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 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.95K+ 205.26% |
$187K - $590K
|
10.3K
$287K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.92K+ 39.23% |
$186K - $588K
|
24.6K
$683K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
6.91K+ 201.22% |
$186K - $587K
|
10.4K
$288K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.91K+ 83.96% |
$186K - $587K
|
15.1K
$422K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
6.82K+ 200.0% |
$184K - $579K
|
10.2K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.8K+ 200.09% |
$183K - $577K
|
10.2K
$284K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
6.67K+ 200.0% |
$180K - $567K
|
10K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.65K+ 237.83% |
$179K - $564K
|
9.44K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
6.64K+ 244.15% |
$179K - $564K
|
9.36K
$261K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
6.58K+ 202.77% |
$177K - $559K
|
9.83K
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
6.57K+ 200.0% |
$177K - $558K
|
9.85K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6.54K+ 205.01% |
$176K - $556K
|
9.74K
$271K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.5K+ 200.0% |
$175K - $552K
|
9.75K
$271K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.44K+ 201.94% |
$173K - $547K
|
9.63K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.43K+ 209.0% |
$173K - $546K
|
9.51K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
6.36K+ 203.97% |
$171K - $541K
|
9.48K
$264K
|
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
6.34K+ 136.09% |
$171K - $538K
|
11K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.31K+ 198.93% |
$170K - $536K
|
9.48K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
6.29K+ 217.18% |
$169K - $535K
|
9.19K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
6.23K+ 197.53% |
$168K - $529K
|
9.38K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
6.22K+ 201.85% |
$167K - $528K
|
9.3K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
6.08K+ 154.9% |
$164K - $516K
|
10K
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.08K+ 194.34% |
$164K - $516K
|
9.2K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6.03K+ 202.11% |
$162K - $512K
|
9.01K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.94K+ 2.66% |
$160K - $505K
|
229K
$6.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5.91K+ 186.28% |
$159K - $502K
|
9.08K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
5.8K+ 200.0% |
$156K - $493K
|
8.7K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
5.78K+ 185.93% |
$156K - $491K
|
8.88K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
5.7K+ 331.63% |
$154K - $485K
|
7.42K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5.69K+ 200.04% |
$153K - $484K
|
8.54K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.58K+ 4.52% |
$150K - $474K
|
129K
$3.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
5.57K+ 206.49% |
$150K - $473K
|
8.27K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.46K+ 200.07% |
$147K - $463K
|
8.18K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5.45K+ 202.79% |
$147K - $463K
|
8.14K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.45K+ 163.53% |
$147K - $463K
|
8.79K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
5.4K+ 200.0% |
$145K - $459K
|
8.1K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5.39K+ 211.79% |
$145K - $458K
|
7.94K
$221K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
5.35K+ 53.4% |
$144K - $454K
|
15.4K
$427K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
5.33K+ 167.62% |
$144K - $453K
|
8.51K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.28K+ 198.31% |
$142K - $448K
|
7.94K
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.27K+ 200.0% |
$142K - $448K
|
7.91K
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
5.26K+ 200.0% |
$142K - $447K
|
7.89K
$220K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.25K+ 221.07% |
$141K - $446K
|
7.62K
$212K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
5.22K+ 202.72% |
$141K - $443K
|
7.8K
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.2K+ 63.91% |
$140K - $441K
|
13.3K
$371K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
5.17K+ 200.0% |
$139K - $439K
|
7.75K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.09K+ 202.67% |
$137K - $432K
|
7.6K
$212K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
5K+ 200.0% |
$135K - $425K
|
7.5K
$209K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5K+ 142.86% |
$135K - $425K
|
8.5K
$237K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.96KNew |
$133K - $421K
|
4.96K
$138K
|