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 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-23K- 24.16% |
$1.77M - $1.96M
|
72.2K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-23.7K- 8.69% |
$1.82M - $2.01M
|
249K
$6.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-24K- 12.3% |
$1.84M - $2.04M
|
171K
$4.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-24.3K- 47.54% |
$1.88M - $2.07M
|
26.9K
$746K
|
|
|
Nov 06, 2024
Q3 2024
|
Gunma Bank,Ltd.
|
SELL
|
- |
-25K- 23.81% |
$1.93M - $2.13M
|
80K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25.9K- 38.6% |
$1.99M - $2.2M
|
41.2K
$1.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-26.7K- 8.53% |
$2.06M - $2.27M
|
286K
$7.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-30.1K- 13.02% |
$2.32M - $2.56M
|
201K
$5.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-31K- 29.82% |
$2.39M - $2.64M
|
72.9K
$2.02M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-32.3K- 30.9% |
$2.49M - $2.75M
|
72.2K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.9K- 0.4% |
$2.84M - $3.14M
|
9.23M
$256M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-39.3K- 13.52% |
$3.03M - $3.35M
|
252K
$6.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-39.6K- 90.05% |
$3.05M - $3.37M
|
4.37K
$121K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-40.4K- 41.78% |
$3.11M - $3.44M
|
56.3K
$1.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-41.6K- 11.48% |
$3.2M - $3.54M
|
320K
$8.89M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-43.8K- 12.46% |
$3.38M - $3.73M
|
308K
$8.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-44.8K- 63.01% |
$3.45M - $3.81M
|
26.3K
$730K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-46.5K- 52.64% |
$3.58M - $3.95M
|
41.8K
$1.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-50.1K- 37.52% |
$3.86M - $4.26M
|
83.5K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-54.2K- 6.72% |
$4.17M - $4.61M
|
752K
$20.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-57.2K- 13.31% |
$4.41M - $4.87M
|
373K
$10.3M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-58.9K- 5.64% |
$4.54M - $5.01M
|
986K
$27.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-62.3K- 5.66% |
$4.8M - $5.3M
|
1.04M
$28.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-68.3K- 99.77% |
$5.26M - $5.81M
|
158
$4.38K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-71.6K- 73.62% |
$5.51M - $6.09M
|
25.7K
$712K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-74.4K- 16.41% |
$5.73M - $6.33M
|
379K
$10.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-79.7K- 12.19% |
$6.14M - $6.78M
|
574K
$15.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-82.5K- 4.99% |
$6.36M - $7.02M
|
1.57M
$43.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-85.4K- 24.8% |
$6.58M - $7.26M
|
259K
$7.19M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-91.9K- 16.88% |
$7.08M - $7.82M
|
453K
$12.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-93.2K- 60.89% |
$7.18M - $7.93M
|
59.8K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-97.8K- 27.68% |
$7.53M - $8.32M
|
255K
$7.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-101K- 3.0% |
$7.79M - $8.6M
|
3.27M
$90.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-102K- 26.53% |
$7.89M - $8.72M
|
284K
$7.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-120K- 6.08% |
$9.25M - $10.2M
|
1.86M
$51.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-122K- 83.05% |
$9.36M - $10.3M
|
24.8K
$688K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-122K- 2.46% |
$9.4M - $10.4M
|
4.84M
$134M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-134K- 45.13% |
$10.3M - $11.4M
|
162K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Charles Schwab Trust Bank
Henderson, NV |
SELL
|
- |
-160K- 8.95% |
$12.3M - $13.6M
|
1.63M
$45.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-179K- 2.36% |
$13.8M - $15.2M
|
7.41M
$206M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-180K- 20.83% |
$13.9M - $15.3M
|
685K
$19M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-183K- 42.12% |
$14.1M - $15.6M
|
251K
$6.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-245K- 90.68% |
$18.9M - $20.8M
|
25.2K
$698K
|
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-344K- 66.97% |
$26.5M - $29.2M
|
170K
$4.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-363K- 5.93% |
$28M - $30.9M
|
5.77M
$160M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-468K- 13.09% |
$36M - $39.8M
|
3.11M
$86.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.08M- 98.78% |
$237M - $262M
|
37.9K
$1.05M
|