Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6.8M+ 159.84% |
$183M - $578M
|
11.1M
$310M
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
3.51M+ 188.65% |
$94.4M - $298M
|
5.37M
$150M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.41M+ 203.44% |
$65M - $205M
|
3.6M
$101M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.52M+ 195.35% |
$40.9M - $129M
|
2.3M
$64.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.49M+ 217.13% |
$40.1M - $126M
|
2.17M
$60.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.36M+ 207.61% |
$36.7M - $116M
|
2.02M
$56.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.35M+ 200.68% |
$36.3M - $114M
|
2.02M
$56.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.13M+ 203.27% |
$30.4M - $96M
|
1.69M
$47.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.1M+ 206.5% |
$29.6M - $93.5M
|
1.63M
$45.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.07MNew |
$28.9M - $91.2M
|
1.07M
$30.1M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.06M+ 206.64% |
$28.5M - $89.8M
|
1.57M
$43.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.03M+ 201.14% |
$27.7M - $87.5M
|
1.54M
$43.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
960K+ 213.51% |
$25.9M - $81.6M
|
1.41M
$39.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
956K+ 198.92% |
$25.8M - $81.3M
|
1.44M
$40.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
921K+ 238.03% |
$24.8M - $78.2M
|
1.31M
$36.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
821K+ 215.39% |
$22.1M - $69.7M
|
1.2M
$33.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
739K+ 221.06% |
$19.9M - $62.8M
|
1.07M
$30.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
696K+ 207.61% |
$18.7M - $59.1M
|
1.03M
$28.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
686K+ 184.0% |
$18.5M - $58.3M
|
1.06M
$29.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
651K+ 232.31% |
$17.5M - $55.3M
|
931K
$26.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
623K+ 164.45% |
$16.8M - $53M
|
1M
$28.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
580K+ 204.92% |
$15.6M - $49.2M
|
862K
$24.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
574K+ 238.58% |
$15.5M - $48.8M
|
815K
$22.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
548K+ 249.97% |
$14.8M - $46.6M
|
767K
$21.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
543K+ 226.33% |
$14.6M - $46.1M
|
783K
$21.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
537K+ 192.77% |
$14.5M - $45.6M
|
816K
$22.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
502K+ 217.78% |
$13.5M - $42.6M
|
732K
$20.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
480K+ 200.02% |
$12.9M - $40.8M
|
720K
$20.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
467K+ 201.33% |
$12.6M - $39.7M
|
699K
$19.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
459K+ 188.09% |
$12.4M - $39M
|
704K
$19.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
458K+ 198.5% |
$12.3M - $38.9M
|
689K
$19.3M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
454K+ 201.97% |
$12.2M - $38.6M
|
679K
$19M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
414K+ 168.93% |
$11.1M - $35.2M
|
659K
$18.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
413K+ 208.94% |
$11.1M - $35.1M
|
610K
$17.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
407K+ 202.44% |
$11M - $34.6M
|
608K
$17M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
391K+ 198.0% |
$10.5M - $33.2M
|
589K
$16.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
387K+ 221.68% |
$10.4M - $32.9M
|
561K
$15.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
380K+ 208.67% |
$10.2M - $32.3M
|
562K
$15.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
368K+ 192.66% |
$9.9M - $31.2M
|
559K
$15.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
356K+ 195.17% |
$9.58M - $30.2M
|
538K
$15.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
346K+ 209.36% |
$9.32M - $29.4M
|
511K
$14.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
346K+ 240.57% |
$9.31M - $29.4M
|
489K
$13.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
344K+ 264.2% |
$9.27M - $29.2M
|
474K
$13.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
341KNew |
$9.18M - $29M
|
341K
$9.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
316K+ 277.58% |
$8.52M - $26.9M
|
430K
$12M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
313K+ 205.52% |
$8.43M - $26.6M
|
466K
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
309K+ 212.73% |
$8.33M - $26.3M
|
455K
$12.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
309K+ 248.07% |
$8.32M - $26.3M
|
434K
$12.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
308K+ 223.2% |
$8.29M - $26.1M
|
445K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
285KNew |
$7.68M - $24.2M
|
285K
$7.99M
|