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 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.2K+ 228.5% |
$276K - $870K
|
14.7K
$391K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10.2K+ 202.79% |
$276K - $870K
|
15.3K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
10.2K+ 209.74% |
$275K - $869K
|
15.1K
$401K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10.2KNew |
$275K - $868K
|
10.2K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
10.2K+ 200.0% |
$274K - $866K
|
15.3K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
10.2K+ 200.0% |
$274K - $864K
|
15.3K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
10.1K+ 200.83% |
$273K - $861K
|
15.2K
$403K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10.1K+ 200.0% |
$272K - $858K
|
15.2K
$403K
|
|
|
Jan 28, 2025
Q4 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
10.1K+ 200.08% |
$272K - $856K
|
15.1K
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
10K+ 198.53% |
$270K - $851K
|
15.1K
$400K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
10K+ 200.0% |
$270K - $851K
|
15K
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
9.98K+ 403.85% |
$269K - $847K
|
12.4K
$331K
|
|
|
Aug 25, 2025
Q4 2024
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
9.94KNew |
$268K - $844K
|
9.94K
$264K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
9.92K+ 410.38% |
$267K - $843K
|
12.3K
$328K
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
9.92K+ 200.0% |
$267K - $843K
|
14.9K
$395K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
9.91KNew |
$267K - $842K
|
9.91K
$263K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
9.9KNew |
$266K - $841K
|
9.9K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
9.87K+ 168.33% |
$266K - $839K
|
15.7K
$418K
|
|
|
May 28, 2025
Q4 2024
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
9.78KNew |
$263K - $830K
|
9.78K
$260K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
9.75K+ 169.78% |
$263K - $829K
|
15.5K
$412K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
9.74K+ 190.98% |
$262K - $827K
|
14.8K
$394K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.7K+ 73.37% |
$261K - $824K
|
22.9K
$609K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
9.7K+ 51.44% |
$261K - $824K
|
28.5K
$758K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
9.66K+ 373.3% |
$260K - $821K
|
12.2K
$325K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
9.61K+ 160.05% |
$259K - $817K
|
15.6K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
9.61K+ 208.95% |
$259K - $817K
|
14.2K
$378K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
9.6K+ 199.56% |
$259K - $816K
|
14.4K
$383K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
9.6K+ 202.53% |
$258K - $815K
|
14.3K
$381K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
9.59KNew |
$258K - $815K
|
9.59K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
9.55K+ 200.0% |
$257K - $811K
|
14.3K
$380K
|
|
|
Oct 16, 2025
Q4 2024
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
9.53K+ 98.47% |
$257K - $810K
|
19.2K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
9.52K+ 198.77% |
$256K - $809K
|
14.3K
$380K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
9.52K+ 194.82% |
$256K - $809K
|
14.4K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
9.49KNew |
$256K - $806K
|
9.49K
$252K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
9.48K+ 242.63% |
$255K - $805K
|
13.4K
$356K
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
9.43KNew |
$254K - $801K
|
9.43K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
9.33K+ 169.92% |
$251K - $793K
|
14.8K
$394K
|
|
|
Feb 11, 2025
Q4 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
9.29K+ 200.0% |
$250K - $789K
|
13.9K
$370K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
9.19K+ 210.37% |
$248K - $781K
|
13.6K
$360K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.19K+ 278.96% |
$247K - $781K
|
12.5K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
9.19KNew |
$247K - $780K
|
9.19K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
9.15KNew |
$246K - $777K
|
9.15K
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
9.14KNew |
$246K - $777K
|
9.14K
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
9.12K+ 159.68% |
$246K - $775K
|
14.8K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
9.11KNew |
$245K - $774K
|
9.11K
$242K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
9.1K+ 206.11% |
$245K - $773K
|
13.5K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
9.1K+ 362.37% |
$245K - $773K
|
11.6K
$308K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
9.09KNew |
$245K - $772K
|
9.09K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
9.08K+ 200.0% |
$245K - $772K
|
13.6K
$362K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9.05K+ 291.94% |
$244K - $769K
|
12.2K
$323K
|