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 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
11.5K+ 241.53% |
$310K - $978K
|
16.3K
$435K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
11.5K+ 458.28% |
$309K - $976K
|
14K
$374K
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
11.5KNew |
$309K - $974K
|
11.5K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
11.4K+ 200.1% |
$308K - $972K
|
17.2K
$458K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 200.0% |
$308K - $972K
|
17.2K
$458K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
11.4K+ 418.17% |
$308K - $972K
|
14.2K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
11.4K+ 197.83% |
$307K - $967K
|
17.1K
$458K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
11.4K+ 415.84% |
$306K - $965K
|
14.1K
$376K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11.4K+ 202.17% |
$306K - $964K
|
17K
$453K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.3K+ 316.07% |
$306K - $964K
|
14.9K
$399K
|
|
|
Apr 14, 2025
Q4 2024
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
11.3KNew |
$305K - $962K
|
11.3K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.3K+ 147.8% |
$305K - $961K
|
19K
$506K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
11.3K+ 403.93% |
$304K - $960K
|
14.1K
$376K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.3K+ 188.81% |
$303K - $956K
|
17.2K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$301K - $949K
|
11.2K
$298K
|
|
|
Feb 04, 2025
Q4 2024
|
Keeler T Homas Management LLC
|
BUY
|
- |
11.1K+ 145.94% |
$299K - $945K
|
18.7K
$500K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
11.1K+ 287.93% |
$299K - $942K
|
14.9K
$399K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
11.1K+ 199.57% |
$298K - $941K
|
16.6K
$444K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
11.1K+ 192.23% |
$298K - $941K
|
16.8K
$450K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
11K+ 199.75% |
$297K - $936K
|
16.5K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
10.9K+ 182.75% |
$295K - $929K
|
16.9K
$452K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
10.9K+ 228.94% |
$294K - $927K
|
15.7K
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
10.9K+ 200.17% |
$294K - $927K
|
16.4K
$437K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10.8K+ 398.38% |
$292K - $920K
|
13.5K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
10.8K+ 199.98% |
$290K - $915K
|
16.2K
$432K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$290K - $915K
|
10.8K
$288K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
10.7KNew |
$288K - $910K
|
10.7K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
10.7K+ 235.52% |
$287K - $906K
|
15.2K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10.6K+ 200.0% |
$286K - $903K
|
16K
$426K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
10.6K+ 194.02% |
$286K - $902K
|
16.1K
$429K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
10.6KNew |
$286K - $902K
|
10.6K
$283K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.6KNew |
$284K - $897K
|
10.6K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
10.6K+ 200.02% |
$284K - $896K
|
15.8K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
10.5K+ 34900.0% |
$282K - $889K
|
10.5K
$280K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
10.5K+ 250.74% |
$282K - $889K
|
14.6K
$391K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
10.4K+ 219.25% |
$281K - $885K
|
15.2K
$405K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
10.4K+ 198.75% |
$279K - $880K
|
15.6K
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
10.3K+ 316.49% |
$278K - $877K
|
13.6K
$363K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
10.2K+ 196.4% |
$276K - $871K
|
15.5K
$413K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.2K+ 228.5% |
$276K - $870K
|
14.7K
$393K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10.2K+ 202.79% |
$276K - $870K
|
15.3K
$408K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
10.2K+ 209.74% |
$275K - $869K
|
15.1K
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10.2KNew |
$275K - $868K
|
10.2K
$273K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
10.2K+ 200.0% |
$274K - $866K
|
15.3K
$408K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
10.2K+ 200.0% |
$274K - $864K
|
15.3K
$407K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
10.1K+ 200.83% |
$273K - $861K
|
15.2K
$405K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10.1K+ 200.0% |
$272K - $858K
|
15.2K
$405K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
10.1K+ 200.08% |
$272K - $856K
|
15.1K
$404K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
10K+ 198.53% |
$270K - $851K
|
15.1K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
10K+ 200.0% |
$270K - $851K
|
15K
$401K
|