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 07, 2025
Q4 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
182K+ 209.09% |
$4.91M - $15.5M
|
269K
$7.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
181K+ 205.85% |
$4.87M - $15.4M
|
269K
$7.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
180K+ 199.41% |
$4.86M - $15.3M
|
271K
$7.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
179K+ 227.47% |
$4.82M - $15.2M
|
258K
$7.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
177K+ 201.02% |
$4.77M - $15M
|
265K
$7.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
175K+ 211.23% |
$4.71M - $14.9M
|
258K
$7.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
175K+ 205.93% |
$4.71M - $14.8M
|
260K
$7.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
174K+ 267.53% |
$4.68M - $14.8M
|
239K
$6.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
174K+ 222.43% |
$4.68M - $14.8M
|
252K
$6.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
172KNew |
$4.64M - $14.6M
|
172K
$4.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
171K+ 189.89% |
$4.61M - $14.5M
|
261K
$7.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
170K+ 195.34% |
$4.59M - $14.5M
|
257K
$7.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
167K+ 198.45% |
$4.5M - $14.2M
|
252K
$6.93M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
166K+ 286.77% |
$4.47M - $14.1M
|
224K
$6.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
163K+ 205.92% |
$4.39M - $13.9M
|
242K
$6.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
162K+ 201.27% |
$4.37M - $13.8M
|
243K
$6.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Hc Advisors, LLC
|
BUY
|
- |
162K+ 207.03% |
$4.36M - $13.8M
|
240K
$6.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
162K+ 261.42% |
$4.35M - $13.7M
|
223K
$6.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
161K+ 204.24% |
$4.35M - $13.7M
|
241K
$6.63M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
161K+ 207.69% |
$4.34M - $13.7M
|
239K
$6.58M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
159K+ 211.47% |
$4.29M - $13.5M
|
235K
$6.47M
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
159K+ 200.25% |
$4.28M - $13.5M
|
238K
$6.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
159K+ 196.08% |
$4.27M - $13.5M
|
240K
$6.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
158K+ 218.45% |
$4.25M - $13.4M
|
230K
$6.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Gunma Bank,Ltd.
|
BUY
|
- |
155K+ 193.75% |
$4.17M - $13.2M
|
235K
$6.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
155K+ 233.68% |
$4.17M - $13.2M
|
221K
$6.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
154K+ 297.78% |
$4.15M - $13.1M
|
206K
$5.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
154K+ 293.43% |
$4.15M - $13.1M
|
206K
$5.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
154K+ 311.0% |
$4.15M - $13.1M
|
203K
$5.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
153K+ 117.58% |
$4.13M - $13M
|
284K
$7.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
153K+ 210.54% |
$4.12M - $13M
|
226K
$6.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
153K+ 215.02% |
$4.12M - $13M
|
224K
$6.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
152K+ 75.03% |
$4.1M - $12.9M
|
355K
$9.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
151K+ 267.1% |
$4.06M - $12.8M
|
207K
$5.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
150K+ 170.74% |
$4.03M - $12.7M
|
238K
$6.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
150K+ 200.52% |
$4.03M - $12.7M
|
224K
$6.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
149K+ 202.26% |
$4.02M - $12.7M
|
223K
$6.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
149K+ 216.95% |
$4.01M - $12.7M
|
218K
$6M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
148K+ 187.86% |
$4M - $12.6M
|
227K
$6.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
148K+ 210.8% |
$3.99M - $12.6M
|
218K
$6.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
148K+ 244.08% |
$3.98M - $12.6M
|
208K
$5.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
147K+ 316.2% |
$3.95M - $12.4M
|
193K
$5.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
146KNew |
$3.93M - $12.4M
|
146K
$4.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
146K+ 200.0% |
$3.93M - $12.4M
|
219K
$6.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
145K+ 220.0% |
$3.9M - $12.3M
|
211K
$5.8M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
144K+ 217.02% |
$3.89M - $12.3M
|
211K
$5.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
144K+ 675.17% |
$3.87M - $12.2M
|
165K
$4.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
143K+ 202.97% |
$3.86M - $12.2M
|
214K
$5.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
143KNew |
$3.86M - $12.2M
|
143K
$3.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
143K+ 194.07% |
$3.85M - $12.1M
|
217K
$5.97M
|