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 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
67+ 0.7% |
$1.81K - $1.91K
|
9.66K
$258K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
66+ 0.61% |
$1.78K - $1.88K
|
10.8K
$289K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
66+ 0.9% |
$1.78K - $1.88K
|
7.42K
$198K
|
|
|
May 09, 2025
Q1 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
66+ 0.47% |
$1.78K - $1.88K
|
14.2K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
65+ 0.34% |
$1.76K - $1.86K
|
19K
$508K
|
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
63+ 0.83% |
$1.7K - $1.8K
|
7.66K
$205K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
63+ 1.33% |
$1.7K - $1.8K
|
4.81K
$128K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
60+ 0.44% |
$1.62K - $1.71K
|
13.6K
$363K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
59+ 2.86% |
$1.59K - $1.68K
|
2.12K
$56.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
58+ 0.14% |
$1.57K - $1.66K
|
42.4K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
57+ 0.59% |
$1.54K - $1.63K
|
9.79K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
50+ 5.97% |
$1.35K - $1.43K
|
887
$23.7K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
50+ 0.53% |
$1.35K - $1.43K
|
9.4K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
49+ 0.02% |
$1.32K - $1.4K
|
202K
$5.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
46+ 0.15% |
$1.24K - $1.31K
|
31K
$829K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.24% |
$1.19K - $1.26K
|
18.3K
$488K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
42+ 0.56% |
$1.13K - $1.2K
|
7.54K
$201K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
42+ 0.69% |
$1.13K - $1.2K
|
6.09K
$162K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
41New |
$1.11K - $1.17K
|
41
$1.09K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
40+ 0.09% |
$1.08K - $1.14K
|
44.3K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
39+ 0.43% |
$1.05K - $1.11K
|
9.19K
$245K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
36+ 0.21% |
$972 - $1.03K
|
16.9K
$451K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
35+ 0.25% |
$945 - $999
|
14K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
35New |
$945 - $999
|
35
$935
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
30New |
$810 - $856
|
30
$801
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
29New |
$783 - $828
|
29
$774
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
27New |
$729 - $771
|
27
$721
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
25+ 20.16% |
$675 - $714
|
149
$3.98K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
23+ 0.26% |
$621 - $656
|
9.01K
$240K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
23+ 0.03% |
$621 - $656
|
83.1K
$2.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
22+ 0.08% |
$594 - $628
|
26.1K
$696K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
22+ 0.9% |
$594 - $628
|
2.46K
$65.8K
|
|
|
Apr 21, 2025
Q1 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
21+ 0.16% |
$567 - $599
|
13.1K
$351K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
21+ 0.05% |
$567 - $599
|
45.2K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
19+ 6.91% |
$513 - $542
|
294
$7.85K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
18+ 0.94% |
$486 - $514
|
1.94K
$51.7K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
18+ 0.01% |
$486 - $514
|
143K
$3.81M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
18+ 0.18% |
$486 - $514
|
10.1K
$270K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
17+ 0.01% |
$459 - $485
|
162K
$4.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
16+ 0.12% |
$432 - $457
|
13.1K
$349K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
15+ 2.07% |
$405 - $428
|
740
$19.8K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
15+ 0.89% |
$405 - $428
|
1.71K
$45.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.1% |
$351 - $371
|
13.5K
$361K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
12+ 0.37% |
$324 - $342
|
3.27K
$87.4K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.12% |
$270 - $285
|
8.55K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
9+ 0.1% |
$243 - $257
|
8.85K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
8+ 0.19% |
$216 - $228
|
4.29K
$115K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
8+ 0.07% |
$216 - $228
|
12.3K
$328K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
8+ 0.99% |
$216 - $228
|
815
$21.8K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8+ 0.05% |
$216 - $228
|
17.2K
$459K
|