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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-387- 8.62% |
$29.8K - $32.9K
|
4.1K
$114K
|
|
|
Nov 05, 2024
Q3 2024
|
Barnett & Company, Inc.
|
SELL
|
- |
-393- 3.65% |
$30.3K - $33.4K
|
10.4K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-395- 3.81% |
$30.4K - $33.6K
|
9.97K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-398- 1.19% |
$30.7K - $33.9K
|
32.9K
$916K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-399- 9.39% |
$30.7K - $33.9K
|
3.85K
$107K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-400- 14.33% |
$30.8K - $34K
|
2.39K
$66.4K
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-403- 0.72% |
$31K - $34.3K
|
55.4K
$1.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-412- 1.94% |
$31.7K - $35K
|
20.8K
$578K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-422- 69.87% |
$32.5K - $35.9K
|
182
$5.06K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-425- 4.28% |
$32.7K - $36.2K
|
9.51K
$264K
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-433- 1.99% |
$33.3K - $36.8K
|
21.3K
$592K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-449- 1.85% |
$34.6K - $38.2K
|
23.8K
$661K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-455- 3.01% |
$35K - $38.7K
|
14.6K
$407K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-466- 2.61% |
$35.9K - $39.6K
|
17.4K
$484K
|
|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
SELL
|
- |
-471- 0.74% |
$36.3K - $40.1K
|
63.5K
$1.76M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-477- 3.94% |
$36.7K - $40.6K
|
11.6K
$323K
|
|
|
Oct 17, 2024
Q3 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-477- 5.89% |
$36.7K - $40.6K
|
7.62K
$212K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
SELL
|
- |
-494- 4.52% |
$38K - $42K
|
10.4K
$290K
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-494- 4.52% |
$38K - $42K
|
10.4K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-494- 2.12% |
$38K - $42K
|
22.8K
$634K
|
|
|
Oct 29, 2024
Q3 2024
|
Outfitter Financial LLC
|
SELL
|
- |
-495- 2.68% |
$38.1K - $42.1K
|
18K
$499K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-497- 3.81% |
$38.3K - $42.3K
|
12.5K
$348K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-500- 12.5% |
$38.5K - $42.5K
|
3.5K
$97.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-501- 0.18% |
$38.6K - $42.6K
|
282K
$7.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-502- 9.05% |
$38.7K - $42.7K
|
5.05K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-517- 1.61% |
$39.8K - $44K
|
31.5K
$875K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-518- 2.43% |
$39.9K - $44.1K
|
20.8K
$577K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-531- 11.36% |
$40.9K - $45.2K
|
4.14K
$115K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-540- 17.72% |
$41.6K - $45.9K
|
2.51K
$69.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-544- 1.08% |
$41.9K - $46.3K
|
49.6K
$1.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-545- 17.17% |
$42K - $46.4K
|
2.63K
$73.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-557- 3.2% |
$42.9K - $47.4K
|
16.8K
$468K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-579- 3.67% |
$44.6K - $49.2K
|
15.2K
$422K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-582- 3.14% |
$44.8K - $49.5K
|
18K
$499K
|
|
|
Oct 09, 2024
Q3 2024
|
Madden Securities Corp
|
SELL
|
- |
-590- 0.57% |
$45.4K - $50.2K
|
102K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-590- 2.04% |
$45.4K - $50.2K
|
28.3K
$786K
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-607- 13.4% |
$46.8K - $51.6K
|
3.92K
$109K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-609- 17.83% |
$46.9K - $51.8K
|
2.81K
$78K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-609- 17.64% |
$46.9K - $51.8K
|
2.84K
$79K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-610- 11.29% |
$47K - $51.9K
|
4.8K
$133K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-622- 10.78% |
$47.9K - $52.9K
|
5.15K
$143K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-624- 5.82% |
$48.1K - $53.1K
|
10.1K
$280K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-631- 2.0% |
$48.6K - $53.7K
|
30.9K
$860K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-634- 2.92% |
$48.8K - $53.9K
|
21.1K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-637- 8.6% |
$49.1K - $54.2K
|
6.77K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-639- 5.94% |
$49.2K - $54.4K
|
10.1K
$281K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-641- 6.65% |
$49.4K - $54.5K
|
9K
$250K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-647- 13.73% |
$49.8K - $55K
|
4.07K
$113K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-652- 0.52% |
$50.2K - $55.5K
|
125K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-657- 4.75% |
$50.6K - $55.9K
|
13.2K
$367K
|