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 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
9.32KNew |
$718K - $792K
|
9.32K
$259K
|
|
|
Nov 08, 2024
Q3 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
9.3KNew |
$717K - $791K
|
9.3K
$258K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
9.2K+ 5.07% |
$709K - $783K
|
191K
$5.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
9.09K+ 229.83% |
$700K - $773K
|
13K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
9.05K+ 5.47% |
$697K - $770K
|
175K
$4.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
9.01K+ 91.53% |
$694K - $766K
|
18.8K
$523K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9K+ 29.89% |
$693K - $765K
|
39.1K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
8.97K+ 1.67% |
$691K - $763K
|
547K
$15.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
8.8K+ 3.6% |
$678K - $749K
|
253K
$7.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
8.76K+ 0.74% |
$675K - $745K
|
1.19M
$32.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8.6K+ 3.66% |
$662K - $732K
|
244K
$6.77M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
8.58K+ 10.71% |
$661K - $730K
|
88.7K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.45K+ 1.86% |
$651K - $719K
|
462K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
8.38KNew |
$645K - $713K
|
8.38K
$233K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.23KNew |
$634K - $700K
|
8.23K
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8.19K+ 20.12% |
$630K - $696K
|
48.9K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
8.1K+ 3.04% |
$624K - $689K
|
274K
$7.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
8.05K+ 12.75% |
$620K - $684K
|
71.1K
$1.97M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.98K+ 6.91% |
$615K - $679K
|
123K
$3.43M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
7.97KNew |
$614K - $678K
|
7.97K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.94K+ 2.38% |
$612K - $676K
|
341K
$9.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
7.88K+ 7.7% |
$607K - $670K
|
110K
$3.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
7.79K+ 3.05% |
$600K - $663K
|
263K
$7.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
7.78K+ 14.94% |
$599K - $661K
|
59.8K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7.74K+ 7.21% |
$596K - $659K
|
115K
$3.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
7.66K+ 1.89% |
$590K - $651K
|
413K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
7.62KNew |
$587K - $648K
|
7.62K
$211K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.6K+ 5.87% |
$585K - $646K
|
137K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
7.51K+ 127.69% |
$579K - $639K
|
13.4K
$372K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
7.3KNew |
$562K - $621K
|
7.3K
$203K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
7.29K+ 6.39% |
$561K - $620K
|
121K
$3.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
7.23K+ 3.91% |
$557K - $615K
|
192K
$5.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.23K+ 30.49% |
$557K - $615K
|
30.9K
$859K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
7.18K+ 13.97% |
$553K - $611K
|
58.6K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.18K+ 4.17% |
$553K - $610K
|
179K
$4.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
7.08K+ 10.16% |
$545K - $602K
|
76.7K
$2.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.93K+ 11.68% |
$534K - $590K
|
66.3K
$1.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
6.9K+ 5.04% |
$531K - $587K
|
144K
$3.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
6.88K+ 50.24% |
$530K - $585K
|
20.6K
$571K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.82K+ 7.11% |
$525K - $580K
|
103K
$2.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.81K+ 4.91% |
$525K - $579K
|
145K
$4.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
6.8KNew |
$523K - $578K
|
6.8K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.75K+ 0.41% |
$519K - $574K
|
1.64M
$45.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
6.72K+ 7.09% |
$517K - $571K
|
101K
$2.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
6.6KNew |
$508K - $561K
|
6.6K
$183K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.59K+ 5.01% |
$507K - $560K
|
138K
$3.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
6.55K+ 5.78% |
$504K - $557K
|
120K
$3.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.55K+ 1.81% |
$504K - $557K
|
368K
$10.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
6.49K+ 2.07% |
$500K - $552K
|
321K
$8.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
6.45K+ 85.19% |
$497K - $548K
|
14K
$389K
|