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 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
29K+ 299.5% |
$780K - $2.46M
|
38.6K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28.8K+ 717.69% |
$776K - $2.45M
|
32.8K
$912K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
28.8K+ 211.47% |
$775K - $2.44M
|
42.4K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
28.7KNew |
$772K - $2.43M
|
28.7K
$796K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
28.6K+ 211.32% |
$770K - $2.43M
|
42.1K
$1.17M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
28.5K+ 257.66% |
$768K - $2.42M
|
39.6K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
28.5K+ 1195.22% |
$768K - $2.42M
|
30.9K
$859K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
28.5K+ 166.19% |
$768K - $2.42M
|
45.7K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
28.5K+ 222.77% |
$767K - $2.42M
|
41.3K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
28.3K+ 201.04% |
$762K - $2.4M
|
42.4K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
28K+ 201.21% |
$753K - $2.38M
|
41.9K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
27.9KNew |
$752K - $2.37M
|
27.9K
$776K
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
27.9KNew |
$751K - $2.37M
|
27.9K
$775K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
27.8KNew |
$750K - $2.36M
|
27.8K
$774K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
26.8K+ 191.84% |
$722K - $2.28M
|
40.8K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
26.6K+ 189.15% |
$717K - $2.26M
|
40.7K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
26.6K+ 211.52% |
$716K - $2.26M
|
39.2K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
26.4K+ 317.58% |
$711K - $2.24M
|
34.7K
$965K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
26.3KNew |
$709K - $2.24M
|
26.3K
$732K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
26.2K+ 194.79% |
$706K - $2.23M
|
39.7K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
26.1K+ 187.49% |
$703K - $2.22M
|
40K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
26K+ 249.23% |
$701K - $2.21M
|
36.5K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
25.8K+ 277.17% |
$694K - $2.19M
|
35.1K
$975K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
25.7K+ 196.48% |
$693K - $2.19M
|
38.8K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
25.7K+ 200.06% |
$692K - $2.18M
|
38.6K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
25.7KNew |
$692K - $2.18M
|
25.7K
$714K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
25.7K+ 421.06% |
$692K - $2.18M
|
31.8K
$883K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
25.6K+ 200.0% |
$689K - $2.17M
|
38.4K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
25.5K+ 346.84% |
$686K - $2.17M
|
32.8K
$912K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
25.5KNew |
$686K - $2.16M
|
25.5K
$708K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
25.4KNew |
$685K - $2.16M
|
25.4K
$707K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
25.4KNew |
$684K - $2.16M
|
25.4K
$706K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
25.2KNew |
$678K - $2.14M
|
25.2K
$700K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
25.1K+ 168.28% |
$676K - $2.13M
|
40K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
25.1K+ 200.0% |
$675K - $2.13M
|
37.6K
$1.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
24.8K+ 164.74% |
$668K - $2.11M
|
39.9K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
24.6K+ 196.82% |
$663K - $2.09M
|
37.1K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
24.6K+ 239.72% |
$662K - $2.09M
|
34.8K
$968K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
24.6K+ 211.81% |
$661K - $2.09M
|
36.1K
$1M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24.3K+ 190.69% |
$655K - $2.07M
|
37.1K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
24.2K+ 176.63% |
$653K - $2.06M
|
38K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
24.2KNew |
$652K - $2.06M
|
24.2K
$673K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
24.2K+ 200.91% |
$652K - $2.06M
|
36.2K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
24.1KNew |
$650K - $2.05M
|
24.1K
$671K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
24K+ 198.22% |
$647K - $2.04M
|
36.1K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
23.9K+ 191.28% |
$644K - $2.03M
|
36.4K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
23.9K+ 247.74% |
$643K - $2.03M
|
33.5K
$932K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
23.9KNew |
$643K - $2.03M
|
23.9K
$663K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
23.8K+ 209.96% |
$642K - $2.02M
|
35.2K
$978K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
23.8K+ 202.58% |
$640K - $2.02M
|
35.5K
$987K
|