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 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
47.2K+ 242.04% |
$1.27M - $4.01M
|
66.8K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
45.2KNew |
$1.22M - $3.84M
|
45.2K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
45.1K+ 195.8% |
$1.22M - $3.83M
|
68.2K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
45KNew |
$1.21M - $3.82M
|
45K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
44.4K+ 186.55% |
$1.2M - $3.77M
|
68.2K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
43.7K+ 189.06% |
$1.18M - $3.71M
|
66.9K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
43.7K+ 236.66% |
$1.18M - $3.71M
|
62.1K
$1.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
43.7K+ 310.21% |
$1.18M - $3.71M
|
57.7K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
43.6K+ 197.35% |
$1.18M - $3.71M
|
65.8K
$1.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
42.6K+ 326.86% |
$1.15M - $3.62M
|
55.6K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
42.3K+ 209.61% |
$1.14M - $3.59M
|
62.4K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
42K+ 286.71% |
$1.13M - $3.57M
|
56.7K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
41.4K+ 218.29% |
$1.12M - $3.52M
|
60.4K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
41.1K+ 197.96% |
$1.11M - $3.49M
|
61.9K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
40.9K+ 180.77% |
$1.1M - $3.48M
|
63.5K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
39.4K+ 214.8% |
$1.06M - $3.34M
|
57.7K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
39.1K+ 193.94% |
$1.05M - $3.32M
|
59.2K
$1.65M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
38.9K+ 199.36% |
$1.05M - $3.3M
|
58.4K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
38.4K+ 200.0% |
$1.03M - $3.26M
|
57.6K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
38.4K+ 186.67% |
$1.03M - $3.26M
|
58.9K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
38.4K+ 195.36% |
$1.03M - $3.26M
|
58K
$1.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
38.1K+ 208.23% |
$1.03M - $3.24M
|
56.4K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
37.5K+ 1445.49% |
$1.01M - $3.18M
|
40.1K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
37.3K+ 177.01% |
$1M - $3.17M
|
58.3K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
37.1K+ 219.91% |
$999K - $3.15M
|
54K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
37K+ 181.69% |
$996K - $3.14M
|
57.3K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
36.5K+ 253.24% |
$984K - $3.1M
|
51K
$1.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
36.4K+ 239.59% |
$980K - $3.09M
|
51.6K
$1.43M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
35.8K+ 205.94% |
$965K - $3.04M
|
53.2K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
35.8K+ 237.76% |
$964K - $3.04M
|
50.8K
$1.41M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
35.6K+ 193.86% |
$958K - $3.02M
|
53.9K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
35.5K+ 203.93% |
$957K - $3.02M
|
53K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
35.5K+ 217.69% |
$956K - $3.02M
|
51.8K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
35.5K+ 197.36% |
$956K - $3.02M
|
53.5K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
34.8K+ 228.26% |
$936K - $2.95M
|
50K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
34.3K+ 197.96% |
$923K - $2.91M
|
51.6K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
34.1K+ 329.39% |
$919K - $2.9M
|
44.5K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
34.1K+ 521.98% |
$919K - $2.9M
|
40.7K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
33.7K+ 203.38% |
$907K - $2.86M
|
50.2K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
33.6K+ 360.4% |
$904K - $2.85M
|
42.9K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
33.4K+ 124.54% |
$899K - $2.84M
|
60.2K
$1.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
32.7K+ 187.21% |
$881K - $2.78M
|
50.2K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
32.3K+ 204.57% |
$869K - $2.74M
|
48K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Argent Capital Management LLC
|
BUY
|
- |
32.3KNew |
$869K - $2.74M
|
32.3K
$898K
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
31.7K+ 192.2% |
$853K - $2.69M
|
48.2K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
31.3K+ 202.3% |
$844K - $2.66M
|
46.8K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
31.2K+ 201.32% |
$839K - $2.65M
|
46.7K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
31.1K+ 200.86% |
$836K - $2.64M
|
46.5K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
31K+ 204.11% |
$835K - $2.63M
|
46.2K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
30.9K+ 144.64% |
$833K - $2.63M
|
52.3K
$1.46M
|