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 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
67.8KNew |
$1.83M - $5.76M
|
67.8K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
67.6K+ 288.59% |
$1.82M - $5.74M
|
91K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
67.4K+ 202.4% |
$1.82M - $5.73M
|
101K
$2.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
66.9K+ 194.25% |
$1.8M - $5.69M
|
101K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
66.3K+ 110.62% |
$1.78M - $5.63M
|
126K
$3.48M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
65.6K+ 206.93% |
$1.77M - $5.57M
|
97.3K
$2.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
65.4K+ 198.29% |
$1.76M - $5.56M
|
98.4K
$2.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
65.4K+ 251.08% |
$1.76M - $5.56M
|
91.4K
$2.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
65.2K+ 264.06% |
$1.76M - $5.54M
|
89.9K
$2.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
64.9K+ 209.61% |
$1.75M - $5.51M
|
95.8K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
64.8K+ 286.39% |
$1.75M - $5.51M
|
87.5K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
64.7K+ 203.15% |
$1.74M - $5.5M
|
96.6K
$2.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
64.5K+ 192.81% |
$1.74M - $5.48M
|
98K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
64.1K+ 201.5% |
$1.73M - $5.44M
|
95.9K
$2.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
64K+ 233.27% |
$1.72M - $5.44M
|
91.5K
$2.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
63.8K+ 204.88% |
$1.72M - $5.42M
|
94.9K
$2.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
63.6K+ 204.63% |
$1.71M - $5.4M
|
94.7K
$2.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
63.5KNew |
$1.71M - $5.39M
|
63.5K
$1.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
63.4K+ 189.5% |
$1.71M - $5.39M
|
96.9K
$2.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
63.1K+ 234.37% |
$1.7M - $5.36M
|
90K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
63.1K+ 204.91% |
$1.7M - $5.36M
|
93.8K
$2.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
63K+ 676.0% |
$1.7M - $5.35M
|
72.3K
$1.99M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
62.9K+ 201.26% |
$1.7M - $5.35M
|
94.2K
$2.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
62.9K+ 202.17% |
$1.69M - $5.34M
|
94K
$2.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
62.6K+ 296.91% |
$1.69M - $5.32M
|
83.7K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
62.5K+ 445.56% |
$1.68M - $5.31M
|
76.5K
$2.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
62.4K+ 185.73% |
$1.68M - $5.3M
|
96.1K
$2.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
62.3K+ 200.0% |
$1.68M - $5.3M
|
93.5K
$2.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
62.3K+ 181.96% |
$1.68M - $5.3M
|
96.6K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
62.3K+ 212.52% |
$1.68M - $5.29M
|
91.6K
$2.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
62.2K+ 242.5% |
$1.68M - $5.28M
|
87.9K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
62.2K+ 298.91% |
$1.67M - $5.28M
|
83K
$2.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
62.2K+ 190.69% |
$1.67M - $5.28M
|
94.8K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
62.1K+ 190.36% |
$1.67M - $5.28M
|
94.7K
$2.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
61.6K+ 212.18% |
$1.66M - $5.23M
|
90.6K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
61.2K+ 666.15% |
$1.65M - $5.2M
|
70.4K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
61.1K+ 197.41% |
$1.64M - $5.19M
|
92K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
59.7K+ 198.44% |
$1.61M - $5.07M
|
89.8K
$2.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
59.2K+ 203.1% |
$1.59M - $5.03M
|
88.4K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
59.2K+ 222.8% |
$1.59M - $5.03M
|
85.7K
$2.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
59KNew |
$1.59M - $5.01M
|
59K
$1.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
58.9K+ 487.0% |
$1.59M - $5M
|
70.9K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
58.8K+ 176.86% |
$1.58M - $4.99M
|
92K
$2.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
58.3K+ 199.87% |
$1.57M - $4.95M
|
87.5K
$2.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
58.2K+ 197.23% |
$1.57M - $4.95M
|
87.7K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
58.1K+ 191.47% |
$1.56M - $4.94M
|
88.4K
$2.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
58K+ 432.75% |
$1.56M - $4.92M
|
71.4K
$1.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
57.2K+ 249.92% |
$1.54M - $4.86M
|
80.1K
$2.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
57K+ 191.81% |
$1.54M - $4.84M
|
86.8K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
56.6K+ 213.13% |
$1.52M - $4.81M
|
83.1K
$2.29M
|