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 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
45.9K+ 107.88% |
$1.24M - $3.9M
|
88.4K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
45.5K+ 202.59% |
$1.22M - $3.86M
|
67.9K
$1.8M
|
|
|
Oct 27, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
45.5K+ 202.59% |
$1.22M - $3.86M
|
67.9K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
45.2KNew |
$1.22M - $3.84M
|
45.2K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
45.2KNew |
$1.22M - $3.84M
|
45.2K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
45.1K+ 195.8% |
$1.22M - $3.83M
|
68.2K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
45KNew |
$1.21M - $3.82M
|
45K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
44.9K+ 256.11% |
$1.21M - $3.82M
|
62.5K
$1.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
44.5K+ 203.72% |
$1.2M - $3.78M
|
66.3K
$1.76M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
44.4KNew |
$1.2M - $3.78M
|
44.4K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
44.4K+ 204.19% |
$1.2M - $3.77M
|
66.2K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
44.4K+ 186.55% |
$1.2M - $3.77M
|
68.2K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
43.8K+ 191.83% |
$1.18M - $3.72M
|
66.6K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
43.7K+ 189.06% |
$1.18M - $3.71M
|
66.9K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
43.7K+ 236.66% |
$1.18M - $3.71M
|
62.1K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
43.7K+ 310.21% |
$1.18M - $3.71M
|
57.7K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
43.6K+ 197.35% |
$1.18M - $3.71M
|
65.8K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
43.1K+ 191.0% |
$1.16M - $3.67M
|
65.7K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
43.1K+ 248.48% |
$1.16M - $3.66M
|
60.4K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
42.6K+ 326.86% |
$1.15M - $3.62M
|
55.6K
$1.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
42.3K+ 209.61% |
$1.14M - $3.59M
|
62.4K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
42.2K+ 134.57% |
$1.14M - $3.59M
|
73.6K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
42.2K+ 10.48% |
$1.14M - $3.58M
|
444K
$11.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
42.2K+ 215.65% |
$1.14M - $3.58M
|
61.7K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
42K+ 286.71% |
$1.13M - $3.57M
|
56.7K
$1.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
41.8K+ 167.69% |
$1.13M - $3.55M
|
66.7K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
41.7K+ 211.21% |
$1.12M - $3.54M
|
61.4K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
41.4K+ 1735.18% |
$1.12M - $3.52M
|
43.8K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
41.4K+ 218.29% |
$1.12M - $3.52M
|
60.4K
$1.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
41.3K+ 229.77% |
$1.11M - $3.51M
|
59.2K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
41.1K+ 197.96% |
$1.11M - $3.49M
|
61.9K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
40.9K+ 180.77% |
$1.1M - $3.48M
|
63.5K
$1.69M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
40.8K+ 237.52% |
$1.1M - $3.46M
|
57.9K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
40.7KNew |
$1.1M - $3.46M
|
40.7K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
40.5K+ 175.64% |
$1.09M - $3.44M
|
63.5K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
40.2K+ 200.17% |
$1.08M - $3.42M
|
60.3K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
39.7KNew |
$1.07M - $3.38M
|
39.7K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
39.7K+ 206.47% |
$1.07M - $3.37M
|
58.9K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
39.5K+ 78.22% |
$1.06M - $3.36M
|
90K
$2.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
39.4K+ 214.8% |
$1.06M - $3.34M
|
57.7K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
39.3K+ 184.37% |
$1.06M - $3.33M
|
60.5K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
39.2K+ 232.58% |
$1.06M - $3.33M
|
56.1K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
39.1KNew |
$1.05M - $3.32M
|
39.1K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
39.1K+ 193.94% |
$1.05M - $3.32M
|
59.2K
$1.57M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
38.9K+ 199.36% |
$1.05M - $3.3M
|
58.4K
$1.55M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
38.7KNew |
$1.04M - $3.29M
|
38.7K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
38.6K+ 209.16% |
$1.04M - $3.28M
|
57K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
38.5K+ 497.21% |
$1.04M - $3.27M
|
46.2K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
38.4K+ 200.0% |
$1.03M - $3.26M
|
57.6K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
38.4K+ 186.67% |
$1.03M - $3.26M
|
58.9K
$1.57M
|