Purchases and Sales Made in Q1 2025 in Schwab Strategic Tr Us Dividen (SCHD)

SCHD Quotes by TradingView

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 08, 2025 Q1 2025
Rothschild Investment LLC

Chicago, IL
BUY
 -
7
+ 0.03%
$189 - $200
25.9K $691K
May 06, 2025 Q1 2025
Jackson, Grant Investment Advisers, Inc.

BUY
 -
7
+ 0.94%
$189 - $200
748 $20K
May 16, 2025 Q1 2025
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
7
+ 29.17%
$189 - $200
31 $828
Apr 25, 2025 Q1 2025
Morton Brown Family Wealth, LLC

BUY
 -
6
+ 0.52%
$162 - $171
1.16K $30.9K
Apr 16, 2025 Q1 2025
Tenon Financial LLC

Metuchen, NJ
BUY
 -
5
+ 0.03%
$135 - $143
15.1K $404K
May 22, 2025 Q1 2025
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
5
+ 250.0%
$135 - $143
7 $187
May 23, 2025 Q1 2025
Swan Capital LLC

Pensacola, FL
BUY
 -
5
+ 0.82%
$135 - $143
614 $16.4K
Apr 16, 2025 Q1 2025
West Branch Capital LLC

BUY
 -
4
+ 0.61%
$108 - $114
663 $17.7K
Apr 22, 2025 Q1 2025
Sunesis Advisors, LLC

BUY
 -
4
+ 0.01%
$108 - $114
30.4K $812K
Apr 28, 2025 Q1 2025
Castle Wealth Management LLC

BUY
 -
4
+ 0.03%
$108 - $114
14.4K $385K
Apr 10, 2025 Q1 2025
Firethorn Wealth Partners, LLC

BUY
 -
3
+ 0.03%
$81 - $85.6
10.2K $272K
Apr 22, 2025 Q1 2025
Duncker Streett & CO Inc

BUY
 -
3
+ 0.02%
$81 - $85.6
15.3K $408K
May 05, 2025 Q1 2025
Vsm Wealth Advisory, LLC

Hunt Valley, MD
BUY
 -
3
+ 0.72%
$81 - $85.6
417 $11.1K
Apr 21, 2025 Q1 2025
Psi Advisors, LLC

BUY
 -
2
+ 0.12%
$54 - $57.1
1.73K $46.3K
May 14, 2025 Q1 2025
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
2
+ 0.03%
$54 - $57.1
7.88K $210K
May 14, 2025 Q1 2025
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
2
+ 0.01%
$54 - $57.1
27.9K $745K
Jun 10, 2025 Q1 2025
Birchbrook, Inc.

Bangor, ME
BUY
 -
2
+ 0.82%
$54 - $57.1
245 $6.54K
Apr 17, 2025 Q1 2025
Western Pacific Wealth Management, LP

BUY
 -
1
+ 0.47%
$27 - $28.5
212 $5.66K
May 05, 2025 Q1 2025
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
1
+ 1.23%
$27 - $28.5
82 $2.19K
May 15, 2025 Q1 2025
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
1
+ 0.52%
$27 - $28.5
194 $5.18K
Apr 15, 2025 Q1 2025
Murphy, Middleton, Hinkle & Parker, Inc.

SELL
 -
-1
- -0.0%
$27 - $28.5
45K $1.2M
May 14, 2025 Q1 2025
C M Bidwell & Associates LTD

Honolulu, HI
SELL
 -
-13
- 0.04%
$351 - $371
34.5K $921K
Apr 30, 2025 Q1 2025
Fonville Wealth Management LLC

Richmond, VA
SELL
 -
-15
- 0.13%
$405 - $428
11.3K $302K
May 07, 2025 Q1 2025
Bedel Financial Consulting, Inc.

SELL
 -
-25
- 0.12%
$675 - $714
20.9K $558K
May 09, 2025 Q1 2025
Keener Financial Planning LLC

Keller, TX
SELL
 -
-27
- 37.5%
$729 - $771
45 $1.2K
Apr 14, 2025 Q1 2025
Revolve Wealth Partners, LLC

SELL
 -
-28
- 0.04%
$756 - $799
76.7K $2.05M
Apr 24, 2025 Q1 2025
Smart Portfolios, LLC

Seattle, WA
SELL
 -
-30
- 0.12%
$810 - $856
25.7K $685K
May 09, 2025 Q1 2025
North Ridge Wealth Advisors, Inc.

Beaverton, OR
SELL
 -
-33
Closed
$891 - $942
0 $0
Apr 24, 2025 Q1 2025
Old North State Wealth Management, LLC

Wilmington, NC
SELL
 -
-41
- 0.31%
$1.11K - $1.17K
13.3K $354K
Apr 16, 2025 Q1 2025
Pps&V Asset Management Consultants, Inc.

Portage, MI
SELL
 -
-48
- 0.02%
$1.3K - $1.37K
269K $7.18M
Apr 18, 2025 Q1 2025
Pegasus Asset Management, Inc.

SELL
 -
-49
- 0.41%
$1.32K - $1.4K
11.8K $315K
Apr 11, 2025 Q1 2025
Eagle Rock Investment Company, LLC

Atlanta, GA
SELL
 -
-52
- 0.5%
$1.4K - $1.48K
10.3K $275K
Apr 09, 2025 Q1 2025
Milestone Asset Management, LLC

Pittsburgh, PA
SELL
 -
-57
- 0.5%
$1.54K - $1.63K
11.4K $304K
Apr 23, 2025 Q1 2025
Wealth Effects LLC

SELL
 -
-57
- 0.4%
$1.54K - $1.63K
14.3K $381K
May 09, 2025 Q1 2025
Comprehensive Financial Planning, Inc./Pa

East Petersburg, PA
SELL
 -
-57
- 0.09%
$1.54K - $1.63K
63.4K $1.69M
Apr 30, 2025 Q1 2025
Code Waechter LLC

Tampa, FL
SELL
 -
-58
- 0.16%
$1.57K - $1.66K
35.2K $939K
May 15, 2025 Q1 2025
Blue Chip Partners, Inc.

SELL
 -
-66
- 0.81%
$1.78K - $1.88K
8.08K $216K
Apr 29, 2025 Q1 2025
Security National Bank Of So Dak

Sioux City, IA
SELL
 -
-67
- 0.52%
$1.81K - $1.91K
12.9K $345K
Apr 11, 2025 Q1 2025
Princeton Global Asset Management LLC

SELL
 -
-70
- 0.07%
$1.89K - $2K
101K $2.71M
May 06, 2025 Q1 2025
Wedbush Securities Inc

SELL
 -
-72
- 0.05%
$1.94K - $2.05K
137K $3.65M
May 09, 2025 Q1 2025
Solitude Financial Services

SELL
 -
-75
- 0.82%
$2.03K - $2.14K
9.03K $241K
Apr 25, 2025 Q1 2025
Washington Trust CO

SELL
 -
-85
- 4.63%
$2.3K - $2.43K
1.75K $46.7K
May 08, 2025 Q1 2025
North Star Asset Management Inc

SELL
 -
-88
- 0.35%
$2.38K - $2.51K
25.2K $673K
May 14, 2025 Q1 2025
Comerica Bank

SELL
 -
-97
- 0.05%
$2.62K - $2.77K
186K $4.97M
May 08, 2025 Q1 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-99
- 0.14%
$2.67K - $2.83K
69.4K $1.85M
May 14, 2025 Q1 2025
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-99
- 0.6%
$2.67K - $2.83K
16.5K $441K
May 15, 2025 Q1 2025
Creegan & Nassoura Financial Group, LLC

Portsmouth, NH
SELL
 -
-100
- 0.26%
$2.7K - $2.85K
37.9K $1.01M
Apr 29, 2025 Q1 2025
One Day In July LLC

SELL
 -
-103
- 0.3%
$2.78K - $2.94K
34.6K $924K
May 09, 2025 Q1 2025
Clear Investment Research, LLC

SELL
 -
-108
- 2.08%
$2.92K - $3.08K
5.08K $136K

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