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 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.78K+ 0.72% |
$75K - $79.3K
|
389K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.78K+ 28.74% |
$75K - $79.3K
|
12.4K
$332K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.74K+ 20.94% |
$74K - $78.2K
|
15.8K
$423K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
2.73K+ 0.45% |
$73.7K - $77.9K
|
611K
$16.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.73K+ 26.4% |
$73.7K - $77.8K
|
13.1K
$349K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.69K+ 13.28% |
$72.8K - $76.9K
|
23K
$614K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.69KNew |
$72.6K - $76.7K
|
2.69K
$71.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.67K+ 1.1% |
$72.2K - $76.3K
|
245K
$6.55M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.66K+ 4.98% |
$71.9K - $76K
|
56.2K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
2.66K+ 0.37% |
$71.8K - $75.9K
|
713K
$19M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.64KNew |
$71.2K - $75.2K
|
2.64K
$70.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.57K+ 16.39% |
$69.5K - $73.4K
|
18.3K
$488K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.51K+ 16.43% |
$67.8K - $71.7K
|
17.8K
$475K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.51K+ 13.26% |
$67.8K - $71.7K
|
21.4K
$572K
|
|
|
Apr 15, 2025
Q1 2025
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
2.47K+ 40.66% |
$66.7K - $70.5K
|
8.55K
$228K
|
|
|
Apr 25, 2025
Q1 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.44K+ 0.31% |
$65.8K - $69.5K
|
779K
$20.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.41K+ 46.13% |
$65.2K - $68.9K
|
7.65K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
2.37K+ 2.28% |
$64K - $67.6K
|
106K
$2.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.34K+ 24.8% |
$63.2K - $66.8K
|
11.8K
$315K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
2.33K+ 1.27% |
$63K - $66.6K
|
186K
$4.98M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.32K+ 7.56% |
$62.6K - $66.2K
|
33K
$880K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.26K+ 2.61% |
$61.2K - $64.6K
|
89K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.26K+ 2.69% |
$61.1K - $64.5K
|
86.2K
$2.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
2.26K+ 1.32% |
$61K - $64.5K
|
174K
$4.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
2.23K+ 0.26% |
$60.3K - $63.8K
|
865K
$23.1M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.23KNew |
$60.2K - $63.6K
|
2.23K
$59.5K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.18K+ 1.79% |
$58.8K - $62.2K
|
124K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
2.16K+ 16.13% |
$58.3K - $61.6K
|
15.6K
$415K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
2.13K+ 2.21% |
$57.6K - $60.8K
|
98.7K
$2.64M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.13K+ 14.37% |
$57.6K - $60.8K
|
17K
$453K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
2.12K+ 10.15% |
$57.3K - $60.5K
|
23K
$615K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.12K+ 0.61% |
$57.2K - $60.4K
|
348K
$9.29M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.1K+ 1.45% |
$56.8K - $60K
|
147K
$3.93M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.1KNew |
$56.7K - $59.9K
|
2.1K
$56.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
2.09K+ 13.53% |
$56.5K - $59.7K
|
17.6K
$469K
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
2.08K+ 4.6% |
$56.2K - $59.4K
|
47.3K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.05K+ 9.96% |
$55.5K - $58.6K
|
22.7K
$605K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 44.06% |
$55.3K - $58.4K
|
6.69K
$179K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2K+ 60.72% |
$54K - $57.1K
|
5.29K
$141K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1.99KNew |
$53.8K - $56.9K
|
1.99K
$53.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
1.99K+ 0.38% |
$53.7K - $56.7K
|
518K
$13.8M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
1.95K+ 19.93% |
$52.6K - $55.6K
|
11.7K
$313K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.94K+ 9.29% |
$52.4K - $55.4K
|
22.8K
$609K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
1.94K+ 26.38% |
$52.3K - $55.3K
|
9.28K
$248K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.94K+ 7.38% |
$52.3K - $55.3K
|
28.2K
$753K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.93K+ 8.0% |
$52.2K - $55.2K
|
26.1K
$696K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.92K+ 16.69% |
$51.8K - $54.7K
|
13.4K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.91K+ 2.16% |
$51.6K - $54.5K
|
90.3K
$2.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.89K+ 0.55% |
$51.2K - $54.1K
|
348K
$9.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
1.84K+ 0.11% |
$49.8K - $52.6K
|
1.69M
$45.1M
|