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 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
77+ 1.25% |
$5.93K - $6.55K
|
6.22K
$173K
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
77+ 0.17% |
$5.93K - $6.55K
|
45.1K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
76+ 1.66% |
$5.85K - $6.46K
|
4.64K
$129K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
76+ 1.76% |
$5.85K - $6.46K
|
4.38K
$122K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
75+ 2.84% |
$5.78K - $6.38K
|
2.72K
$75.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
72+ 1.0% |
$5.55K - $6.12K
|
7.27K
$202K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
70+ 1.4% |
$5.39K - $5.95K
|
5.07K
$141K
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
69+ 1.07% |
$5.31K - $5.87K
|
6.5K
$181K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
65+ 1.64% |
$5.01K - $5.53K
|
4.03K
$112K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
63+ 1.22% |
$4.85K - $5.36K
|
5.22K
$145K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
63+ 1.97% |
$4.85K - $5.36K
|
3.27K
$90.8K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
62+ 29.81% |
$4.78K - $5.27K
|
270
$7.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
62+ 1.95% |
$4.78K - $5.27K
|
3.25K
$90.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
62+ 0.39% |
$4.78K - $5.27K
|
15.8K
$439K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
60+ 0.17% |
$4.62K - $5.1K
|
35.9K
$997K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
60+ 0.95% |
$4.62K - $5.1K
|
6.39K
$178K
|
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
60+ 0.5% |
$4.62K - $5.1K
|
12K
$332K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
60+ 1.94% |
$4.62K - $5.1K
|
3.16K
$87.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
58+ 0.02% |
$4.47K - $4.93K
|
267K
$7.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
58New |
$4.47K - $4.93K
|
58
$1.61K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
56+ 1.85% |
$4.31K - $4.76K
|
3.08K
$85.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
55+ 1.76% |
$4.24K - $4.68K
|
3.19K
$88.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
55+ 1.49% |
$4.24K - $4.68K
|
3.76K
$104K
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
54+ 0.69% |
$4.16K - $4.59K
|
7.91K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
54New |
$4.16K - $4.59K
|
54
$1.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
53+ 0.79% |
$4.08K - $4.51K
|
6.8K
$189K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
53+ 0.44% |
$4.08K - $4.51K
|
12K
$334K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
53+ 1.95% |
$4.08K - $4.51K
|
2.77K
$77.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
52+ 0.91% |
$4.01K - $4.42K
|
5.78K
$161K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
52+ 1.97% |
$4.01K - $4.42K
|
2.69K
$74.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
51+ 1.69% |
$3.93K - $4.34K
|
3.08K
$85.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
50+ 0.33% |
$3.85K - $4.25K
|
15.4K
$427K
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
BUY
|
- |
50New |
$3.85K - $4.25K
|
50
$1.39K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
46+ 9.91% |
$3.54K - $3.91K
|
510
$14.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
45+ 0.59% |
$3.47K - $3.83K
|
7.73K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
45+ 0.16% |
$3.47K - $3.83K
|
28.5K
$792K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
43+ 0.12% |
$3.31K - $3.66K
|
35.4K
$983K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
43+ 716.67% |
$3.31K - $3.66K
|
49
$1.36K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
41New |
$3.16K - $3.49K
|
41
$1.14K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
36+ 0.58% |
$2.77K - $3.06K
|
6.21K
$173K
|
|
|
Oct 15, 2024
Q3 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
36+ 1.84% |
$2.77K - $3.06K
|
1.99K
$55.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
35+ 0.25% |
$2.7K - $2.98K
|
14.1K
$391K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
35+ 0.54% |
$2.7K - $2.98K
|
6.54K
$182K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
31+ 0.68% |
$2.39K - $2.64K
|
4.6K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31New |
$2.39K - $2.64K
|
31
$861
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
31New |
$2.39K - $2.64K
|
31
$861
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
30+ 1.24% |
$2.31K - $2.55K
|
2.45K
$68.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
29+ 8.29% |
$2.23K - $2.47K
|
379
$10.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
28+ 0.11% |
$2.16K - $2.38K
|
25.2K
$699K
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
27+ 0.54% |
$2.08K - $2.3K
|
5.03K
$140K
|