Purchases and Sales Made in Q4 2024 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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 29, 2025 Q4 2024
Quent Capital, LLC

BUY
 -
2.07K
+ 401.16%
$55.9K - $176K
2.59K $69.2K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.05K
+ 0.06%
$55.3K - $174K
3.63M $97M
Feb 12, 2025 Q4 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
2.03K
+ 200.0%
$54.7K - $172K
3.05K $81.3K
Feb 06, 2025 Q4 2024
Carlton Hofferkamp & Jenks Wealth Management, LLC

BUY
 -
1.94K
+ 5.7%
$52.2K - $165K
35.9K $958K
Jan 30, 2025 Q4 2024
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
1.92K
New
$51.6K - $163K
1.92K $51.2K
Feb 14, 2025 Q4 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
1.89K
+ 654.51%
$50.8K - $160K
2.17K $58K
Feb 14, 2025 Q4 2024
Anderson Financial Strategies, LLC

Dayton, OH
BUY
 -
1.88K
New
$50.5K - $159K
1.88K $50.1K
Jan 30, 2025 Q4 2024
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
1.87K
+ 200.0%
$50.3K - $159K
2.8K $74.8K
Jan 21, 2025 Q4 2024
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
1.85K
+ 200.0%
$49.8K - $157K
2.78K $74.1K
Jan 29, 2025 Q4 2024
Allspring Global Investments Holdings, LLC

BUY
 -
1.82K
+ 200.0%
$49.1K - $155K
2.73K $73K
Jan 28, 2025 Q4 2024
Compass Financial Services Inc

West Des Moines, IA
BUY
 -
1.69K
New
$45.5K - $144K
1.69K $45.1K
Jan 24, 2025 Q4 2024
Riggs Asset Managment Co. Inc.

BUY
 -
1.63K
+ 202.48%
$44K - $139K
2.44K $65.2K
Feb 14, 2025 Q4 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
1.61K
+ 159.41%
$43.4K - $137K
2.62K $70K
Jan 30, 2025 Q4 2024
Washington Trust CO

BUY
 -
1.59K
+ 648.57%
$42.8K - $135K
1.83K $49K
Jan 17, 2025 Q4 2024
Global Trust Asset Management, LLC

BUY
 -
1.52K
+ 199.87%
$41K - $129K
2.29K $61K
Jan 02, 2025 Q4 2024
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
1.52K
+ 214.08%
$40.9K - $129K
2.23K $59.5K
Feb 14, 2025 Q4 2024
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
1.5K
+ 200.0%
$40.3K - $127K
2.24K $59.9K
Jan 13, 2025 Q4 2024
Psi Advisors, LLC

BUY
 -
1.49K
+ 612.76%
$40.1K - $126K
1.73K $46.2K
Jan 15, 2025 Q4 2024
Dakota Community Bank & Trust Na

Hebron, ND
BUY
 -
1.45K
New
$39K - $123K
1.45K $38.7K
Feb 11, 2025 Q4 2024
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
1.42K
+ 200.0%
$38.3K - $121K
2.14K $57K
Jan 22, 2025 Q4 2024
Strategic Wealth Investment Group, LLC

BUY
 -
1.42K
New
$38.3K - $121K
1.42K $38K
Jan 08, 2025 Q4 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
1.41K
+ 89.52%
$38K - $120K
2.99K $79.7K
Feb 07, 2025 Q4 2024
Hexagon Capital Partners LLC

BUY
 -
1.39K
+ 208.68%
$37.5K - $118K
2.06K $55.1K
Feb 12, 2025 Q4 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
1.39K
+ 2780.0%
$37.4K - $118K
1.44K $38.4K
Feb 11, 2025 Q4 2024
Millstone Evans Group, LLC

Boulder, CO
BUY
 -
1.28K
New
$34.4K - $108K
1.28K $34.1K
Feb 04, 2025 Q4 2024
Addison Advisors LLC

BUY
 -
1.24K
+ 200.0%
$33.4K - $106K
1.86K $49.7K
Feb 14, 2025 Q4 2024
Van Den Berg Management I, Inc

Austin, TX
BUY
 -
1.22K
+ 200.0%
$32.8K - $103K
1.83K $48.8K
Jan 13, 2025 Q4 2024
Founders Capital Management

BUY
 -
1.2K
+ 200.0%
$32.3K - $102K
1.8K $48.1K
Feb 12, 2025 Q4 2024
Clear Street Markets LLC

BUY
 -
1.2K
New
$32.3K - $102K
1.2K $32K
Jan 31, 2025 Q4 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1.2K
+ 201.01%
$32.2K - $102K
1.79K $47.8K
Jan 31, 2025 Q4 2024
Human Investing LLC

BUY
 -
1.19K
New
$32.1K - $101K
1.19K $31.8K
Feb 03, 2025 Q4 2024
First Horizon Advisors, Inc.

BUY
 -
1.15K
+ 359.38%
$31K - $97.7K
1.47K $39.2K
Jan 13, 2025 Q4 2024
Clean Yield Group

BUY
 -
1.13K
+ 200.0%
$30.5K - $96.2K
1.7K $45.3K
Jan 29, 2025 Q4 2024
Essex Financial Services, Inc.

BUY
 -
1.13K
+ 2.04%
$30.4K - $95.7K
56.5K $1.51M
Feb 14, 2025 Q4 2024
True Wealth Design, LLC

Akron, OH
BUY
 -
1.06K
+ 200.76%
$28.5K - $89.9K
1.59K $42.3K
Feb 11, 2025 Q4 2024
Mountain Hill Investment Partners Corp.

Atlantic Highlands, NJ
BUY
 -
1.05K
New
$28.2K - $89K
1.05K $28K
Feb 07, 2025 Q4 2024
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
1.04K
+ 202.53%
$28K - $88.3K
1.55K $41.4K
Jan 21, 2025 Q4 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
1.03K
+ 201.57%
$27.7K - $87.3K
1.54K $41.1K
Feb 14, 2025 Q4 2024
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
1K
+ 200.0%
$26.9K - $85K
1.5K $40.1K
Feb 13, 2025 Q4 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
996
+ 200.0%
$26.8K - $84.6K
1.49K $39.9K
Jan 16, 2025 Q4 2024
Hoese & CO LLP

BUY
 -
966
New
$26K - $82.1K
966 $25.8K
Jan 28, 2025 Q4 2024
Barrett & Company, Inc.

Providence, RI
BUY
 -
953
+ 235.89%
$25.7K - $81K
1.36K $36.2K
Jan 23, 2025 Q4 2024
Kennebec Savings Bank

Augusta, ME
BUY
 -
921
+ 248.25%
$24.8K - $78.2K
1.29K $34.5K
Jan 23, 2025 Q4 2024
Hanson & Doremus Investment Management

BUY
 -
917
+ 91.15%
$24.7K - $77.9K
1.92K $51.3K
Feb 10, 2025 Q4 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
900
+ 200.0%
$24.2K - $76.5K
1.35K $36K
Feb 10, 2025 Q4 2024
Rockport Wealth LLC

Fairview Park, OH
BUY
 -
853
+ 5.24%
$23K - $72.5K
17.1K $457K
Feb 11, 2025 Q4 2024
M Holdings Securities, Inc.

Portland, OR
BUY
 -
851
New
$22.9K - $72.3K
851 $22.7K
Jan 29, 2025 Q4 2024
Avion Wealth

The Woodlands, TX
BUY
 -
843
+ 169.96%
$22.7K - $71.6K
1.34K $35.8K
Feb 18, 2025 Q4 2024
Fourth Dimension Wealth, LLC

Middleburg Heights, OH
BUY
 -
837
New
$22.5K - $71.1K
837 $22.3K

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