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 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.85KNew |
$373K - $412K
|
4.85K
$135K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
4.84K+ 6.61% |
$373K - $412K
|
78.1K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.82K+ 6.96% |
$372K - $410K
|
74.1K
$2.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
4.82K+ 2.17% |
$371K - $410K
|
227K
$6.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.81KNew |
$370K - $409K
|
4.81K
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4.77KNew |
$368K - $406K
|
4.77K
$132K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.75KNew |
$366K - $404K
|
4.75K
$132K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.74K+ 1.04% |
$365K - $403K
|
461K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.7KNew |
$362K - $399K
|
4.7K
$130K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.64K+ 2.83% |
$358K - $395K
|
169K
$4.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.63K+ 2.64% |
$357K - $394K
|
180K
$5.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
4.61K+ 1.53% |
$355K - $392K
|
305K
$8.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.6K+ 7.19% |
$355K - $392K
|
68.6K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
4.6KNew |
$354K - $391K
|
4.6K
$128K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4.59K+ 16.32% |
$353K - $390K
|
32.7K
$908K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
4.56K+ 39.03% |
$352K - $388K
|
16.3K
$451K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.56KNew |
$351K - $388K
|
4.56K
$127K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.55K+ 16.46% |
$351K - $387K
|
32.2K
$894K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
4.54K+ 25.38% |
$350K - $386K
|
22.4K
$623K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
4.52K+ 2.42% |
$348K - $384K
|
191K
$5.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.49K+ 35.22% |
$346K - $382K
|
17.3K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.43K+ 57.5% |
$341K - $377K
|
12.1K
$337K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
4.41KNew |
$340K - $375K
|
4.41K
$122K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.36K+ 1.49% |
$336K - $371K
|
297K
$8.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Hc Advisors, LLC
|
BUY
|
- |
4.34K+ 5.88% |
$335K - $370K
|
78.2K
$2.17M
|
|
|
Feb 13, 2025
Q3 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
4.32K+ 2.2% |
$333K - $367K
|
201K
$5.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.3KNew |
$331K - $366K
|
4.3K
$119K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
4.3K+ 3.67% |
$331K - $366K
|
122K
$3.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
4.29K+ 11.35% |
$330K - $365K
|
42.1K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
4.21KNew |
$324K - $358K
|
4.21K
$117K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
4.2K+ 8.76% |
$323K - $357K
|
52.1K
$1.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
4.2KNew |
$323K - $357K
|
4.2K
$116K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.19K+ 32.3% |
$323K - $357K
|
17.2K
$476K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.17K+ 1.08% |
$321K - $354K
|
391K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
4.1KNew |
$316K - $349K
|
4.1K
$114K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.02K+ 18.28% |
$309K - $342K
|
26K
$721K
|
|
|
Nov 07, 2024
Q3 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3.97K+ 2.99% |
$306K - $338K
|
137K
$3.8M
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3.97KNew |
$306K - $338K
|
3.97K
$110K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.92K+ 84.2% |
$302K - $334K
|
8.58K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.92KNew |
$302K - $334K
|
3.92K
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.87KNew |
$298K - $329K
|
3.87K
$107K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.8K+ 26.18% |
$293K - $323K
|
18.3K
$508K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.8K+ 75.76% |
$292K - $323K
|
8.81K
$244K
|
|
|
Oct 16, 2024
Q3 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.79KNew |
$292K - $323K
|
3.79K
$105K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.78K+ 59.12% |
$291K - $322K
|
10.2K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.78KNew |
$291K - $322K
|
3.78K
$105K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.75K+ 5.24% |
$289K - $319K
|
75.3K
$2.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.73K+ 9.96% |
$287K - $317K
|
41.1K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.71KNew |
$286K - $316K
|
3.71K
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.69K+ 41.83% |
$284K - $313K
|
12.5K
$347K
|