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 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.01K- 1.97% |
$78K - $86.2K
|
50.5K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.02K- 28.77% |
$78.2K - $86.3K
|
2.51K
$69.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.04K- 1.7% |
$80.2K - $88.5K
|
60.3K
$1.67M
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.05K- 1.51% |
$80.9K - $89.3K
|
68.4K
$1.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.05K- 2.97% |
$80.9K - $89.3K
|
34.3K
$952K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.07K- 11.33% |
$82.3K - $90.9K
|
8.37K
$233K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.09K- 2.58% |
$83.9K - $92.6K
|
41K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-1.09K- 3.16% |
$84.2K - $93K
|
33.5K
$930K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.09K- 1.7% |
$84.3K - $93.1K
|
63.1K
$1.75M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.1K- 2.4% |
$84.7K - $93.6K
|
44.8K
$1.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-1.11K- 6.29% |
$85.2K - $94.1K
|
16.5K
$458K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.11K- 88.67% |
$85.6K - $94.5K
|
142
$3.95K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.11K- 6.25% |
$85.6K - $94.5K
|
16.7K
$463K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.12K- 4.2% |
$85.9K - $94.8K
|
25.5K
$707K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.12K- 2.7% |
$86.1K - $95.1K
|
40.4K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-1.14K- 3.12% |
$87.6K - $96.8K
|
35.4K
$983K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.15K- 16.78% |
$88.8K - $98.1K
|
5.72K
$159K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.16K- 4.8% |
$89.6K - $98.9K
|
23K
$641K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.18K- 98.99% |
$90.9K - $100K
|
12
$333
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-1.2K- 2.91% |
$92.5K - $102K
|
40K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.2K- 54.6% |
$92.7K - $102K
|
1K
$27.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.23K- 4.36% |
$94.9K - $105K
|
27.1K
$752K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.25K- 1.16% |
$96.1K - $106K
|
106K
$2.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.26K- 12.89% |
$96.8K - $107K
|
8.49K
$236K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.26K- 6.72% |
$97K - $107K
|
17.5K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-1.27K- 6.8% |
$98K - $108K
|
17.4K
$485K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.32K- 0.2% |
$102K - $113K
|
671K
$18.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.36K- 17.78% |
$105K - $116K
|
6.28K
$175K
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-1.37K- 25.98% |
$106K - $117K
|
3.91K
$109K
|
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.4K- 2.21% |
$108K - $119K
|
62K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.41K- 1.91% |
$108K - $120K
|
72.3K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.44K- 4.42% |
$111K - $122K
|
31.1K
$865K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.45K- 1.76% |
$112K - $123K
|
81K
$2.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.45K- 31.9% |
$112K - $124K
|
3.1K
$86.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.45K- 3.39% |
$112K - $124K
|
41.4K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.45K- 0.12% |
$112K - $124K
|
1.24M
$34.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.46K- 2.06% |
$112K - $124K
|
69.4K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.48K- 2.25% |
$114K - $126K
|
64.6K
$1.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.51K- 27.11% |
$116K - $128K
|
4.06K
$113K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.53K- 7.74% |
$117K - $130K
|
18.2K
$505K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.56K- 7.34% |
$120K - $132K
|
19.6K
$546K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.57K- 0.75% |
$121K - $133K
|
207K
$5.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.58K- 1.36% |
$122K - $134K
|
114K
$3.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.59K- 1.55% |
$123K - $136K
|
101K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.61K- 21.13% |
$124K - $137K
|
6.01K
$167K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-1.63K- 1.5% |
$125K - $138K
|
107K
$2.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.66K- 0.41% |
$128K - $141K
|
407K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.67K- 1.4% |
$129K - $142K
|
117K
$3.26M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-1.67K- 6.29% |
$129K - $142K
|
24.9K
$693K
|
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.74K- 19.16% |
$134K - $148K
|
7.32K
$203K
|