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 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.76K+ 9.59% |
$102K - $107K
|
42.9K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.76K+ 11.39% |
$101K - $107K
|
36.7K
$980K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3.74K+ 5.65% |
$101K - $107K
|
70K
$1.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.7K+ 40.71% |
$99.9K - $106K
|
12.8K
$341K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
3.67K+ 8.55% |
$99K - $105K
|
46.6K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
3.63K+ 2.15% |
$98.2K - $104K
|
173K
$4.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.59K+ 20.36% |
$97.1K - $103K
|
21.3K
$567K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
3.57K+ 7.61% |
$96.3K - $102K
|
50.5K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.56K+ 4.29% |
$96.2K - $102K
|
86.6K
$2.31M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.55K+ 1.48% |
$95.8K - $101K
|
243K
$6.49M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
3.54K+ 1874.07% |
$95.7K - $101K
|
3.73K
$99.6K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3.54K+ 11.05% |
$95.6K - $101K
|
35.6K
$950K
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.53K+ 2.67% |
$95.3K - $101K
|
136K
$3.62M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
3.51K+ 538.56% |
$94.7K - $100K
|
4.16K
$111K
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
3.49K+ 9.4% |
$94.2K - $99.6K
|
40.6K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.49K+ 1.87% |
$94.2K - $99.6K
|
190K
$5.08M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.45K+ 29.93% |
$93.2K - $98.4K
|
15K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.44K+ 15.3% |
$92.8K - $98K
|
25.9K
$691K
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
3.43K+ 32.57% |
$92.7K - $97.9K
|
14K
$373K
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3.39K+ 3.69% |
$91.6K - $96.8K
|
95.4K
$2.55M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
3.39K+ 15.93% |
$91.5K - $96.7K
|
24.7K
$658K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.35K+ 1.67% |
$90.5K - $95.6K
|
204K
$5.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.31K+ 4.86% |
$89.5K - $94.6K
|
71.5K
$1.91M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
3.31K+ 2.23% |
$89.5K - $94.6K
|
152K
$4.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
3.31K+ 12.13% |
$89.4K - $94.5K
|
30.6K
$817K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
3.3K+ 16.46% |
$89.2K - $94.2K
|
23.4K
$624K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.27K+ 34.41% |
$88.4K - $93.4K
|
12.8K
$341K
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
3.25K+ 2.31% |
$87.8K - $92.8K
|
144K
$3.84M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.23K+ 3.0% |
$87.2K - $92.2K
|
111K
$2.96M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.22K+ 2.12% |
$86.9K - $91.8K
|
155K
$4.15M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.21K+ 4.38% |
$86.6K - $91.5K
|
76.5K
$2.04M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.2K+ 34.94% |
$86.3K - $91.2K
|
12.3K
$329K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
3.2K+ 4.82% |
$86.3K - $91.2K
|
69.5K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.17K+ 5.12% |
$85.6K - $90.4K
|
65.1K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
3.14K+ 3.67% |
$84.9K - $89.7K
|
88.9K
$2.37M
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.12K+ 2.82% |
$84.4K - $89.2K
|
114K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
3.11KNew |
$84K - $88.7K
|
3.11K
$83K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.11K+ 15.24% |
$83.9K - $88.7K
|
23.5K
$627K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.1K+ 5.02% |
$83.6K - $88.4K
|
64.8K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
3.05K+ 0.84% |
$82.3K - $87K
|
364K
$9.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
3KNew |
$81K - $85.6K
|
3K
$80.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.95K+ 29.46% |
$79.6K - $84.1K
|
13K
$346K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.93K+ 2.35% |
$79.2K - $83.7K
|
128K
$3.41M
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
2.9K+ 9.82% |
$78.3K - $82.8K
|
32.4K
$866K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.85K+ 1.07% |
$77K - $81.3K
|
268K
$7.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.85K+ 2.3% |
$76.9K - $81.3K
|
126K
$3.37M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
2.84K+ 30.31% |
$76.8K - $81.2K
|
12.2K
$326K
|
|
|
Apr 30, 2025
Q1 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.83K+ 1.17% |
$76.4K - $80.7K
|
245K
$6.54M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.8K+ 4.72% |
$75.5K - $79.8K
|
62K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.79K+ 13.01% |
$75.3K - $79.6K
|
24.2K
$647K
|