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 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 2.94% |
$154 - $170
|
70
$1.95K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
2+ 0.03% |
$154 - $170
|
7.83K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.07% |
$154 - $170
|
2.96K
$82.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$77 - $85.1
|
49.2K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
1+ 2.04% |
$77 - $85.1
|
50
$1.39K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.64% |
$77 - $85.1
|
62
$1.72K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1+ 0.01% |
$77 - $85.1
|
6.73K
$187K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1+ 0.04% |
$77 - $85.1
|
2.25K
$62.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
1+ 1.11% |
$77 - $85.1
|
91
$2.53K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
1+ 0.01% |
$77 - $85.1
|
13K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
1+ 0.85% |
$77 - $85.1
|
119
$3.31K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1- -0.0% |
$77 - $85.1
|
58.1K
$1.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1- 0.03% |
$77 - $85.1
|
3.5K
$97.3K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1- 0.01% |
$77 - $85.1
|
11.5K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-5- 0.07% |
$385 - $425
|
7.36K
$205K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-6- 0.14% |
$462 - $510
|
4.19K
$116K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6- 0.11% |
$462 - $510
|
5.55K
$154K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 3.59% |
$616 - $680
|
215
$5.97K
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-11- 0.22% |
$847 - $936
|
5.05K
$140K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-12- 0.12% |
$924 - $1.02K
|
10.4K
$288K
|
|
|
Oct 21, 2024
Q3 2024
|
Palouse Capital Management, Inc.
|
SELL
|
- |
-12- 0.78% |
$924 - $1.02K
|
1.52K
$42.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-12- 0.33% |
$924 - $1.02K
|
3.59K
$99.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-13- 0.02% |
$1K - $1.11K
|
77.6K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Tenret CO LLC
|
SELL
|
- |
-13- 0.37% |
$1K - $1.11K
|
3.48K
$96.6K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-14- 4.43% |
$1.08K - $1.19K
|
302
$8.39K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-15- 0.16% |
$1.16K - $1.28K
|
9.63K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-22- 0.46% |
$1.69K - $1.87K
|
4.77K
$133K
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-23- 0.85% |
$1.77K - $1.96K
|
2.67K
$74.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-25- 0.23% |
$1.93K - $2.13K
|
11K
$307K
|
|
|
Oct 28, 2024
Q3 2024
|
Omc Financial Services LTD
Dewitt, NY |
SELL
|
- |
-25- 0.36% |
$1.93K - $2.13K
|
6.83K
$190K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-25Closed |
$1.93K - $2.13K
|
0
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Synergy Financial Group, LTD
|
SELL
|
- |
-25- 0.94% |
$1.93K - $2.13K
|
2.64K
$73.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-26- 0.99% |
$2K - $2.21K
|
2.61K
$72.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-28- 0.13% |
$2.16K - $2.38K
|
21.8K
$606K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-30- 0.47% |
$2.31K - $2.55K
|
6.39K
$178K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-31- 0.47% |
$2.39K - $2.64K
|
6.6K
$183K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-33- 0.82% |
$2.54K - $2.81K
|
3.97K
$110K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-38- 0.6% |
$2.93K - $3.23K
|
6.27K
$174K
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-40- 0.42% |
$3.08K - $3.4K
|
9.52K
$265K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-40- 1.45% |
$3.08K - $3.4K
|
2.72K
$75.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-44- 0.58% |
$3.39K - $3.74K
|
7.6K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-47- 1.49% |
$3.62K - $4K
|
3.1K
$86.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-48- 1.02% |
$3.7K - $4.08K
|
4.64K
$129K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-50- 22.12% |
$3.85K - $4.25K
|
176
$4.89K
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-50- 1.22% |
$3.85K - $4.25K
|
4.06K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-53- 0.7% |
$4.08K - $4.51K
|
7.49K
$208K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-55- 2.64% |
$4.24K - $4.68K
|
2.03K
$56.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-57- 0.84% |
$4.39K - $4.85K
|
6.73K
$187K
|
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-58- 0.37% |
$4.47K - $4.93K
|
15.4K
$429K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-59- 1.32% |
$4.54K - $5.02K
|
4.42K
$123K
|