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
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
16.4KNew |
$441K - $1.39M
|
16.4K
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
16.3KNew |
$440K - $1.39M
|
16.3K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
16.3K+ 247.38% |
$440K - $1.39M
|
22.9K
$583K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
16.3K+ 196.39% |
$440K - $1.39M
|
24.6K
$626K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
16.3K+ 165.08% |
$438K - $1.38M
|
26.1K
$664K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
16.2KNew |
$436K - $1.37M
|
16.2K
$411K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
16.2K+ 191.07% |
$435K - $1.37M
|
24.6K
$626K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
16.2K+ 289.14% |
$435K - $1.37M
|
21.7K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
16.2K+ 189.11% |
$435K - $1.37M
|
24.7K
$628K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
16.1K+ 40.48% |
$433K - $1.36M
|
55.7K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
16.1K+ 330.94% |
$432K - $1.36M
|
20.9K
$531K
|
|
|
Feb 03, 2025
Q4 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
16KNew |
$431K - $1.36M
|
16K
$407K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
16KNew |
$430K - $1.36M
|
16K
$406K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
15.9K+ 536.36% |
$429K - $1.35M
|
18.9K
$481K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
15.9K+ 201.0% |
$428K - $1.35M
|
23.8K
$605K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
15.8KNew |
$425K - $1.34M
|
15.8K
$401K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
15.8KNew |
$425K - $1.34M
|
15.8K
$401K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
15.7K+ 207.0% |
$424K - $1.34M
|
23.3K
$593K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
15.7K+ 121.3% |
$424K - $1.34M
|
28.7K
$730K
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
15.7KNew |
$424K - $1.34M
|
15.7K
$400K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
15.7K+ 231.52% |
$424K - $1.34M
|
22.5K
$573K
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
15.7K+ 187.33% |
$423K - $1.33M
|
24.1K
$612K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
15.6K+ 237.01% |
$420K - $1.33M
|
22.2K
$564K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
15.6KNew |
$420K - $1.33M
|
15.6K
$397K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
15.5K+ 200.96% |
$418K - $1.32M
|
23.2K
$590K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
15.4KNew |
$415K - $1.31M
|
15.4K
$391K
|
|
|
Jan 13, 2025
Q4 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
15.3K+ 200.0% |
$413K - $1.3M
|
23K
$585K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
15.3K+ 28.18% |
$412K - $1.3M
|
69.6K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15.3K+ 210.27% |
$412K - $1.3M
|
22.6K
$574K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
15.3K+ 202.83% |
$412K - $1.3M
|
22.8K
$580K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
15.2K+ 200.0% |
$410K - $1.29M
|
22.8K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.2K+ 195.6% |
$410K - $1.29M
|
23K
$585K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
15.2K+ 202.76% |
$409K - $1.29M
|
22.7K
$577K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
15.1KNew |
$408K - $1.29M
|
15.1K
$385K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
15.1K+ 213.44% |
$406K - $1.28M
|
22.2K
$563K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
15.1KNew |
$406K - $1.28M
|
15.1K
$383K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
15K+ 197.96% |
$405K - $1.28M
|
22.6K
$575K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
15K+ 197.71% |
$405K - $1.28M
|
22.6K
$575K
|
|
|
Feb 12, 2025
Q4 2024
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
15K+ 205.12% |
$404K - $1.28M
|
22.3K
$568K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
15K+ 255.32% |
$404K - $1.27M
|
20.9K
$531K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
15K+ 265.48% |
$403K - $1.27M
|
20.6K
$524K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
14.9K+ 199.73% |
$402K - $1.27M
|
22.4K
$569K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
14.9K+ 200.84% |
$401K - $1.27M
|
22.3K
$568K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
14.9K+ 191.58% |
$401K - $1.26M
|
22.6K
$576K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
14.8K+ 194.04% |
$399K - $1.26M
|
22.5K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
14.7K+ 200.0% |
$397K - $1.25M
|
22.1K
$562K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
14.7K+ 226.78% |
$397K - $1.25M
|
21.2K
$539K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
14.7K+ 218.31% |
$396K - $1.25M
|
21.4K
$545K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
14.7K+ 584.8% |
$396K - $1.25M
|
17.2K
$437K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
14.6KNew |
$394K - $1.24M
|
14.6K
$372K
|