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 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
6.43K+ 70.96% |
$495K - $547K
|
15.5K
$430K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
6.39K+ 6.73% |
$492K - $543K
|
101K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
6.38K+ 5.09% |
$492K - $543K
|
132K
$3.66M
|
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
6.27K+ 117.56% |
$483K - $534K
|
11.6K
$322K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
6.18K+ 37.64% |
$476K - $525K
|
22.6K
$627K
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
6.16K+ 7.33% |
$474K - $524K
|
90.2K
$2.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
6.11K+ 216.24% |
$471K - $520K
|
8.94K
$248K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.11K+ 73.52% |
$471K - $520K
|
14.4K
$400K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
6.1KNew |
$470K - $519K
|
6.1K
$169K
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
6.05K+ 6.1% |
$466K - $514K
|
105K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.04K+ 17.44% |
$465K - $514K
|
40.7K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6.03K+ 185.91% |
$465K - $513K
|
9.28K
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
BUY
|
- |
6.01K+ 15.96% |
$463K - $511K
|
43.7K
$1.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
5.96K+ 1.49% |
$459K - $507K
|
406K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.96KNew |
$459K - $507K
|
5.96K
$165K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.88K+ 4.73% |
$453K - $500K
|
130K
$3.62M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.88K+ 2.25% |
$453K - $500K
|
267K
$7.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.88K+ 12.2% |
$453K - $500K
|
54.1K
$1.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
5.84K+ 7.45% |
$450K - $497K
|
84.2K
$2.34M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
5.84K+ 8.66% |
$450K - $497K
|
73.2K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.81K+ 5.9% |
$448K - $494K
|
104K
$2.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.78K+ 3.7% |
$445K - $492K
|
162K
$4.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.76K+ 12.34% |
$444K - $490K
|
52.5K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.66K+ 5.0% |
$436K - $482K
|
119K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
5.64K+ 16.73% |
$434K - $479K
|
39.3K
$1.09M
|
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
5.55K+ 4.45% |
$427K - $472K
|
130K
$3.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
5.53K+ 2.58% |
$426K - $470K
|
219K
$6.09M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.52KNew |
$425K - $469K
|
5.52K
$153K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
5.45K+ 5.5% |
$420K - $463K
|
104K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.44K+ 6.32% |
$419K - $462K
|
91.5K
$2.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
5.43K+ 15.91% |
$418K - $462K
|
39.6K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
5.43K+ 31.57% |
$418K - $462K
|
22.6K
$628K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5.38K+ 174.22% |
$414K - $458K
|
8.47K
$235K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
5.32KNew |
$410K - $452K
|
5.32K
$148K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
5.27K+ 300.46% |
$406K - $448K
|
7.02K
$195K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.27K+ 57.51% |
$406K - $448K
|
14.4K
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
Ddd Partners, LLC
|
BUY
|
- |
5.25K+ 104.37% |
$405K - $447K
|
10.3K
$285K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
5.25K+ 200.0% |
$404K - $447K
|
7.88K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
5.25KNew |
$404K - $447K
|
5.25K
$146K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.23K+ 139.77% |
$403K - $445K
|
8.98K
$249K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
5.22K+ 1.72% |
$402K - $444K
|
309K
$8.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.18K+ 15.49% |
$399K - $440K
|
38.6K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.11K+ 33.51% |
$393K - $434K
|
20.3K
$565K
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
5.1K+ 95.13% |
$392K - $433K
|
10.5K
$290K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.07K+ 20.88% |
$390K - $431K
|
29.3K
$814K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
4.97K+ 135.35% |
$383K - $423K
|
8.65K
$240K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.92K+ 3.34% |
$379K - $418K
|
152K
$4.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.88K+ 22.55% |
$376K - $415K
|
26.5K
$737K
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
4.88KNew |
$376K - $415K
|
4.88K
$135K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
4.85KNew |
$374K - $413K
|
4.85K
$135K
|