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 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
331+ 1.96% |
$8.94K - $9.45K
|
17.3K
$461K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
328+ 2.34% |
$8.86K - $9.36K
|
14.3K
$382K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
325+ 1.47% |
$8.78K - $9.28K
|
22.5K
$600K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
315+ 0.89% |
$8.51K - $8.99K
|
35.7K
$953K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
313+ 2.11% |
$8.45K - $8.93K
|
15.1K
$404K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
305+ 3.91% |
$8.24K - $8.7K
|
8.1K
$216K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
304+ 1.42% |
$8.21K - $8.68K
|
21.7K
$578K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
295+ 3.87% |
$7.97K - $8.42K
|
7.91K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
295+ 1.74% |
$7.97K - $8.42K
|
17.2K
$459K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
289+ 0.58% |
$7.81K - $8.25K
|
50.2K
$1.34M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
273+ 1.35% |
$7.37K - $7.79K
|
20.5K
$546K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
273+ 0.86% |
$7.37K - $7.79K
|
31.9K
$851K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
267+ 2.63% |
$7.21K - $7.62K
|
10.4K
$278K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
261+ 1.31% |
$7.05K - $7.45K
|
20.2K
$540K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
260+ 0.4% |
$7.02K - $7.42K
|
66K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
Outfitter Financial LLC
|
BUY
|
- |
250+ 0.45% |
$6.75K - $7.14K
|
55.7K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
247+ 2.31% |
$6.67K - $7.05K
|
11K
$293K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
245+ 1.51% |
$6.62K - $6.99K
|
16.4K
$439K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
242+ 2.84% |
$6.54K - $6.91K
|
8.76K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
240+ 0.59% |
$6.48K - $6.85K
|
41.1K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
233+ 0.5% |
$6.29K - $6.65K
|
46.8K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
225+ 2.05% |
$6.08K - $6.42K
|
11.2K
$299K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
218+ 1.52% |
$5.89K - $6.22K
|
14.6K
$389K
|
|
|
Apr 10, 2025
Q1 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
216+ 0.89% |
$5.83K - $6.16K
|
24.4K
$652K
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
205+ 0.9% |
$5.54K - $5.85K
|
23K
$615K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
204+ 1.45% |
$5.51K - $5.82K
|
14.3K
$381K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
201+ 1.92% |
$5.43K - $5.74K
|
10.6K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
197+ 22.88% |
$5.32K - $5.62K
|
1.06K
$28.2K
|
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
195+ 0.63% |
$5.27K - $5.57K
|
31.2K
$833K
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
189+ 0.19% |
$5.1K - $5.39K
|
101K
$2.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
187+ 1.19% |
$5.05K - $5.34K
|
15.9K
$425K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
185+ 0.51% |
$5K - $5.28K
|
36.3K
$970K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
185+ 0.47% |
$5K - $5.28K
|
39.3K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
180+ 0.7% |
$4.86K - $5.14K
|
25.7K
$687K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
176+ 13.62% |
$4.75K - $5.02K
|
1.47K
$39.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
172+ 0.48% |
$4.65K - $4.91K
|
35.7K
$953K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
171+ 1.78% |
$4.62K - $4.88K
|
9.8K
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
170+ 1.01% |
$4.59K - $4.85K
|
17.1K
$456K
|
|
|
May 12, 2025
Q1 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
166+ 2.23% |
$4.48K - $4.74K
|
7.6K
$203K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
162+ 1.68% |
$4.38K - $4.62K
|
9.78K
$261K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
160+ 0.2% |
$4.32K - $4.57K
|
78.8K
$2.1M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
158+ 2.05% |
$4.27K - $4.51K
|
7.87K
$210K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
155+ 1.44% |
$4.19K - $4.42K
|
10.9K
$292K
|
|
|
Apr 15, 2025
Q1 2025
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
154+ 0.9% |
$4.16K - $4.4K
|
17.3K
$462K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
153New |
$4.13K - $4.37K
|
153
$4.09K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
153+ 42.5% |
$4.13K - $4.37K
|
513
$13.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
152+ 0.56% |
$4.11K - $4.34K
|
27.2K
$727K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
151+ 0.07% |
$4.08K - $4.31K
|
223K
$5.96M
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
147+ 0.56% |
$3.97K - $4.2K
|
26.3K
$703K
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
147+ 1.16% |
$3.97K - $4.2K
|
12.8K
$341K
|