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 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
332K+ 206.96% |
$8.93M - $28.2M
|
492K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
330K+ 192.55% |
$8.88M - $28M
|
501K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
329K+ 211.5% |
$8.85M - $27.9M
|
484K
$12.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
329K+ 225.36% |
$8.85M - $27.9M
|
475K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
327K+ 245.18% |
$8.81M - $27.8M
|
461K
$12.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
327KNew |
$8.81M - $27.8M
|
327K
$8.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
324K+ 199.72% |
$8.73M - $27.6M
|
487K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
324K+ 1994.11% |
$8.73M - $27.5M
|
340K
$9.09M
|
|
|
Feb 12, 2025
Q4 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
321K+ 197.94% |
$8.66M - $27.3M
|
484K
$12.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
321K+ 198.2% |
$8.65M - $27.3M
|
483K
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
321K+ 189.25% |
$8.64M - $27.3M
|
490K
$13.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
321K+ 236.43% |
$8.64M - $27.2M
|
456K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
320K+ 259.2% |
$8.61M - $27.2M
|
443K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
318K+ 305.82% |
$8.58M - $27.1M
|
423K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
316K+ 277.58% |
$8.52M - $26.9M
|
430K
$11.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
313K+ 205.52% |
$8.43M - $26.6M
|
466K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
313K+ 153.94% |
$8.42M - $26.5M
|
516K
$13.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
312K+ 194.34% |
$8.41M - $26.5M
|
473K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
311K+ 182.63% |
$8.38M - $26.4M
|
482K
$12.9M
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
311K+ 192.85% |
$8.37M - $26.4M
|
472K
$12.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
310K+ 181.41% |
$8.34M - $26.3M
|
480K
$12.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
309K+ 212.73% |
$8.33M - $26.3M
|
455K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
309K+ 234.4% |
$8.33M - $26.3M
|
441K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
309K+ 215.85% |
$8.33M - $26.3M
|
452K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
309K+ 248.07% |
$8.32M - $26.3M
|
434K
$11.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
308K+ 257.24% |
$8.31M - $26.2M
|
428K
$11.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
308K+ 223.2% |
$8.29M - $26.1M
|
445K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
306K+ 189.53% |
$8.24M - $26M
|
467K
$12.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
306K+ 223.12% |
$8.23M - $26M
|
443K
$11.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
305K+ 212.22% |
$8.22M - $25.9M
|
449K
$12M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
305K+ 245.74% |
$8.21M - $25.9M
|
429K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
300KNew |
$8.08M - $25.5M
|
300K
$8.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
299K+ 2466.11% |
$8.06M - $25.4M
|
312K
$8.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
294K+ 258.58% |
$7.92M - $25M
|
408K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
292K+ 211.1% |
$7.85M - $24.8M
|
430K
$11.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
285KNew |
$7.68M - $24.2M
|
285K
$7.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
285K+ 216.27% |
$7.67M - $24.2M
|
417K
$11.1M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
281K+ 198.86% |
$7.56M - $23.9M
|
422K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
281K+ 188.68% |
$7.56M - $23.8M
|
429K
$11.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
280K+ 200.35% |
$7.55M - $23.8M
|
420K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
280K+ 204.13% |
$7.53M - $23.8M
|
417K
$11.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
280K+ 205.31% |
$7.53M - $23.7M
|
416K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
278K+ 225.01% |
$7.48M - $23.6M
|
401K
$10.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
277K+ 172.56% |
$7.45M - $23.5M
|
437K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
277K+ 212.19% |
$7.45M - $23.5M
|
407K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
276K+ 199.29% |
$7.44M - $23.5M
|
415K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
274K+ 197.18% |
$7.39M - $23.3M
|
414K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
269K+ 216.1% |
$7.24M - $22.8M
|
393K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
268K+ 197.96% |
$7.21M - $22.7M
|
403K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
267K+ 211.1% |
$7.2M - $22.7M
|
394K
$10.5M
|