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 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
23.8K+ 204.94% |
$640K - $2.02M
|
35.4K
$983K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
23.5K+ 200.49% |
$633K - $2M
|
35.2K
$979K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
23.4KNew |
$629K - $1.99M
|
23.4K
$649K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23.3K+ 186.16% |
$628K - $1.98M
|
35.9K
$996K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
23.2KNew |
$625K - $1.97M
|
23.2K
$645K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
23.2K+ 200.0% |
$624K - $1.97M
|
34.8K
$966K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
23.2K+ 221.84% |
$624K - $1.97M
|
33.6K
$933K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
23.2K+ 221.84% |
$624K - $1.97M
|
33.6K
$933K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
23.1K+ 200.0% |
$623K - $1.96M
|
34.7K
$964K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
23K+ 200.0% |
$620K - $1.95M
|
34.5K
$959K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
23K+ 229.83% |
$619K - $1.95M
|
33K
$916K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
22.9K+ 316.86% |
$617K - $1.94M
|
30.1K
$837K
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
22.6K+ 266.59% |
$608K - $1.92M
|
31K
$862K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
22.3K+ 189.69% |
$599K - $1.89M
|
34K
$944K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
22.2K+ 219.06% |
$597K - $1.88M
|
32.3K
$897K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
22KNew |
$591K - $1.87M
|
22K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
21.9K+ 187.35% |
$590K - $1.86M
|
33.6K
$934K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
21.9K+ 11.91% |
$590K - $1.86M
|
206K
$5.72M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
21.9K+ 201.38% |
$589K - $1.86M
|
32.7K
$910K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
21.9KNew |
$588K - $1.86M
|
21.9K
$607K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
21.8K+ 246.25% |
$587K - $1.85M
|
30.7K
$852K
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
21.7K+ 197.14% |
$586K - $1.85M
|
32.8K
$911K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
21.7K+ 209.73% |
$585K - $1.84M
|
32.1K
$891K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
21.7K+ 202.87% |
$584K - $1.84M
|
32.4K
$900K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
21.7K+ 207.21% |
$583K - $1.84M
|
32.1K
$892K
|
|
|
Feb 11, 2025
Q4 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
21.6K+ 208.12% |
$581K - $1.83M
|
31.9K
$888K
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
21.5KNew |
$580K - $1.83M
|
21.5K
$598K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
21.4K+ 2.73% |
$577K - $1.82M
|
806K
$22.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
21.1K+ 209.16% |
$568K - $1.79M
|
31.2K
$866K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.1K+ 3.87% |
$567K - $1.79M
|
565K
$15.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
21KNew |
$566K - $1.78M
|
21K
$584K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
21K+ 203.71% |
$564K - $1.78M
|
31.2K
$868K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
21KNew |
$564K - $1.78M
|
21K
$582K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
20.9K+ 179.68% |
$563K - $1.78M
|
32.5K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
20.8K+ 193.96% |
$560K - $1.77M
|
31.5K
$876K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
20.8K+ 300.62% |
$560K - $1.77M
|
27.7K
$770K
|
|
|
Feb 13, 2025
Q4 2024
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
20.8K+ 214.22% |
$560K - $1.77M
|
30.5K
$847K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
20.7K+ 200.0% |
$557K - $1.76M
|
31.1K
$863K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
20.6K+ 187.7% |
$555K - $1.75M
|
31.6K
$878K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
20.6K+ 294.16% |
$554K - $1.75M
|
27.5K
$766K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20.4K+ 192.85% |
$549K - $1.73M
|
31K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
20.3K+ 577.93% |
$547K - $1.73M
|
23.8K
$662K
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
20.3K+ 200.02% |
$546K - $1.72M
|
30.4K
$845K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
20.2K+ 197.17% |
$545K - $1.72M
|
30.5K
$847K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20.2K+ 181.46% |
$544K - $1.72M
|
31.3K
$871K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
20.1K+ 168.02% |
$541K - $1.71M
|
32.1K
$891K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
20K+ 160.58% |
$539K - $1.7M
|
32.5K
$903K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
20KNew |
$539K - $1.7M
|
20K
$556K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
20K+ 172.9% |
$539K - $1.7M
|
31.6K
$877K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
19.9K+ 200.0% |
$537K - $1.69M
|
29.9K
$831K
|