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 16, 2025
Q4 2024
|
Smart Money Group LLC
|
SELL
|
- |
-10K- 4.95% |
$270K - $851K
|
192K
$5.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.2K- 63.85% |
$463K - $1.46M
|
9.74K
$271K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-20.2K- 4.97% |
$544K - $1.72M
|
386K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-21.5K- 52.48% |
$580K - $1.83M
|
19.5K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.2K- 43.54% |
$653K - $2.06M
|
31.4K
$873K
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-25.2K- 50.18% |
$678K - $2.14M
|
25K
$694K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-26.3K- 10.48% |
$709K - $2.24M
|
225K
$6.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-28.2K- 29.14% |
$759K - $2.4M
|
68.6K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29.5K- 99.6% |
$796K - $2.51M
|
120
$3.33K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-51.4K- 97.07% |
$1.38M - $4.36M
|
1.55K
$43K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-79.1K- 97.71% |
$2.13M - $6.72M
|
1.85K
$51.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-108K- 98.87% |
$2.9M - $9.14M
|
1.24K
$34.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-224K- 89.96% |
$6.02M - $19M
|
24.9K
$693K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-369K- 96.34% |
$9.93M - $31.3M
|
14K
$389K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-481K- 32.35% |
$13M - $40.9M
|
1.01M
$28M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-3.38M- 94.46% |
$91M - $287M
|
198K
$5.51M
|