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 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
280K+ 200.35% |
$7.55M - $23.8M
|
420K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
274K+ 197.18% |
$7.39M - $23.3M
|
414K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
269K+ 216.1% |
$7.24M - $22.8M
|
393K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
268K+ 197.96% |
$7.21M - $22.7M
|
403K
$11.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
261K+ 214.89% |
$7.04M - $22.2M
|
383K
$10.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
256KNew |
$6.9M - $21.8M
|
256K
$7.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
246K+ 196.89% |
$6.64M - $20.9M
|
372K
$10.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
237K+ 195.8% |
$6.39M - $20.2M
|
359K
$10M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
233K+ 208.61% |
$6.27M - $19.8M
|
345K
$9.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
222K+ 199.63% |
$5.97M - $18.8M
|
333K
$9.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
213K+ 239.8% |
$5.73M - $18.1M
|
301K
$8.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
210K+ 134.22% |
$5.65M - $17.8M
|
366K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
209K+ 196.22% |
$5.62M - $17.7M
|
315K
$8.82M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
198K+ 195.3% |
$5.33M - $16.8M
|
299K
$8.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
194K+ 233.84% |
$5.23M - $16.5M
|
277K
$7.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
193K+ 198.94% |
$5.2M - $16.4M
|
290K
$8.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
192K+ 179.21% |
$5.16M - $16.3M
|
299K
$8.36M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
192K+ 212.59% |
$5.16M - $16.3M
|
282K
$7.89M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
191K+ 224.58% |
$5.15M - $16.3M
|
276K
$7.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
181K+ 205.85% |
$4.87M - $15.4M
|
269K
$7.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
180K+ 199.41% |
$4.86M - $15.3M
|
271K
$7.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
174K+ 222.43% |
$4.68M - $14.8M
|
252K
$7.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
161K+ 204.24% |
$4.35M - $13.7M
|
241K
$6.73M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
161K+ 207.69% |
$4.34M - $13.7M
|
239K
$6.68M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
159K+ 200.25% |
$4.28M - $13.5M
|
238K
$6.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
158K+ 218.45% |
$4.25M - $13.4M
|
230K
$6.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
155K+ 233.68% |
$4.17M - $13.2M
|
221K
$6.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
154K+ 293.43% |
$4.15M - $13.1M
|
206K
$5.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
153K+ 210.54% |
$4.12M - $13M
|
226K
$6.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
151K+ 267.1% |
$4.06M - $12.8M
|
207K
$5.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
150K+ 200.52% |
$4.03M - $12.7M
|
224K
$6.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
147K+ 316.2% |
$3.95M - $12.4M
|
193K
$5.4M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
144K+ 217.02% |
$3.89M - $12.3M
|
211K
$5.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
143K+ 194.07% |
$3.85M - $12.1M
|
217K
$6.06M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
141K+ 196.0% |
$3.79M - $12M
|
212K
$5.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
140K+ 213.5% |
$3.76M - $11.9M
|
205K
$5.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
137K+ 209.27% |
$3.68M - $11.6M
|
202K
$5.66M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
136K+ 153.07% |
$3.65M - $11.5M
|
224K
$6.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
134K+ 207.57% |
$3.61M - $11.4M
|
199K
$5.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
134K+ 372.78% |
$3.6M - $11.4M
|
170K
$4.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
126K+ 209.87% |
$3.38M - $10.7M
|
185K
$5.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
124K+ 194.54% |
$3.33M - $10.5M
|
187K
$5.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
122K+ 173.31% |
$3.28M - $10.3M
|
192K
$5.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
121KNew |
$3.26M - $10.3M
|
121K
$3.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
112K+ 206.3% |
$3.01M - $9.48M
|
166K
$4.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
110K+ 299.85% |
$2.97M - $9.38M
|
147K
$4.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
108K+ 206.45% |
$2.92M - $9.2M
|
161K
$4.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
105K+ 188.81% |
$2.84M - $8.95M
|
161K
$4.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
104K+ 193.95% |
$2.79M - $8.82M
|
157K
$4.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
103K+ 204.15% |
$2.78M - $8.75M
|
154K
$4.3M
|