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 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 2.31% |
$134K - $148K
|
73.8K
$2.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 7.7% |
$135K - $149K
|
21.1K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.76K- 2.66% |
$136K - $150K
|
64.6K
$1.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.84K- 6.91% |
$141K - $156K
|
24.7K
$687K
|
|
|
Nov 12, 2024
Q3 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.9K- 29.01% |
$146K - $162K
|
4.66K
$129K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-1.91K- 3.73% |
$147K - $162K
|
49.1K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.91K- 3.95% |
$147K - $162K
|
46.3K
$1.29M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-1.95K- 0.23% |
$150K - $166K
|
840K
$23.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-1.95K- 22.2% |
$150K - $166K
|
6.84K
$190K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.96K- 7.26% |
$151K - $166K
|
25K
$694K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.98K- 6.01% |
$152K - $168K
|
30.9K
$860K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.98K- 2.39% |
$152K - $168K
|
80.9K
$2.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2K- 8.12% |
$154K - $170K
|
22.6K
$629K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.01K- 20.59% |
$155K - $171K
|
7.74K
$215K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.02K- 2.79% |
$156K - $172K
|
70.2K
$1.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.06K- 13.69% |
$158K - $175K
|
13K
$361K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.06K- 1.39% |
$158K - $175K
|
146K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-2.11K- 16.33% |
$163K - $179K
|
10.8K
$301K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.14K- 1.89% |
$165K - $182K
|
111K
$3.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.15K- 20.73% |
$165K - $182K
|
8.2K
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.15K- 2.61% |
$165K - $183K
|
80.2K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.16K- 9.85% |
$166K - $183K
|
19.7K
$549K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-2.17K- 1.69% |
$167K - $185K
|
127K
$3.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.18K- 4.4% |
$168K - $186K
|
47.5K
$1.32M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.2K- 23.52% |
$169K - $187K
|
7.14K
$198K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.21K- 9.16% |
$170K - $188K
|
21.9K
$608K
|
|
|
Nov 05, 2024
Q3 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-2.23K- 5.52% |
$172K - $190K
|
38.2K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-2.24K- 12.98% |
$173K - $191K
|
15K
$418K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-2.26K- 51.91% |
$174K - $192K
|
2.09K
$58.1K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-2.28K- 11.6% |
$176K - $194K
|
17.4K
$483K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-2.33K- 0.98% |
$179K - $198K
|
234K
$6.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.42K- 37.39% |
$186K - $206K
|
4.05K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.52K- 6.52% |
$194K - $214K
|
36.1K
$1M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-2.57K- 2.21% |
$198K - $219K
|
114K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.6K- 0.07% |
$200K - $221K
|
3.93M
$109M
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.62K- 3.62% |
$201K - $222K
|
69.7K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-2.63K- 15.86% |
$202K - $223K
|
13.9K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.63K- 3.95% |
$202K - $224K
|
64K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-2.7K- 23.98% |
$208K - $230K
|
8.56K
$238K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-2.71K- 4.83% |
$209K - $231K
|
53.5K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.74K- 7.63% |
$211K - $233K
|
33.2K
$923K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-2.77K- 14.56% |
$214K - $236K
|
16.3K
$452K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.79K- 54.06% |
$215K - $237K
|
2.37K
$65.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.8K- 6.72% |
$216K - $238K
|
38.9K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.84K- 33.04% |
$219K - $241K
|
5.75K
$160K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.86K- 15.58% |
$220K - $243K
|
15.5K
$431K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.87K- 9.87% |
$221K - $244K
|
26.2K
$729K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.95K- 8.09% |
$227K - $251K
|
33.5K
$930K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.01K- 9.5% |
$232K - $256K
|
28.7K
$797K
|
|
|
Nov 12, 2024
Q3 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-3.05K- 1.75% |
$235K - $259K
|
171K
$4.76M
|