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 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
27.9KNew |
$751K - $2.37M
|
27.9K
$741K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
27.8KNew |
$750K - $2.36M
|
27.8K
$740K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
27.3KNew |
$735K - $2.32M
|
27.3K
$725K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
26.8K+ 191.84% |
$722K - $2.28M
|
40.8K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
26.6K+ 189.15% |
$717K - $2.26M
|
40.7K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
26.6K+ 211.52% |
$716K - $2.26M
|
39.2K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
26.4K+ 317.58% |
$711K - $2.24M
|
34.7K
$923K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
26.3KNew |
$709K - $2.24M
|
26.3K
$700K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
26.2K+ 194.79% |
$706K - $2.23M
|
39.7K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
26.1K+ 187.49% |
$703K - $2.22M
|
40K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
26K+ 249.23% |
$701K - $2.21M
|
36.5K
$969K
|
|
|
Feb 13, 2025
Q4 2024
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
25.8K+ 277.17% |
$694K - $2.19M
|
35.1K
$932K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
25.7K+ 196.48% |
$693K - $2.19M
|
38.8K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
25.7K+ 200.06% |
$692K - $2.18M
|
38.6K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
25.7KNew |
$692K - $2.18M
|
25.7K
$683K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
25.7K+ 421.06% |
$692K - $2.18M
|
31.8K
$845K
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
25.6K+ 200.0% |
$689K - $2.17M
|
38.4K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
25.5K+ 346.84% |
$686K - $2.17M
|
32.8K
$872K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
25.5KNew |
$686K - $2.16M
|
25.5K
$677K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
25.4KNew |
$685K - $2.16M
|
25.4K
$676K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
25.4KNew |
$684K - $2.16M
|
25.4K
$675K
|
|
|
Feb 14, 2025
Q4 2024
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
25.3K+ 201.54% |
$681K - $2.15M
|
37.8K
$1M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
25.2KNew |
$678K - $2.14M
|
25.2K
$669K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
25.1K+ 168.28% |
$676K - $2.13M
|
40K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
25.1K+ 200.0% |
$675K - $2.13M
|
37.6K
$999K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
24.8K+ 164.74% |
$668K - $2.11M
|
39.9K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
24.6K+ 196.82% |
$663K - $2.09M
|
37.1K
$986K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
24.6K+ 239.72% |
$662K - $2.09M
|
34.8K
$926K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
24.6K+ 211.81% |
$661K - $2.09M
|
36.1K
$960K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24.3K+ 190.69% |
$655K - $2.07M
|
37.1K
$986K
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
24.2K+ 176.63% |
$653K - $2.06M
|
38K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
24.2KNew |
$652K - $2.06M
|
24.2K
$643K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
24.2K+ 200.91% |
$652K - $2.06M
|
36.2K
$963K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
24.1KNew |
$650K - $2.05M
|
24.1K
$641K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
24K+ 198.22% |
$647K - $2.04M
|
36.1K
$960K
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
24K+ 206.58% |
$646K - $2.04M
|
35.6K
$946K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
23.9K+ 191.28% |
$644K - $2.03M
|
36.4K
$967K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
23.9K+ 247.74% |
$643K - $2.03M
|
33.5K
$891K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
23.9KNew |
$643K - $2.03M
|
23.9K
$634K
|
|
|
Feb 06, 2025
Q4 2024
|
Sws Partners
|
BUY
|
- |
23.8K+ 209.96% |
$642K - $2.02M
|
35.2K
$935K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
23.8K+ 259.1% |
$641K - $2.02M
|
33K
$877K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
23.8K+ 202.58% |
$640K - $2.02M
|
35.5K
$944K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
23.8K+ 204.94% |
$640K - $2.02M
|
35.4K
$940K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
23.5K+ 200.49% |
$633K - $2M
|
35.2K
$936K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
23.4KNew |
$629K - $1.99M
|
23.4K
$621K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23.3K+ 186.16% |
$628K - $1.98M
|
35.9K
$953K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
23.2KNew |
$625K - $1.97M
|
23.2K
$617K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
23.2K+ 200.0% |
$624K - $1.97M
|
34.8K
$924K
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
23.2K+ 221.84% |
$624K - $1.97M
|
33.6K
$892K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
23.2K+ 221.84% |
$624K - $1.97M
|
33.6K
$892K
|