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 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
830+ 200.0% |
$22.4K - $70.5K
|
1.25K
$34.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
818+ 88.05% |
$22K - $69.5K
|
1.75K
$48.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
784+ 200.0% |
$21.1K - $66.6K
|
1.18K
$32.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
777+ 294.32% |
$20.9K - $66K
|
1.04K
$28.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
768+ 200.0% |
$20.7K - $65.2K
|
1.15K
$32K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
748+ 202.16% |
$20.1K - $63.5K
|
1.12K
$31.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
747New |
$20.1K - $63.5K
|
747
$20.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
699+ 184.43% |
$18.8K - $59.4K
|
1.08K
$30K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
686+ 200.0% |
$18.5K - $58.3K
|
1.03K
$28.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
650+ 200.0% |
$17.5K - $55.2K
|
975
$27.1K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
604+ 200.0% |
$16.3K - $51.3K
|
906
$25.2K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
600New |
$16.2K - $51K
|
600
$16.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
586+ 202.07% |
$15.8K - $49.8K
|
876
$24.3K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
550+ 1341.46% |
$14.8K - $46.7K
|
591
$16.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
550+ 200.0% |
$14.8K - $46.7K
|
825
$22.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
549+ 212.79% |
$14.8K - $46.6K
|
807
$22.4K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
540+ 200.0% |
$14.5K - $45.9K
|
810
$22.5K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
536+ 200.0% |
$14.4K - $45.5K
|
804
$22.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
518+ 200.0% |
$13.9K - $44K
|
777
$21.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
510+ 237.21% |
$13.7K - $43.3K
|
725
$20.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
BUY
|
- |
500+ 250.0% |
$13.5K - $42.5K
|
700
$19.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
498+ 3.82% |
$13.4K - $42.3K
|
13.5K
$376K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
496+ 202.45% |
$13.4K - $42.1K
|
741
$20.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
447New |
$12K - $38K
|
447
$12.4K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
441+ 202.29% |
$11.9K - $37.5K
|
659
$18.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
440+ 200.0% |
$11.8K - $37.4K
|
660
$18.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
436+ 202.79% |
$11.7K - $37K
|
651
$18.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
420+ 200.0% |
$11.3K - $35.7K
|
630
$17.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
414New |
$11.1K - $35.2K
|
414
$11.5K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
400+ 200.0% |
$10.8K - $34K
|
600
$16.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
380+ 202.13% |
$10.2K - $32.3K
|
568
$15.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
350+ 1.6% |
$9.43K - $29.7K
|
22.2K
$618K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
350+ 200.0% |
$9.43K - $29.7K
|
525
$14.6K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
348+ 202.33% |
$9.37K - $29.6K
|
520
$14.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
334New |
$8.99K - $28.4K
|
334
$9.28K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
300New |
$8.08K - $25.5K
|
300
$8.34K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
300+ 200.0% |
$8.08K - $25.5K
|
450
$12.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
284+ 200.0% |
$7.65K - $24.1K
|
426
$11.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
278+ 200.0% |
$7.49K - $23.6K
|
417
$11.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
275New |
$7.41K - $23.4K
|
275
$7.64K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
250+ 200.0% |
$6.73K - $21.2K
|
375
$10.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
222+ 462.5% |
$5.98K - $18.9K
|
270
$7.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
218New |
$5.87K - $18.5K
|
218
$6.06K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
200+ 200.0% |
$5.39K - $17K
|
300
$8.34K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
151+ 22.84% |
$4.07K - $12.8K
|
812
$22.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
150+ 200.0% |
$4.04K - $12.7K
|
225
$6.25K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
141+ 201.43% |
$3.8K - $12K
|
211
$5.86K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
129+ 201.56% |
$3.47K - $11K
|
193
$5.36K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
127+ 204.84% |
$3.42K - $10.8K
|
189
$5.25K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
120New |
$3.23K - $10.2K
|
120
$3.33K
|