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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-3.07K- 15.17% |
$236K - $261K
|
17.2K
$477K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-3.13K- 9.82% |
$241K - $267K
|
28.8K
$800K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.23K- 49.49% |
$248K - $274K
|
3.29K
$91.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-3.25K- 2.59% |
$250K - $276K
|
122K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.26K- 31.09% |
$251K - $277K
|
7.23K
$201K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.35K- 1.18% |
$258K - $285K
|
280K
$7.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-3.39K- 9.24% |
$261K - $288K
|
33.3K
$926K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.47K- 28.45% |
$267K - $295K
|
8.73K
$242K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.49K- 5.47% |
$268K - $296K
|
60.3K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Orcam Financial Group
Encinitas, CA |
SELL
|
- |
-3.49K- 21.32% |
$269K - $297K
|
12.9K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.53K- 3.5% |
$272K - $301K
|
97.3K
$2.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-3.57K- 52.59% |
$275K - $303K
|
3.22K
$89.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.58K- 4.17% |
$276K - $304K
|
82.1K
$2.28M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-3.58K- 4.79% |
$276K - $305K
|
71.2K
$1.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-3.6K- 2.59% |
$277K - $306K
|
135K
$3.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.6K- 39.53% |
$278K - $306K
|
5.51K
$153K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.75K- 8.74% |
$289K - $319K
|
39.2K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.76K- 14.14% |
$289K - $319K
|
22.8K
$634K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-3.84K- 98.36% |
$296K - $326K
|
64
$1.78K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.96K- 8.49% |
$305K - $337K
|
42.7K
$1.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-3.97K- 93.41% |
$306K - $338K
|
280
$7.78K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3.98K- 73.1% |
$306K - $338K
|
1.46K
$40.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-4.01K- 40.58% |
$309K - $341K
|
5.87K
$163K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-4.03K- 6.82% |
$311K - $343K
|
55.1K
$1.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-4.09K- 15.62% |
$315K - $348K
|
22.1K
$615K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-4.19K- 19.03% |
$323K - $357K
|
17.8K
$496K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-4.28K- 1.18% |
$329K - $364K
|
359K
$9.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.3K- 6.59% |
$331K - $366K
|
61K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-4.44K- 8.76% |
$342K - $377K
|
46.2K
$1.28M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.44K- 23.66% |
$342K - $377K
|
14.3K
$398K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.44K- 2.9% |
$342K - $378K
|
149K
$4.13M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.47K- 4.81% |
$345K - $380K
|
88.6K
$2.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-4.5K- 28.01% |
$347K - $383K
|
11.6K
$321K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-4.6K- 33.67% |
$354K - $391K
|
9.06K
$252K
|
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-4.7K- 3.61% |
$362K - $400K
|
125K
$3.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.8K- 26.2% |
$370K - $409K
|
13.5K
$376K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.83K- 1.92% |
$372K - $411K
|
247K
$6.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-4.91K- 1.36% |
$378K - $417K
|
357K
$9.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-4.91K- 22.59% |
$378K - $418K
|
16.8K
$468K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-4.93K- 5.88% |
$380K - $420K
|
79K
$2.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5.03K- 8.74% |
$387K - $428K
|
52.5K
$1.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-5.24K- 12.06% |
$403K - $445K
|
38.2K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.24K- 0.45% |
$403K - $446K
|
1.15M
$32.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-5.49K- 5.14% |
$423K - $467K
|
101K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.57K- 9.42% |
$429K - $473K
|
53.5K
$1.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-5.72K- 25.13% |
$441K - $487K
|
17K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.13K- 5.02% |
$472K - $521K
|
116K
$3.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-6.27K- 3.32% |
$483K - $533K
|
182K
$5.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-6.4K- 15.7% |
$493K - $544K
|
34.3K
$954K
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6.45K- 23.16% |
$496K - $548K
|
21.4K
$594K
|