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
|
Advisor Net Financial, Inc
|
BUY
|
- |
105K+ 13.35% |
$2.82M - $2.98M
|
888K
$23.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
104K+ 6.38% |
$2.81M - $2.97M
|
1.74M
$46.4M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
103K+ 2.11% |
$2.77M - $2.93M
|
4.98M
$133M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
102K+ 4560.47% |
$2.76M - $2.92M
|
105K
$2.79M
|
|
|
May 01, 2025
Q1 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
100K+ 7.67% |
$2.71M - $2.86M
|
1.41M
$37.6M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
98.1KNew |
$2.65M - $2.8M
|
98.1K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
97.5K+ 58.99% |
$2.63M - $2.78M
|
263K
$7.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
96.4K+ 10.17% |
$2.6M - $2.75M
|
1.04M
$27.9M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
95.5K+ 64.01% |
$2.58M - $2.72M
|
245K
$6.53M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
95K+ 92.71% |
$2.56M - $2.71M
|
197K
$5.27M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
93.7K+ 5.61% |
$2.53M - $2.67M
|
1.76M
$47.1M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
93.1K+ 111.98% |
$2.51M - $2.66M
|
176K
$4.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
90.8K+ 2.99% |
$2.45M - $2.59M
|
3.13M
$83.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
90.6K+ 9.89% |
$2.45M - $2.58M
|
1.01M
$26.9M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
90.4K+ 183.26% |
$2.44M - $2.58M
|
140K
$3.73M
|
|
|
May 07, 2025
Q1 2025
|
Gunma Bank,Ltd.
|
BUY
|
- |
90K+ 38.3% |
$2.43M - $2.57M
|
325K
$8.68M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
89.3K+ 20.05% |
$2.41M - $2.55M
|
535K
$14.3M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
89.2K+ 6.29% |
$2.41M - $2.55M
|
1.51M
$40.2M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
89.2K+ 110.45% |
$2.41M - $2.55M
|
170K
$4.54M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
87.6K+ 5.0% |
$2.37M - $2.5M
|
1.84M
$49.1M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
86.8K+ 6.04% |
$2.35M - $2.48M
|
1.52M
$40.7M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
85.2K+ 6.84% |
$2.3M - $2.43M
|
1.33M
$35.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
85K+ 0.94% |
$2.29M - $2.42M
|
9.16M
$245M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
84.4KNew |
$2.28M - $2.41M
|
84.4K
$2.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
84.1K+ 10.32% |
$2.27M - $2.4M
|
899K
$24M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
82.7KNew |
$2.23M - $2.36M
|
82.7K
$2.21M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
80.5K+ 4.93% |
$2.17M - $2.3M
|
1.71M
$45.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
78.7K+ 2.47% |
$2.13M - $2.25M
|
3.26M
$87.1M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
77.6K+ 24.91% |
$2.1M - $2.22M
|
389K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
77.6K+ 16.84% |
$2.1M - $2.22M
|
538K
$14.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
77.4K+ 17.99% |
$2.09M - $2.21M
|
508K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
77.1K+ 14.76% |
$2.08M - $2.2M
|
599K
$16M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
76.5KNew |
$2.07M - $2.18M
|
76.5K
$2.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
76.4K+ 5.25% |
$2.06M - $2.18M
|
1.53M
$40.9M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
76.2K+ 240.91% |
$2.06M - $2.17M
|
108K
$2.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
73.9K+ 4.82% |
$2M - $2.11M
|
1.61M
$42.9M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
73.3K+ 8.36% |
$1.98M - $2.09M
|
950K
$25.4M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
72.7K+ 9.02% |
$1.96M - $2.07M
|
879K
$23.5M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
71.5K+ 5.91% |
$1.93M - $2.04M
|
1.28M
$34.2M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
69.8K+ 38.12% |
$1.88M - $1.99M
|
253K
$6.75M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
69.1K+ 16.36% |
$1.87M - $1.97M
|
492K
$13.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
68.7K+ 3.14% |
$1.86M - $1.96M
|
2.25M
$60.2M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
68.7K+ 38.25% |
$1.86M - $1.96M
|
248K
$6.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
68.1K+ 15.91% |
$1.84M - $1.94M
|
497K
$13.3M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
68K+ 70.26% |
$1.84M - $1.94M
|
165K
$4.4M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
67.9K+ 205.69% |
$1.83M - $1.94M
|
101K
$2.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
67.7K+ 5.63% |
$1.83M - $1.93M
|
1.27M
$33.9M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
67.4K+ 7.71% |
$1.82M - $1.92M
|
942K
$25.1M
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
66.2KNew |
$1.79M - $1.89M
|
66.2K
$1.77M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
66K+ 7.14% |
$1.78M - $1.88M
|
990K
$26.4M
|