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 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
53.5K+ 204.2% |
$1.44M - $4.54M
|
79.7K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
53.2K+ 200.58% |
$1.43M - $4.52M
|
79.8K
$2.03M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
53KNew |
$1.43M - $4.51M
|
53K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
52.5K+ 185.42% |
$1.41M - $4.46M
|
80.8K
$2.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
52.4K+ 199.81% |
$1.41M - $4.45M
|
78.7K
$2M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
52.2K+ 178.54% |
$1.41M - $4.44M
|
81.5K
$2.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
52.2K+ 210.1% |
$1.41M - $4.43M
|
77K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
51.9K+ 476.49% |
$1.4M - $4.41M
|
62.8K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
51.7K+ 206.88% |
$1.39M - $4.39M
|
76.7K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
51.4KNew |
$1.39M - $4.37M
|
51.4K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
51.3KNew |
$1.38M - $4.36M
|
51.3K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
51.2K+ 340.7% |
$1.38M - $4.35M
|
66.2K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
51.1K+ 200.86% |
$1.38M - $4.34M
|
76.6K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
50.3K+ 238.29% |
$1.35M - $4.27M
|
71.4K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
50.2K+ 204.07% |
$1.35M - $4.26M
|
74.7K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50.1K+ 199.03% |
$1.35M - $4.26M
|
75.3K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
49.8KNew |
$1.34M - $4.23M
|
49.8K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
49.7K+ 21.41% |
$1.34M - $4.22M
|
282K
$7.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
49.7K+ 209.91% |
$1.34M - $4.22M
|
73.4K
$1.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
49.7K+ 183.67% |
$1.34M - $4.22M
|
76.7K
$1.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
49.5K+ 195.36% |
$1.33M - $4.2M
|
74.8K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
49.1K+ 198.4% |
$1.32M - $4.17M
|
73.9K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
48.8K+ 210.48% |
$1.31M - $4.14M
|
71.9K
$1.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
48.5K+ 212.75% |
$1.31M - $4.12M
|
71.3K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
48.5K+ 196.26% |
$1.31M - $4.12M
|
73.3K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
48.5KNew |
$1.31M - $4.12M
|
48.5K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
48.4KNew |
$1.3M - $4.11M
|
48.4K
$1.23M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
48.2KNew |
$1.3M - $4.1M
|
48.2K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
48.2KNew |
$1.3M - $4.09M
|
48.2K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
47.8K+ 279.9% |
$1.29M - $4.06M
|
64.8K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
47.6K+ 212.08% |
$1.28M - $4.04M
|
70K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
47.6K+ 217.54% |
$1.28M - $4.04M
|
69.5K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
47.2K+ 242.04% |
$1.27M - $4.01M
|
66.8K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
46.9K+ 202.66% |
$1.26M - $3.99M
|
70.1K
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
46.2K+ 218.33% |
$1.24M - $3.93M
|
67.4K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
45.9K+ 107.88% |
$1.24M - $3.9M
|
88.4K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
45.5K+ 202.59% |
$1.22M - $3.86M
|
67.9K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
45.2KNew |
$1.22M - $3.84M
|
45.2K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
45.2KNew |
$1.22M - $3.84M
|
45.2K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
45.1K+ 195.8% |
$1.22M - $3.83M
|
68.2K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
45KNew |
$1.21M - $3.82M
|
45K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
44.9K+ 256.11% |
$1.21M - $3.82M
|
62.5K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
44.5K+ 203.72% |
$1.2M - $3.78M
|
66.3K
$1.68M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
44.4KNew |
$1.2M - $3.78M
|
44.4K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
44.4K+ 204.19% |
$1.2M - $3.77M
|
66.2K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
44.4K+ 186.55% |
$1.2M - $3.77M
|
68.2K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
43.8K+ 191.83% |
$1.18M - $3.72M
|
66.6K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
43.7K+ 189.06% |
$1.18M - $3.71M
|
66.9K
$1.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
43.7K+ 236.66% |
$1.18M - $3.71M
|
62.1K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
43.7K+ 310.21% |
$1.18M - $3.71M
|
57.7K
$1.47M
|