Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Us Dividen (SCHD)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Dividen (SCHD) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
33MNew |
$892M - $943M
|
33M
$882M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.4M+ 95.16% |
$389M - $411M
|
29.6M
$789M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.69M+ 130.36% |
$154M - $162M
|
10M
$268M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.47M+ 6.8% |
$66.7M - $70.5M
|
38.8M
$1.04B
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.08M+ 228516.25% |
$56.2M - $59.4M
|
2.08M
$55.6M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.07M+ 37.53% |
$55.9M - $59M
|
7.58M
$202M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.64M+ 6.3% |
$44.2M - $46.7M
|
27.6M
$738M
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
1.51MNew |
$40.7M - $43M
|
1.51M
$40.3M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.21MNew |
$32.6M - $34.5M
|
1.21M
$32.3M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
970K+ 102.6% |
$26.2M - $27.7M
|
1.92M
$51.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
886K+ 3.11% |
$23.9M - $25.3M
|
29.4M
$784M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
815KNew |
$22M - $23.3M
|
815K
$21.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
757K+ 15.47% |
$20.4M - $21.6M
|
5.65M
$151M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
750K+ 12.36% |
$20.3M - $21.4M
|
6.82M
$182M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
669K+ 140.97% |
$18.1M - $19.1M
|
1.14M
$30.5M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
660KNew |
$17.8M - $18.8M
|
660K
$17.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
587KNew |
$15.8M - $16.7M
|
587K
$15.7M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
556KNew |
$15M - $15.9M
|
556K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
551K+ 4597.02% |
$14.9M - $15.7M
|
563K
$15M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
519K+ 558409.69% |
$14M - $14.8M
|
519K
$13.9M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
500K+ 349.93% |
$13.5M - $14.3M
|
643K
$17.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
490K+ 9.66% |
$13.2M - $14M
|
5.57M
$149M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
483K+ 8.96% |
$13M - $13.8M
|
5.87M
$157M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
458K+ 4.14% |
$12.4M - $13.1M
|
11.5M
$308M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
443KNew |
$12M - $12.7M
|
443K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
432K+ 8.24% |
$11.7M - $12.3M
|
5.67M
$151M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
386K+ 1464.08% |
$10.4M - $11M
|
412K
$11M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
366K+ 2.79% |
$9.88M - $10.4M
|
13.5M
$360M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
344K+ 32.67% |
$9.29M - $9.81M
|
1.4M
$37.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
317KNew |
$8.57M - $9.05M
|
317K
$8.47M
|
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
309K+ 26.02% |
$8.35M - $8.83M
|
1.5M
$40M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
306K+ 34.67% |
$8.25M - $8.72M
|
1.19M
$31.7M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
302KNew |
$8.15M - $8.61M
|
302K
$8.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
287KNew |
$7.76M - $8.2M
|
287K
$7.67M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
287K+ 10.87% |
$7.75M - $8.19M
|
2.93M
$78.2M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
282K+ 5693.34% |
$7.62M - $8.05M
|
287K
$7.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
259K+ 138.41% |
$7M - $7.4M
|
446K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
259K+ 283.38% |
$6.99M - $7.38M
|
350K
$9.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
254K+ 2.71% |
$6.85M - $7.24M
|
9.63M
$257M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
253K+ 560.09% |
$6.84M - $7.22M
|
298K
$7.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
249K+ 369.87% |
$6.74M - $7.12M
|
317K
$8.46M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
247K+ 16.66% |
$6.67M - $7.05M
|
1.73M
$46.2M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
233K+ 2394.12% |
$6.31M - $6.66M
|
243K
$6.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
232K+ 332.77% |
$6.26M - $6.62M
|
301K
$8.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
226K+ 56.93% |
$6.1M - $6.45M
|
623K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
219K+ 443.95% |
$5.93M - $6.26M
|
269K
$7.18M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
210K+ 5.26% |
$5.67M - $5.99M
|
4.2M
$112M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
207K+ 19.95% |
$5.59M - $5.91M
|
1.24M
$33.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
207K+ 41.82% |
$5.58M - $5.89M
|
700K
$18.7M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
194K+ 7.22% |
$5.24M - $5.54M
|
2.88M
$76.9M
|