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 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
5.26K+ 200.0% |
$142K - $447K
|
7.89K
$201K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.25K+ 221.07% |
$141K - $446K
|
7.62K
$194K
|
|
|
Feb 04, 2025
Q4 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
5.23K+ 181.71% |
$141K - $444K
|
8.1K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
5.22K+ 202.72% |
$141K - $443K
|
7.8K
$198K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5.2K+ 63.91% |
$140K - $441K
|
13.3K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.17K+ 200.0% |
$139K - $439K
|
7.76K
$197K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
5.17K+ 200.0% |
$139K - $439K
|
7.75K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.14K+ 199.96% |
$139K - $437K
|
7.72K
$196K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
5.11K+ 202.54% |
$138K - $434K
|
7.63K
$194K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
5.09K+ 202.67% |
$137K - $432K
|
7.6K
$193K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
5.07K+ 200.0% |
$136K - $430K
|
7.6K
$193K
|
|
|
Feb 10, 2025
Q4 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
5.04K+ 210.26% |
$136K - $428K
|
7.44K
$189K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5K+ 142.86% |
$135K - $425K
|
8.5K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
5K+ 200.0% |
$135K - $425K
|
7.5K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
5K+ 200.0% |
$135K - $425K
|
7.5K
$191K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
5K+ 200.0% |
$135K - $425K
|
7.5K
$191K
|
|
|
Feb 04, 2025
Q4 2024
|
Synergy Financial Group, LTD
|
BUY
|
- |
5K+ 189.68% |
$135K - $425K
|
7.63K
$194K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
4.96KNew |
$133K - $421K
|
4.96K
$126K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.95K+ 200.0% |
$133K - $420K
|
7.42K
$189K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
4.94K+ 200.0% |
$133K - $419K
|
7.41K
$188K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.92K+ 202.97% |
$133K - $418K
|
7.35K
$187K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
4.91KNew |
$132K - $417K
|
4.91K
$125K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.87K+ 198.94% |
$131K - $414K
|
7.32K
$186K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.84K+ 180.82% |
$130K - $411K
|
7.51K
$191K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
4.82K+ 457.21% |
$130K - $409K
|
5.87K
$149K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
4.76KNew |
$128K - $404K
|
4.76K
$121K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.74KNew |
$128K - $403K
|
4.74K
$121K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.7K+ 2.05% |
$126K - $399K
|
234K
$5.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
4.6K+ 213.91% |
$124K - $391K
|
6.75K
$172K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.52K+ 191.36% |
$122K - $384K
|
6.88K
$175K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4.2K+ 13545.16% |
$113K - $357K
|
4.23K
$108K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.19K+ 266.96% |
$113K - $356K
|
5.75K
$146K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
4.07K+ 200.74% |
$109K - $345K
|
6.09K
$155K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4.05K+ 203.72% |
$109K - $344K
|
6.04K
$154K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
4.05K+ 200.0% |
$109K - $344K
|
6.08K
$154K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.93K+ 168.87% |
$106K - $334K
|
6.26K
$159K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
3.86KNew |
$104K - $328K
|
3.86K
$98.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.81K+ 182.22% |
$103K - $324K
|
5.9K
$150K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.8K+ 200.0% |
$102K - $323K
|
5.7K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.72KNew |
$100K - $316K
|
3.72K
$94.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.72K+ 62.38% |
$100K - $316K
|
9.68K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
3.65KNew |
$98.4K - $310K
|
3.65K
$92.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.65K+ 1.97% |
$98.2K - $310K
|
189K
$4.8M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.6KNew |
$96.9K - $306K
|
3.6K
$91.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.53K+ 8.16% |
$95.2K - $300K
|
46.8K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.51K+ 204.24% |
$94.6K - $298K
|
5.23K
$133K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.48K+ 30.96% |
$93.7K - $296K
|
14.7K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
3.47K+ 201.1% |
$93.3K - $294K
|
5.19K
$132K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
3.29K+ 98.15% |
$88.6K - $280K
|
6.64K
$169K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.24K+ 32.42% |
$87.3K - $275K
|
13.2K
$337K
|