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 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
7.9K+ 199.57% |
$213K - $671K
|
11.9K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
7.88K+ 201.69% |
$212K - $669K
|
11.8K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.87K+ 295.12% |
$212K - $668K
|
10.5K
$293K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.86KNew |
$212K - $668K
|
7.86K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
7.79K+ 91.99% |
$210K - $662K
|
16.3K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
7.77KNew |
$209K - $660K
|
7.77K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
7.75K+ 210.8% |
$209K - $658K
|
11.4K
$318K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
7.73K+ 113.1% |
$208K - $657K
|
14.6K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.73K+ 162.86% |
$208K - $657K
|
12.5K
$347K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
7.72K+ 200.0% |
$208K - $656K
|
11.6K
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.71KNew |
$208K - $655K
|
7.71K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
7.65KNew |
$206K - $650K
|
7.65K
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.62K+ 228.82% |
$205K - $647K
|
11K
$304K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.62K+ 195.26% |
$205K - $647K
|
11.5K
$320K
|
|
|
Jan 24, 2025
Q4 2024
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
7.6KNew |
$205K - $646K
|
7.6K
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
7.56K+ 200.03% |
$204K - $642K
|
11.3K
$315K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
7.56K+ 166.76% |
$203K - $642K
|
12.1K
$336K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
7.55KNew |
$203K - $641K
|
7.55K
$210K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.53KNew |
$203K - $640K
|
7.53K
$209K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
7.46K+ 184.17% |
$201K - $633K
|
11.5K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
7.4KNew |
$199K - $629K
|
7.4K
$206K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.4K+ 218.77% |
$199K - $629K
|
10.8K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
7.38K+ 153.99% |
$199K - $627K
|
12.2K
$338K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
7.34KNew |
$198K - $623K
|
7.34K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
7.3K+ 174.84% |
$197K - $620K
|
11.5K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.29K+ 175.89% |
$196K - $619K
|
11.4K
$318K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
7.28K+ 202.82% |
$196K - $618K
|
10.9K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
7.27K+ 131.42% |
$196K - $618K
|
12.8K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
7.27K+ 183.1% |
$196K - $618K
|
11.2K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
7.22K+ 191.72% |
$194K - $613K
|
11K
$305K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7.21K+ 200.0% |
$194K - $612K
|
10.8K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.21K+ 201.82% |
$194K - $612K
|
10.8K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7.2K+ 200.0% |
$194K - $612K
|
10.8K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
7.18K+ 200.0% |
$193K - $610K
|
10.8K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
7.17K+ 219.06% |
$193K - $609K
|
10.4K
$290K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
7.16K+ 67.7% |
$193K - $608K
|
17.7K
$493K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7.16K+ 200.0% |
$193K - $608K
|
10.7K
$298K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
7.12K+ 200.0% |
$192K - $605K
|
10.7K
$297K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
7.11K+ 241.19% |
$191K - $604K
|
10.1K
$279K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7.09K+ 210.36% |
$191K - $602K
|
10.5K
$291K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
7.07K+ 191.89% |
$190K - $601K
|
10.8K
$299K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7.04K+ 283.01% |
$190K - $598K
|
9.53K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
7.04K+ 272.57% |
$189K - $598K
|
9.62K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.03K+ 200.0% |
$189K - $597K
|
10.5K
$293K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
7K+ 200.0% |
$189K - $595K
|
10.5K
$292K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
6.96K+ 254.68% |
$188K - $592K
|
9.7K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
6.95K+ 200.0% |
$187K - $590K
|
10.4K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.95K+ 205.26% |
$187K - $590K
|
10.3K
$287K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.92K+ 39.23% |
$186K - $588K
|
24.6K
$682K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
6.91K+ 201.22% |
$186K - $587K
|
10.4K
$288K
|