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
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
266K+ 215.65% |
$7.15M - $22.6M
|
389K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
264KNew |
$7.11M - $22.4M
|
264K
$7.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
261K+ 214.89% |
$7.04M - $22.2M
|
383K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
261K+ 202.37% |
$7.03M - $22.2M
|
390K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
260K+ 192.29% |
$7.01M - $22.1M
|
396K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
259K+ 216.19% |
$6.98M - $22M
|
379K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
256K+ 169.29% |
$6.9M - $21.8M
|
408K
$10.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
256KNew |
$6.9M - $21.8M
|
256K
$6.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
255K+ 1029.79% |
$6.88M - $21.7M
|
280K
$7.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
254K+ 209.28% |
$6.83M - $21.6M
|
375K
$10M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
251K+ 200.23% |
$6.77M - $21.3M
|
377K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
251K+ 200.86% |
$6.76M - $21.3M
|
376K
$10M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
249KNew |
$6.71M - $21.2M
|
249K
$6.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
249K+ 238.7% |
$6.71M - $21.2M
|
354K
$9.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
246K+ 196.89% |
$6.64M - $20.9M
|
372K
$9.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
246K+ 224.47% |
$6.61M - $20.9M
|
355K
$9.48M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
245K+ 194.58% |
$6.61M - $20.8M
|
371K
$9.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
244K+ 239.89% |
$6.58M - $20.8M
|
346K
$9.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
244K+ 121.21% |
$6.57M - $20.7M
|
445K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
244K+ 214.29% |
$6.57M - $20.7M
|
358K
$9.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
244K+ 207.52% |
$6.56M - $20.7M
|
361K
$9.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
243K+ 191.92% |
$6.55M - $20.6M
|
370K
$9.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
242K+ 203.16% |
$6.51M - $20.5M
|
361K
$9.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
241K+ 215.55% |
$6.49M - $20.5M
|
353K
$9.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
240K+ 207.97% |
$6.45M - $20.3M
|
355K
$9.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
237K+ 195.8% |
$6.39M - $20.2M
|
359K
$9.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
236K+ 206.06% |
$6.35M - $20M
|
350K
$9.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
235K+ 210.72% |
$6.32M - $19.9M
|
346K
$9.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
234K+ 199.76% |
$6.31M - $19.9M
|
352K
$9.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
233K+ 208.61% |
$6.27M - $19.8M
|
345K
$9.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
231KNew |
$6.23M - $19.6M
|
231K
$6.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
231K+ 201.47% |
$6.22M - $19.6M
|
346K
$9.23M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
230K+ 237.65% |
$6.2M - $19.6M
|
327K
$8.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
228K+ 181.7% |
$6.14M - $19.4M
|
353K
$9.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
226K+ 216.12% |
$6.08M - $19.2M
|
330K
$8.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
226K+ 222.43% |
$6.08M - $19.2M
|
327K
$8.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
224K+ 24905.11% |
$6.04M - $19M
|
225K
$6.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
223K+ 187.14% |
$6M - $18.9M
|
342K
$9.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
223K+ 196.04% |
$5.99M - $18.9M
|
336K
$8.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
222K+ 199.63% |
$5.97M - $18.8M
|
333K
$8.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
222K+ 201.05% |
$5.97M - $18.8M
|
332K
$8.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
222KNew |
$5.97M - $18.8M
|
222K
$5.92M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
221KNew |
$5.95M - $18.8M
|
221K
$5.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
221K+ 217.76% |
$5.94M - $18.7M
|
322K
$8.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
218K+ 227.55% |
$5.88M - $18.5M
|
314K
$8.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
218K+ 4536.06% |
$5.87M - $18.5M
|
223K
$5.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
218K+ 241.97% |
$5.87M - $18.5M
|
308K
$8.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
217K+ 85.02% |
$5.85M - $18.5M
|
473K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
217K+ 252.64% |
$5.85M - $18.4M
|
303K
$8.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
BUY
|
- |
215K+ 210.14% |
$5.79M - $18.3M
|
317K
$8.47M
|