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 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
4.91KNew |
$132K - $417K
|
4.91K
$130K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.87K+ 198.94% |
$131K - $414K
|
7.32K
$194K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4.84K+ 180.82% |
$130K - $411K
|
7.51K
$200K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
4.82K+ 457.21% |
$130K - $409K
|
5.87K
$156K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
4.76KNew |
$128K - $404K
|
4.76K
$126K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.74KNew |
$128K - $403K
|
4.74K
$126K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.7K+ 2.05% |
$126K - $399K
|
234K
$6.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
4.6K+ 213.91% |
$124K - $391K
|
6.75K
$179K
|
|
|
Oct 17, 2025
Q4 2024
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
4.55K+ 99.54% |
$122K - $386K
|
9.12K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.52K+ 191.36% |
$122K - $384K
|
6.88K
$183K
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.52K+ 191.36% |
$122K - $384K
|
6.88K
$183K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4.2K+ 13545.16% |
$113K - $357K
|
4.23K
$112K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.19K+ 266.96% |
$113K - $356K
|
5.75K
$153K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
4.07K+ 200.74% |
$109K - $345K
|
6.09K
$162K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4.05K+ 203.72% |
$109K - $344K
|
6.04K
$161K
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
4.05K+ 200.0% |
$109K - $344K
|
6.08K
$161K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.93K+ 168.87% |
$106K - $334K
|
6.26K
$166K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
3.86KNew |
$104K - $328K
|
3.86K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.81K+ 182.22% |
$103K - $324K
|
5.9K
$157K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.8K+ 200.0% |
$102K - $323K
|
5.7K
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.72KNew |
$100K - $316K
|
3.72K
$98.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.72K+ 62.38% |
$100K - $316K
|
9.68K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
3.65KNew |
$98.4K - $310K
|
3.65K
$97.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.65K+ 1.97% |
$98.2K - $310K
|
189K
$5.02M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.6KNew |
$96.9K - $306K
|
3.6K
$95.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.53K+ 8.16% |
$95.2K - $300K
|
46.8K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.51K+ 204.24% |
$94.6K - $298K
|
5.23K
$139K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.48K+ 30.96% |
$93.7K - $296K
|
14.7K
$391K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
3.47K+ 201.1% |
$93.3K - $294K
|
5.19K
$138K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
3.29K+ 98.15% |
$88.6K - $280K
|
6.64K
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.24K+ 32.42% |
$87.3K - $275K
|
13.2K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
3.24KNew |
$87.3K - $275K
|
3.24K
$86.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.22KNew |
$86.6K - $273K
|
3.22K
$85.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.19KNew |
$85.9K - $271K
|
3.19K
$84.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.11K+ 205.41% |
$83.8K - $264K
|
4.63K
$123K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3.11K+ 200.06% |
$83.8K - $264K
|
4.67K
$124K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 200.0% |
$83.4K - $263K
|
4.64K
$123K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3K+ 200.0% |
$80.7K - $255K
|
4.5K
$119K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.98KNew |
$80.4K - $253K
|
2.98K
$79.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
2.92KNew |
$78.6K - $248K
|
2.92K
$77.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.84K+ 860.0% |
$76.4K - $241K
|
3.17K
$84.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.83KNew |
$76.1K - $240K
|
2.83K
$75.1K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.79K+ 187.7% |
$75.2K - $237K
|
4.28K
$114K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.75K+ 175.06% |
$73.9K - $233K
|
4.31K
$115K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.73K+ 202.67% |
$73.6K - $232K
|
4.08K
$108K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.72K+ 189.56% |
$73.4K - $231K
|
4.16K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.7KNew |
$72.7K - $229K
|
2.7K
$71.7K
|
|
|
Sep 05, 2025
Q4 2024
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
2.67K+ 16.18% |
$71.9K - $227K
|
19.2K
$509K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
2.63K+ 2.36% |
$70.7K - $223K
|
114K
$3.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.6K+ 105.88% |
$69.9K - $220K
|
5.05K
$134K
|