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 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
BUY
|
- |
18.2K+ 201.1% |
$491K - $1.55M
|
27.3K
$757K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
18KNew |
$485K - $1.53M
|
18K
$500K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
17.9K+ 200.0% |
$481K - $1.52M
|
26.8K
$744K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
17.7K+ 174.17% |
$477K - $1.51M
|
27.9K
$774K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
17.7K+ 156.82% |
$477K - $1.5M
|
29K
$805K
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
17.7KNew |
$476K - $1.5M
|
17.7K
$490K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17.6K+ 207.17% |
$474K - $1.49M
|
26.1K
$724K
|
|
|
Feb 03, 2025
Q4 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
17.6K+ 201.01% |
$474K - $1.49M
|
26.3K
$731K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
17.6K+ 913.83% |
$473K - $1.49M
|
19.5K
$541K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
17.5KNew |
$472K - $1.49M
|
17.5K
$486K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
17.5K+ 200.0% |
$472K - $1.49M
|
26.3K
$729K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17.5K+ 263.83% |
$472K - $1.49M
|
24.2K
$670K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
17.4K+ 206.99% |
$470K - $1.48M
|
25.9K
$718K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
17.4K+ 207.86% |
$469K - $1.48M
|
25.8K
$715K
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
17.4K+ 9.93% |
$468K - $1.48M
|
192K
$5.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
17.4K+ 200.38% |
$468K - $1.47M
|
26K
$722K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
17.3K+ 194.99% |
$466K - $1.47M
|
26.2K
$726K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
17.3K+ 429.07% |
$465K - $1.47M
|
21.3K
$591K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
17.2K+ 211.36% |
$464K - $1.46M
|
25.4K
$705K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
17.2K+ 201.41% |
$464K - $1.46M
|
25.8K
$716K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
17.2K+ 202.16% |
$464K - $1.46M
|
25.8K
$715K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
17.2K+ 195.23% |
$463K - $1.46M
|
26K
$722K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
17.2K+ 191.37% |
$463K - $1.46M
|
26.2K
$726K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
17.1KNew |
$461K - $1.46M
|
17.1K
$475K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
17.1K+ 211.7% |
$459K - $1.45M
|
25.1K
$697K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
17K+ 207.92% |
$459K - $1.45M
|
25.2K
$700K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
17K+ 237.29% |
$459K - $1.45M
|
24.2K
$672K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
17K+ 207.73% |
$459K - $1.45M
|
25.2K
$700K
|
|
|
Feb 07, 2025
Q4 2024
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
17K+ 196.39% |
$458K - $1.45M
|
25.7K
$713K
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
17K+ 200.0% |
$457K - $1.44M
|
25.5K
$706K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
16.8K+ 208.35% |
$453K - $1.43M
|
24.9K
$690K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
16.8K+ 236.19% |
$453K - $1.43M
|
23.9K
$664K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.8K+ 169.79% |
$452K - $1.43M
|
26.7K
$741K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
16.8K+ 237.15% |
$452K - $1.43M
|
23.9K
$663K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
16.8K+ 208.87% |
$452K - $1.43M
|
24.8K
$689K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
16.8K+ 295.02% |
$452K - $1.42M
|
22.4K
$623K
|
|
|
Jan 16, 2025
Q4 2024
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
16.7K+ 185.73% |
$450K - $1.42M
|
25.7K
$713K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
16.7K+ 200.0% |
$450K - $1.42M
|
25K
$695K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
16.7K+ 172.91% |
$449K - $1.41M
|
26.3K
$730K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
16.6K+ 214.6% |
$447K - $1.41M
|
24.3K
$675K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
16.6K+ 268.31% |
$446K - $1.41M
|
22.7K
$631K
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
16.6K+ 183.9% |
$446K - $1.41M
|
25.6K
$709K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
16.5K+ 173.68% |
$445K - $1.4M
|
26K
$722K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
16.5K+ 210.73% |
$445K - $1.4M
|
24.4K
$676K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
16.4KNew |
$441K - $1.39M
|
16.4K
$454K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
16.3KNew |
$440K - $1.39M
|
16.3K
$454K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
16.3K+ 247.38% |
$440K - $1.39M
|
22.9K
$636K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
16.3K+ 196.39% |
$440K - $1.39M
|
24.6K
$684K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
16.3K+ 165.08% |
$438K - $1.38M
|
26.1K
$724K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
16.2KNew |
$436K - $1.37M
|
16.2K
$449K
|