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 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.2M+ 569.59% |
$1.14B - $3.59B
|
49.6M
$1.38B
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.8M+ 214.92% |
$667M - $2.11B
|
36.3M
$1.01B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.7MNew |
$584M - $1.84B
|
21.7M
$602M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.2M+ 208.38% |
$518M - $1.63B
|
28.5M
$790M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
17.9M+ 200.0% |
$482M - $1.52B
|
26.8M
$745M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.5M+ 205.84% |
$471M - $1.49B
|
26M
$722M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3M+ 208.5% |
$357M - $1.13B
|
19.6M
$545M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.3M+ 208.16% |
$331M - $1.05B
|
18.2M
$506M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.7M+ 202.25% |
$314M - $991M
|
17.4M
$484M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.8M+ 210.83% |
$292M - $920M
|
16M
$443M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10M+ 195.79% |
$270M - $852M
|
15.1M
$420M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.85M+ 206.65% |
$238M - $752M
|
13.1M
$365M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.36M+ 212.86% |
$225M - $711M
|
12.3M
$341M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.84M+ 215.91% |
$211M - $666M
|
11.5M
$318M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6.8M+ 159.84% |
$183M - $578M
|
11.1M
$307M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.27M+ 202.03% |
$169M - $533M
|
9.38M
$260M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.22M+ 217.46% |
$167M - $528M
|
9.08M
$252M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.89M+ 254.17% |
$159M - $501M
|
8.21M
$228M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.86M+ 217.46% |
$131M - $413M
|
7.1M
$197M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.45M+ 375.98% |
$120M - $378M
|
5.64M
$156M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.21M+ 227.07% |
$113M - $358M
|
6.07M
$168M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.9M+ 210.18% |
$105M - $331M
|
5.76M
$160M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.67M+ 212.95% |
$98.8M - $312M
|
5.39M
$150M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.6M+ 219.66% |
$96.9M - $306M
|
5.24M
$145M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.59M+ 185.99% |
$96.6M - $305M
|
5.51M
$153M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.54M+ 9346.22% |
$95.3M - $301M
|
3.58M
$99.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.54M+ 260.24% |
$95.2M - $300M
|
4.89M
$136M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.51M+ 223.72% |
$94.5M - $298M
|
5.08M
$141M
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
3.51M+ 188.65% |
$94.4M - $298M
|
5.37M
$149M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.29M+ 207.29% |
$88.5M - $279M
|
4.87M
$135M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.1M+ 196.62% |
$83.4M - $263M
|
4.67M
$130M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.99M+ 223.12% |
$80.6M - $254M
|
4.33M
$120M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.87M+ 187.67% |
$77.2M - $244M
|
4.39M
$122M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.78M+ 230.22% |
$75M - $237M
|
3.99M
$111M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.74M+ 198.82% |
$73.7M - $232M
|
4.11M
$114M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
2.69MNew |
$72.4M - $228M
|
2.69M
$74.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.59M+ 209.49% |
$69.8M - $220M
|
3.83M
$106M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.41M+ 203.44% |
$65M - $205M
|
3.6M
$99.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.39M+ 207.14% |
$64.4M - $203M
|
3.54M
$98.4M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.36M+ 209.7% |
$63.6M - $201M
|
3.49M
$96.8M
|
|
|
Feb 19, 2025
Q4 2024
|
Charles Schwab Trust Bank
Henderson, NV |
BUY
|
- |
2.33M+ 143.23% |
$62.7M - $198M
|
3.96M
$110M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.17M+ 626.95% |
$58.3M - $184M
|
2.51M
$69.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.16M+ 210.41% |
$58.1M - $183M
|
3.18M
$88.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.12M+ 259.28% |
$57M - $180M
|
2.93M
$81.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.04M+ 223.13% |
$54.8M - $173M
|
2.95M
$81.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2M+ 192.69% |
$53.9M - $170M
|
3.04M
$84.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.85M+ 187.65% |
$49.8M - $157M
|
2.84M
$78.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.8M+ 216.04% |
$48.6M - $153M
|
2.64M
$73.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.73M+ 426.87% |
$46.7M - $147M
|
2.14M
$59.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.6M+ 259.84% |
$43.1M - $136M
|
2.22M
$61.6M
|