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 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
442K+ 220.01% |
$11.9M - $37.6M
|
643K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
436K+ 755.81% |
$11.7M - $37M
|
494K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
433K+ 217.04% |
$11.7M - $36.8M
|
633K
$16.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
430K+ 253.92% |
$11.6M - $36.6M
|
600K
$15.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
429K+ 208.09% |
$11.6M - $36.4M
|
635K
$16.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
429K+ 188.79% |
$11.5M - $36.4M
|
656K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
414KNew |
$11.2M - $35.2M
|
414K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
414K+ 168.93% |
$11.1M - $35.2M
|
659K
$16.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
413K+ 208.94% |
$11.1M - $35.1M
|
610K
$15.5M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
409K+ 209.82% |
$11M - $34.7M
|
603K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
408K+ 212.54% |
$11M - $34.7M
|
600K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
407K+ 197.04% |
$11M - $34.6M
|
614K
$15.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
407K+ 202.44% |
$11M - $34.6M
|
608K
$15.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
404K+ 182.95% |
$10.9M - $34.3M
|
625K
$15.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
397KNew |
$10.7M - $33.7M
|
397K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
396K+ 197.74% |
$10.7M - $33.7M
|
597K
$15.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
395K+ 207.31% |
$10.6M - $33.6M
|
586K
$14.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
392K+ 268.44% |
$10.6M - $33.3M
|
538K
$13.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
391K+ 198.0% |
$10.5M - $33.2M
|
589K
$15M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
388K+ 203.43% |
$10.4M - $33M
|
579K
$14.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
387K+ 221.68% |
$10.4M - $32.9M
|
561K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
386K+ 198.49% |
$10.4M - $32.8M
|
580K
$14.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
384K+ 183.7% |
$10.3M - $32.6M
|
593K
$15.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
380K+ 208.67% |
$10.2M - $32.3M
|
562K
$14.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
379K+ 9466.78% |
$10.2M - $32.2M
|
383K
$9.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
375K+ 202.06% |
$10.1M - $31.8M
|
560K
$14.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
370K+ 200.0% |
$9.97M - $31.5M
|
555K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
369K+ 205.93% |
$9.94M - $31.4M
|
549K
$13.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
368K+ 192.66% |
$9.9M - $31.2M
|
559K
$14.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
362K+ 180.68% |
$9.75M - $30.7M
|
562K
$14.3M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
357K+ 216.59% |
$9.62M - $30.4M
|
522K
$13.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
356K+ 195.17% |
$9.58M - $30.2M
|
538K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
354K+ 149.26% |
$9.53M - $30.1M
|
591K
$15M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
352K+ 195.32% |
$9.49M - $29.9M
|
533K
$13.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
346K+ 209.36% |
$9.32M - $29.4M
|
511K
$13M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
346K+ 240.57% |
$9.31M - $29.4M
|
489K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
344K+ 264.2% |
$9.27M - $29.2M
|
474K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
343K+ 238.44% |
$9.24M - $29.2M
|
487K
$12.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
341K+ 202.07% |
$9.19M - $29M
|
510K
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
341KNew |
$9.18M - $29M
|
341K
$8.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
338K+ 197.86% |
$9.09M - $28.7M
|
508K
$12.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
337K+ 196.45% |
$9.07M - $28.6M
|
508K
$12.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
335K+ 236.3% |
$9.03M - $28.5M
|
477K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
335KNew |
$9.02M - $28.5M
|
335K
$8.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
335K+ 220.04% |
$9.01M - $28.4M
|
487K
$12.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
333K+ 1324.55% |
$8.98M - $28.3M
|
359K
$9.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
332KNew |
$8.95M - $28.2M
|
332K
$8.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
332K+ 206.96% |
$8.93M - $28.2M
|
492K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
330K+ 192.55% |
$8.88M - $28M
|
501K
$12.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
329K+ 211.5% |
$8.85M - $27.9M
|
484K
$12.3M
|