$209K - $231K
|
41.5K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
2.7KNew |
$208K - $229K
|
2.7K
$75K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.66K+ 11.02% |
$205K - $226K
|
26.8K
$745K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.66K+ 5.78% |
$205K - $226K
|
48.7K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.65K+ 65.16% |
$204K - $225K
|
6.71K
$187K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.62K+ 2.13% |
$201K - $222K
|
125K
$3.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.61K+ 5.55% |
$201K - $222K
|
49.5K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.58KNew |
$199K - $220K
|
2.58K
$71.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.58K+ 21.28% |
$198K - $219K
|
14.7K
$408K
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
2.58K+ 0.92% |
$198K - $219K
|
283K
$7.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
2.58KNew |
$198K - $219K
|
2.58K
$71.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.57KNew |
$198K - $219K
|
2.57K
$71.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.57K+ 97.6% |
$198K - $218K
|
5.2K
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2.56K+ 1.43% |
$197K - $218K
|
182K
$5.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.56K+ 6.66% |
$197K - $217K
|
40.9K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Consulate, Inc
|
BUY
|
- |
2.54K+ 0.99% |
$196K - $216K
|
261K
$7.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
2.54K+ 8.91% |
$196K - $216K
|
31.1K
$864K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.54K+ 65.3% |
$196K - $216K
|
6.44K
$179K
|
|
|
Oct 29, 2024
Q3 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.53KNew |
$195K - $215K
|
2.53K
$70.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
2.52KNew |
$194K - $215K
|
2.52K
$70.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
2.52K+ 2.97% |
$194K - $214K
|
87.2K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
2.51KNew |
$193K - $214K
|
2.51K
$69.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.51K+ 3.3% |
$193K - $214K
|
78.6K
$2.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.5KNew |
$193K - $213K
|
2.5K
$69.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
2.5KNew |
$193K - $213K
|
2.5K
$69.5K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
2.49K+ 6.43% |
$192K - $212K
|
41.2K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
2.49K+ 15.68% |
$192K - $212K
|
18.4K
$510K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.49KNew |
$192K - $212K
|
2.49K
$69.2K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.49K+ 2.55% |
$192K - $212K
|
100K
$2.78M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2.48K+ 1.29% |
$191K - $211K
|
195K
$5.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.47KNew |
$190K - $210K
|
2.47K
$68.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.47K+ 78.96% |
$190K - $210K
|
5.59K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.46KNew |
$189K - $209K
|
2.46K
$68.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
2.45K+ 21.1% |
$189K - $209K
|
14.1K
$391K
|
|
|
Feb 05, 2025
Q3 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.43KNew |
$187K - $206K
|
2.43K
$67.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.42KNew |
$186K - $206K
|
2.42K
$67.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.41K+ 2.05% |
$186K - $205K
|
120K
$3.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.4KNew |
$185K - $204K
|
2.4K
$66.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
2.39KNew |
$184K - $203K
|
2.39K
$66.4K
|