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 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
21.8K+ 246.25% |
$587K - $1.85M
|
30.7K
$845K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
21.7K+ 209.73% |
$585K - $1.84M
|
32.1K
$884K
|
|
|
Jan 28, 2025
Q4 2024
|
Darrow Company, Inc.
|
BUY
|
- |
21.7K+ 202.87% |
$584K - $1.84M
|
32.4K
$892K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
21.7K+ 207.21% |
$583K - $1.84M
|
32.1K
$885K
|
|
|
Feb 11, 2025
Q4 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
21.6K+ 208.12% |
$581K - $1.83M
|
31.9K
$880K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
21.4K+ 2.73% |
$577K - $1.82M
|
806K
$22.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
21.1K+ 209.16% |
$568K - $1.79M
|
31.2K
$859K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21.1K+ 3.87% |
$567K - $1.79M
|
565K
$15.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
21KNew |
$566K - $1.78M
|
21K
$579K
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
21K+ 203.71% |
$564K - $1.78M
|
31.2K
$861K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
21KNew |
$564K - $1.78M
|
21K
$578K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
20.9K+ 179.68% |
$563K - $1.78M
|
32.5K
$896K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
20.8K+ 300.62% |
$560K - $1.77M
|
27.7K
$763K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
20.7K+ 200.0% |
$557K - $1.76M
|
31.1K
$856K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
20.6K+ 187.7% |
$555K - $1.75M
|
31.6K
$871K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
20.6K+ 294.16% |
$554K - $1.75M
|
27.5K
$759K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20.4K+ 192.85% |
$549K - $1.73M
|
31K
$854K
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
20.3K+ 200.02% |
$546K - $1.72M
|
30.4K
$838K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
20.2K+ 197.17% |
$545K - $1.72M
|
30.5K
$840K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
20.2K+ 181.46% |
$544K - $1.72M
|
31.3K
$863K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
20.1K+ 168.02% |
$541K - $1.71M
|
32.1K
$883K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
20KNew |
$539K - $1.7M
|
20K
$551K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
20K+ 172.9% |
$539K - $1.7M
|
31.6K
$870K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
19.9K+ 197.06% |
$536K - $1.69M
|
30K
$826K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
19.8K+ 202.78% |
$533K - $1.68M
|
29.6K
$815K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
19.8K+ 201.41% |
$533K - $1.68M
|
29.6K
$816K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
19.5K+ 291.25% |
$526K - $1.66M
|
26.2K
$723K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
19.5K+ 209.95% |
$524K - $1.65M
|
28.7K
$792K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
19.4K+ 186.37% |
$523K - $1.65M
|
29.9K
$823K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
19.1K+ 123.58% |
$514K - $1.62M
|
34.5K
$952K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
19KNew |
$513K - $1.62M
|
19K
$525K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
18.9K+ 229.21% |
$508K - $1.6M
|
27.1K
$747K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
18.6KNew |
$501K - $1.58M
|
18.6K
$513K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
18.4K+ 180.53% |
$494K - $1.56M
|
28.5K
$786K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
18.3K+ 351.9% |
$492K - $1.55M
|
23.5K
$647K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
18.2K+ 201.1% |
$491K - $1.55M
|
27.3K
$752K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
18KNew |
$485K - $1.53M
|
18K
$497K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
17.9K+ 200.0% |
$481K - $1.52M
|
26.8K
$739K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
17.7K+ 174.17% |
$477K - $1.51M
|
27.9K
$769K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
17.7K+ 156.82% |
$477K - $1.5M
|
29K
$799K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17.6K+ 207.17% |
$474K - $1.49M
|
26.1K
$719K
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
17.6K+ 201.01% |
$474K - $1.49M
|
26.3K
$726K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
17.6K+ 913.83% |
$473K - $1.49M
|
19.5K
$538K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
17.5KNew |
$472K - $1.49M
|
17.5K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
17.5K+ 200.0% |
$472K - $1.49M
|
26.3K
$724K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17.5K+ 263.83% |
$472K - $1.49M
|
24.2K
$666K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
17.4K+ 206.99% |
$470K - $1.48M
|
25.9K
$713K
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
17.4K+ 9.93% |
$468K - $1.48M
|
192K
$5.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
17.4K+ 200.38% |
$468K - $1.47M
|
26K
$717K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
17.3K+ 194.99% |
$466K - $1.47M
|
26.2K
$722K
|