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 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
210KNew |
$5.67M - $17.9M
|
210K
$5.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
210KNew |
$5.66M - $17.8M
|
210K
$5.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
210K+ 204.29% |
$5.65M - $17.8M
|
313K
$7.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
210K+ 134.22% |
$5.65M - $17.8M
|
366K
$9.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
209K+ 142.82% |
$5.64M - $17.8M
|
356K
$9.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
209K+ 196.22% |
$5.62M - $17.7M
|
315K
$8.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
207K+ 197.02% |
$5.58M - $17.6M
|
312K
$7.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
205K+ 267.76% |
$5.53M - $17.5M
|
282K
$7.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
203K+ 200.9% |
$5.47M - $17.3M
|
304K
$7.74M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
202K+ 201.6% |
$5.43M - $17.1M
|
302K
$7.67M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
201K+ 220.15% |
$5.42M - $17.1M
|
293K
$7.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
199K+ 210.75% |
$5.37M - $16.9M
|
294K
$7.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
198KNew |
$5.34M - $16.8M
|
198K
$5.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
198K+ 195.3% |
$5.33M - $16.8M
|
299K
$7.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
196K+ 1011.12% |
$5.27M - $16.6M
|
215K
$5.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
195K+ 198.54% |
$5.25M - $16.6M
|
293K
$7.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
194K+ 233.84% |
$5.23M - $16.5M
|
277K
$7.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
194K+ 230.5% |
$5.23M - $16.5M
|
278K
$7.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
193K+ 204.69% |
$5.21M - $16.4M
|
288K
$7.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
193K+ 198.94% |
$5.2M - $16.4M
|
290K
$7.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
192K+ 223.32% |
$5.17M - $16.3M
|
278K
$7.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
192K+ 179.21% |
$5.16M - $16.3M
|
299K
$7.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
192K+ 212.59% |
$5.16M - $16.3M
|
282K
$7.16M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
191K+ 224.58% |
$5.15M - $16.3M
|
276K
$7.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
190K+ 198.5% |
$5.11M - $16.1M
|
285K
$7.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
189K+ 194.28% |
$5.09M - $16.1M
|
286K
$7.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
189K+ 209.09% |
$5.08M - $16M
|
279K
$7.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
189K+ 259.57% |
$5.08M - $16M
|
261K
$6.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
186K+ 251.06% |
$5.01M - $15.8M
|
260K
$6.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
186K+ 205.24% |
$5M - $15.8M
|
276K
$7.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
184K+ 188.59% |
$4.95M - $15.6M
|
281K
$7.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
183KNew |
$4.94M - $15.6M
|
183K
$4.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
183K+ 243.7% |
$4.93M - $15.5M
|
258K
$6.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
182K+ 209.09% |
$4.91M - $15.5M
|
269K
$6.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
181K+ 205.85% |
$4.87M - $15.4M
|
269K
$6.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
181K+ 247.52% |
$4.86M - $15.3M
|
253K
$6.44M
|
|
|
Apr 07, 2025
Q4 2024
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
BUY
|
- |
181KNew |
$4.86M - $15.3M
|
181K
$4.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
180K+ 199.41% |
$4.86M - $15.3M
|
271K
$6.89M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
180K+ 219.3% |
$4.85M - $15.3M
|
262K
$6.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
179K+ 227.47% |
$4.82M - $15.2M
|
258K
$6.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
177K+ 201.02% |
$4.77M - $15M
|
265K
$6.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
175K+ 211.23% |
$4.71M - $14.9M
|
258K
$6.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
175K+ 205.93% |
$4.71M - $14.8M
|
260K
$6.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
174K+ 267.53% |
$4.68M - $14.8M
|
239K
$6.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
174K+ 222.43% |
$4.68M - $14.8M
|
252K
$6.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
173K+ 177.59% |
$4.67M - $14.7M
|
271K
$6.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
173K+ 203.25% |
$4.66M - $14.7M
|
258K
$6.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
172KNew |
$4.64M - $14.6M
|
172K
$4.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
171KNew |
$4.62M - $14.6M
|
171K
$4.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
171K+ 189.89% |
$4.61M - $14.5M
|
261K
$6.65M
|