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 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.1KNew |
$352K - $1.11M
|
13.1K
$364K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
13.1KNew |
$352K - $1.11M
|
13.1K
$363K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13K+ 18.02% |
$351K - $1.11M
|
85.3K
$2.37M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
13KNew |
$350K - $1.11M
|
13K
$362K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
13K+ 197.7% |
$350K - $1.1M
|
19.6K
$543K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
13K+ 236.55% |
$349K - $1.1M
|
18.4K
$512K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
12.9KNew |
$348K - $1.1M
|
12.9K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
12.9K+ 199.97% |
$347K - $1.09M
|
19.3K
$537K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
12.8K+ 248.95% |
$345K - $1.09M
|
18K
$499K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
12.8K+ 196.94% |
$345K - $1.09M
|
19.3K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
12.7K+ 189.91% |
$343K - $1.08M
|
19.5K
$541K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
12.7K+ 220.81% |
$342K - $1.08M
|
18.5K
$513K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
12.6K+ 197.75% |
$340K - $1.07M
|
19K
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
12.6KNew |
$340K - $1.07M
|
12.6K
$351K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
12.6K+ 406.42% |
$339K - $1.07M
|
15.7K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
12.6K+ 202.32% |
$339K - $1.07M
|
18.8K
$522K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
12.6K+ 200.67% |
$339K - $1.07M
|
18.8K
$523K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
12.5K+ 200.89% |
$336K - $1.06M
|
18.7K
$519K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
12.5K+ 198.3% |
$335K - $1.06M
|
18.7K
$521K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
12.5K+ 199.71% |
$335K - $1.06M
|
18.7K
$519K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
12.4KNew |
$334K - $1.05M
|
12.4K
$345K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
12.4K+ 200.34% |
$333K - $1.05M
|
18.5K
$515K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
12.3KNew |
$332K - $1.05M
|
12.3K
$343K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
12.3K+ 196.74% |
$332K - $1.05M
|
18.6K
$517K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
12.2K+ 175.26% |
$329K - $1.04M
|
19.2K
$533K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.2K+ 1.34% |
$329K - $1.04M
|
925K
$25.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
12.2K+ 200.33% |
$328K - $1.04M
|
18.3K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
12.2K+ 80.91% |
$328K - $1.03M
|
27.2K
$756K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
12.2K+ 200.74% |
$327K - $1.03M
|
18.2K
$506K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
12.1K+ 319.97% |
$326K - $1.03M
|
15.9K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
12.1K+ 5.22% |
$326K - $1.03M
|
244K
$6.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
12.1K+ 154.37% |
$325K - $1.03M
|
19.9K
$553K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
11.9K+ 228.63% |
$321K - $1.01M
|
17.1K
$476K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
11.9K+ 128.16% |
$321K - $1.01M
|
21.2K
$589K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
11.9K+ 205.2% |
$320K - $1.01M
|
17.7K
$491K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
11.8K+ 252.61% |
$318K - $1M
|
16.5K
$458K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
11.8K+ 299.82% |
$317K - $999K
|
15.7K
$436K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
11.8KNew |
$317K - $999K
|
11.8K
$327K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
11.7K+ 226.68% |
$316K - $997K
|
16.9K
$470K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
11.7K+ 147.05% |
$316K - $996K
|
19.7K
$547K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
11.6K+ 231.63% |
$313K - $988K
|
16.7K
$463K
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
11.6K+ 201.3% |
$313K - $988K
|
17.4K
$484K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11.5KNew |
$311K - $980K
|
11.5K
$321K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
11.5K+ 241.53% |
$310K - $978K
|
16.3K
$453K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
11.5K+ 458.28% |
$309K - $976K
|
14K
$389K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
11.5KNew |
$309K - $974K
|
11.5K
$318K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
11.4K+ 200.1% |
$308K - $972K
|
17.2K
$477K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 200.0% |
$308K - $972K
|
17.2K
$477K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
11.4K+ 418.17% |
$308K - $972K
|
14.2K
$394K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
11.4K+ 197.83% |
$307K - $967K
|
17.1K
$476K
|