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 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
322+ 0.64% |
$24.8K - $27.4K
|
50.4K
$1.4M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
321+ 7.18% |
$24.7K - $27.3K
|
4.79K
$133K
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
308+ 3.98% |
$23.7K - $26.2K
|
8.04K
$223K
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
306+ 2.22% |
$23.6K - $26K
|
14.1K
$391K
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
305+ 4.48% |
$23.5K - $25.9K
|
7.12K
$198K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
300New |
$23.1K - $25.5K
|
300
$8.34K
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
300+ 5.18% |
$23.1K - $25.5K
|
6.09K
$169K
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
294+ 7.45% |
$22.6K - $25K
|
4.24K
$118K
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
293+ 1.2% |
$22.6K - $24.9K
|
24.8K
$688K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
288New |
$22.2K - $24.5K
|
288
$8K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
276+ 1.66% |
$21.3K - $23.5K
|
16.9K
$469K
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
275+ 1.78% |
$21.2K - $23.4K
|
15.8K
$438K
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
BUY
|
- |
273+ 1.85% |
$21K - $23.2K
|
15K
$418K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
266+ 4.84% |
$20.5K - $22.6K
|
5.76K
$160K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
264+ 1.83% |
$20.3K - $22.5K
|
14.7K
$408K
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
264+ 1.37% |
$20.3K - $22.5K
|
19.5K
$543K
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
260+ 0.9% |
$20K - $22.1K
|
29K
$806K
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
259+ 0.72% |
$19.9K - $22K
|
36.1K
$1M
|
|
Oct 07, 2024
Q3 2024
|
Exeter Financial, LLC
|
BUY
|
- |
257+ 0.48% |
$19.8K - $21.9K
|
54.1K
$1.5M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
256+ 5.99% |
$19.7K - $21.8K
|
4.53K
$126K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
252+ 0.57% |
$19.4K - $21.4K
|
44.4K
$1.23M
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
252+ 0.44% |
$19.4K - $21.4K
|
57.5K
$1.6M
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
247+ 1.97% |
$19K - $21K
|
12.8K
$355K
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
246+ 2.92% |
$18.9K - $20.9K
|
8.67K
$241K
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
246+ 1.51% |
$18.9K - $20.9K
|
16.6K
$460K
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
245+ 9.17% |
$18.9K - $20.8K
|
2.92K
$81K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
240+ 86.64% |
$18.5K - $20.4K
|
517
$14.4K
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
232+ 5.89% |
$17.9K - $19.7K
|
4.17K
$116K
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
225+ 7.36% |
$17.3K - $19.1K
|
3.28K
$91.3K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
220+ 7.4% |
$16.9K - $18.7K
|
3.19K
$88.7K
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
219+ 0.24% |
$16.9K - $18.6K
|
90.5K
$2.52M
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
215+ 0.87% |
$16.6K - $18.3K
|
24.8K
$690K
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
214+ 3.89% |
$16.5K - $18.2K
|
5.72K
$159K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
210+ 105.0% |
$16.2K - $17.9K
|
410
$11.4K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
209+ 1.98% |
$16.1K - $17.8K
|
10.8K
$300K
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
206+ 1.96% |
$15.9K - $17.5K
|
10.7K
$298K
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
202+ 0.28% |
$15.6K - $17.2K
|
72.7K
$2.02M
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
200New |
$15.4K - $17K
|
200
$5.56K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200+ 24.69% |
$15.4K - $17K
|
1.01K
$28.1K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
196+ 2.38% |
$15.1K - $16.7K
|
8.43K
$234K
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
196+ 3920.0% |
$15.1K - $16.7K
|
201
$5.59K
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
195+ 0.74% |
$15K - $16.6K
|
26.5K
$738K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
191+ 12.49% |
$14.7K - $16.2K
|
1.72K
$47.8K
|
|
Nov 07, 2024
Q3 2024
|
ETF Store, Inc.
|
BUY
|
- |
188+ 1.83% |
$14.5K - $16K
|
10.4K
$290K
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
188New |
$14.5K - $16K
|
188
$5.22K
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
187+ 1.95% |
$14.4K - $15.9K
|
9.8K
$272K
|
|
Nov 12, 2024
Q3 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
186+ 0.22% |
$14.3K - $15.8K
|
85.1K
$2.36M
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
185+ 4.25% |
$14.2K - $15.7K
|
4.54K
$126K
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
185+ 0.1% |
$14.2K - $15.7K
|
191K
$5.29M
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
179+ 6.27% |
$13.8K - $15.2K
|
3.03K
$84.3K
|