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 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
170K+ 195.34% |
$4.59M - $14.5M
|
257K
$6.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
168K+ 201.55% |
$4.53M - $14.3M
|
252K
$6.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
168K+ 197.54% |
$4.52M - $14.3M
|
253K
$6.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
168K+ 106250.0% |
$4.52M - $14.3M
|
168K
$4.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
167K+ 198.45% |
$4.5M - $14.2M
|
252K
$6.39M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
166K+ 286.77% |
$4.47M - $14.1M
|
224K
$5.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
166K+ 130.39% |
$4.46M - $14.1M
|
293K
$7.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
165K+ 165.34% |
$4.46M - $14.1M
|
266K
$6.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
165KNew |
$4.45M - $14M
|
165K
$4.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
165KNew |
$4.44M - $14M
|
165K
$4.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
163K+ 205.92% |
$4.39M - $13.9M
|
242K
$6.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
162K+ 201.27% |
$4.37M - $13.8M
|
243K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
162K+ 155.04% |
$4.37M - $13.8M
|
267K
$6.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
162K+ 207.03% |
$4.36M - $13.8M
|
240K
$6.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
162K+ 208.29% |
$4.35M - $13.7M
|
239K
$6.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
162K+ 261.42% |
$4.35M - $13.7M
|
223K
$5.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
161K+ 204.24% |
$4.35M - $13.7M
|
241K
$6.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
161K+ 1248.35% |
$4.34M - $13.7M
|
174K
$4.42M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
161K+ 207.69% |
$4.34M - $13.7M
|
239K
$6.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
160K+ 178.94% |
$4.32M - $13.6M
|
250K
$6.36M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
159K+ 211.47% |
$4.29M - $13.5M
|
235K
$5.97M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
159K+ 200.25% |
$4.28M - $13.5M
|
238K
$6.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
159K+ 196.08% |
$4.27M - $13.5M
|
240K
$6.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
159K+ 222.9% |
$4.27M - $13.5M
|
230K
$5.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
158K+ 218.45% |
$4.25M - $13.4M
|
230K
$5.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
157K+ 195.51% |
$4.22M - $13.3M
|
237K
$6.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
156K+ 204.25% |
$4.2M - $13.2M
|
232K
$5.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
155K+ 193.75% |
$4.17M - $13.2M
|
235K
$5.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
155K+ 233.68% |
$4.17M - $13.2M
|
221K
$5.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
155KNew |
$4.17M - $13.1M
|
155K
$3.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
155K+ 214.06% |
$4.16M - $13.1M
|
227K
$5.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
154K+ 297.78% |
$4.15M - $13.1M
|
206K
$5.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
154K+ 293.43% |
$4.15M - $13.1M
|
206K
$5.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
154K+ 311.0% |
$4.15M - $13.1M
|
203K
$5.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
153K+ 117.58% |
$4.13M - $13M
|
284K
$7.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
153K+ 210.54% |
$4.12M - $13M
|
226K
$5.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
153K+ 215.02% |
$4.12M - $13M
|
224K
$5.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
152K+ 75.03% |
$4.1M - $12.9M
|
355K
$9.03M
|
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
151KNew |
$4.07M - $12.8M
|
151K
$3.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
151K+ 267.1% |
$4.06M - $12.8M
|
207K
$5.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
150K+ 198.28% |
$4.04M - $12.7M
|
225K
$5.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
150K+ 170.74% |
$4.03M - $12.7M
|
238K
$6.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
150K+ 200.52% |
$4.03M - $12.7M
|
224K
$5.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
149K+ 202.26% |
$4.02M - $12.7M
|
223K
$5.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
149K+ 216.95% |
$4.01M - $12.7M
|
218K
$5.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
148K+ 187.86% |
$4M - $12.6M
|
227K
$5.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
148K+ 210.8% |
$3.99M - $12.6M
|
218K
$5.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
148K+ 244.08% |
$3.98M - $12.6M
|
208K
$5.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
147K+ 316.2% |
$3.95M - $12.4M
|
193K
$4.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
146KNew |
$3.93M - $12.4M
|
146K
$3.71M
|