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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
143KNew |
$3.84M - $12.1M
|
143K
$3.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
142K+ 175.81% |
$3.83M - $12.1M
|
223K
$6.15M
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
142K+ 198.9% |
$3.81M - $12M
|
213K
$5.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
141KNew |
$3.8M - $12M
|
141K
$3.88M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
141K+ 196.0% |
$3.79M - $12M
|
212K
$5.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
141KNew |
$3.78M - $11.9M
|
141K
$3.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
140K+ 205.41% |
$3.76M - $11.9M
|
208K
$5.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
140K+ 213.5% |
$3.76M - $11.9M
|
205K
$5.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
137K+ 209.27% |
$3.68M - $11.6M
|
202K
$5.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
136K+ 267.75% |
$3.67M - $11.6M
|
187K
$5.16M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
136K+ 153.07% |
$3.65M - $11.5M
|
224K
$6.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
135K+ 205.01% |
$3.63M - $11.5M
|
201K
$5.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
134K+ 212.98% |
$3.62M - $11.4M
|
198K
$5.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
134K+ 207.57% |
$3.61M - $11.4M
|
199K
$5.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
134K+ 372.78% |
$3.6M - $11.4M
|
170K
$4.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
133K+ 183.02% |
$3.58M - $11.3M
|
206K
$5.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
130K+ 261.01% |
$3.49M - $11M
|
179K
$4.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
129K+ 188.95% |
$3.48M - $11M
|
197K
$5.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
127K+ 233.65% |
$3.43M - $10.8M
|
182K
$5.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
127K+ 211.83% |
$3.41M - $10.8M
|
187K
$5.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
126K+ 206.79% |
$3.39M - $10.7M
|
187K
$5.15M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
126K+ 197.41% |
$3.38M - $10.7M
|
189K
$5.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
126K+ 209.87% |
$3.38M - $10.7M
|
185K
$5.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
125KNew |
$3.38M - $10.6M
|
125K
$3.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Hamel Associates, Inc.
|
BUY
|
- |
125K+ 326.87% |
$3.36M - $10.6M
|
163K
$4.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
124KNew |
$3.33M - $10.5M
|
124K
$3.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
124K+ 194.54% |
$3.33M - $10.5M
|
187K
$5.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
123K+ 201.71% |
$3.3M - $10.4M
|
183K
$5.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
122K+ 173.31% |
$3.28M - $10.3M
|
192K
$5.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
121K+ 467.86% |
$3.26M - $10.3M
|
147K
$4.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
121KNew |
$3.26M - $10.3M
|
121K
$3.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
120KNew |
$3.23M - $10.2M
|
120K
$3.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
120K+ 199.5% |
$3.23M - $10.2M
|
180K
$4.97M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
119K+ 198.03% |
$3.21M - $10.1M
|
180K
$4.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
119K+ 243.94% |
$3.21M - $10.1M
|
168K
$4.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
119K+ 196.94% |
$3.2M - $10.1M
|
179K
$4.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
117K+ 246.04% |
$3.16M - $9.95M
|
165K
$4.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
116KNew |
$3.13M - $9.88M
|
116K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
116K+ 326.7% |
$3.11M - $9.82M
|
151K
$4.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
115K+ 198.63% |
$3.11M - $9.81M
|
174K
$4.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
115K+ 218.18% |
$3.1M - $9.79M
|
168K
$4.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
115K+ 185.26% |
$3.09M - $9.76M
|
177K
$4.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
113K+ 196.69% |
$3.04M - $9.6M
|
170K
$4.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
113K+ 219.47% |
$3.04M - $9.59M
|
164K
$4.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
112K+ 206.3% |
$3.01M - $9.48M
|
166K
$4.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
111K+ 340.54% |
$3M - $9.46M
|
144K
$3.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
111K+ 201.18% |
$2.99M - $9.42M
|
166K
$4.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
110K+ 299.85% |
$2.97M - $9.38M
|
147K
$4.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
110K+ 133.53% |
$2.96M - $9.35M
|
193K
$5.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
108K+ 206.45% |
$2.92M - $9.2M
|
161K
$4.43M
|