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 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.2K+ 201.01% |
$32.2K - $102K
|
1.79K
$49.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
1.19KNew |
$32.1K - $101K
|
1.19K
$33.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
1.13K+ 200.0% |
$30.5K - $96.2K
|
1.7K
$47.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.13K+ 2.04% |
$30.4K - $95.7K
|
56.5K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.03K+ 201.57% |
$27.7K - $87.3K
|
1.54K
$42.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
966New |
$26K - $82.1K
|
966
$26.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
953+ 235.89% |
$25.7K - $81K
|
1.36K
$37.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
921+ 248.25% |
$24.8K - $78.2K
|
1.29K
$36K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
917+ 91.15% |
$24.7K - $77.9K
|
1.92K
$53.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
843+ 169.96% |
$22.7K - $71.6K
|
1.34K
$37.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
830+ 200.0% |
$22.4K - $70.5K
|
1.25K
$34.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
818+ 88.05% |
$22K - $69.5K
|
1.75K
$48.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
784+ 200.0% |
$21.1K - $66.6K
|
1.18K
$32.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
768+ 200.0% |
$20.7K - $65.2K
|
1.15K
$32.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
748+ 202.16% |
$20.1K - $63.5K
|
1.12K
$31.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
747New |
$20.1K - $63.5K
|
747
$20.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
699+ 184.43% |
$18.8K - $59.4K
|
1.08K
$30K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
604+ 200.0% |
$16.3K - $51.3K
|
906
$25.2K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
600New |
$16.2K - $51K
|
600
$16.7K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
550+ 1341.46% |
$14.8K - $46.7K
|
591
$16.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
549+ 212.79% |
$14.8K - $46.6K
|
807
$22.5K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
540+ 200.0% |
$14.5K - $45.9K
|
810
$22.5K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
536+ 200.0% |
$14.4K - $45.5K
|
804
$22.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
500+ 250.0% |
$13.5K - $42.5K
|
700
$19.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
498+ 3.82% |
$13.4K - $42.3K
|
13.5K
$377K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
496+ 202.45% |
$13.4K - $42.1K
|
741
$20.6K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
441+ 202.29% |
$11.9K - $37.5K
|
659
$18.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
436+ 202.79% |
$11.7K - $37K
|
651
$18.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
348+ 202.33% |
$9.37K - $29.6K
|
520
$14.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
334New |
$8.99K - $28.4K
|
334
$9.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
250+ 200.0% |
$6.73K - $21.2K
|
375
$10.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
218New |
$5.87K - $18.5K
|
218
$6.07K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
200+ 200.0% |
$5.39K - $17K
|
300
$8.35K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
150+ 200.0% |
$4.04K - $12.7K
|
225
$6.26K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
141+ 201.43% |
$3.8K - $12K
|
211
$5.87K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
127+ 204.84% |
$3.42K - $10.8K
|
189
$5.26K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
120New |
$3.23K - $10.2K
|
120
$3.34K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
113+ 1.95% |
$3.04K - $9.6K
|
5.9K
$164K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
105New |
$2.83K - $8.92K
|
105
$2.92K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
97+ 194.0% |
$2.61K - $8.24K
|
147
$4.09K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
81New |
$2.18K - $6.88K
|
81
$2.25K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
77New |
$2.07K - $6.54K
|
77
$2.14K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
73New |
$1.97K - $6.2K
|
73
$2.03K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
72New |
$1.94K - $6.12K
|
72
$2K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
57+ 203.57% |
$1.54K - $4.84K
|
85
$2.37K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
46+ 200.0% |
$1.24K - $3.91K
|
69
$1.92K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
45New |
$1.21K - $3.82K
|
45
$1.25K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
39New |
$1.05K - $3.31K
|
39
$1.09K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
24+ 200.0% |
$646 - $2.04K
|
36
$1K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
14+ 200.0% |
$377 - $1.19K
|
21
$584
|