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 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
74KNew |
$1.99M - $6.29M
|
74K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
74K+ 293.95% |
$1.99M - $6.29M
|
99.2K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
74K+ 204.9% |
$1.99M - $6.28M
|
110K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
73.6KNew |
$1.98M - $6.25M
|
73.6K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
73.4K+ 195.42% |
$1.98M - $6.24M
|
111K
$2.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
73.3K+ 220.4% |
$1.97M - $6.23M
|
107K
$2.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
73.3K+ 201.22% |
$1.97M - $6.22M
|
110K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
73.1KNew |
$1.97M - $6.21M
|
73.1K
$1.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
72.7K+ 213.0% |
$1.96M - $6.18M
|
107K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
72.4K+ 204.34% |
$1.95M - $6.15M
|
108K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
72.2K+ 200.0% |
$1.94M - $6.14M
|
108K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
72K+ 230.12% |
$1.94M - $6.11M
|
103K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
71.9K+ 235.72% |
$1.94M - $6.11M
|
102K
$2.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
71.9K+ 202.93% |
$1.94M - $6.1M
|
107K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
71.7K+ 185.67% |
$1.93M - $6.09M
|
110K
$2.94M
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
71.7K+ 221.36% |
$1.93M - $6.09M
|
104K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
71.5K+ 187.49% |
$1.93M - $6.07M
|
110K
$2.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
71.3K+ 203.07% |
$1.92M - $6.06M
|
106K
$2.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
70.9K+ 252.19% |
$1.91M - $6.03M
|
99.1K
$2.64M
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
70.8KNew |
$1.91M - $6.01M
|
70.8K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
70.6K+ 208.52% |
$1.9M - $6M
|
105K
$2.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
70.3KNew |
$1.89M - $5.97M
|
70.3K
$1.88M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
70K+ 172.58% |
$1.89M - $5.95M
|
111K
$2.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
69.3K+ 432.38% |
$1.87M - $5.89M
|
85.3K
$2.28M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
69K+ 195.0% |
$1.86M - $5.86M
|
104K
$2.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
68.7K+ 200.0% |
$1.85M - $5.83M
|
103K
$2.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
68.6K+ 217.5% |
$1.85M - $5.82M
|
100K
$2.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
68.2K+ 295.49% |
$1.84M - $5.79M
|
91.2K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
68K+ 206.41% |
$1.83M - $5.78M
|
101K
$2.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
67.8K+ 268.2% |
$1.83M - $5.76M
|
93.1K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
67.8KNew |
$1.83M - $5.76M
|
67.8K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
67.6K+ 288.59% |
$1.82M - $5.74M
|
91K
$2.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
67.4K+ 202.4% |
$1.82M - $5.73M
|
101K
$2.69M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
67.4K+ 229.28% |
$1.82M - $5.73M
|
96.8K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
67.4KNew |
$1.82M - $5.73M
|
67.4K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
67.4KNew |
$1.81M - $5.72M
|
67.4K
$1.8M
|
|
|
Apr 17, 2025
Q4 2024
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
66.9K+ 198.04% |
$1.8M - $5.69M
|
101K
$2.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
66.9K+ 194.25% |
$1.8M - $5.69M
|
101K
$2.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
66.4K+ 200.0% |
$1.79M - $5.64M
|
99.6K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
66.4K+ 214.6% |
$1.79M - $5.64M
|
97.3K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
66.3K+ 110.62% |
$1.78M - $5.63M
|
126K
$3.37M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
65.6K+ 206.93% |
$1.77M - $5.57M
|
97.3K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
65.4K+ 198.29% |
$1.76M - $5.56M
|
98.4K
$2.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
65.4K+ 251.08% |
$1.76M - $5.56M
|
91.4K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
65.2K+ 264.06% |
$1.76M - $5.54M
|
89.9K
$2.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
64.9KNew |
$1.75M - $5.51M
|
64.9K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
64.9K+ 209.61% |
$1.75M - $5.51M
|
95.8K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
64.8K+ 286.39% |
$1.75M - $5.51M
|
87.5K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
64.7K+ 203.15% |
$1.74M - $5.5M
|
96.6K
$2.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
64.5K+ 192.81% |
$1.74M - $5.48M
|
98K
$2.62M
|