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
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
40.3K+ 9.38% |
$3.1M - $3.43M
|
470K
$13M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
40.2K+ 44.59% |
$3.1M - $3.42M
|
130K
$3.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.6K+ 0.68% |
$3.05M - $3.37M
|
5.89M
$163M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
39.1K+ 4.86% |
$3.01M - $3.32M
|
843K
$23.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
36.9K+ 7.11% |
$2.84M - $3.14M
|
556K
$15.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
36.9K+ 54.53% |
$2.84M - $3.14M
|
104K
$2.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
36.8K+ 16.33% |
$2.84M - $3.13M
|
262K
$7.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
36K+ 32.57% |
$2.77M - $3.06M
|
147K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.3K+ 173.22% |
$2.72M - $3M
|
55.7K
$1.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
34.9K+ 9.73% |
$2.69M - $2.97M
|
394K
$10.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
34K+ 17.08% |
$2.62M - $2.89M
|
233K
$6.47M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
33.7K+ 14.87% |
$2.59M - $2.86M
|
260K
$7.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
33.4K+ 2063.8% |
$2.57M - $2.84M
|
35K
$972K
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
33.4K+ 15.42% |
$2.57M - $2.84M
|
250K
$6.94M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
33.3K+ 49.78% |
$2.56M - $2.83M
|
100K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
33.3KNew |
$2.56M - $2.83M
|
33.3K
$923K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
33KNew |
$2.54M - $2.81M
|
33K
$916K
|
|
|
Oct 09, 2024
Q3 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
32.7K+ 9.24% |
$2.52M - $2.78M
|
387K
$10.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
32.6KNew |
$2.51M - $2.77M
|
32.6K
$905K
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
32.6KNew |
$2.51M - $2.77M
|
32.6K
$905K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
32.4K+ 140.83% |
$2.49M - $2.75M
|
55.3K
$1.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31.9K+ 123.37% |
$2.45M - $2.71M
|
57.7K
$1.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
31.7K+ 273.49% |
$2.44M - $2.7M
|
43.3K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
31.7K+ 196.08% |
$2.44M - $2.69M
|
47.8K
$1.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
31.5KNew |
$2.43M - $2.68M
|
31.5K
$875K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
31.5K+ 64.51% |
$2.43M - $2.68M
|
80.4K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
30.6K+ 5.96% |
$2.36M - $2.61M
|
544K
$15.1M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
30.3K+ 6.29% |
$2.33M - $2.57M
|
512K
$14.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
30K+ 24.66% |
$2.31M - $2.55M
|
152K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
29.7K+ 12.97% |
$2.29M - $2.53M
|
259K
$7.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
29.2K+ 93.25% |
$2.25M - $2.49M
|
60.5K
$1.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
28.9K+ 4.59% |
$2.22M - $2.46M
|
657K
$18.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
28.4K+ 9.24% |
$2.18M - $2.41M
|
335K
$9.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27.1K+ 114.16% |
$2.09M - $2.31M
|
50.9K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
27K+ 12.7% |
$2.08M - $2.3M
|
240K
$6.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
26.6KNew |
$2.05M - $2.26M
|
26.6K
$737K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
26.3K+ 196.95% |
$2.03M - $2.24M
|
39.7K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
26.3K+ 10.27% |
$2.03M - $2.24M
|
282K
$7.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
26.1K+ 2.21% |
$2.01M - $2.22M
|
1.21M
$33.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
25.8K+ 40.2% |
$1.99M - $2.2M
|
90.1K
$2.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25.8K+ 2.58% |
$1.99M - $2.19M
|
1.03M
$28.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
25.7K+ 49.17% |
$1.98M - $2.19M
|
78.1K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
25.6K+ 9.41% |
$1.97M - $2.18M
|
298K
$8.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
25.4K+ 148.1% |
$1.95M - $2.16M
|
42.5K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
25K+ 20.63% |
$1.92M - $2.12M
|
146K
$4.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.5K+ 1.86% |
$1.89M - $2.08M
|
1.34M
$37.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
24K+ 5.01% |
$1.85M - $2.04M
|
503K
$14M
|
|
|
Jan 08, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
24K+ 206.58% |
$1.85M - $2.04M
|
35.6K
$988K
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
23.4K+ 11.22% |
$1.8M - $1.99M
|
232K
$6.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
23.2K+ 217.08% |
$1.79M - $1.98M
|
34K
$942K
|