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 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
87.6K+ 205.03% |
$2.36M - $7.44M
|
130K
$3.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
87.4K+ 196.09% |
$2.35M - $7.42M
|
132K
$3.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
87.3K+ 210.54% |
$2.35M - $7.41M
|
129K
$3.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
87.2K+ 211.41% |
$2.35M - $7.4M
|
128K
$3.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
86.8K+ 200.57% |
$2.34M - $7.38M
|
130K
$3.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
86.5KNew |
$2.33M - $7.35M
|
86.5K
$2.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
85.2K+ 235.84% |
$2.3M - $7.24M
|
121K
$3.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
84.8K+ 212.8% |
$2.28M - $7.21M
|
125K
$3.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
84.3K+ 404.58% |
$2.27M - $7.16M
|
105K
$2.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
83K+ 207.64% |
$2.24M - $7.05M
|
123K
$3.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
83KNew |
$2.24M - $7.05M
|
83K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
82.7K+ 212.8% |
$2.23M - $7.03M
|
122K
$3.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
81.7K+ 195.37% |
$2.2M - $6.94M
|
124K
$3.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
81.6K+ 204.31% |
$2.2M - $6.93M
|
121K
$3.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
81.4K+ 200.61% |
$2.19M - $6.91M
|
122K
$3.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
81.3K+ 171.84% |
$2.19M - $6.91M
|
129K
$3.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
80.9K+ 265.75% |
$2.18M - $6.87M
|
111K
$3.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
80.8KNew |
$2.18M - $6.87M
|
80.8K
$2.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
80.7K+ 211.7% |
$2.17M - $6.85M
|
119K
$3.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
80.3K+ 202.27% |
$2.16M - $6.82M
|
120K
$3.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
80.2K+ 198.77% |
$2.16M - $6.81M
|
121K
$3.32M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
78.7K+ 215.32% |
$2.12M - $6.68M
|
115K
$3.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
77.1K+ 189.74% |
$2.08M - $6.55M
|
118K
$3.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
76.9K+ 227.75% |
$2.07M - $6.53M
|
111K
$3.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
76.9K+ 248.87% |
$2.07M - $6.53M
|
108K
$2.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
76.8K+ 241.24% |
$2.07M - $6.52M
|
109K
$2.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
76.7K+ 195.65% |
$2.06M - $6.51M
|
116K
$3.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
76.3K+ 200.01% |
$2.06M - $6.49M
|
115K
$3.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
75.2K+ 187.82% |
$2.03M - $6.39M
|
115K
$3.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
74.9K+ 199.99% |
$2.02M - $6.36M
|
112K
$3.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
74.7KNew |
$2.01M - $6.35M
|
74.7K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
74.5K+ 224.22% |
$2.01M - $6.33M
|
108K
$2.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
74KNew |
$1.99M - $6.29M
|
74K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
74K+ 293.95% |
$1.99M - $6.29M
|
99.2K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
74K+ 204.9% |
$1.99M - $6.28M
|
110K
$3.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
73.3K+ 220.4% |
$1.97M - $6.23M
|
107K
$2.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
73.3K+ 201.22% |
$1.97M - $6.22M
|
110K
$3.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
72.7K+ 213.0% |
$1.96M - $6.18M
|
107K
$2.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
72.4K+ 204.34% |
$1.95M - $6.15M
|
108K
$2.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
71.9K+ 202.93% |
$1.94M - $6.1M
|
107K
$2.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
71.7K+ 185.67% |
$1.93M - $6.09M
|
110K
$3.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
71.3K+ 203.07% |
$1.92M - $6.06M
|
106K
$2.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
70.9K+ 252.19% |
$1.91M - $6.03M
|
99.1K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
70.3KNew |
$1.89M - $5.97M
|
70.3K
$1.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
69.3K+ 432.38% |
$1.87M - $5.89M
|
85.3K
$2.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
68.7K+ 200.0% |
$1.85M - $5.83M
|
103K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
68.6K+ 217.5% |
$1.85M - $5.82M
|
100K
$2.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
68.2K+ 295.49% |
$1.84M - $5.79M
|
91.2K
$2.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
67.8KNew |
$1.83M - $5.76M
|
67.8K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
67.6K+ 288.59% |
$1.82M - $5.74M
|
91K
$2.51M
|