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
|
Centric Wealth Management
|
BUY
|
- |
7.09K+ 3.61% |
$192K - $202K
|
204K
$5.44M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.06K+ 19.41% |
$191K - $202K
|
43.5K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.05K+ 12.65% |
$191K - $201K
|
62.8K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
7.02K+ 0.81% |
$190K - $200K
|
872K
$23.3M
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
7.01K+ 36.52% |
$189K - $200K
|
26.2K
$700K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6.99K+ 33.3% |
$189K - $200K
|
28K
$747K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.96K+ 5.63% |
$188K - $199K
|
131K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
6.93K+ 18.19% |
$187K - $198K
|
45.1K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
6.92K+ 1.66% |
$187K - $197K
|
424K
$11.3M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
6.9K+ 54.46% |
$186K - $197K
|
19.6K
$522K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
6.88K+ 2.19% |
$186K - $196K
|
321K
$8.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
6.87K+ 1.76% |
$186K - $196K
|
397K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
6.81K+ 5.51% |
$184K - $194K
|
130K
$3.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
6.74K+ 13.42% |
$182K - $192K
|
57K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
6.73K+ 44.46% |
$182K - $192K
|
21.9K
$584K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.69K+ 6.03% |
$181K - $191K
|
118K
$3.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.61K+ 10.95% |
$179K - $189K
|
67K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
6.61K+ 33.05% |
$179K - $189K
|
26.6K
$711K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.52K+ 27.2% |
$176K - $186K
|
30.5K
$813K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6.51K+ 48.15% |
$176K - $186K
|
20K
$535K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
6.45K+ 1.36% |
$174K - $184K
|
479K
$12.8M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
6.29K+ 4.21% |
$170K - $179K
|
155K
$4.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
6.25K+ 63.05% |
$169K - $178K
|
16.2K
$432K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.22K+ 15.08% |
$168K - $178K
|
47.5K
$1.27M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
6.18K+ 19.26% |
$167K - $176K
|
38.3K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
6.18K+ 1.86% |
$167K - $176K
|
339K
$9.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.15K+ 26.84% |
$166K - $176K
|
29.1K
$776K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
6.09K+ 12.59% |
$165K - $174K
|
54.5K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.07K+ 14.4% |
$164K - $173K
|
48.3K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.06K+ 29.03% |
$164K - $173K
|
26.9K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
5.98K+ 11.2% |
$161K - $171K
|
59.4K
$1.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
5.9K+ 5.43% |
$159K - $168K
|
114K
$3.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.89K+ 6.47% |
$159K - $168K
|
96.9K
$2.59M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
5.88K+ 17.95% |
$159K - $168K
|
38.6K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5.86KNew |
$158K - $167K
|
5.86K
$156K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
5.85K+ 2.65% |
$158K - $167K
|
227K
$6.06M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
5.81K+ 4.46% |
$157K - $166K
|
136K
$3.63M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.75K+ 5.39% |
$155K - $164K
|
112K
$3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
5.74K+ 5.7% |
$155K - $164K
|
106K
$2.84M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
5.69K+ 9.21% |
$154K - $162K
|
67.4K
$1.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
BUY
|
- |
5.65K+ 7.86% |
$153K - $161K
|
77.6K
$2.07M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
5.49K+ 2.3% |
$148K - $157K
|
244K
$6.52M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.46K+ 3.89% |
$147K - $156K
|
146K
$3.89M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
5.41K+ 47.73% |
$146K - $154K
|
16.7K
$447K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.38K+ 16.76% |
$145K - $154K
|
37.5K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.37K+ 3.03% |
$145K - $153K
|
182K
$4.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.36K+ 0.36% |
$145K - $153K
|
1.48M
$39.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5.34K+ 233.7% |
$144K - $152K
|
7.63K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
5.3K+ 54.79% |
$143K - $151K
|
15K
$400K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
5.29K+ 7.81% |
$143K - $151K
|
73.1K
$1.95M
|