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 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
122K+ 173.31% |
$3.28M - $10.3M
|
192K
$4.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
121K+ 467.86% |
$3.26M - $10.3M
|
147K
$3.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
121KNew |
$3.26M - $10.3M
|
121K
$3.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
120KNew |
$3.23M - $10.2M
|
120K
$3.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
120K+ 199.5% |
$3.23M - $10.2M
|
180K
$4.58M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
119K+ 198.03% |
$3.21M - $10.1M
|
180K
$4.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
119K+ 243.94% |
$3.21M - $10.1M
|
168K
$4.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
119K+ 196.94% |
$3.2M - $10.1M
|
179K
$4.55M
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
118K+ 208.56% |
$3.18M - $10M
|
175K
$4.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
118K+ 207.02% |
$3.18M - $10M
|
175K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
118K+ 173.0% |
$3.18M - $10M
|
186K
$4.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
118K+ 184.25% |
$3.17M - $10M
|
182K
$4.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
117K+ 246.04% |
$3.16M - $9.95M
|
165K
$4.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
116KNew |
$3.13M - $9.88M
|
116K
$2.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
116K+ 326.7% |
$3.11M - $9.82M
|
151K
$3.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
115K+ 198.63% |
$3.11M - $9.81M
|
174K
$4.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
115K+ 218.18% |
$3.1M - $9.79M
|
168K
$4.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
115K+ 211.95% |
$3.1M - $9.77M
|
169K
$4.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
115K+ 185.26% |
$3.09M - $9.76M
|
177K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
115K+ 285.74% |
$3.09M - $9.75M
|
155K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
114K+ 234.75% |
$3.08M - $9.7M
|
163K
$4.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
113K+ 196.69% |
$3.04M - $9.6M
|
170K
$4.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
113K+ 219.47% |
$3.04M - $9.59M
|
164K
$4.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
113K+ 200.0% |
$3.03M - $9.56M
|
169K
$4.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
112K+ 206.3% |
$3.01M - $9.48M
|
166K
$4.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
112K+ 195.52% |
$3.01M - $9.48M
|
169K
$4.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
111K+ 340.54% |
$3M - $9.46M
|
144K
$3.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
111K+ 201.18% |
$2.99M - $9.42M
|
166K
$4.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
110K+ 299.85% |
$2.97M - $9.38M
|
147K
$3.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
110K+ 133.53% |
$2.96M - $9.35M
|
193K
$4.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
109K+ 208.34% |
$2.93M - $9.23M
|
161K
$4.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
108K+ 206.45% |
$2.92M - $9.2M
|
161K
$4.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
108K+ 200.1% |
$2.91M - $9.18M
|
162K
$4.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
108K+ 187.17% |
$2.91M - $9.16M
|
166K
$4.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
108K+ 198.94% |
$2.9M - $9.14M
|
162K
$4.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
107K+ 207.32% |
$2.89M - $9.11M
|
159K
$4.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
106K+ 196.29% |
$2.85M - $8.99M
|
160K
$4.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
105K+ 188.81% |
$2.84M - $8.95M
|
161K
$4.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
105K+ 186.86% |
$2.84M - $8.94M
|
162K
$4.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
105K+ 222.38% |
$2.83M - $8.91M
|
152K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
105K+ 220.68% |
$2.82M - $8.9M
|
152K
$3.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
104KNew |
$2.81M - $8.85M
|
104K
$2.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
104K+ 193.95% |
$2.79M - $8.82M
|
157K
$4M
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
104K+ 180.89% |
$2.79M - $8.82M
|
161K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
103K+ 204.4% |
$2.79M - $8.79M
|
154K
$3.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
103K+ 204.15% |
$2.78M - $8.75M
|
154K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
102KNew |
$2.76M - $8.7M
|
102K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
102K+ 230.76% |
$2.76M - $8.7M
|
147K
$3.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
102K+ 245.1% |
$2.73M - $8.62M
|
143K
$3.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
101K+ 259.07% |
$2.73M - $8.6M
|
140K
$3.57M
|