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
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
190K+ 64.86% |
$5.14M - $5.43M
|
483K
$12.9M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
189K+ 327.89% |
$5.11M - $5.4M
|
247K
$6.59M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
189K+ 409.07% |
$5.11M - $5.4M
|
235K
$6.28M
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
BUY
|
- |
186K+ 11.86% |
$5.02M - $5.31M
|
1.75M
$46.8M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
186K+ 65.9% |
$5.02M - $5.31M
|
468K
$12.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
184K+ 7.32% |
$4.97M - $5.25M
|
2.7M
$72M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
183K+ 1.59% |
$4.94M - $5.22M
|
11.7M
$311M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
183KNew |
$4.93M - $5.21M
|
183K
$4.88M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
180K+ 22.97% |
$4.86M - $5.14M
|
964K
$25.7M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
178KNew |
$4.81M - $5.09M
|
178K
$4.76M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
172K+ 118.14% |
$4.64M - $4.9M
|
317K
$8.47M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
BUY
|
- |
171K+ 82.27% |
$4.63M - $4.89M
|
380K
$10.1M
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
171K+ 70.17% |
$4.62M - $4.88M
|
415K
$11.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
171K+ 43.38% |
$4.61M - $4.87M
|
564K
$15.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
169KNew |
$4.55M - $4.81M
|
169K
$4.5M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
167K+ 75.44% |
$4.51M - $4.77M
|
389K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
167K+ 66.92% |
$4.51M - $4.76M
|
416K
$11.1M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
161K+ 2.8% |
$4.36M - $4.61M
|
5.92M
$158M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
157K+ 205.15% |
$4.23M - $4.47M
|
233K
$6.22M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
156K+ 35.63% |
$4.21M - $4.45M
|
593K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
155K+ 310.73% |
$4.18M - $4.42M
|
205K
$5.46M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
153K+ 214.35% |
$4.13M - $4.37M
|
224K
$5.99M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
152K+ 42.02% |
$4.09M - $4.33M
|
512K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
150K+ 3.46% |
$4.05M - $4.28M
|
4.48M
$120M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
150K+ 101.92% |
$4.05M - $4.28M
|
297K
$7.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
148K+ 6.42% |
$3.99M - $4.21M
|
2.45M
$65.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
147KNew |
$3.98M - $4.2M
|
147K
$3.93M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
146K+ 530.59% |
$3.95M - $4.18M
|
174K
$4.65M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
143K+ 1252.98% |
$3.87M - $4.09M
|
155K
$4.13M
|
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
138K+ 0.0% |
$3.72M - $3.93M
|
138K
$3.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
136K+ 112922.5% |
$3.66M - $3.87M
|
136K
$3.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
133K+ 298.51% |
$3.59M - $3.79M
|
177K
$4.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
133K+ 287.23% |
$3.59M - $3.79M
|
179K
$4.78M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
129K+ 5.81% |
$3.48M - $3.68M
|
2.35M
$62.6M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
128K+ 89.79% |
$3.46M - $3.65M
|
271K
$7.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
128K+ 201.2% |
$3.45M - $3.65M
|
191K
$5.11M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
127K+ 403.59% |
$3.43M - $3.62M
|
158K
$4.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
123K+ 2.29% |
$3.31M - $3.5M
|
5.49M
$147M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
120K+ 8.11% |
$3.25M - $3.44M
|
1.61M
$42.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
120K+ 15.22% |
$3.25M - $3.43M
|
911K
$24.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
119K+ 10.24% |
$3.21M - $3.39M
|
1.28M
$34.2M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
118K+ 24.4% |
$3.17M - $3.35M
|
599K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
115K+ 7.76% |
$3.1M - $3.28M
|
1.59M
$42.6M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
115K+ 35.04% |
$3.1M - $3.27M
|
442K
$11.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
114K+ 340.97% |
$3.07M - $3.25M
|
147K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
113K+ 0.65% |
$3.06M - $3.23M
|
17.5M
$468M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
113K+ 9.58% |
$3.04M - $3.22M
|
1.29M
$34.4M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
107K+ 9.93% |
$2.9M - $3.06M
|
1.19M
$31.7M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
107KNew |
$2.89M - $3.05M
|
107K
$2.86M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
106K+ 44.1% |
$2.87M - $3.03M
|
347K
$9.26M
|