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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
587KNew |
$15.8M - $16.7M
|
587K
$14.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
458K+ 4.14% |
$12.4M - $13.1M
|
11.5M
$293M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
344K+ 32.67% |
$9.29M - $9.81M
|
1.4M
$35.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
317KNew |
$8.57M - $9.05M
|
317K
$8.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
233K+ 2394.12% |
$6.31M - $6.66M
|
243K
$6.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
232K+ 332.77% |
$6.26M - $6.62M
|
301K
$7.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
207K+ 41.82% |
$5.58M - $5.89M
|
700K
$17.8M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
186K+ 11.86% |
$5.02M - $5.31M
|
1.75M
$44.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
183K+ 1.59% |
$4.94M - $5.22M
|
11.7M
$296M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
157K+ 205.15% |
$4.23M - $4.47M
|
233K
$5.93M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
150K+ 101.92% |
$4.05M - $4.28M
|
297K
$7.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
148K+ 6.42% |
$3.99M - $4.21M
|
2.45M
$62.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
147KNew |
$3.98M - $4.2M
|
147K
$3.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
136K+ 112922.5% |
$3.66M - $3.87M
|
136K
$3.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
133K+ 298.51% |
$3.59M - $3.79M
|
177K
$4.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
133K+ 287.23% |
$3.59M - $3.79M
|
179K
$4.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
128K+ 201.2% |
$3.45M - $3.65M
|
191K
$4.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
123K+ 2.29% |
$3.31M - $3.5M
|
5.49M
$140M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
120K+ 15.22% |
$3.25M - $3.43M
|
911K
$23.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
114K+ 340.97% |
$3.07M - $3.25M
|
147K
$3.74M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
105K+ 13.35% |
$2.82M - $2.98M
|
888K
$22.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
104K+ 6.38% |
$2.81M - $2.97M
|
1.74M
$44.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
96.4K+ 10.17% |
$2.6M - $2.75M
|
1.04M
$26.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
90.8K+ 2.99% |
$2.45M - $2.59M
|
3.13M
$79.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
90.6K+ 9.89% |
$2.45M - $2.58M
|
1.01M
$25.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
84.1K+ 10.32% |
$2.27M - $2.4M
|
899K
$22.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
78.7K+ 2.47% |
$2.13M - $2.25M
|
3.26M
$83M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
77.6K+ 16.84% |
$2.1M - $2.22M
|
538K
$13.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
77.4K+ 17.99% |
$2.09M - $2.21M
|
508K
$12.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
76.4K+ 5.25% |
$2.06M - $2.18M
|
1.53M
$39M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
73.9K+ 4.82% |
$2M - $2.11M
|
1.61M
$40.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
68.7K+ 3.14% |
$1.86M - $1.96M
|
2.25M
$57.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
67.7K+ 5.63% |
$1.83M - $1.93M
|
1.27M
$32.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
61.3K+ 11.39% |
$1.65M - $1.75M
|
599K
$15.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
60.3K+ 5.64% |
$1.63M - $1.72M
|
1.13M
$28.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
58.2K+ 4.13% |
$1.57M - $1.66M
|
1.47M
$37.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
54.4KNew |
$1.47M - $1.55M
|
54.4K
$1.38M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
51.3K+ 2.54% |
$1.39M - $1.47M
|
2.07M
$52.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
51.3K+ 67.03% |
$1.39M - $1.47M
|
128K
$3.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
51.3K+ 6.4% |
$1.39M - $1.46M
|
853K
$21.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
48.2K+ 6.42% |
$1.3M - $1.37M
|
798K
$20.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
48.1K+ 6.27% |
$1.3M - $1.37M
|
816K
$20.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
47.9K+ 66.25% |
$1.29M - $1.37M
|
120K
$3.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
45.4K+ 7.16% |
$1.23M - $1.3M
|
681K
$17.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
44.9K+ 76.92% |
$1.21M - $1.28M
|
103K
$2.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
44.2K+ 22.99% |
$1.19M - $1.26M
|
237K
$6.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
43.4K+ 2.57% |
$1.17M - $1.24M
|
1.73M
$44M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
43K+ 257.94% |
$1.16M - $1.23M
|
59.6K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
42K+ 7.0% |
$1.13M - $1.2M
|
642K
$16.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.7K+ 3.79% |
$1.1M - $1.16M
|
1.11M
$28.3M
|