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 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
30.5K+ 221.51% |
$821K - $2.59M
|
44.2K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
30.4K+ 167.21% |
$819K - $2.58M
|
48.6K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
30.3K+ 3559.46% |
$816K - $2.57M
|
31.1K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
30.1K+ 200.0% |
$811K - $2.56M
|
45.2K
$1.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
29.8K+ 203.8% |
$803K - $2.53M
|
44.4K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
29.8K+ 174.78% |
$802K - $2.53M
|
46.8K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
29.7K+ 265.61% |
$800K - $2.52M
|
40.9K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
29.6K+ 328.78% |
$798K - $2.52M
|
38.7K
$983K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
29.6K+ 192.54% |
$797K - $2.51M
|
45K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
29.6K+ 201.36% |
$796K - $2.51M
|
44.3K
$1.12M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
29.5K+ 201.58% |
$795K - $2.51M
|
44.2K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
29.5K+ 200.04% |
$795K - $2.51M
|
44.3K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
29.3K+ 177.95% |
$790K - $2.49M
|
45.8K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.3KNew |
$789K - $2.49M
|
29.3K
$745K
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
29.3K+ 200.0% |
$788K - $2.48M
|
43.9K
$1.12M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
29.1KNew |
$782K - $2.47M
|
29.1K
$739K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
29K+ 220.14% |
$782K - $2.47M
|
42.2K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
29K+ 318.8% |
$782K - $2.47M
|
38.1K
$969K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
29K+ 299.5% |
$780K - $2.46M
|
38.6K
$982K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28.8K+ 717.69% |
$776K - $2.45M
|
32.8K
$834K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
28.8K+ 211.47% |
$775K - $2.44M
|
42.4K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
28.7KNew |
$772K - $2.43M
|
28.7K
$728K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
28.6K+ 211.32% |
$770K - $2.43M
|
42.1K
$1.07M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
28.5K+ 257.66% |
$768K - $2.42M
|
39.6K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
28.5K+ 1195.22% |
$768K - $2.42M
|
30.9K
$786K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
28.5K+ 166.19% |
$768K - $2.42M
|
45.7K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
28.5K+ 222.77% |
$767K - $2.42M
|
41.3K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
28.3K+ 201.04% |
$762K - $2.4M
|
42.4K
$1.08M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
28.1K+ 200.44% |
$758K - $2.39M
|
42.2K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
28K+ 201.21% |
$753K - $2.38M
|
41.9K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
28K+ 217.2% |
$753K - $2.37M
|
40.8K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
27.9KNew |
$752K - $2.37M
|
27.9K
$710K
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
27.9KNew |
$751K - $2.37M
|
27.9K
$709K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
27.8KNew |
$750K - $2.36M
|
27.8K
$708K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
27.3KNew |
$735K - $2.32M
|
27.3K
$694K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
26.8K+ 191.84% |
$722K - $2.28M
|
40.8K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
26.6K+ 189.15% |
$717K - $2.26M
|
40.7K
$1.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
26.6K+ 211.52% |
$716K - $2.26M
|
39.2K
$996K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
26.4K+ 317.58% |
$711K - $2.24M
|
34.7K
$883K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
26.3KNew |
$709K - $2.24M
|
26.3K
$669K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
26.2K+ 194.79% |
$706K - $2.23M
|
39.7K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
26.1K+ 187.49% |
$703K - $2.22M
|
40K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
26K+ 249.23% |
$701K - $2.21M
|
36.5K
$927K
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
25.8K+ 277.17% |
$694K - $2.19M
|
35.1K
$892K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
25.7K+ 196.48% |
$693K - $2.19M
|
38.8K
$987K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
25.7K+ 200.06% |
$692K - $2.18M
|
38.6K
$980K
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
25.7KNew |
$692K - $2.18M
|
25.7K
$653K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
25.7K+ 421.06% |
$692K - $2.18M
|
31.8K
$808K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
25.6K+ 200.0% |
$689K - $2.17M
|
38.4K
$975K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
25.5K+ 346.84% |
$686K - $2.17M
|
32.8K
$835K
|