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 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
1.11K+ 2.16% |
$29.9K - $31.6K
|
52.4K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.11K+ 1.44% |
$29.9K - $31.6K
|
78.1K
$2.09M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
1.1K+ 7.09% |
$29.8K - $31.5K
|
16.7K
$445K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.09K+ 1.29% |
$29.5K - $31.2K
|
85.5K
$2.28M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.09K+ 8.72% |
$29.4K - $31.1K
|
13.6K
$362K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.07K+ 4.76% |
$29K - $30.7K
|
23.6K
$631K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.07K+ 0.71% |
$28.8K - $30.5K
|
151K
$4.03M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.06K+ 6.76% |
$28.7K - $30.3K
|
16.7K
$447K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.05K+ 1.2% |
$28.3K - $29.9K
|
88.5K
$2.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.04K+ 7.9% |
$28K - $29.5K
|
14.1K
$378K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.03K+ 0.48% |
$27.8K - $29.4K
|
214K
$5.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
1.02K+ 4.81% |
$27.6K - $29.2K
|
22.3K
$595K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.02K+ 2.54% |
$27.4K - $29K
|
41K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1.01K+ 8.16% |
$27.2K - $28.7K
|
13.3K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
984+ 12.86% |
$26.6K - $28.1K
|
8.64K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
974+ 0.47% |
$26.3K - $27.8K
|
207K
$5.52M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
959+ 7.6% |
$25.9K - $27.4K
|
13.6K
$362K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
956New |
$25.8K - $27.3K
|
956
$25.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
940+ 6.67% |
$25.4K - $26.8K
|
15K
$402K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
926+ 11.09% |
$25K - $26.4K
|
9.28K
$248K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
921+ 1.7% |
$24.9K - $26.3K
|
55.1K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
910+ 0.79% |
$24.6K - $26K
|
116K
$3.1M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
874+ 2.77% |
$23.6K - $24.9K
|
32.4K
$866K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
867+ 0.33% |
$23.4K - $24.7K
|
266K
$7.1M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
862+ 0.12% |
$23.3K - $24.6K
|
740K
$19.8M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
846+ 1.15% |
$22.9K - $24.1K
|
74.5K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
828+ 41400.0% |
$22.4K - $23.6K
|
830
$22.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
820+ 7.04% |
$22.1K - $23.4K
|
12.5K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
809+ 1.21% |
$21.9K - $23.1K
|
67.7K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
799+ 3.65% |
$21.6K - $22.8K
|
22.7K
$605K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
783+ 0.83% |
$21.1K - $22.3K
|
95.5K
$2.55M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
781+ 5.85% |
$21.1K - $22.3K
|
14.1K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
779+ 1.96% |
$21K - $22.2K
|
40.4K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
772+ 1.37% |
$20.9K - $22K
|
57.2K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
BUY
|
- |
765+ 0.81% |
$20.7K - $21.8K
|
95.5K
$2.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
764+ 0.96% |
$20.6K - $21.8K
|
80.5K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
764+ 6.84% |
$20.6K - $21.8K
|
11.9K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
760+ 1.43% |
$20.5K - $21.7K
|
54K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
757New |
$20.4K - $21.6K
|
757
$20.2K
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
738+ 3.61% |
$19.9K - $21.1K
|
21.2K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
730+ 0.21% |
$19.7K - $20.8K
|
354K
$9.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
725+ 93.31% |
$19.6K - $20.7K
|
1.5K
$40.1K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
712+ 1.56% |
$19.2K - $20.3K
|
46.3K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
710+ 8.89% |
$19.2K - $20.3K
|
8.7K
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
708+ 9.28% |
$19.1K - $20.2K
|
8.34K
$223K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
681+ 4.83% |
$18.4K - $19.4K
|
14.8K
$395K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
675+ 3.86% |
$18.2K - $19.3K
|
18.1K
$484K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
672+ 4.61% |
$18.2K - $19.2K
|
15.2K
$407K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
645+ 4.27% |
$17.4K - $18.4K
|
15.7K
$420K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
643+ 0.79% |
$17.4K - $18.4K
|
82.1K
$2.19M
|