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 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
15K+ 255.32% |
$404K - $1.27M
|
20.9K
$558K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
15K+ 265.48% |
$403K - $1.27M
|
20.6K
$550K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
14.9K+ 199.73% |
$402K - $1.27M
|
22.4K
$598K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
14.9K+ 200.84% |
$401K - $1.27M
|
22.3K
$596K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
14.9K+ 191.58% |
$401K - $1.26M
|
22.6K
$605K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
14.8K+ 194.04% |
$399K - $1.26M
|
22.5K
$599K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
14.7K+ 200.0% |
$397K - $1.25M
|
22.1K
$590K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
14.7K+ 226.78% |
$397K - $1.25M
|
21.2K
$567K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
14.7K+ 218.31% |
$396K - $1.25M
|
21.4K
$572K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
14.7K+ 584.8% |
$396K - $1.25M
|
17.2K
$459K
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
14.6KNew |
$394K - $1.24M
|
14.6K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
14.6K+ 201.05% |
$393K - $1.24M
|
21.9K
$584K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
14.6K+ 199.99% |
$392K - $1.24M
|
21.8K
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
14.5K+ 318.8% |
$390K - $1.23M
|
19K
$508K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.4K+ 170.18% |
$389K - $1.23M
|
22.9K
$612K
|
|
|
Jan 28, 2025
Q4 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
14.4K+ 211.34% |
$389K - $1.23M
|
21.3K
$568K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
14.3K+ 80.39% |
$386K - $1.22M
|
32.2K
$859K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
14.3K+ 246.26% |
$384K - $1.21M
|
20.1K
$535K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
14.2K+ 203.48% |
$383K - $1.21M
|
21.2K
$566K
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
14.2KNew |
$382K - $1.2M
|
14.2K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
14.1KNew |
$381K - $1.2M
|
14.1K
$378K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
14.1K+ 200.8% |
$379K - $1.2M
|
21.1K
$563K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.1KNew |
$379K - $1.19M
|
14.1K
$375K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
14.1K+ 194.83% |
$379K - $1.19M
|
21.3K
$568K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
14K+ 184.32% |
$378K - $1.19M
|
21.6K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
14KNew |
$376K - $1.19M
|
14K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
13.9K+ 197.92% |
$374K - $1.18M
|
20.9K
$558K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
13.8K+ 239.75% |
$373K - $1.18M
|
19.6K
$524K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
13.7K+ 281.31% |
$370K - $1.17M
|
18.6K
$497K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13.7K+ 192.1% |
$369K - $1.17M
|
20.9K
$557K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
13.7KNew |
$369K - $1.16M
|
13.7K
$366K
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
13.7K+ 251.11% |
$369K - $1.16M
|
19.1K
$511K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
13.7K+ 201.18% |
$368K - $1.16M
|
20.5K
$546K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
13.6K+ 202.52% |
$367K - $1.16M
|
20.4K
$544K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
13.6K+ 201.62% |
$365K - $1.15M
|
20.3K
$542K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
13.5K+ 274.13% |
$364K - $1.15M
|
18.5K
$493K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
13.5K+ 202.32% |
$364K - $1.15M
|
20.2K
$539K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
13.5K+ 194.48% |
$364K - $1.15M
|
20.4K
$546K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
13.5K+ 206.36% |
$363K - $1.15M
|
20K
$535K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
13.4K+ 205.3% |
$362K - $1.14M
|
20K
$533K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.4K+ 243.43% |
$361K - $1.14M
|
18.9K
$505K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
13.4K+ 200.0% |
$360K - $1.13M
|
20K
$535K
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
13.4KNew |
$360K - $1.13M
|
13.4K
$356K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13.4KNew |
$360K - $1.13M
|
13.4K
$356K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
13.3K+ 207.89% |
$358K - $1.13M
|
19.7K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
13.3K+ 203.04% |
$358K - $1.13M
|
19.8K
$529K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
13.2K+ 200.83% |
$357K - $1.13M
|
19.8K
$530K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
13.2K+ 195.52% |
$356K - $1.12M
|
20K
$534K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
13.2K+ 413.82% |
$356K - $1.12M
|
16.4K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
13.2K+ 161.68% |
$355K - $1.12M
|
21.3K
$570K
|