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 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.53K+ 200.95% |
$176K - $554K
|
9.77K
$248K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.5K+ 200.0% |
$175K - $552K
|
9.75K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.49K+ 201.4% |
$175K - $551K
|
9.71K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6.46K+ 200.0% |
$174K - $549K
|
9.69K
$246K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
6.44K+ 201.94% |
$173K - $547K
|
9.63K
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.43K+ 209.0% |
$173K - $546K
|
9.51K
$242K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
6.4K+ 202.85% |
$172K - $544K
|
9.56K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
6.36K+ 203.97% |
$171K - $541K
|
9.48K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
6.34K+ 136.09% |
$171K - $538K
|
11K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.31K+ 198.93% |
$170K - $536K
|
9.48K
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
6.29K+ 217.18% |
$169K - $535K
|
9.19K
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
6.24K+ 200.0% |
$168K - $530K
|
9.37K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
6.23K+ 197.53% |
$168K - $529K
|
9.38K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
6.22K+ 201.85% |
$167K - $528K
|
9.3K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
6.17K+ 157.46% |
$166K - $524K
|
10.1K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
6.15K+ 191.61% |
$165K - $522K
|
9.35K
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
6.14K+ 150.9% |
$165K - $521K
|
10.2K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
6.12K+ 183.36% |
$165K - $519K
|
9.45K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
6.08K+ 154.9% |
$164K - $516K
|
10K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
6.08K+ 194.34% |
$164K - $516K
|
9.2K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
6.03K+ 200.0% |
$162K - $512K
|
9.05K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6.03K+ 202.11% |
$162K - $512K
|
9.01K
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
BUY
|
- |
6.01K+ 194.18% |
$162K - $511K
|
9.11K
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.94K+ 2.66% |
$160K - $505K
|
229K
$5.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
5.94K+ 200.0% |
$160K - $504K
|
8.91K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5.91K+ 186.28% |
$159K - $502K
|
9.08K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
5.9K+ 200.31% |
$159K - $501K
|
8.84K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
5.89K+ 200.0% |
$159K - $500K
|
8.84K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.86K+ 238.82% |
$158K - $498K
|
8.32K
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
5.8K+ 200.0% |
$156K - $493K
|
8.7K
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
5.78K+ 185.93% |
$156K - $491K
|
8.88K
$226K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
5.77K+ 179.29% |
$155K - $490K
|
8.98K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
5.7K+ 331.63% |
$154K - $485K
|
7.42K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
5.69K+ 200.28% |
$153K - $484K
|
8.54K
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
5.69K+ 200.04% |
$153K - $484K
|
8.54K
$217K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
5.63K+ 202.85% |
$152K - $478K
|
8.4K
$214K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
5.63K+ 250.11% |
$151K - $478K
|
7.87K
$200K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
5.62K+ 87.35% |
$151K - $478K
|
12.1K
$306K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.58K+ 4.52% |
$150K - $474K
|
129K
$3.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
5.57K+ 206.49% |
$150K - $473K
|
8.27K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
5.46K+ 200.07% |
$147K - $463K
|
8.18K
$208K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5.45K+ 202.79% |
$147K - $463K
|
8.14K
$207K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
5.45K+ 163.53% |
$147K - $463K
|
8.79K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
5.4K+ 200.0% |
$145K - $459K
|
8.1K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5.39K+ 211.79% |
$145K - $458K
|
7.94K
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
5.35K+ 53.4% |
$144K - $454K
|
15.4K
$390K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
5.33K+ 167.62% |
$144K - $453K
|
8.51K
$216K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.28K+ 198.31% |
$142K - $448K
|
7.94K
$202K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
5.27K+ 200.0% |
$142K - $448K
|
7.91K
$201K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
5.26K+ 239.06% |
$142K - $447K
|
7.47K
$190K
|