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 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
562K+ 240.82% |
$15.1M - $47.7M
|
795K
$21.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
561K+ 197.89% |
$15.1M - $47.7M
|
845K
$23.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
559K+ 182.44% |
$15.1M - $47.5M
|
865K
$23.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
552K+ 220.68% |
$14.9M - $46.9M
|
802K
$22.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
550K+ 205.76% |
$14.8M - $46.7M
|
817K
$22.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
548K+ 249.97% |
$14.8M - $46.6M
|
767K
$21.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
545K+ 691.11% |
$14.7M - $46.3M
|
624K
$17.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
543K+ 226.33% |
$14.6M - $46.1M
|
783K
$21.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
537K+ 192.77% |
$14.5M - $45.6M
|
816K
$22.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
524K+ 229.18% |
$14.1M - $44.5M
|
753K
$20.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
523K+ 195.89% |
$14.1M - $44.4M
|
790K
$21.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
516KNew |
$13.9M - $43.9M
|
516K
$14.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Consulate, Inc
|
BUY
|
- |
516K+ 197.87% |
$13.9M - $43.8M
|
777K
$21.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
508K+ 209.53% |
$13.7M - $43.1M
|
750K
$20.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
502K+ 217.78% |
$13.5M - $42.6M
|
732K
$20.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
496K+ 188.46% |
$13.3M - $42.1M
|
759K
$20.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
496K+ 203.27% |
$13.3M - $42.1M
|
739K
$20.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
494K+ 238.24% |
$13.3M - $41.9M
|
701K
$19.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
492K+ 237.0% |
$13.3M - $41.8M
|
700K
$19.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
491KNew |
$13.2M - $41.7M
|
491K
$13.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
481K+ 207.58% |
$12.9M - $40.8M
|
712K
$19.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
480K+ 200.02% |
$12.9M - $40.8M
|
720K
$19.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
474K+ 213.55% |
$12.8M - $40.3M
|
696K
$19.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
467K+ 201.33% |
$12.6M - $39.7M
|
699K
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
461K+ 196.62% |
$12.4M - $39.1M
|
695K
$19.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
459K+ 188.09% |
$12.4M - $39M
|
704K
$19.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
BUY
|
- |
458K+ 198.5% |
$12.3M - $38.9M
|
689K
$19M
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
454K+ 201.97% |
$12.2M - $38.6M
|
679K
$18.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
445K+ 202.65% |
$12M - $37.8M
|
664K
$18.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
436K+ 755.81% |
$11.7M - $37M
|
494K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
433K+ 217.04% |
$11.7M - $36.8M
|
633K
$17.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
BUY
|
- |
430K+ 253.92% |
$11.6M - $36.6M
|
600K
$16.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
429K+ 208.09% |
$11.6M - $36.4M
|
635K
$17.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
429K+ 188.79% |
$11.5M - $36.4M
|
656K
$18.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
414K+ 168.93% |
$11.1M - $35.2M
|
659K
$18.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
413K+ 208.94% |
$11.1M - $35.1M
|
610K
$16.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
407K+ 197.04% |
$11M - $34.6M
|
614K
$16.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
407K+ 202.44% |
$11M - $34.6M
|
608K
$16.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
404K+ 182.95% |
$10.9M - $34.3M
|
625K
$17.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
397KNew |
$10.7M - $33.7M
|
397K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
395K+ 207.31% |
$10.6M - $33.6M
|
586K
$16.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
392K+ 268.44% |
$10.6M - $33.3M
|
538K
$14.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
391K+ 198.0% |
$10.5M - $33.2M
|
589K
$16.2M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
388K+ 203.43% |
$10.4M - $33M
|
579K
$15.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
387K+ 221.68% |
$10.4M - $32.9M
|
561K
$15.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
386K+ 198.49% |
$10.4M - $32.8M
|
580K
$16M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
384K+ 183.7% |
$10.3M - $32.6M
|
593K
$16.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
380K+ 208.67% |
$10.2M - $32.3M
|
562K
$15.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
379K+ 9466.78% |
$10.2M - $32.2M
|
383K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
375K+ 202.06% |
$10.1M - $31.8M
|
560K
$15.4M
|