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 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
31.7K+ 192.2% |
$853K - $2.69M
|
48.2K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
31.6KNew |
$851K - $2.69M
|
31.6K
$840K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
31.5K+ 199.81% |
$847K - $2.67M
|
47.2K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
31.3K+ 202.3% |
$844K - $2.66M
|
46.8K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
31.2KNew |
$840K - $2.65M
|
31.2K
$829K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
31.2K+ 201.32% |
$839K - $2.65M
|
46.7K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
31.2K+ 216.63% |
$839K - $2.65M
|
45.6K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
31.1K+ 200.86% |
$836K - $2.64M
|
46.5K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
31K+ 204.11% |
$835K - $2.63M
|
46.2K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30.9K+ 144.64% |
$833K - $2.63M
|
52.3K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
30.8K+ 180.64% |
$830K - $2.62M
|
47.9K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
30.7K+ 130.28% |
$828K - $2.61M
|
54.3K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
30.7KNew |
$827K - $2.61M
|
30.7K
$816K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
30.7K+ 201.5% |
$825K - $2.6M
|
45.9K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
30.6K+ 232.87% |
$824K - $2.6M
|
43.8K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
30.5K+ 210.18% |
$822K - $2.59M
|
45K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
30.5K+ 221.51% |
$821K - $2.59M
|
44.2K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
30.4K+ 167.21% |
$819K - $2.58M
|
48.6K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
30.3K+ 3559.46% |
$816K - $2.57M
|
31.1K
$827K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
30.1K+ 200.0% |
$811K - $2.56M
|
45.2K
$1.2M
|
|
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
29.8K+ 7.68% |
$803K - $2.53M
|
418K
$11.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
29.8K+ 203.8% |
$803K - $2.53M
|
44.4K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
29.8K+ 174.78% |
$802K - $2.53M
|
46.8K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
29.7K+ 265.61% |
$800K - $2.52M
|
40.9K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
29.6K+ 328.78% |
$798K - $2.52M
|
38.7K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
29.6K+ 192.54% |
$797K - $2.51M
|
45K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
29.6K+ 201.36% |
$796K - $2.51M
|
44.3K
$1.18M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
29.5K+ 201.58% |
$795K - $2.51M
|
44.2K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
29.5K+ 200.04% |
$795K - $2.51M
|
44.3K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
29.3K+ 177.95% |
$790K - $2.49M
|
45.8K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.3KNew |
$789K - $2.49M
|
29.3K
$778K
|
|
|
Feb 12, 2025
Q4 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
29.3K+ 200.0% |
$788K - $2.48M
|
43.9K
$1.17M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
29.1KNew |
$782K - $2.47M
|
29.1K
$772K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
29K+ 220.14% |
$782K - $2.47M
|
42.2K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
29K+ 318.8% |
$782K - $2.47M
|
38.1K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
29K+ 299.5% |
$780K - $2.46M
|
38.6K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
28.8K+ 717.69% |
$776K - $2.45M
|
32.8K
$872K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
28.8K+ 211.47% |
$775K - $2.44M
|
42.4K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
28.7KNew |
$772K - $2.43M
|
28.7K
$761K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
28.6K+ 211.32% |
$770K - $2.43M
|
42.1K
$1.12M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
28.5K+ 257.66% |
$768K - $2.42M
|
39.6K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
28.5K+ 1195.22% |
$768K - $2.42M
|
30.9K
$821K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
28.5K+ 166.19% |
$768K - $2.42M
|
45.7K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
28.5K+ 222.77% |
$767K - $2.42M
|
41.3K
$1.1M
|
|
|
Jun 23, 2025
Q4 2024
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
28.3KNew |
$762K - $2.4M
|
28.3K
$752K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
28.3K+ 201.04% |
$762K - $2.4M
|
42.4K
$1.13M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
28.1K+ 200.44% |
$758K - $2.39M
|
42.2K
$1.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
28K+ 201.21% |
$753K - $2.38M
|
41.9K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Orcam Financial Group
Encinitas, CA |
BUY
|
- |
28K+ 217.2% |
$753K - $2.37M
|
40.8K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
27.9KNew |
$752K - $2.37M
|
27.9K
$742K
|