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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.7MNew |
$584M - $1.84B
|
21.7M
$598M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
17.9M+ 200.0% |
$482M - $1.52B
|
26.8M
$739M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.5M+ 205.84% |
$471M - $1.49B
|
26M
$717M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10M+ 195.79% |
$270M - $852M
|
15.1M
$417M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.85M+ 206.65% |
$238M - $752M
|
13.1M
$362M
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6.8M+ 159.84% |
$183M - $578M
|
11.1M
$305M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.27M+ 202.03% |
$169M - $533M
|
9.38M
$259M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.9M+ 210.18% |
$105M - $331M
|
5.76M
$159M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.6M+ 219.66% |
$96.9M - $306M
|
5.24M
$144M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.54M+ 9346.22% |
$95.3M - $301M
|
3.58M
$98.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
3.54M+ 260.24% |
$95.2M - $300M
|
4.89M
$135M
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
3.51M+ 188.65% |
$94.4M - $298M
|
5.37M
$148M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3.29M+ 207.29% |
$88.5M - $279M
|
4.87M
$134M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.1M+ 196.62% |
$83.4M - $263M
|
4.67M
$129M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.78M+ 230.22% |
$75M - $237M
|
3.99M
$110M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.74M+ 198.82% |
$73.7M - $232M
|
4.11M
$113M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.59M+ 209.49% |
$69.8M - $220M
|
3.83M
$105M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
2.41M+ 203.44% |
$65M - $205M
|
3.6M
$99.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.39M+ 207.14% |
$64.4M - $203M
|
3.54M
$97.7M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.36M+ 209.7% |
$63.6M - $201M
|
3.49M
$96.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.17M+ 626.95% |
$58.3M - $184M
|
2.51M
$69.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.16M+ 210.41% |
$58.1M - $183M
|
3.18M
$87.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.12M+ 259.28% |
$57M - $180M
|
2.93M
$80.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.04M+ 223.13% |
$54.8M - $173M
|
2.95M
$81.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2M+ 192.69% |
$53.9M - $170M
|
3.04M
$83.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.85M+ 187.65% |
$49.8M - $157M
|
2.84M
$78.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.54M+ 275.52% |
$41.5M - $131M
|
2.1M
$57.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.52M+ 195.35% |
$40.9M - $129M
|
2.3M
$63.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.52M+ 179.92% |
$40.8M - $129M
|
2.36M
$65M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.49M+ 217.13% |
$40.1M - $126M
|
2.17M
$59.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.48M+ 208.96% |
$39.8M - $126M
|
2.18M
$60.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.46M+ 219.9% |
$39.5M - $124M
|
2.13M
$58.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.46MNew |
$39.3M - $124M
|
1.46M
$40.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.37M+ 8161.65% |
$37M - $117M
|
1.39M
$38.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.36M+ 207.61% |
$36.7M - $116M
|
2.02M
$55.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
1.35M+ 200.68% |
$36.3M - $114M
|
2.02M
$55.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.33M+ 216.73% |
$35.9M - $113M
|
1.95M
$53.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.21M+ 221.59% |
$32.5M - $102M
|
1.75M
$48.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.2M+ 471.98% |
$32.3M - $102M
|
1.46M
$40.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.15M+ 221.45% |
$31M - $97.7M
|
1.67M
$46M
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.13M+ 203.27% |
$30.4M - $96M
|
1.69M
$46.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.1M+ 206.5% |
$29.6M - $93.5M
|
1.63M
$45M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.09M+ 33.42% |
$29.4M - $92.8M
|
4.36M
$120M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.07MNew |
$28.9M - $91.2M
|
1.07M
$29.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.07M+ 259.11% |
$28.7M - $90.6M
|
1.48M
$40.7M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.06M+ 206.64% |
$28.5M - $89.8M
|
1.57M
$43.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
BUY
|
- |
1.05M+ 200.0% |
$28.4M - $89.5M
|
1.58M
$43.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
1.05MNew |
$28.4M - $89.4M
|
1.05M
$29M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.03M+ 201.14% |
$27.7M - $87.5M
|
1.54M
$42.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.03M+ 204.63% |
$27.7M - $87.5M
|
1.53M
$42.3M
|