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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
146+ 1.07% |
$3.94K - $4.17K
|
13.8K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
141New |
$3.81K - $4.02K
|
141
$3.76K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
138+ 0.52% |
$3.73K - $3.94K
|
26.5K
$707K
|
|
|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
135+ 0.48% |
$3.65K - $3.85K
|
28K
$747K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
135New |
$3.65K - $3.85K
|
135
$3.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
133+ 0.9% |
$3.59K - $3.8K
|
14.9K
$397K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
128+ 0.86% |
$3.46K - $3.65K
|
15K
$399K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
128+ 0.37% |
$3.46K - $3.65K
|
35K
$934K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
126+ 0.12% |
$3.4K - $3.6K
|
102K
$2.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
125+ 0.81% |
$3.38K - $3.57K
|
15.5K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
122+ 1.33% |
$3.3K - $3.48K
|
9.31K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
117+ 0.63% |
$3.16K - $3.34K
|
18.7K
$500K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
116+ 0.88% |
$3.13K - $3.31K
|
13.2K
$353K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
114+ 21.92% |
$3.08K - $3.25K
|
634
$16.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
110+ 0.13% |
$2.97K - $3.14K
|
82.6K
$2.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
106+ 1.15% |
$2.86K - $3.03K
|
9.3K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
104+ 0.4% |
$2.81K - $2.97K
|
25.9K
$692K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
101+ 44.89% |
$2.73K - $2.88K
|
326
$8.7K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
100New |
$2.7K - $2.85K
|
100
$2.67K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
98+ 0.83% |
$2.65K - $2.8K
|
11.9K
$317K
|
|
|
Apr 16, 2025
Q1 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
96+ 0.37% |
$2.59K - $2.74K
|
26.2K
$700K
|
|
|
May 15, 2025
Q1 2025
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
96+ 5.25% |
$2.59K - $2.74K
|
1.92K
$51.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
95+ 0.9% |
$2.57K - $2.71K
|
10.7K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
90+ 0.2% |
$2.43K - $2.57K
|
44.3K
$1.18M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
89+ 0.9% |
$2.4K - $2.54K
|
9.99K
$267K
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
BUY
|
- |
88+ 0.9% |
$2.38K - $2.51K
|
9.92K
$265K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
88+ 0.47% |
$2.38K - $2.51K
|
18.9K
$505K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
87+ 0.87% |
$2.35K - $2.48K
|
10.1K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
85+ 0.56% |
$2.3K - $2.43K
|
15.3K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
85+ 0.89% |
$2.3K - $2.43K
|
9.64K
$257K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
84+ 0.09% |
$2.27K - $2.4K
|
89.9K
$2.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
82+ 0.86% |
$2.21K - $2.34K
|
9.57K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
82+ 0.49% |
$2.21K - $2.34K
|
16.7K
$447K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
81+ 1.08% |
$2.19K - $2.31K
|
7.55K
$202K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
80New |
$2.16K - $2.28K
|
80
$2.14K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
78New |
$2.11K - $2.23K
|
78
$2.08K
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
77+ 0.32% |
$2.08K - $2.2K
|
23.9K
$638K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
76+ 0.37% |
$2.05K - $2.17K
|
20.5K
$548K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
75+ 0.89% |
$2.03K - $2.14K
|
8.48K
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
75+ 0.32% |
$2.03K - $2.14K
|
23.4K
$625K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
75New |
$2.03K - $2.14K
|
75
$2K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
74+ 0.05% |
$2K - $2.11K
|
154K
$4.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
72+ 0.31% |
$1.94K - $2.05K
|
23.3K
$622K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
72+ 0.32% |
$1.94K - $2.05K
|
22.5K
$600K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
71+ 0.12% |
$1.92K - $2.03K
|
58.5K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
71New |
$1.92K - $2.03K
|
71
$1.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
70+ 0.52% |
$1.89K - $2K
|
13.6K
$364K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
69+ 0.91% |
$1.86K - $1.97K
|
7.67K
$205K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
68+ 0.63% |
$1.84K - $1.94K
|
10.9K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
68+ 0.23% |
$1.84K - $1.94K
|
29.1K
$778K
|