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 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
86.8K+ 196.0% |
$2.34M - $7.37M
|
131K
$3.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
86.5KNew |
$2.33M - $7.35M
|
86.5K
$2.2M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
85.6K+ 191.03% |
$2.3M - $7.27M
|
130K
$3.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
85.2K+ 235.84% |
$2.3M - $7.24M
|
121K
$3.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
84.8K+ 212.8% |
$2.28M - $7.21M
|
125K
$3.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
84.3K+ 404.58% |
$2.27M - $7.16M
|
105K
$2.67M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
84.3K+ 404.58% |
$2.27M - $7.16M
|
105K
$2.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
84.1K+ 198.84% |
$2.26M - $7.14M
|
126K
$3.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
83.5K+ 253.48% |
$2.25M - $7.09M
|
116K
$2.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
83K+ 207.64% |
$2.24M - $7.05M
|
123K
$3.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
83KNew |
$2.24M - $7.05M
|
83K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
82.7K+ 212.8% |
$2.23M - $7.03M
|
122K
$3.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
81.7K+ 195.37% |
$2.2M - $6.94M
|
124K
$3.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
81.6K+ 204.31% |
$2.2M - $6.93M
|
121K
$3.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
81.6K+ 200.0% |
$2.2M - $6.93M
|
122K
$3.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
81.4K+ 200.61% |
$2.19M - $6.91M
|
122K
$3.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
81.3K+ 171.84% |
$2.19M - $6.91M
|
129K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
80.9K+ 265.75% |
$2.18M - $6.87M
|
111K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
80.9K+ 2627.66% |
$2.18M - $6.87M
|
83.9K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
80.8KNew |
$2.18M - $6.87M
|
80.8K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
80.7K+ 191.81% |
$2.17M - $6.86M
|
123K
$3.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
80.7K+ 211.7% |
$2.17M - $6.85M
|
119K
$3.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
80.3K+ 202.27% |
$2.16M - $6.82M
|
120K
$3.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
80.2K+ 198.77% |
$2.16M - $6.81M
|
121K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
79.7K+ 114.78% |
$2.15M - $6.77M
|
149K
$3.79M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
79.1K+ 192.11% |
$2.13M - $6.72M
|
120K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
79.1KNew |
$2.13M - $6.72M
|
79.1K
$2.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
78.7K+ 215.32% |
$2.12M - $6.68M
|
115K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
78.2K+ 216.5% |
$2.11M - $6.64M
|
114K
$2.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
77.1K+ 189.74% |
$2.08M - $6.55M
|
118K
$2.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
76.9K+ 227.75% |
$2.07M - $6.53M
|
111K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
76.9K+ 248.87% |
$2.07M - $6.53M
|
108K
$2.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
76.8K+ 241.24% |
$2.07M - $6.52M
|
109K
$2.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
76.7K+ 195.65% |
$2.06M - $6.51M
|
116K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
76.5K+ 198.59% |
$2.06M - $6.5M
|
115K
$2.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
76.3K+ 200.01% |
$2.06M - $6.49M
|
115K
$2.91M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
76.3K+ 204.12% |
$2.05M - $6.48M
|
114K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
75.2K+ 187.82% |
$2.03M - $6.39M
|
115K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
75K+ 201.11% |
$2.02M - $6.37M
|
112K
$2.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
74.9K+ 199.99% |
$2.02M - $6.36M
|
112K
$2.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
74.7KNew |
$2.01M - $6.35M
|
74.7K
$1.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
74.5K+ 224.22% |
$2.01M - $6.33M
|
108K
$2.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
74KNew |
$1.99M - $6.29M
|
74K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
74K+ 293.95% |
$1.99M - $6.29M
|
99.2K
$2.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
74K+ 204.9% |
$1.99M - $6.28M
|
110K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
73.6KNew |
$1.98M - $6.25M
|
73.6K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
73.4K+ 195.42% |
$1.98M - $6.24M
|
111K
$2.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
73.3K+ 220.4% |
$1.97M - $6.23M
|
107K
$2.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
73.3K+ 201.22% |
$1.97M - $6.22M
|
110K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
73.1KNew |
$1.97M - $6.21M
|
73.1K
$1.86M
|