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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
BUY
|
- |
603K+ 214.03% |
$16.2M - $51.2M
|
885K
$22.5M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
593K+ 229.11% |
$16M - $50.3M
|
851K
$21.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
588K+ 205.26% |
$15.8M - $49.9M
|
874K
$22.2M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
583KNew |
$15.7M - $49.5M
|
583K
$14.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
581K+ 181.44% |
$15.7M - $49.4M
|
902K
$22.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
580K+ 189.96% |
$15.6M - $49.3M
|
885K
$22.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
580K+ 204.92% |
$15.6M - $49.2M
|
862K
$21.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
574K+ 238.58% |
$15.5M - $48.8M
|
815K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
564K+ 205.85% |
$15.2M - $48M
|
839K
$21.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
562K+ 240.82% |
$15.1M - $47.7M
|
795K
$20.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
561K+ 197.89% |
$15.1M - $47.7M
|
845K
$21.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
559K+ 182.44% |
$15.1M - $47.5M
|
865K
$22M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
552K+ 220.68% |
$14.9M - $46.9M
|
802K
$20.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
550K+ 62.04% |
$14.8M - $46.7M
|
1.44M
$36.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
550K+ 205.76% |
$14.8M - $46.7M
|
817K
$20.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
548K+ 249.97% |
$14.8M - $46.6M
|
767K
$19.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
546K+ 229.33% |
$14.7M - $46.4M
|
784K
$19.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
545K+ 691.11% |
$14.7M - $46.3M
|
624K
$15.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
543K+ 226.33% |
$14.6M - $46.1M
|
783K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
538K+ 188.91% |
$14.5M - $45.7M
|
823K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
537K+ 207.56% |
$14.5M - $45.7M
|
796K
$20.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
537K+ 192.77% |
$14.5M - $45.6M
|
816K
$20.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
524K+ 229.18% |
$14.1M - $44.5M
|
753K
$19.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
523K+ 195.89% |
$14.1M - $44.4M
|
790K
$20.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
519K+ 271.77% |
$14M - $44.1M
|
710K
$18.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
516KNew |
$13.9M - $43.9M
|
516K
$13.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
516K+ 197.87% |
$13.9M - $43.8M
|
777K
$19.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
515K+ 213.25% |
$13.9M - $43.8M
|
757K
$19.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
508K+ 209.53% |
$13.7M - $43.1M
|
750K
$19.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
507KNew |
$13.7M - $43.1M
|
507K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
507K+ 201.2% |
$13.7M - $43.1M
|
759K
$19.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
502K+ 217.78% |
$13.5M - $42.6M
|
732K
$18.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
496K+ 188.46% |
$13.3M - $42.1M
|
759K
$19.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
496K+ 203.27% |
$13.3M - $42.1M
|
739K
$18.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
494K+ 238.24% |
$13.3M - $41.9M
|
701K
$17.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
492K+ 237.0% |
$13.3M - $41.8M
|
700K
$17.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
491KNew |
$13.2M - $41.7M
|
491K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
488K+ 111.09% |
$13.1M - $41.5M
|
927K
$23.6M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
488K+ 161.83% |
$13.1M - $41.4M
|
789K
$20.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
481K+ 207.58% |
$12.9M - $40.8M
|
712K
$18.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
480K+ 200.02% |
$12.9M - $40.8M
|
720K
$18.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
474K+ 213.55% |
$12.8M - $40.3M
|
696K
$17.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
473KNew |
$12.7M - $40.1M
|
473K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
467K+ 201.33% |
$12.6M - $39.7M
|
699K
$17.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
466K+ 188.86% |
$12.5M - $39.6M
|
712K
$18.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
461K+ 196.62% |
$12.4M - $39.1M
|
695K
$17.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
459K+ 188.09% |
$12.4M - $39M
|
704K
$17.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
458K+ 198.5% |
$12.3M - $38.9M
|
689K
$17.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
454K+ 201.97% |
$12.2M - $38.6M
|
679K
$17.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
445K+ 202.65% |
$12M - $37.8M
|
664K
$16.9M
|