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 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
62.1K+ 190.36% |
$1.67M - $5.28M
|
94.7K
$2.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
61.6K+ 212.18% |
$1.66M - $5.23M
|
90.6K
$2.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
61.2K+ 666.15% |
$1.65M - $5.2M
|
70.4K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
61.1K+ 197.41% |
$1.64M - $5.19M
|
92K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
60.8K+ 199.25% |
$1.64M - $5.16M
|
91.3K
$2.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
60.5K+ 276.45% |
$1.63M - $5.14M
|
82.4K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
59.7K+ 198.44% |
$1.61M - $5.07M
|
89.8K
$2.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
59.2K+ 203.1% |
$1.59M - $5.03M
|
88.4K
$2.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
59.2K+ 222.8% |
$1.59M - $5.03M
|
85.7K
$2.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
59KNew |
$1.59M - $5.01M
|
59K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
58.9K+ 487.0% |
$1.59M - $5M
|
70.9K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
58.8K+ 176.86% |
$1.58M - $4.99M
|
92K
$2.55M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
58.7K+ 257.37% |
$1.58M - $4.99M
|
81.5K
$2.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
58.3K+ 199.87% |
$1.57M - $4.95M
|
87.5K
$2.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
58.2K+ 197.23% |
$1.57M - $4.95M
|
87.7K
$2.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
58.1K+ 191.47% |
$1.56M - $4.94M
|
88.4K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
58K+ 223.22% |
$1.56M - $4.93M
|
84K
$2.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
58K+ 432.75% |
$1.56M - $4.92M
|
71.4K
$1.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
57.2K+ 249.92% |
$1.54M - $4.86M
|
80.1K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
57.1K+ 2120.22% |
$1.54M - $4.85M
|
59.7K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
57K+ 191.81% |
$1.54M - $4.84M
|
86.8K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
56.6K+ 213.13% |
$1.52M - $4.81M
|
83.1K
$2.31M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
56.4K+ 184.34% |
$1.52M - $4.79M
|
87K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
56.3K+ 232.11% |
$1.52M - $4.78M
|
80.6K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
56.2K+ 195.49% |
$1.51M - $4.78M
|
85K
$2.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
55.7K+ 194.4% |
$1.5M - $4.73M
|
84.4K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
55.5K+ 205.92% |
$1.5M - $4.72M
|
82.5K
$2.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
55.2K+ 197.72% |
$1.49M - $4.69M
|
83.1K
$2.31M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
55K+ 200.0% |
$1.48M - $4.67M
|
82.5K
$2.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
54.7KNew |
$1.47M - $4.65M
|
54.7K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
54.7K+ 218.2% |
$1.47M - $4.65M
|
79.8K
$2.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
54.5K+ 207.15% |
$1.47M - $4.63M
|
80.8K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
54.3K+ 224.26% |
$1.46M - $4.62M
|
78.6K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
53.5K+ 204.2% |
$1.44M - $4.54M
|
79.7K
$2.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
53.2K+ 200.58% |
$1.43M - $4.52M
|
79.8K
$2.21M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
53KNew |
$1.43M - $4.51M
|
53K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
52.5K+ 185.42% |
$1.41M - $4.46M
|
80.8K
$2.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
52.4K+ 199.81% |
$1.41M - $4.45M
|
78.7K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
52.2K+ 178.54% |
$1.41M - $4.44M
|
81.5K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
52.2K+ 210.1% |
$1.41M - $4.43M
|
77K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
51.9K+ 476.49% |
$1.4M - $4.41M
|
62.8K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
51.7K+ 206.88% |
$1.39M - $4.39M
|
76.7K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
51.2K+ 340.7% |
$1.38M - $4.35M
|
66.2K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
50.3K+ 238.29% |
$1.35M - $4.27M
|
71.4K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
50.2K+ 204.07% |
$1.35M - $4.26M
|
74.7K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50.1K+ 199.03% |
$1.35M - $4.26M
|
75.3K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
49.8KNew |
$1.34M - $4.23M
|
49.8K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
49.7K+ 21.41% |
$1.34M - $4.22M
|
282K
$7.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
49.7K+ 209.91% |
$1.34M - $4.22M
|
73.4K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
49.7K+ 183.67% |
$1.34M - $4.22M
|
76.7K
$2.13M
|