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
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5.28K+ 1.49% |
$143K - $151K
|
360K
$9.61M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
5.27K+ 8.7% |
$142K - $150K
|
65.8K
$1.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.26K+ 5.47% |
$142K - $150K
|
101K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
5.23K+ 2.44% |
$141K - $149K
|
219K
$5.86M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5.19K+ 10.1% |
$140K - $148K
|
56.6K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.19K+ 16.68% |
$140K - $148K
|
36.3K
$970K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
5.12K+ 14.05% |
$138K - $146K
|
41.6K
$1.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.11K+ 0.25% |
$138K - $146K
|
2.02M
$54M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.1K+ 1.95% |
$138K - $145K
|
267K
$7.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.05K+ 12.55% |
$136K - $144K
|
45.3K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.03K+ 2.54% |
$136K - $144K
|
203K
$5.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.03K+ 4.13% |
$136K - $143K
|
127K
$3.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
5.02K+ 3.05% |
$136K - $143K
|
169K
$4.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.98K+ 5.67% |
$135K - $142K
|
92.8K
$2.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4.87K+ 11.01% |
$132K - $139K
|
49.1K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
4.86K+ 7.21% |
$131K - $139K
|
72.3K
$1.93M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
4.82K+ 4.81% |
$130K - $137K
|
105K
$2.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.74K+ 5.95% |
$128K - $135K
|
84.4K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
4.74K+ 7.86% |
$128K - $135K
|
65.1K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.72K+ 23.76% |
$127K - $135K
|
24.6K
$656K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
4.65KNew |
$126K - $133K
|
4.65K
$124K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.65K+ 5.77% |
$125K - $133K
|
85.2K
$2.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
4.57K+ 3.71% |
$123K - $130K
|
128K
$3.41M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.52K+ 11.7% |
$122K - $129K
|
43.2K
$1.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.5K+ 4.69% |
$121K - $128K
|
100K
$2.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
4.46K+ 10.95% |
$120K - $127K
|
45.1K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
4.46K+ 8.01% |
$120K - $127K
|
60.1K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.45K+ 0.95% |
$120K - $127K
|
472K
$12.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
4.42K+ 200.0% |
$119K - $126K
|
6.64K
$177K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
4.41KNew |
$119K - $126K
|
4.41K
$118K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
4.4KNew |
$119K - $125K
|
4.4K
$117K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4.39K+ 2.72% |
$119K - $125K
|
166K
$4.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.38K+ 1.74% |
$118K - $125K
|
256K
$6.84M
|
|
|
May 06, 2025
Q1 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
4.32K+ 9.72% |
$117K - $123K
|
48.8K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.29K+ 7.65% |
$116K - $122K
|
60.4K
$1.61M
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.29KNew |
$116K - $122K
|
4.29K
$114K
|
|
|
May 13, 2025
Q1 2025
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
4.28K+ 19.14% |
$115K - $122K
|
26.6K
$710K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.18K+ 1.14% |
$113K - $119K
|
370K
$9.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
4.14K+ 0.38% |
$112K - $118K
|
1.1M
$29.4M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4.11K+ 0.19% |
$111K - $117K
|
2.14M
$57.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
4.1K+ 25.02% |
$111K - $117K
|
20.5K
$547K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
4.03KNew |
$109K - $115K
|
4.03K
$108K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4K+ 7.06% |
$108K - $114K
|
60.7K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
3.92K+ 7.38% |
$106K - $112K
|
57K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.85K+ 1.07% |
$104K - $110K
|
362K
$9.68M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.84K+ 6.74% |
$104K - $110K
|
60.9K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
3.84K+ 30.22% |
$104K - $110K
|
16.5K
$442K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
3.82K+ 0.76% |
$103K - $109K
|
505K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.81K+ 2.26% |
$103K - $109K
|
173K
$4.62M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
3.76K+ 17.73% |
$102K - $107K
|
25K
$667K
|