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 12, 2024
Q3 2024
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
1.62M+ 167.4% |
$125M - $138M
|
2.59M
$70.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.21MNew |
$93.2M - $103M
|
1.21M
$32.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
939K+ 627.76% |
$72.3M - $79.8M
|
1.09M
$29.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
913KNew |
$70.3M - $77.6M
|
913K
$24.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
601K+ 209.74% |
$46.3M - $51.1M
|
887K
$24M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
533K+ 211.77% |
$41M - $45.3M
|
784K
$21.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
475K+ 18100.46% |
$36.6M - $40.4M
|
477K
$12.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
383K+ 164.44% |
$29.5M - $32.6M
|
616K
$16.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
368K+ 208.7% |
$28.3M - $31.3M
|
544K
$14.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
351K+ 3.14% |
$27M - $29.8M
|
11.5M
$312M
|
|
|
Nov 14, 2024
Q3 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
349K+ 7675.39% |
$26.9M - $29.7M
|
354K
$9.58M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
323KNew |
$24.9M - $27.5M
|
323K
$8.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
312K+ 5.16% |
$24M - $26.5M
|
6.36M
$172M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
298K+ 7.47% |
$22.9M - $25.3M
|
4.28M
$116M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
294K+ 262.57% |
$22.7M - $25M
|
406K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
287K+ 250.05% |
$22.1M - $24.4M
|
402K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
287K+ 197.14% |
$22.1M - $24.4M
|
432K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
240K+ 18.66% |
$18.5M - $20.4M
|
1.53M
$41.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
239K+ 138.32% |
$18.4M - $20.3M
|
412K
$11.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
235K+ 20.92% |
$18.1M - $20M
|
1.36M
$36.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
232KNew |
$17.9M - $19.8M
|
232K
$6.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
231K+ 2.79% |
$17.8M - $19.6M
|
8.5M
$230M
|
|
|
Oct 24, 2024
Q3 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
231KNew |
$17.8M - $19.6M
|
231K
$6.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
230K+ 18.27% |
$17.7M - $19.5M
|
1.49M
$40.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
229KNew |
$17.6M - $19.5M
|
229K
$6.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
197K+ 4.0% |
$15.2M - $16.8M
|
5.12M
$139M
|
|
|
Nov 08, 2024
Q3 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
175KNew |
$13.5M - $14.9M
|
175K
$4.74M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
164K+ 213.31% |
$12.6M - $13.9M
|
241K
$6.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
160K+ 222.1% |
$12.3M - $13.6M
|
232K
$6.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
155KNew |
$12M - $13.2M
|
155K
$4.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
150K+ 204.87% |
$11.6M - $12.8M
|
223K
$6.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
148K+ 139.36% |
$11.4M - $12.6M
|
254K
$6.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
147K+ 74.66% |
$11.3M - $12.5M
|
344K
$9.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
143KNew |
$11M - $12.2M
|
143K
$3.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
134K+ 6.12% |
$10.3M - $11.4M
|
2.32M
$62.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
134K+ 212.21% |
$10.3M - $11.4M
|
196K
$5.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
131K+ 2.62% |
$10.1M - $11.2M
|
5.14M
$139M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
131K+ 60.89% |
$10.1M - $11.1M
|
346K
$9.36M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
127K+ 59.08% |
$9.78M - $10.8M
|
342K
$9.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
123K+ 156.59% |
$9.51M - $10.5M
|
202K
$5.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
123K+ 6.81% |
$9.47M - $10.5M
|
1.93M
$52.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
122K+ 191.48% |
$9.37M - $10.4M
|
185K
$5.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
115K+ 6.61% |
$8.86M - $9.78M
|
1.86M
$50.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
114KNew |
$8.74M - $9.66M
|
114K
$3.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
110K+ 8.65% |
$8.44M - $9.32M
|
1.38M
$37.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
106K+ 116.72% |
$8.2M - $9.05M
|
198K
$5.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
105K+ 7.17% |
$8.08M - $8.92M
|
1.57M
$42.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
105KNew |
$8.05M - $8.89M
|
105K
$2.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
104K+ 4.88% |
$8.02M - $8.85M
|
2.24M
$60.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
102K+ 2.88% |
$7.83M - $8.65M
|
3.63M
$98.3M
|