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 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
8.93K+ 4.25% |
$241K - $255K
|
219K
$5.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.93K+ 5.42% |
$241K - $255K
|
174K
$4.64M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
8.88K+ 2.88% |
$240K - $253K
|
317K
$8.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
8.85KNew |
$239K - $253K
|
8.85K
$236K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
8.85K+ 4.77% |
$239K - $252K
|
194K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
8.83K+ 107.24% |
$238K - $252K
|
17.1K
$455K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
8.82K+ 3.14% |
$238K - $252K
|
290K
$7.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
8.76KNew |
$236K - $250K
|
8.76K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.74K+ 7.17% |
$236K - $250K
|
131K
$3.49M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
8.72K+ 19.49% |
$236K - $249K
|
53.5K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.69K+ 117.03% |
$235K - $248K
|
16.1K
$430K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.61K+ 11.72% |
$232K - $246K
|
82K
$2.19M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.53K+ 3.1% |
$230K - $244K
|
284K
$7.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
8.52K+ 2.03% |
$230K - $243K
|
429K
$11.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
8.46K+ 3.06% |
$228K - $241K
|
285K
$7.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
8.42K+ 5.93% |
$227K - $240K
|
150K
$4.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.39KNew |
$227K - $239K
|
8.39K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
8.38K+ 7.7% |
$226K - $239K
|
117K
$3.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
8.36K+ 5.53% |
$226K - $239K
|
160K
$4.26M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
8.36K+ 61.53% |
$226K - $239K
|
21.9K
$586K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
8.34K+ 4.05% |
$225K - $238K
|
214K
$5.72M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8.25KNew |
$223K - $235K
|
8.25K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.19K+ 5.15% |
$221K - $234K
|
167K
$4.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
8.15K+ 6.36% |
$220K - $233K
|
136K
$3.64M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
8.14K+ 4.91% |
$220K - $232K
|
174K
$4.64M
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
BUY
|
- |
8.08K+ 6.19% |
$218K - $231K
|
139K
$3.7M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
8.07K+ 37.08% |
$218K - $230K
|
29.8K
$797K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
8.07K+ 33.82% |
$218K - $230K
|
31.9K
$853K
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
- |
7.99KNew |
$216K - $228K
|
7.99K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
7.97K+ 473.34% |
$215K - $227K
|
9.66K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
7.94KNew |
$215K - $227K
|
7.94K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.92K+ 3.31% |
$214K - $226K
|
247K
$6.6M
|
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
7.91KNew |
$214K - $226K
|
7.91K
$211K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
7.84K+ 17.1% |
$212K - $224K
|
53.7K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
7.82KNew |
$211K - $223K
|
7.82K
$209K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7.81KNew |
$211K - $223K
|
7.81K
$209K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
7.75K+ 34.52% |
$209K - $221K
|
30.2K
$806K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
7.73KNew |
$209K - $221K
|
7.73K
$206K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
7.58K+ 56.25% |
$205K - $216K
|
21.1K
$562K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
7.51K+ 20861.11% |
$203K - $214K
|
7.55K
$201K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
7.35KNew |
$198K - $210K
|
7.35K
$196K
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
7.26KNew |
$196K - $207K
|
7.26K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7.25K+ 76.01% |
$196K - $207K
|
16.8K
$448K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
7.23KNew |
$195K - $206K
|
7.23K
$193K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
7.22KNew |
$195K - $206K
|
7.22K
$193K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
7.22K+ 9.66% |
$195K - $206K
|
81.9K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
7.2KNew |
$194K - $205K
|
7.2K
$192K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
7.19KNew |
$194K - $205K
|
7.19K
$192K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
7.18K+ 186.24% |
$194K - $205K
|
11K
$294K
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
7.15K+ 35.78% |
$193K - $204K
|
27.1K
$725K
|