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 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
64.9KNew |
$1.75M - $5.51M
|
64.9K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
64.9K+ 209.61% |
$1.75M - $5.51M
|
95.8K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
64.8K+ 286.39% |
$1.75M - $5.51M
|
87.5K
$2.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
64.7K+ 203.15% |
$1.74M - $5.5M
|
96.6K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
64.5K+ 192.81% |
$1.74M - $5.48M
|
98K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
64.2K+ 183.38% |
$1.73M - $5.46M
|
99.3K
$2.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
64.1K+ 201.5% |
$1.73M - $5.44M
|
95.9K
$2.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
64K+ 233.27% |
$1.72M - $5.44M
|
91.5K
$2.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
63.8K+ 204.88% |
$1.72M - $5.42M
|
94.9K
$2.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
63.6K+ 204.63% |
$1.71M - $5.4M
|
94.7K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
63.5KNew |
$1.71M - $5.39M
|
63.5K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
63.4K+ 189.5% |
$1.71M - $5.39M
|
96.9K
$2.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
63.1K+ 234.37% |
$1.7M - $5.36M
|
90K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
63.1K+ 204.91% |
$1.7M - $5.36M
|
93.8K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
63K+ 200.0% |
$1.7M - $5.35M
|
94.5K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
63K+ 676.0% |
$1.7M - $5.35M
|
72.3K
$1.92M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
62.9K+ 201.26% |
$1.7M - $5.35M
|
94.2K
$2.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
62.9K+ 202.17% |
$1.69M - $5.34M
|
94K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
62.6K+ 296.91% |
$1.69M - $5.32M
|
83.7K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
62.5K+ 445.56% |
$1.68M - $5.31M
|
76.5K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
62.4K+ 185.73% |
$1.68M - $5.3M
|
96.1K
$2.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
62.3K+ 200.0% |
$1.68M - $5.3M
|
93.5K
$2.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
62.3K+ 181.96% |
$1.68M - $5.3M
|
96.6K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
62.3K+ 212.52% |
$1.68M - $5.29M
|
91.6K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
62.2K+ 242.5% |
$1.68M - $5.28M
|
87.9K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
62.2K+ 298.91% |
$1.67M - $5.28M
|
83K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
62.2K+ 190.69% |
$1.67M - $5.28M
|
94.8K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
62.1K+ 190.36% |
$1.67M - $5.28M
|
94.7K
$2.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
61.6K+ 212.18% |
$1.66M - $5.23M
|
90.6K
$2.41M
|
|
|
Mar 28, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
61.5K+ 54.28% |
$1.66M - $5.23M
|
175K
$4.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
61.2K+ 666.15% |
$1.65M - $5.2M
|
70.4K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
61.1K+ 197.41% |
$1.64M - $5.19M
|
92K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
60.8K+ 199.25% |
$1.64M - $5.16M
|
91.3K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
60.5K+ 276.45% |
$1.63M - $5.14M
|
82.4K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
60.5K+ 186.07% |
$1.63M - $5.14M
|
93K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
59.7K+ 198.44% |
$1.61M - $5.07M
|
89.8K
$2.39M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
59.2K+ 203.1% |
$1.59M - $5.03M
|
88.4K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
59.2K+ 222.8% |
$1.59M - $5.03M
|
85.7K
$2.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
59KNew |
$1.59M - $5.01M
|
59K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
58.9K+ 487.0% |
$1.59M - $5M
|
70.9K
$1.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
58.8K+ 176.86% |
$1.58M - $4.99M
|
92K
$2.44M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
58.7K+ 257.37% |
$1.58M - $4.99M
|
81.5K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
58.3K+ 199.87% |
$1.57M - $4.95M
|
87.5K
$2.32M
|
|
|
Sep 24, 2025
Q4 2024
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
58.2K+ 186.0% |
$1.57M - $4.95M
|
89.5K
$2.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
58.2K+ 197.23% |
$1.57M - $4.95M
|
87.7K
$2.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
58.1K+ 191.47% |
$1.56M - $4.94M
|
88.4K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
58.1K+ 180.3% |
$1.56M - $4.93M
|
90.3K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
58K+ 223.22% |
$1.56M - $4.93M
|
84K
$2.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
58K+ 432.75% |
$1.56M - $4.92M
|
71.4K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
57.2K+ 249.92% |
$1.54M - $4.86M
|
80.1K
$2.13M
|