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 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
362K+ 180.68% |
$9.75M - $30.7M
|
562K
$15.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
356K+ 195.17% |
$9.58M - $30.2M
|
538K
$15M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
352K+ 195.32% |
$9.49M - $29.9M
|
533K
$14.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
346K+ 209.36% |
$9.32M - $29.4M
|
511K
$14.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
346K+ 240.57% |
$9.31M - $29.4M
|
489K
$13.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
344K+ 264.2% |
$9.27M - $29.2M
|
474K
$13.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
341K+ 202.07% |
$9.19M - $29M
|
510K
$14.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
341KNew |
$9.18M - $29M
|
341K
$9.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
337K+ 196.45% |
$9.07M - $28.6M
|
508K
$14.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
335K+ 236.3% |
$9.03M - $28.5M
|
477K
$13.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
335KNew |
$9.02M - $28.5M
|
335K
$9.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
332K+ 206.96% |
$8.93M - $28.2M
|
492K
$13.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
329K+ 211.5% |
$8.85M - $27.9M
|
484K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
327KNew |
$8.81M - $27.8M
|
327K
$9.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
321K+ 198.2% |
$8.65M - $27.3M
|
483K
$13.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
321K+ 189.25% |
$8.64M - $27.3M
|
490K
$13.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
321K+ 236.43% |
$8.64M - $27.2M
|
456K
$12.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
318K+ 305.82% |
$8.58M - $27.1M
|
423K
$11.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
316K+ 277.58% |
$8.52M - $26.9M
|
430K
$12M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
313K+ 205.52% |
$8.43M - $26.6M
|
466K
$13M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
310K+ 181.41% |
$8.34M - $26.3M
|
480K
$13.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
309K+ 212.73% |
$8.33M - $26.3M
|
455K
$12.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
309K+ 248.07% |
$8.32M - $26.3M
|
434K
$12.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
308K+ 223.2% |
$8.29M - $26.1M
|
445K
$12.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
300KNew |
$8.08M - $25.5M
|
300K
$8.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
285KNew |
$7.68M - $24.2M
|
285K
$7.94M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
281K+ 198.86% |
$7.56M - $23.9M
|
422K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
280K+ 200.35% |
$7.55M - $23.8M
|
420K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
277K+ 212.19% |
$7.45M - $23.5M
|
407K
$11.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
274K+ 197.18% |
$7.39M - $23.3M
|
414K
$11.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
269K+ 216.1% |
$7.24M - $22.8M
|
393K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
268K+ 197.96% |
$7.21M - $22.7M
|
403K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
267K+ 211.1% |
$7.2M - $22.7M
|
394K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
261K+ 214.89% |
$7.04M - $22.2M
|
383K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
261K+ 202.37% |
$7.03M - $22.2M
|
390K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
260K+ 192.29% |
$7.01M - $22.1M
|
396K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
256KNew |
$6.9M - $21.8M
|
256K
$7.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
254K+ 209.28% |
$6.83M - $21.6M
|
375K
$10.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
251K+ 200.23% |
$6.77M - $21.3M
|
377K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
246K+ 196.89% |
$6.64M - $20.9M
|
372K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
246K+ 224.47% |
$6.61M - $20.9M
|
355K
$9.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
243K+ 191.92% |
$6.55M - $20.6M
|
370K
$10.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
237K+ 195.8% |
$6.39M - $20.2M
|
359K
$9.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
235K+ 210.72% |
$6.32M - $19.9M
|
346K
$9.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
233K+ 208.61% |
$6.27M - $19.8M
|
345K
$9.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
231K+ 201.47% |
$6.22M - $19.6M
|
346K
$9.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
226K+ 222.43% |
$6.08M - $19.2M
|
327K
$9.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
223K+ 187.14% |
$6M - $18.9M
|
342K
$9.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
222K+ 199.63% |
$5.97M - $18.8M
|
333K
$9.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
221K+ 217.76% |
$5.94M - $18.7M
|
322K
$8.96M
|