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 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
101K+ 200.0% |
$2.72M - $8.59M
|
152K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
101KNew |
$2.72M - $8.59M
|
101K
$2.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
101K+ 156.82% |
$2.71M - $8.55M
|
165K
$4.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
100K+ 202.71% |
$2.7M - $8.52M
|
150K
$3.81M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
100KNew |
$2.7M - $8.51M
|
100K
$2.55M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
99.9KNew |
$2.69M - $8.49M
|
99.9K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
99.7K+ 202.8% |
$2.68M - $8.47M
|
149K
$3.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
99.6K+ 230.54% |
$2.68M - $8.46M
|
143K
$3.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
99.5K+ 200.44% |
$2.68M - $8.45M
|
149K
$3.79M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
98.4K+ 225.22% |
$2.65M - $8.36M
|
142K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
98.2K+ 120.05% |
$2.64M - $8.34M
|
180K
$4.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
98.2K+ 119.58% |
$2.64M - $8.34M
|
180K
$4.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
97.6K+ 211.29% |
$2.63M - $8.29M
|
144K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
97.1K+ 200.31% |
$2.61M - $8.24M
|
146K
$3.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
96.7K+ 198.82% |
$2.6M - $8.22M
|
145K
$3.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
96.5K+ 6236.43% |
$2.6M - $8.2M
|
98.1K
$2.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
96.1K+ 200.88% |
$2.59M - $8.16M
|
144K
$3.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
95.7K+ 194.09% |
$2.58M - $8.13M
|
145K
$3.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
95.6K+ 203.37% |
$2.58M - $8.12M
|
143K
$3.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
95.3K+ 363.19% |
$2.57M - $8.1M
|
122K
$3.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
95.2K+ 699.57% |
$2.56M - $8.09M
|
109K
$2.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
95K+ 200.0% |
$2.56M - $8.07M
|
143K
$3.62M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
94.9K+ 663.41% |
$2.56M - $8.06M
|
109K
$2.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
93.9K+ 186.48% |
$2.53M - $7.98M
|
144K
$3.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
93.9KNew |
$2.53M - $7.98M
|
93.9K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
93.8K+ 189.09% |
$2.53M - $7.97M
|
143K
$3.64M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
93.8K+ 138.2% |
$2.53M - $7.97M
|
162K
$4.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
93.7K+ 190.65% |
$2.52M - $7.96M
|
143K
$3.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
93.7K+ 2497.65% |
$2.52M - $7.96M
|
97.4K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
92.7K+ 3057.62% |
$2.5M - $7.88M
|
95.7K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
92.6K+ 209.13% |
$2.5M - $7.87M
|
137K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
91.3K+ 232.06% |
$2.46M - $7.75M
|
131K
$3.32M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
91.1K+ 194.0% |
$2.45M - $7.74M
|
138K
$3.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
90.3K+ 155.11% |
$2.43M - $7.67M
|
148K
$3.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
90K+ 199.37% |
$2.42M - $7.64M
|
135K
$3.43M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
89.5K+ 199.2% |
$2.41M - $7.6M
|
134K
$3.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
89.5K+ 112.36% |
$2.41M - $7.6M
|
169K
$4.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
89.2K+ 208.19% |
$2.4M - $7.58M
|
132K
$3.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
89.2K+ 225.41% |
$2.4M - $7.58M
|
129K
$3.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
89.2K+ 200.0% |
$2.4M - $7.58M
|
134K
$3.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
88.6K+ 212.94% |
$2.38M - $7.52M
|
130K
$3.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
88.4K+ 165.25% |
$2.38M - $7.51M
|
142K
$3.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
88.1K+ 237.74% |
$2.37M - $7.48M
|
125K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
87.8K+ 208.83% |
$2.36M - $7.46M
|
130K
$3.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
87.6K+ 204.88% |
$2.36M - $7.44M
|
130K
$3.31M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
87.6K+ 205.03% |
$2.36M - $7.44M
|
130K
$3.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
87.4K+ 196.09% |
$2.35M - $7.42M
|
132K
$3.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
87.3K+ 210.54% |
$2.35M - $7.41M
|
129K
$3.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
87.2K+ 211.41% |
$2.35M - $7.4M
|
128K
$3.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
86.8K+ 200.57% |
$2.34M - $7.38M
|
130K
$3.31M
|