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 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
400+ 200.0% |
$10.8K - $34K
|
600
$15.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
380+ 202.13% |
$10.2K - $32.3K
|
568
$15.1K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
360New |
$9.69K - $30.6K
|
360
$9.57K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
350+ 1.6% |
$9.43K - $29.7K
|
22.2K
$591K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
350+ 200.0% |
$9.43K - $29.7K
|
525
$13.9K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
350+ 198.86% |
$9.43K - $29.7K
|
526
$14K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
348+ 202.33% |
$9.37K - $29.6K
|
520
$13.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
334New |
$8.99K - $28.4K
|
334
$8.87K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
300New |
$8.08K - $25.5K
|
300
$7.97K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
300+ 200.0% |
$8.08K - $25.5K
|
450
$12K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
284+ 200.0% |
$7.65K - $24.1K
|
426
$11.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
278+ 200.0% |
$7.49K - $23.6K
|
417
$11.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
275New |
$7.41K - $23.4K
|
275
$7.31K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
250+ 200.0% |
$6.73K - $21.2K
|
375
$9.96K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
222+ 462.5% |
$5.98K - $18.9K
|
270
$7.17K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
218New |
$5.87K - $18.5K
|
218
$5.79K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
200+ 200.0% |
$5.39K - $17K
|
300
$7.97K
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
162+ 200.0% |
$4.36K - $13.8K
|
243
$6.46K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
152New |
$4.09K - $12.9K
|
152
$4.04K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
151+ 22.84% |
$4.07K - $12.8K
|
812
$21.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
150+ 200.0% |
$4.04K - $12.7K
|
225
$5.98K
|
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
141+ 201.43% |
$3.8K - $12K
|
211
$5.61K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
129+ 201.56% |
$3.47K - $11K
|
193
$5.13K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
127+ 204.84% |
$3.42K - $10.8K
|
189
$5.02K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
124New |
$3.34K - $10.5K
|
124
$3.29K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
120New |
$3.23K - $10.2K
|
120
$3.19K
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
120+ 200.0% |
$3.23K - $10.2K
|
180
$4.78K
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
116+ 200.0% |
$3.12K - $9.85K
|
174
$4.62K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
113+ 1.95% |
$3.04K - $9.6K
|
5.9K
$157K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
105New |
$2.83K - $8.92K
|
105
$2.79K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
97+ 194.0% |
$2.61K - $8.24K
|
147
$3.91K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
81New |
$2.18K - $6.88K
|
81
$2.15K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
77New |
$2.07K - $6.54K
|
77
$2.05K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
73New |
$1.97K - $6.2K
|
73
$1.94K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
72New |
$1.94K - $6.12K
|
72
$1.91K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
72+ 79.12% |
$1.94K - $6.12K
|
163
$4.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
64New |
$1.72K - $5.44K
|
64
$1.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
62New |
$1.67K - $5.27K
|
62
$1.65K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
62+ 200.0% |
$1.67K - $5.27K
|
93
$2.47K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
57+ 203.57% |
$1.54K - $4.84K
|
85
$2.26K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
46+ 200.0% |
$1.24K - $3.91K
|
69
$1.83K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
45New |
$1.21K - $3.82K
|
45
$1.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
45New |
$1.21K - $3.82K
|
45
$1.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
44New |
$1.18K - $3.74K
|
44
$1.17K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
39New |
$1.05K - $3.31K
|
39
$1.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
39+ 0.04% |
$1.05K - $3.31K
|
102K
$2.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
34+ 0.02% |
$916 - $2.89K
|
197K
$5.22M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
33New |
$889 - $2.8K
|
33
$877
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
24+ 200.0% |
$646 - $2.04K
|
36
$957
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
17+ 89.47% |
$458 - $1.44K
|
36
$957
|