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 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
3.93K+ 168.87% |
$106K - $334K
|
6.26K
$167K
|
|
|
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
$158K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
3.8K+ 200.0% |
$102K - $323K
|
5.7K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.72KNew |
$100K - $316K
|
3.72K
$99.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.72K+ 62.38% |
$100K - $316K
|
9.68K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
3.65KNew |
$98.4K - $310K
|
3.65K
$97.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.65K+ 1.97% |
$98.2K - $310K
|
189K
$5.04M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
3.6KNew |
$96.9K - $306K
|
3.6K
$96.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.53K+ 8.16% |
$95.2K - $300K
|
46.8K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.51K+ 204.24% |
$94.6K - $298K
|
5.23K
$140K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.48K+ 30.96% |
$93.7K - $296K
|
14.7K
$393K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
3.47K+ 201.1% |
$93.3K - $294K
|
5.19K
$139K
|
|
|
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
$354K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
3.24KNew |
$87.3K - $275K
|
3.24K
$86.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.22KNew |
$86.6K - $273K
|
3.22K
$85.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.19KNew |
$85.9K - $271K
|
3.19K
$85.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3.11K+ 205.41% |
$83.8K - $264K
|
4.63K
$124K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3.11K+ 200.06% |
$83.8K - $264K
|
4.67K
$125K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 200.0% |
$83.4K - $263K
|
4.64K
$124K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3K+ 200.0% |
$80.7K - $255K
|
4.5K
$120K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.98KNew |
$80.4K - $253K
|
2.98K
$79.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
2.92KNew |
$78.6K - $248K
|
2.92K
$77.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
2.84K+ 860.0% |
$76.4K - $241K
|
3.17K
$84.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.83KNew |
$76.1K - $240K
|
2.83K
$75.4K
|
|
|
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
$109K
|
|
|
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
$72.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
2.63K+ 2.36% |
$70.7K - $223K
|
114K
$3.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2.6K+ 105.88% |
$69.9K - $220K
|
5.05K
$135K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.56K+ 340.29% |
$68.9K - $217K
|
3.31K
$88.4K
|
|
|
May 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.53KNew |
$68.2K - $215K
|
2.53K
$67.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.5KNew |
$67.3K - $212K
|
2.5K
$66.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.49K+ 200.0% |
$67K - $211K
|
3.73K
$99.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2.46K+ 176.2% |
$66.2K - $209K
|
3.85K
$103K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
BUY
|
- |
2.37K+ 200.0% |
$63.9K - $202K
|
3.56K
$95.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.34KNew |
$63K - $199K
|
2.34K
$62.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.3K+ 200.0% |
$61.8K - $195K
|
3.44K
$92K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.29K+ 229.07% |
$61.8K - $195K
|
3.29K
$87.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.28K+ 256.05% |
$61.5K - $194K
|
3.18K
$84.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.28K+ 200.0% |
$61.4K - $194K
|
3.42K
$91.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.18K+ 201.76% |
$58.7K - $185K
|
3.26K
$87.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.17KNew |
$58.4K - $184K
|
2.17K
$57.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
2.16K+ 202.81% |
$58.2K - $184K
|
3.23K
$86.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
2.14K+ 140.7% |
$57.6K - $182K
|
3.66K
$97.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.12K+ 6.78% |
$57K - $180K
|
33.4K
$891K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.08K+ 506.59% |
$55.9K - $176K
|
2.49K
$66.4K
|