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 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
30.8K+ 180.64% |
$830K - $2.62M
|
47.9K
$1.33M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
30.7K+ 130.28% |
$828K - $2.61M
|
54.3K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
30.6K+ 232.87% |
$824K - $2.6M
|
43.8K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
30.5K+ 210.18% |
$822K - $2.59M
|
45K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
30.4K+ 167.21% |
$819K - $2.58M
|
48.6K
$1.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
29.8K+ 203.8% |
$803K - $2.53M
|
44.4K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
29.6K+ 201.36% |
$796K - $2.51M
|
44.3K
$1.23M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
29.5K+ 201.58% |
$795K - $2.51M
|
44.2K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
29.3K+ 177.95% |
$790K - $2.49M
|
45.8K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
29K+ 299.5% |
$780K - $2.46M
|
38.6K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
28.8K+ 211.47% |
$775K - $2.44M
|
42.4K
$1.18M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
28.5K+ 257.66% |
$768K - $2.42M
|
39.6K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
28.5K+ 166.19% |
$768K - $2.42M
|
45.7K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
28.5K+ 222.77% |
$767K - $2.42M
|
41.3K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
28.3K+ 201.04% |
$762K - $2.4M
|
42.4K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
28K+ 201.21% |
$753K - $2.38M
|
41.9K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
27.9KNew |
$752K - $2.37M
|
27.9K
$777K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
27.8KNew |
$750K - $2.36M
|
27.8K
$775K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
26.8K+ 191.84% |
$722K - $2.28M
|
40.8K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
26.6K+ 189.15% |
$717K - $2.26M
|
40.7K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
26.2K+ 194.79% |
$706K - $2.23M
|
39.7K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
25.7K+ 421.06% |
$692K - $2.18M
|
31.8K
$885K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
25.5K+ 346.84% |
$686K - $2.17M
|
32.8K
$914K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
25.5KNew |
$686K - $2.16M
|
25.5K
$709K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
25.4KNew |
$685K - $2.16M
|
25.4K
$708K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
25.4KNew |
$684K - $2.16M
|
25.4K
$707K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
25.1K+ 168.28% |
$676K - $2.13M
|
40K
$1.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
24.8K+ 164.74% |
$668K - $2.11M
|
39.9K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
24.6K+ 211.81% |
$661K - $2.09M
|
36.1K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24.3K+ 190.69% |
$655K - $2.07M
|
37.1K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
24.2KNew |
$652K - $2.06M
|
24.2K
$674K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
24.1KNew |
$650K - $2.05M
|
24.1K
$672K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
24K+ 198.22% |
$647K - $2.04M
|
36.1K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
23.8K+ 204.94% |
$640K - $2.02M
|
35.4K
$984K
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
23.5K+ 200.49% |
$633K - $2M
|
35.2K
$981K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
23.3K+ 186.16% |
$628K - $1.98M
|
35.9K
$998K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
23.2K+ 200.0% |
$624K - $1.97M
|
34.8K
$968K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
23.1K+ 200.0% |
$623K - $1.96M
|
34.7K
$966K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
22.3K+ 189.69% |
$599K - $1.89M
|
34K
$946K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
22.2K+ 219.06% |
$597K - $1.88M
|
32.3K
$899K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
21.8K+ 246.25% |
$587K - $1.85M
|
30.7K
$853K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
21.7K+ 209.73% |
$585K - $1.84M
|
32.1K
$893K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
21.7K+ 202.87% |
$584K - $1.84M
|
32.4K
$901K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
21.4K+ 2.73% |
$577K - $1.82M
|
806K
$22.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
21.1K+ 209.16% |
$568K - $1.79M
|
31.2K
$867K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.1K+ 3.87% |
$567K - $1.79M
|
565K
$15.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
21K+ 203.71% |
$564K - $1.78M
|
31.2K
$870K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
20.9K+ 179.68% |
$563K - $1.78M
|
32.5K
$905K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
20.8K+ 300.62% |
$560K - $1.77M
|
27.7K
$771K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
20.6K+ 294.16% |
$554K - $1.75M
|
27.5K
$767K
|