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 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.6M+ 259.84% |
$43.1M - $136M
|
2.22M
$56.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.54M+ 275.52% |
$41.5M - $131M
|
2.1M
$53.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.52M+ 195.35% |
$40.9M - $129M
|
2.3M
$58.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.52M+ 179.92% |
$40.8M - $129M
|
2.36M
$60M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.5M+ 236.35% |
$40.4M - $128M
|
2.14M
$54.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.49M+ 217.13% |
$40.1M - $126M
|
2.17M
$55.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.48M+ 208.96% |
$39.8M - $126M
|
2.18M
$55.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.46M+ 219.9% |
$39.5M - $124M
|
2.13M
$54.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.46MNew |
$39.3M - $124M
|
1.46M
$37.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.44M+ 191.14% |
$38.7M - $122M
|
2.19M
$55.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.37M+ 8161.65% |
$37M - $117M
|
1.39M
$35.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.36M+ 207.61% |
$36.7M - $116M
|
2.02M
$51.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.35M+ 200.68% |
$36.3M - $114M
|
2.02M
$51.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.33M+ 216.73% |
$35.9M - $113M
|
1.95M
$49.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.33M+ 1021.06% |
$35.8M - $113M
|
1.46M
$37.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.32M+ 302.76% |
$35.5M - $112M
|
1.75M
$44.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.28M+ 201.93% |
$34.4M - $108M
|
1.91M
$48.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.27M+ 220.38% |
$34.1M - $108M
|
1.84M
$46.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.21M+ 221.59% |
$32.5M - $102M
|
1.75M
$44.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.2M+ 471.98% |
$32.3M - $102M
|
1.46M
$37M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.17M+ 199.97% |
$31.6M - $99.7M
|
1.76M
$44.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.15M+ 221.45% |
$31M - $97.7M
|
1.67M
$42.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
1.14M+ 208.07% |
$30.7M - $96.7M
|
1.69M
$42.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.13M+ 203.27% |
$30.4M - $96M
|
1.69M
$42.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.13M+ 222.34% |
$30.3M - $95.7M
|
1.63M
$41.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.1M+ 206.5% |
$29.6M - $93.5M
|
1.63M
$41.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.09M+ 33.42% |
$29.4M - $92.8M
|
4.36M
$111M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.07MNew |
$28.9M - $91.2M
|
1.07M
$27.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.07M+ 259.11% |
$28.7M - $90.6M
|
1.48M
$37.6M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.06M+ 206.64% |
$28.5M - $89.8M
|
1.57M
$39.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
1.05M+ 200.0% |
$28.4M - $89.5M
|
1.58M
$40.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
1.05MNew |
$28.4M - $89.4M
|
1.05M
$26.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.03M+ 201.14% |
$27.7M - $87.5M
|
1.54M
$39.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.03M+ 204.63% |
$27.7M - $87.5M
|
1.53M
$39M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.02M+ 260.08% |
$27.6M - $87M
|
1.42M
$36M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.02M+ 221.59% |
$27.6M - $87M
|
1.49M
$37.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.01M+ 217.77% |
$27.3M - $86.1M
|
1.48M
$37.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.01M+ 215.54% |
$27.3M - $86M
|
1.48M
$37.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
998K+ 173.8% |
$26.9M - $84.8M
|
1.57M
$40M
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
982K+ 212.06% |
$26.4M - $83.4M
|
1.45M
$36.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
978K+ 204.77% |
$26.3M - $83M
|
1.45M
$37M
|
|
|
Jan 28, 2025
Q4 2024
|
Reliant Wealth Planning
|
BUY
|
- |
968K+ 156.98% |
$26.1M - $82.2M
|
1.58M
$40.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
960K+ 213.51% |
$25.9M - $81.6M
|
1.41M
$35.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
956K+ 198.92% |
$25.8M - $81.3M
|
1.44M
$36.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
951K+ 206.4% |
$25.6M - $80.8M
|
1.41M
$35.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
940K+ 620.6% |
$25.3M - $79.9M
|
1.09M
$27.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
936K+ 203.24% |
$25.2M - $79.6M
|
1.4M
$35.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
921K+ 238.03% |
$24.8M - $78.2M
|
1.31M
$33.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
914K+ 229.65% |
$24.6M - $77.7M
|
1.31M
$33.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
912K+ 201.37% |
$24.6M - $77.5M
|
1.36M
$34.7M
|