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 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
8.45K+ 200.0% |
$227K - $717K
|
12.7K
$322K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
8.42K+ 94.18% |
$227K - $715K
|
17.4K
$441K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
8.37K+ 200.0% |
$226K - $711K
|
12.6K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
8.35KNew |
$225K - $709K
|
8.35K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
8.31K+ 200.0% |
$224K - $706K
|
12.5K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8.3KNew |
$224K - $705K
|
8.3K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
8.28K+ 189.71% |
$223K - $703K
|
12.6K
$321K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.28K+ 200.0% |
$223K - $703K
|
12.4K
$316K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.28K+ 142.31% |
$223K - $703K
|
14.1K
$358K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
8.27KNew |
$223K - $703K
|
8.27K
$210K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
8.22K+ 200.0% |
$221K - $699K
|
12.3K
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
8.2K+ 200.0% |
$221K - $696K
|
12.3K
$313K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.12K+ 200.0% |
$219K - $690K
|
12.2K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
8.08K+ 193.07% |
$218K - $686K
|
12.3K
$312K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
8.08K+ 200.0% |
$217K - $686K
|
12.1K
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
8.03KNew |
$216K - $682K
|
8.03K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8.02KNew |
$216K - $681K
|
8.02K
$204K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
8.01K+ 159.22% |
$216K - $681K
|
13K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
8K+ 170.44% |
$215K - $680K
|
12.7K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
7.99KNew |
$215K - $678K
|
7.99K
$203K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
7.98K+ 168.7% |
$215K - $678K
|
12.7K
$323K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
7.95K+ 202.94% |
$214K - $675K
|
11.9K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
7.94K+ 200.03% |
$214K - $674K
|
11.9K
$303K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
7.94KNew |
$214K - $674K
|
7.94K
$202K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
7.9K+ 199.57% |
$213K - $671K
|
11.9K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
7.88K+ 201.69% |
$212K - $669K
|
11.8K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.87K+ 295.12% |
$212K - $668K
|
10.5K
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.86KNew |
$212K - $668K
|
7.86K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
7.79K+ 91.99% |
$210K - $662K
|
16.3K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
7.77KNew |
$209K - $660K
|
7.77K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.75K+ 210.8% |
$209K - $658K
|
11.4K
$290K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
7.73K+ 113.1% |
$208K - $657K
|
14.6K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.73K+ 162.86% |
$208K - $657K
|
12.5K
$317K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
7.72K+ 200.0% |
$208K - $656K
|
11.6K
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.71KNew |
$208K - $655K
|
7.71K
$196K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
7.65KNew |
$206K - $650K
|
7.65K
$195K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.62K+ 228.82% |
$205K - $647K
|
11K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.62K+ 195.26% |
$205K - $647K
|
11.5K
$293K
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
7.6KNew |
$205K - $646K
|
7.6K
$193K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.56K+ 200.03% |
$204K - $642K
|
11.3K
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
7.56K+ 166.76% |
$203K - $642K
|
12.1K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
7.55KNew |
$203K - $641K
|
7.55K
$192K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.53KNew |
$203K - $640K
|
7.53K
$192K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
7.46K+ 184.17% |
$201K - $633K
|
11.5K
$292K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.4KNew |
$199K - $629K
|
7.4K
$188K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.4K+ 218.77% |
$199K - $629K
|
10.8K
$274K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
7.38K+ 153.99% |
$199K - $627K
|
12.2K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
7.34KNew |
$198K - $623K
|
7.34K
$187K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
7.3K+ 174.84% |
$197K - $620K
|
11.5K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.29K+ 175.89% |
$196K - $619K
|
11.4K
$291K
|