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 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-14K- 36.66% |
$1.08M - $1.19M
|
24.2K
$647K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-14.2K- 3.39% |
$1.1M - $1.21M
|
405K
$10.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-14.5K- 3.41% |
$1.12M - $1.23M
|
410K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-14.9K- 44.15% |
$1.15M - $1.27M
|
18.9K
$504K
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-15.2K- 21.76% |
$1.17M - $1.29M
|
54.5K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-15.2K- 9.13% |
$1.17M - $1.29M
|
151K
$4.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-15.7K- 43.06% |
$1.21M - $1.34M
|
20.8K
$556K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-15.7K- 43.06% |
$1.21M - $1.34M
|
20.8K
$556K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-15.9K- 2.45% |
$1.23M - $1.35M
|
635K
$17M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-17.2K- 7.9% |
$1.32M - $1.46M
|
200K
$5.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-17.7K- 5.02% |
$1.36M - $1.5M
|
334K
$8.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-19.1K- 3.83% |
$1.47M - $1.63M
|
481K
$12.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-20.3K- 40.38% |
$1.56M - $1.73M
|
29.9K
$800K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-20.9K- 21.27% |
$1.61M - $1.78M
|
77.6K
$2.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-23K- 24.16% |
$1.77M - $1.96M
|
72.2K
$1.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-23.7K- 8.69% |
$1.82M - $2.01M
|
249K
$6.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-24K- 12.3% |
$1.84M - $2.04M
|
171K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-24.3K- 47.54% |
$1.88M - $2.07M
|
26.9K
$718K
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-25K- 23.81% |
$1.93M - $2.13M
|
80K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25.9K- 38.6% |
$1.99M - $2.2M
|
41.2K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-26.7K- 8.53% |
$2.06M - $2.27M
|
286K
$7.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-30.1K- 13.02% |
$2.32M - $2.56M
|
201K
$5.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-31K- 29.82% |
$2.39M - $2.64M
|
72.9K
$1.95M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-32.3K- 30.9% |
$2.49M - $2.75M
|
72.2K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.9K- 0.4% |
$2.84M - $3.14M
|
9.23M
$247M
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.9K- 0.4% |
$2.84M - $3.14M
|
9.23M
$247M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-39.3K- 13.52% |
$3.03M - $3.35M
|
252K
$6.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-39.6K- 90.05% |
$3.05M - $3.37M
|
4.37K
$117K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-40.4K- 41.78% |
$3.11M - $3.44M
|
56.3K
$1.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-41.6K- 11.48% |
$3.2M - $3.54M
|
320K
$8.56M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-43.8K- 12.46% |
$3.38M - $3.73M
|
308K
$8.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-44.8K- 63.01% |
$3.45M - $3.81M
|
26.3K
$702K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-46.5K- 52.64% |
$3.58M - $3.95M
|
41.8K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-50.1K- 37.52% |
$3.86M - $4.26M
|
83.5K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-54.2K- 6.72% |
$4.17M - $4.61M
|
752K
$20.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-57.2K- 13.31% |
$4.41M - $4.87M
|
373K
$9.96M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-58.9K- 5.64% |
$4.54M - $5.01M
|
986K
$26.3M
|
|
|
Mar 28, 2025
Q3 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-61.5K- 35.18% |
$4.74M - $5.23M
|
113K
$3.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-62.3K- 5.66% |
$4.8M - $5.3M
|
1.04M
$27.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-68.3K- 99.77% |
$5.26M - $5.81M
|
158
$4.22K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-71.6K- 73.62% |
$5.51M - $6.09M
|
25.7K
$685K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-74.4K- 16.41% |
$5.73M - $6.33M
|
379K
$10.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-79.7K- 12.19% |
$6.14M - $6.78M
|
574K
$15.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-82.5K- 4.99% |
$6.36M - $7.02M
|
1.57M
$42M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-85.4K- 24.8% |
$6.58M - $7.26M
|
259K
$6.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-91.9K- 16.88% |
$7.08M - $7.82M
|
453K
$12.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-93.2K- 60.89% |
$7.18M - $7.93M
|
59.8K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-97.8K- 27.68% |
$7.53M - $8.32M
|
255K
$6.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-101K- 3.0% |
$7.79M - $8.6M
|
3.27M
$87.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-102K- 26.53% |
$7.89M - $8.72M
|
284K
$7.58M
|