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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
146K+ 200.0% |
$3.93M - $12.4M
|
219K
$5.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
145K+ 220.0% |
$3.9M - $12.3M
|
211K
$5.35M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
144K+ 217.02% |
$3.89M - $12.3M
|
211K
$5.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
144K+ 675.17% |
$3.87M - $12.2M
|
165K
$4.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
143K+ 202.97% |
$3.86M - $12.2M
|
214K
$5.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
143KNew |
$3.86M - $12.2M
|
143K
$3.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
143K+ 194.07% |
$3.85M - $12.1M
|
217K
$5.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
143KNew |
$3.84M - $12.1M
|
143K
$3.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
142K+ 175.81% |
$3.83M - $12.1M
|
223K
$5.68M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
142K+ 498.18% |
$3.82M - $12.1M
|
171K
$4.33M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
142K+ 198.9% |
$3.81M - $12M
|
213K
$5.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
141KNew |
$3.8M - $12M
|
141K
$3.58M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
141K+ 196.0% |
$3.79M - $12M
|
212K
$5.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
141KNew |
$3.78M - $11.9M
|
141K
$3.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
140K+ 205.41% |
$3.76M - $11.9M
|
208K
$5.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
140K+ 213.5% |
$3.76M - $11.9M
|
205K
$5.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
137K+ 209.27% |
$3.68M - $11.6M
|
202K
$5.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
136K+ 267.75% |
$3.67M - $11.6M
|
187K
$4.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
136K+ 191.94% |
$3.66M - $11.6M
|
207K
$5.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
136K+ 191.94% |
$3.66M - $11.6M
|
207K
$5.26M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
136K+ 153.07% |
$3.65M - $11.5M
|
224K
$5.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
135K+ 205.01% |
$3.63M - $11.5M
|
201K
$5.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
134K+ 212.98% |
$3.62M - $11.4M
|
198K
$5.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
134K+ 207.57% |
$3.61M - $11.4M
|
199K
$5.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
134K+ 372.78% |
$3.6M - $11.4M
|
170K
$4.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
133K+ 210.96% |
$3.58M - $11.3M
|
196K
$4.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
133K+ 183.02% |
$3.58M - $11.3M
|
206K
$5.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
133KNew |
$3.58M - $11.3M
|
133K
$3.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
132K+ 190.33% |
$3.55M - $11.2M
|
201K
$5.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
132K+ 203.78% |
$3.54M - $11.2M
|
196K
$4.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
131K+ 202.79% |
$3.53M - $11.1M
|
196K
$4.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
130K+ 200.95% |
$3.51M - $11.1M
|
195K
$4.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
130K+ 89.78% |
$3.51M - $11.1M
|
275K
$6.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
130K+ 261.01% |
$3.49M - $11M
|
179K
$4.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
129K+ 188.95% |
$3.48M - $11M
|
197K
$5.02M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
128KNew |
$3.45M - $10.9M
|
128K
$3.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
127K+ 233.65% |
$3.43M - $10.8M
|
182K
$4.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
127K+ 211.83% |
$3.41M - $10.8M
|
187K
$4.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
126KNew |
$3.4M - $10.7M
|
126K
$3.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
126K+ 206.79% |
$3.39M - $10.7M
|
187K
$4.75M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
126K+ 197.41% |
$3.38M - $10.7M
|
189K
$4.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
126K+ 209.87% |
$3.38M - $10.7M
|
185K
$4.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
125KNew |
$3.38M - $10.6M
|
125K
$3.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
125K+ 326.87% |
$3.36M - $10.6M
|
163K
$4.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
124KNew |
$3.33M - $10.5M
|
124K
$3.14M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
124KNew |
$3.33M - $10.5M
|
124K
$3.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
124K+ 194.54% |
$3.33M - $10.5M
|
187K
$4.75M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
123K+ 201.54% |
$3.31M - $10.4M
|
184K
$4.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
123K+ 201.71% |
$3.3M - $10.4M
|
183K
$4.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
122K+ 199.89% |
$3.28M - $10.4M
|
183K
$4.65M
|