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 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
16.7K+ 3.74% |
$450K - $476K
|
462K
$11.8M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
16.5K+ 2.86% |
$446K - $471K
|
595K
$15.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
16.1K+ 17.96% |
$436K - $461K
|
106K
$2.7M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16K+ 26.58% |
$433K - $458K
|
76.4K
$1.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
15.9K+ 5.04% |
$429K - $454K
|
331K
$8.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
15.8K+ 14.31% |
$426K - $450K
|
126K
$3.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
15.1K+ 7.62% |
$407K - $430K
|
213K
$5.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
14.6K+ 11.7% |
$396K - $418K
|
140K
$3.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
14.4K+ 1.96% |
$388K - $410K
|
747K
$19M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
14.4K+ 101.94% |
$388K - $410K
|
28.5K
$724K
|
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
14K+ 6.06% |
$377K - $398K
|
244K
$6.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
13.8KNew |
$373K - $394K
|
13.8K
$351K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
13.2K+ 5.9% |
$356K - $376K
|
237K
$6.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
13.1KNew |
$355K - $375K
|
13.1K
$334K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
12.8K+ 8.7% |
$346K - $365K
|
160K
$4.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
12.7K+ 2.1% |
$342K - $362K
|
616K
$15.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
12.6K+ 4.49% |
$342K - $361K
|
294K
$7.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
12.6K+ 3.65% |
$340K - $359K
|
357K
$9.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
12.4K+ 6.05% |
$335K - $354K
|
217K
$5.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12.3KNew |
$332K - $351K
|
12.3K
$313K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
12.3K+ 3.92% |
$331K - $350K
|
325K
$8.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
12.1K+ 144.59% |
$328K - $347K
|
20.5K
$522K
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
12K+ 202.83% |
$323K - $341K
|
17.9K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11.9K+ 6.62% |
$322K - $340K
|
192K
$4.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11.9K+ 43.15% |
$321K - $339K
|
39.4K
$1M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
11.8K+ 10.19% |
$319K - $337K
|
128K
$3.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.6KNew |
$314K - $332K
|
11.6K
$296K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
11.5KNew |
$311K - $329K
|
11.5K
$293K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
11.4K+ 47.15% |
$308K - $326K
|
35.6K
$907K
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
11.1KNew |
$301K - $318K
|
11.1K
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10.6K+ 132.46% |
$286K - $302K
|
18.6K
$473K
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
10.3K+ 5.19% |
$278K - $294K
|
209K
$5.31M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
10.3K+ 8.02% |
$278K - $294K
|
139K
$3.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.98K+ 4.9% |
$269K - $285K
|
213K
$5.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
9.88K+ 2.39% |
$267K - $282K
|
424K
$10.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
9.64KNew |
$260K - $275K
|
9.64K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
9.57KNew |
$258K - $273K
|
9.57K
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
9.41KNew |
$254K - $268K
|
9.41K
$239K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.26K+ 6.48% |
$250K - $264K
|
152K
$3.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
9.1K+ 22.99% |
$246K - $260K
|
48.7K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
9.09K+ 6.34% |
$245K - $259K
|
152K
$3.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
8.93K+ 4.25% |
$241K - $255K
|
219K
$5.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.93K+ 5.42% |
$241K - $255K
|
174K
$4.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
8.85KNew |
$239K - $253K
|
8.85K
$225K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
8.82K+ 3.14% |
$238K - $252K
|
290K
$7.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
8.76KNew |
$236K - $250K
|
8.76K
$223K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.74K+ 7.17% |
$236K - $250K
|
131K
$3.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
8.42K+ 5.93% |
$227K - $240K
|
150K
$3.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.39KNew |
$227K - $239K
|
8.39K
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
8.34K+ 4.05% |
$225K - $238K
|
214K
$5.45M
|