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 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-60- 0.39% |
$4.62K - $5.1K
|
15.5K
$430K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-61- 0.72% |
$4.7K - $5.19K
|
8.46K
$235K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-67- 0.11% |
$5.16K - $5.7K
|
60.9K
$1.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-68- 0.72% |
$5.24K - $5.78K
|
9.39K
$261K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-70- 0.69% |
$5.39K - $5.95K
|
10K
$279K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-70- 2.51% |
$5.39K - $5.95K
|
2.72K
$75.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-71- 1.39% |
$5.47K - $6.04K
|
5.05K
$140K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-71- 2.19% |
$5.47K - $6.04K
|
3.17K
$88.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-75- 1.88% |
$5.78K - $6.38K
|
3.93K
$109K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-77- 24.06% |
$5.93K - $6.55K
|
243
$6.75K
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-77- 0.23% |
$5.93K - $6.55K
|
33.6K
$934K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-80- 22.54% |
$6.16K - $6.8K
|
275
$7.64K
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-81- 0.42% |
$6.24K - $6.89K
|
19.2K
$534K
|
|
|
Feb 13, 2025
Q3 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-83- 1.48% |
$6.39K - $7.06K
|
5.54K
$154K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-85- 2.57% |
$6.55K - $7.23K
|
3.22K
$89.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-86- 1.21% |
$6.62K - $7.32K
|
7.01K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-92- 1.17% |
$7.09K - $7.83K
|
7.78K
$216K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-94- 0.31% |
$7.24K - $8K
|
30.6K
$850K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-97- 1.33% |
$7.47K - $8.25K
|
7.18K
$200K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-100- 2.06% |
$7.7K - $8.51K
|
4.75K
$132K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-110- 1.03% |
$8.47K - $9.36K
|
10.6K
$294K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-115- 34.85% |
$8.86K - $9.78K
|
215
$5.97K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-121- 3.78% |
$9.32K - $10.3K
|
3.08K
$85.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-125- 3.35% |
$9.63K - $10.6K
|
3.61K
$100K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-126- 0.55% |
$9.7K - $10.7K
|
22.8K
$634K
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-128- 1.37% |
$9.86K - $10.9K
|
9.19K
$255K
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
SELL
|
- |
-132- 48.71% |
$10.2K - $11.2K
|
139
$3.86K
|
|
|
Nov 01, 2024
Q3 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-135- 0.04% |
$10.4K - $11.5K
|
328K
$9.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-139- 1.09% |
$10.7K - $11.8K
|
12.6K
$349K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-142- 0.92% |
$10.9K - $12.1K
|
15.2K
$423K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-143- 1.01% |
$11K - $12.2K
|
14K
$388K
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-144- 0.73% |
$11.1K - $12.2K
|
19.5K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-145- 1.83% |
$11.2K - $12.3K
|
7.77K
$216K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-158- 96.93% |
$12.2K - $13.4K
|
5
$139
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-162- 77.14% |
$12.5K - $13.8K
|
48
$1.33K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-165- 0.34% |
$12.7K - $14K
|
48.6K
$1.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-165- 6.17% |
$12.7K - $14K
|
2.51K
$69.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-178- 2.08% |
$13.7K - $15.1K
|
8.4K
$233K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-182- 0.65% |
$14K - $15.5K
|
27.9K
$776K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-183- 2.15% |
$14.1K - $15.6K
|
8.31K
$231K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-186- 4.69% |
$14.3K - $15.8K
|
3.78K
$105K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-187- 5.36% |
$14.4K - $15.9K
|
3.3K
$91.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-188- 2.79% |
$14.5K - $16K
|
6.54K
$182K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-188- 2.36% |
$14.5K - $16K
|
7.77K
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-188- 6.76% |
$14.5K - $16K
|
2.59K
$72K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-189- 1.45% |
$14.6K - $16.1K
|
12.8K
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-191- 2.45% |
$14.7K - $16.2K
|
7.61K
$211K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-193- 20.42% |
$14.9K - $16.4K
|
752
$20.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-195- 17.27% |
$15K - $16.6K
|
934
$26K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-198- 16.45% |
$15.2K - $16.8K
|
1.01K
$28K
|