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 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.77K+ 18.18% |
$47.7K - $50.4K
|
11.5K
$307K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.75K+ 2824.19% |
$47.3K - $50K
|
1.81K
$48.4K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
1.68KNew |
$45.5K - $48.1K
|
1.68K
$45K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.67K+ 3.72% |
$45.2K - $47.7K
|
46.7K
$1.25M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
1.62K+ 17.14% |
$43.8K - $46.2K
|
11.1K
$296K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.6K+ 0.71% |
$43.3K - $45.8K
|
227K
$6.07M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
1.59K+ 3.49% |
$43K - $45.5K
|
47.3K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.54K+ 8.8% |
$41.5K - $43.9K
|
19K
$508K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 19.47% |
$41.5K - $43.8K
|
9.43K
$252K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.54K+ 2.15% |
$41.5K - $43.8K
|
72.9K
$1.95M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.54K+ 0.41% |
$41.5K - $43.8K
|
378K
$10.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1.53K+ 5.44% |
$41.4K - $43.8K
|
29.7K
$794K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.49K+ 1.43% |
$40.3K - $42.6K
|
106K
$2.82M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
1.49K+ 17.4% |
$40.2K - $42.5K
|
10K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.48K+ 1.34% |
$39.9K - $42.2K
|
112K
$2.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
1.46K+ 1.13% |
$39.4K - $41.6K
|
130K
$3.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.46K+ 9.34% |
$39.4K - $41.6K
|
17.1K
$455K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.45K+ 2.69% |
$39.2K - $41.4K
|
55.4K
$1.48M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.43K+ 7.27% |
$38.7K - $40.8K
|
21.1K
$564K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.43K+ 3666.67% |
$38.6K - $40.8K
|
1.47K
$39.2K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.42KNew |
$38.4K - $40.6K
|
1.42K
$38K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.42K+ 1.42% |
$38.4K - $40.6K
|
101K
$2.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.42K+ 17.88% |
$38.3K - $40.5K
|
9.35K
$250K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
1.42K+ 0.4% |
$38.3K - $40.4K
|
356K
$9.52M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.41K+ 11.38% |
$38.1K - $40.2K
|
13.8K
$368K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
1.4K+ 4.04% |
$37.8K - $40K
|
36.1K
$964K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.38K+ 0.45% |
$37.4K - $39.5K
|
311K
$8.3M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.37K+ 11.01% |
$36.9K - $39K
|
13.8K
$368K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.35K+ 1.39% |
$36.4K - $38.5K
|
98.2K
$2.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.34K+ 2.82% |
$36.3K - $38.3K
|
49K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.34KNew |
$36.2K - $38.3K
|
1.34K
$35.8K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.32K+ 1.1% |
$35.6K - $37.6K
|
122K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.32K+ 5.11% |
$35.6K - $37.6K
|
27.1K
$723K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.32KNew |
$35.5K - $37.6K
|
1.32K
$35.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.29K+ 0.91% |
$34.7K - $36.7K
|
142K
$3.8M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.28K+ 0.62% |
$34.5K - $36.5K
|
208K
$5.56M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.28K+ 0.62% |
$34.5K - $36.5K
|
208K
$5.56M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.27K+ 13.57% |
$34.3K - $36.2K
|
10.6K
$284K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1.26K+ 21.47% |
$34.1K - $36K
|
7.13K
$190K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.26K+ 3.54% |
$34K - $35.9K
|
36.9K
$984K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.25K+ 0.2% |
$33.8K - $35.7K
|
626K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
BUY
|
- |
1.22K+ 10.5% |
$32.9K - $34.8K
|
12.8K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.22KNew |
$32.9K - $34.8K
|
1.22K
$32.5K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1.19K+ 0.68% |
$32.2K - $34.1K
|
176K
$4.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.19K+ 12.67% |
$32K - $33.8K
|
10.5K
$282K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
1.16K+ 3.74% |
$31.4K - $33.1K
|
32.2K
$860K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.15K+ 1.46% |
$31.1K - $32.8K
|
79.7K
$2.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.14K+ 9.42% |
$30.9K - $32.6K
|
13.3K
$355K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
1.13K+ 1.7% |
$30.6K - $32.4K
|
67.9K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.13K+ 7.69% |
$30.4K - $32.1K
|
15.8K
$421K
|