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
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
25.5KNew |
$686K - $2.16M
|
25.5K
$648K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
25.4KNew |
$685K - $2.16M
|
25.4K
$647K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
25.4KNew |
$684K - $2.16M
|
25.4K
$645K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
25.3K+ 201.54% |
$681K - $2.15M
|
37.8K
$961K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
25.2KNew |
$678K - $2.14M
|
25.2K
$640K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
25.1K+ 168.28% |
$676K - $2.13M
|
40K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
25.1K+ 200.0% |
$675K - $2.13M
|
37.6K
$956K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
24.8K+ 164.74% |
$668K - $2.11M
|
39.9K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
24.6K+ 196.82% |
$663K - $2.09M
|
37.1K
$943K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
24.6K+ 239.72% |
$662K - $2.09M
|
34.8K
$886K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
24.6K+ 211.81% |
$661K - $2.09M
|
36.1K
$919K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24.3K+ 190.69% |
$655K - $2.07M
|
37.1K
$943K
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
24.2K+ 176.63% |
$653K - $2.06M
|
38K
$965K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
24.2KNew |
$652K - $2.06M
|
24.2K
$616K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
24.2K+ 200.91% |
$652K - $2.06M
|
36.2K
$921K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
24.1KNew |
$650K - $2.05M
|
24.1K
$614K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
24K+ 198.22% |
$647K - $2.04M
|
36.1K
$919K
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
24K+ 206.58% |
$646K - $2.04M
|
35.6K
$905K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
23.9K+ 191.28% |
$644K - $2.03M
|
36.4K
$925K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
23.9K+ 247.74% |
$643K - $2.03M
|
33.5K
$852K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
23.9KNew |
$643K - $2.03M
|
23.9K
$607K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
23.8K+ 209.96% |
$642K - $2.02M
|
35.2K
$895K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
23.8K+ 259.1% |
$641K - $2.02M
|
33K
$839K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
23.8K+ 202.58% |
$640K - $2.02M
|
35.5K
$903K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
23.8K+ 204.94% |
$640K - $2.02M
|
35.4K
$899K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
23.5K+ 200.49% |
$633K - $2M
|
35.2K
$896K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
23.4KNew |
$629K - $1.99M
|
23.4K
$594K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23.3K+ 186.16% |
$628K - $1.98M
|
35.9K
$911K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
23.2KNew |
$625K - $1.97M
|
23.2K
$590K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
23.2K+ 200.0% |
$624K - $1.97M
|
34.8K
$884K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
23.2K+ 221.84% |
$624K - $1.97M
|
33.6K
$854K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
23.2K+ 221.84% |
$624K - $1.97M
|
33.6K
$854K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
23.1K+ 200.0% |
$623K - $1.96M
|
34.7K
$882K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
23K+ 200.0% |
$620K - $1.95M
|
34.5K
$877K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
23K+ 229.83% |
$619K - $1.95M
|
33K
$838K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
22.9K+ 316.86% |
$617K - $1.94M
|
30.1K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
22.8K+ 189.86% |
$615K - $1.94M
|
34.9K
$886K
|
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
22.6K+ 266.59% |
$608K - $1.92M
|
31K
$789K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
22.3K+ 189.69% |
$599K - $1.89M
|
34K
$864K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
22.2K+ 287.31% |
$599K - $1.89M
|
30K
$762K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
22.2K+ 219.06% |
$597K - $1.88M
|
32.3K
$821K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
22KNew |
$591K - $1.87M
|
22K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
21.9K+ 187.35% |
$590K - $1.86M
|
33.6K
$854K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
21.9K+ 11.91% |
$590K - $1.86M
|
206K
$5.23M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
21.9K+ 201.38% |
$589K - $1.86M
|
32.7K
$832K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
21.9KNew |
$588K - $1.86M
|
21.9K
$555K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
21.8K+ 246.25% |
$587K - $1.85M
|
30.7K
$779K
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
21.8KNew |
$586K - $1.85M
|
21.8K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
21.7K+ 197.14% |
$586K - $1.85M
|
32.8K
$833K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
21.7K+ 209.73% |
$585K - $1.84M
|
32.1K
$815K
|