Purchases and Sales Made in Q3 2025 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q3 2025. 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, 2025
Q3 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
31.1MNew |
$819M - $868M
|
31.1M
$846M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.9M+ 392.9% |
$736M - $780M
|
35M
$954M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
8.56M+ 25.91% |
$226M - $239M
|
41.6M
$1.13B
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.78M+ 243.5% |
$99.6M - $106M
|
5.33M
$145M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.18MNew |
$31.2M - $33.1M
|
1.18M
$32.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.01M+ 17.97% |
$26.5M - $28.1M
|
6.6M
$180M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
770K+ 28.78% |
$20.3M - $21.5M
|
3.45M
$93.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
757KNew |
$20M - $21.1M
|
757K
$20.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
656KNew |
$17.3M - $18.3M
|
656K
$17.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
593K+ 5.27% |
$15.7M - $16.6M
|
11.9M
$323M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
485K+ 114.72% |
$12.8M - $13.5M
|
907K
$24.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
466KNew |
$12.3M - $13M
|
466K
$12.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
465KNew |
$12.3M - $13M
|
465K
$12.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
455K+ 1737.67% |
$12M - $12.7M
|
481K
$13.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
407KNew |
$10.7M - $11.4M
|
407K
$11.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
343K+ 13.51% |
$9.05M - $9.59M
|
2.88M
$78.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
317KNew |
$8.36M - $8.85M
|
317K
$8.63M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
313K+ 28.83% |
$8.25M - $8.74M
|
1.4M
$38.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
298K+ 21.79% |
$7.87M - $8.34M
|
1.67M
$45.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
294K+ 17.6% |
$7.75M - $8.21M
|
1.96M
$53.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
280K+ 2.96% |
$7.39M - $7.83M
|
9.74M
$265M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
280KNew |
$7.39M - $7.83M
|
280K
$7.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
271K+ 39.39% |
$7.14M - $7.56M
|
958K
$26.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
260KNew |
$6.87M - $7.28M
|
260K
$7.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
250KNew |
$6.59M - $6.98M
|
250K
$6.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
247K+ 310.79% |
$6.52M - $6.9M
|
327K
$8.89M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
237K+ 1840.16% |
$6.25M - $6.62M
|
250K
$6.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
227K+ 14.07% |
$6M - $6.36M
|
1.84M
$50.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
226K+ 401.37% |
$5.96M - $6.31M
|
282K
$7.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
214KNew |
$5.64M - $5.98M
|
214K
$5.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
210K+ 45.07% |
$5.53M - $5.86M
|
674K
$18.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
205KNew |
$5.4M - $5.72M
|
205K
$5.57M
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
187K+ 279.21% |
$4.94M - $5.23M
|
254K
$6.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
180K+ 353203.91% |
$4.75M - $5.03M
|
180K
$4.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
172K+ 29.41% |
$4.55M - $4.82M
|
758K
$20.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
170KNew |
$4.49M - $4.76M
|
170K
$4.64M
|
|
|
Nov 17, 2025
Q3 2025
|
Equity Wealth Partners, LLC
Independence, MO |
BUY
|
- |
170KNew |
$4.48M - $4.75M
|
170K
$4.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
160K+ 12.47% |
$4.23M - $4.48M
|
1.45M
$39.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
154K+ 17.5% |
$4.07M - $4.32M
|
1.04M
$28.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
151K+ 2.55% |
$3.98M - $4.22M
|
6.07M
$165M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
148K+ 76.98% |
$3.91M - $4.14M
|
340K
$9.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
140K+ 22.93% |
$3.68M - $3.9M
|
748K
$20.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
133K+ 11831.29% |
$3.52M - $3.73M
|
135K
$3.67M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
133KNew |
$3.5M - $3.71M
|
133K
$3.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
132K+ 14.63% |
$3.48M - $3.69M
|
1.03M
$28.2M
|
|
|
Nov 20, 2025
Q3 2025
|
Portus Wealth Advisors, LLC
Charlotte, NC |
BUY
|
- |
123KNew |
$3.24M - $3.43M
|
123K
$3.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
118K+ 6.52% |
$3.13M - $3.31M
|
1.93M
$52.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
114K+ 10.47% |
$2.99M - $3.17M
|
1.2M
$32.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
111K+ 110.55% |
$2.93M - $3.11M
|
212K
$5.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
106K+ 49.38% |
$2.8M - $2.96M
|
321K
$8.73M
|
|