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 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
10.9K+ 228.94% |
$294K - $927K
|
15.7K
$440K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
10.9K+ 200.17% |
$294K - $927K
|
16.4K
$459K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10.8K+ 398.38% |
$292K - $920K
|
13.5K
$380K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
10.8K+ 199.98% |
$290K - $915K
|
16.2K
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$290K - $915K
|
10.8K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
10.7KNew |
$288K - $910K
|
10.7K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
10.7K+ 235.52% |
$287K - $906K
|
15.2K
$426K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10.6K+ 200.0% |
$286K - $903K
|
16K
$447K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
10.6K+ 194.02% |
$286K - $902K
|
16.1K
$451K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
10.6KNew |
$286K - $902K
|
10.6K
$298K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.6KNew |
$284K - $897K
|
10.6K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
10.6K+ 200.02% |
$284K - $896K
|
15.8K
$444K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
10.5K+ 34900.0% |
$282K - $889K
|
10.5K
$294K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
10.5K+ 250.74% |
$282K - $889K
|
14.6K
$410K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
10.4K+ 219.25% |
$281K - $885K
|
15.2K
$425K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
10.4K+ 198.75% |
$279K - $880K
|
15.6K
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
10.3K+ 316.49% |
$278K - $877K
|
13.6K
$381K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
10.2K+ 196.4% |
$276K - $871K
|
15.5K
$434K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.2K+ 228.5% |
$276K - $870K
|
14.7K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10.2K+ 202.79% |
$276K - $870K
|
15.3K
$428K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
10.2K+ 209.74% |
$275K - $869K
|
15.1K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10.2KNew |
$275K - $868K
|
10.2K
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
10.2K+ 200.0% |
$274K - $866K
|
15.3K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
10.2K+ 200.0% |
$274K - $864K
|
15.3K
$428K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
10.1K+ 200.83% |
$273K - $861K
|
15.2K
$426K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10.1K+ 200.0% |
$272K - $858K
|
15.2K
$425K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
10.1K+ 200.08% |
$272K - $856K
|
15.1K
$424K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
10K+ 198.53% |
$270K - $851K
|
15.1K
$422K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
10K+ 200.0% |
$270K - $851K
|
15K
$421K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
9.98K+ 403.85% |
$269K - $847K
|
12.4K
$349K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
9.92K+ 410.38% |
$267K - $843K
|
12.3K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
9.92K+ 200.0% |
$267K - $843K
|
14.9K
$417K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
9.91KNew |
$267K - $842K
|
9.91K
$278K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
9.9KNew |
$266K - $841K
|
9.9K
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
9.87K+ 168.33% |
$266K - $839K
|
15.7K
$441K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
9.75K+ 169.78% |
$263K - $829K
|
15.5K
$434K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
9.74K+ 190.98% |
$262K - $827K
|
14.8K
$416K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.7K+ 73.37% |
$261K - $824K
|
22.9K
$643K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
9.7K+ 51.44% |
$261K - $824K
|
28.5K
$800K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
9.66K+ 373.3% |
$260K - $821K
|
12.2K
$343K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
9.61K+ 160.05% |
$259K - $817K
|
15.6K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
9.61K+ 208.95% |
$259K - $817K
|
14.2K
$398K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
9.6K+ 199.56% |
$259K - $816K
|
14.4K
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
9.6K+ 202.53% |
$258K - $815K
|
14.3K
$402K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
9.59KNew |
$258K - $815K
|
9.59K
$269K
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
9.55K+ 200.0% |
$257K - $811K
|
14.3K
$401K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
9.52K+ 198.77% |
$256K - $809K
|
14.3K
$401K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
9.52K+ 194.82% |
$256K - $809K
|
14.4K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
9.49KNew |
$256K - $806K
|
9.49K
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
9.48K+ 242.63% |
$255K - $805K
|
13.4K
$375K
|