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 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
8.25KNew |
$223K - $235K
|
8.25K
$210K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
8.15K+ 6.36% |
$220K - $233K
|
136K
$3.47M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
8.14K+ 4.91% |
$220K - $232K
|
174K
$4.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
7.75K+ 34.52% |
$209K - $221K
|
30.2K
$768K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
7.51K+ 20861.11% |
$203K - $214K
|
7.55K
$192K
|
|
|
Apr 09, 2025
Q1 2025
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
7.26KNew |
$196K - $207K
|
7.26K
$185K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
7.19KNew |
$194K - $205K
|
7.19K
$183K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
BUY
|
- |
7.02K+ 0.81% |
$190K - $200K
|
872K
$22.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
6.87K+ 1.76% |
$186K - $196K
|
397K
$10.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
6.74K+ 13.42% |
$182K - $192K
|
57K
$1.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.61K+ 10.95% |
$179K - $189K
|
67K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
6.25K+ 63.05% |
$169K - $178K
|
16.2K
$411K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.22K+ 15.08% |
$168K - $178K
|
47.5K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.15K+ 26.84% |
$166K - $176K
|
29.1K
$740K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.07K+ 14.4% |
$164K - $173K
|
48.3K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
5.89K+ 6.47% |
$159K - $168K
|
96.9K
$2.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
5.74K+ 5.7% |
$155K - $164K
|
106K
$2.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.38K+ 16.76% |
$145K - $154K
|
37.5K
$953K
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.37K+ 3.03% |
$145K - $153K
|
182K
$4.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.36K+ 0.36% |
$145K - $153K
|
1.48M
$37.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
5.34K+ 233.7% |
$144K - $152K
|
7.63K
$194K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.26K+ 5.47% |
$142K - $150K
|
101K
$2.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
5.23K+ 2.44% |
$141K - $149K
|
219K
$5.58M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
5.11K+ 0.25% |
$138K - $146K
|
2.02M
$51.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.1K+ 1.95% |
$138K - $145K
|
267K
$6.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.03K+ 4.13% |
$136K - $143K
|
127K
$3.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
5.02K+ 3.05% |
$136K - $143K
|
169K
$4.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.98K+ 5.67% |
$135K - $142K
|
92.8K
$2.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
4.74K+ 5.95% |
$128K - $135K
|
84.4K
$2.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
BUY
|
- |
4.57K+ 3.71% |
$123K - $130K
|
128K
$3.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.5K+ 4.69% |
$121K - $128K
|
100K
$2.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
4.46K+ 10.95% |
$120K - $127K
|
45.1K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
4.42K+ 200.0% |
$119K - $126K
|
6.64K
$169K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.29KNew |
$116K - $122K
|
4.29K
$109K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
4.18K+ 1.14% |
$113K - $119K
|
370K
$9.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
4.1K+ 25.02% |
$111K - $117K
|
20.5K
$521K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
4.03KNew |
$109K - $115K
|
4.03K
$103K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
4K+ 7.06% |
$108K - $114K
|
60.7K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.81K+ 2.26% |
$103K - $109K
|
173K
$4.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
3.76K+ 17.73% |
$102K - $107K
|
25K
$635K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.7K+ 40.71% |
$99.9K - $106K
|
12.8K
$325K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3.59K+ 20.36% |
$97.1K - $103K
|
21.3K
$541K
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3.54K+ 11.05% |
$95.6K - $101K
|
35.6K
$905K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.49K+ 1.87% |
$94.2K - $99.6K
|
190K
$4.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
3.49K+ 9.4% |
$94.2K - $99.6K
|
40.6K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.31K+ 4.86% |
$89.5K - $94.6K
|
71.5K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
3.31K+ 12.13% |
$89.4K - $94.5K
|
30.6K
$778K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
3.3K+ 16.46% |
$89.2K - $94.2K
|
23.4K
$594K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
3.27K+ 34.41% |
$88.4K - $93.4K
|
12.8K
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
3.25K+ 2.31% |
$87.8K - $92.8K
|
144K
$3.66M
|