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 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.91K+ 83.96% |
$186K - $587K
|
15.1K
$421K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
6.91K+ 200.0% |
$186K - $587K
|
10.4K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
BUY
|
- |
6.82K+ 200.0% |
$184K - $579K
|
10.2K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6.8K+ 200.09% |
$183K - $577K
|
10.2K
$283K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
6.78K+ 182.54% |
$182K - $576K
|
10.5K
$291K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.7K+ 202.69% |
$180K - $569K
|
10K
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
6.69K+ 200.0% |
$180K - $568K
|
10K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
6.67K+ 200.0% |
$180K - $567K
|
10K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
6.66K+ 200.0% |
$179K - $566K
|
9.99K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
6.66K+ 132.78% |
$179K - $565K
|
11.7K
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.65K+ 237.83% |
$179K - $564K
|
9.44K
$262K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
6.64K+ 244.15% |
$179K - $564K
|
9.36K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
6.63K+ 243.64% |
$179K - $563K
|
9.35K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
6.63K+ 202.85% |
$179K - $563K
|
9.9K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6.62K+ 188.34% |
$178K - $563K
|
10.1K
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Raub Brock Capital Management LP
|
BUY
|
- |
6.58K+ 202.77% |
$177K - $559K
|
9.83K
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
6.58K+ 199.97% |
$177K - $559K
|
9.88K
$274K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
6.58K+ 200.0% |
$177K - $559K
|
9.87K
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
6.57K+ 200.0% |
$177K - $558K
|
9.85K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
6.56K+ 211.88% |
$177K - $558K
|
9.66K
$269K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6.54K+ 205.01% |
$176K - $556K
|
9.74K
$271K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
6.53K+ 201.67% |
$176K - $555K
|
9.77K
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.53K+ 200.95% |
$176K - $554K
|
9.77K
$272K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.5K+ 200.0% |
$175K - $552K
|
9.75K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.49K+ 201.4% |
$175K - $551K
|
9.71K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6.46K+ 200.0% |
$174K - $549K
|
9.69K
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.44K+ 201.94% |
$173K - $547K
|
9.63K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.43K+ 209.0% |
$173K - $546K
|
9.51K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
6.36K+ 203.97% |
$171K - $541K
|
9.48K
$264K
|
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
6.34K+ 136.09% |
$171K - $538K
|
11K
$305K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.31K+ 198.93% |
$170K - $536K
|
9.48K
$264K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
6.29K+ 217.18% |
$169K - $535K
|
9.19K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
6.24K+ 200.0% |
$168K - $530K
|
9.37K
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
6.23K+ 197.53% |
$168K - $529K
|
9.38K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
6.22K+ 201.85% |
$167K - $528K
|
9.3K
$258K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
6.17K+ 157.46% |
$166K - $524K
|
10.1K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
6.15K+ 191.61% |
$165K - $522K
|
9.35K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6.14K+ 150.9% |
$165K - $521K
|
10.2K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
6.12K+ 183.36% |
$165K - $519K
|
9.45K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
6.08K+ 154.9% |
$164K - $516K
|
10K
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.08K+ 194.34% |
$164K - $516K
|
9.2K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
6.03K+ 200.0% |
$162K - $512K
|
9.05K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6.03K+ 202.11% |
$162K - $512K
|
9.01K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
6.01K+ 194.18% |
$162K - $511K
|
9.11K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.94K+ 2.66% |
$160K - $505K
|
229K
$6.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
5.94K+ 200.0% |
$160K - $504K
|
8.91K
$248K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5.91K+ 186.28% |
$159K - $502K
|
9.08K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
5.9K+ 200.31% |
$159K - $501K
|
8.84K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
5.89K+ 200.0% |
$159K - $500K
|
8.84K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.86K+ 238.82% |
$158K - $498K
|
8.32K
$231K
|