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 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
62.7K+ 125.72% |
$1.69M - $1.79M
|
112K
$3M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
61.3K+ 11.39% |
$1.65M - $1.75M
|
599K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
60.7K+ 37.76% |
$1.64M - $1.73M
|
221K
$5.91M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
60.6K+ 241.42% |
$1.64M - $1.73M
|
85.7K
$2.29M
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
60.6K+ 4.68% |
$1.64M - $1.73M
|
1.36M
$36.2M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
60.4K+ 2.06% |
$1.63M - $1.72M
|
2.99M
$79.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
60.3K+ 5.64% |
$1.63M - $1.72M
|
1.13M
$30.1M
|
|
|
May 09, 2025
Q1 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
59.9KNew |
$1.62M - $1.71M
|
59.9K
$1.6M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
58.7KNew |
$1.58M - $1.67M
|
58.7K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
58.2K+ 4.13% |
$1.57M - $1.66M
|
1.47M
$39.2M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
58K+ 25.5% |
$1.57M - $1.66M
|
286K
$7.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
57.9KNew |
$1.57M - $1.65M
|
57.9K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
56.6K+ 258.87% |
$1.53M - $1.61M
|
78.4K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
56.4K+ 5.45% |
$1.52M - $1.61M
|
1.09M
$29.1M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
56K+ 6.57% |
$1.51M - $1.6M
|
907K
$24.2M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
55.7K+ 21.97% |
$1.5M - $1.59M
|
309K
$8.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
54.4KNew |
$1.47M - $1.55M
|
54.4K
$1.45M
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
51.3K+ 2.54% |
$1.39M - $1.47M
|
2.07M
$55.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
51.3K+ 67.03% |
$1.39M - $1.47M
|
128K
$3.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
51.3K+ 6.4% |
$1.39M - $1.46M
|
853K
$22.8M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
51.2K+ 17.41% |
$1.38M - $1.46M
|
345K
$9.21M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50K+ 38.81% |
$1.35M - $1.43M
|
179K
$4.77M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
49.2KNew |
$1.33M - $1.4M
|
49.2K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
49K+ 3.41% |
$1.32M - $1.4M
|
1.49M
$39.7M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
48.5K+ 49.83% |
$1.31M - $1.38M
|
146K
$3.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
48.2K+ 6.42% |
$1.3M - $1.37M
|
798K
$21.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
48.1K+ 6.27% |
$1.3M - $1.37M
|
816K
$21.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
47.9K+ 66.25% |
$1.29M - $1.37M
|
120K
$3.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
45.4K+ 7.16% |
$1.23M - $1.3M
|
681K
$18.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
44.9K+ 76.92% |
$1.21M - $1.28M
|
103K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
44.4K+ 3.38% |
$1.2M - $1.27M
|
1.36M
$36.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
44.2K+ 22.99% |
$1.19M - $1.26M
|
237K
$6.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
43.4K+ 2.57% |
$1.17M - $1.24M
|
1.73M
$46.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
43K+ 3.76% |
$1.16M - $1.23M
|
1.19M
$31.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
43K+ 257.94% |
$1.16M - $1.23M
|
59.6K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
42.5K+ 50.64% |
$1.15M - $1.21M
|
126K
$3.38M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
42.1K+ 70.53% |
$1.14M - $1.2M
|
102K
$2.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
42K+ 7.0% |
$1.13M - $1.2M
|
642K
$17.1M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
41.8KNew |
$1.13M - $1.19M
|
41.8K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
41K+ 25.31% |
$1.11M - $1.17M
|
203K
$5.42M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
40.7K+ 13.56% |
$1.1M - $1.16M
|
341K
$9.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
40.7K+ 3.79% |
$1.1M - $1.16M
|
1.11M
$29.8M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
40.5K+ 13.36% |
$1.09M - $1.16M
|
344K
$9.18M
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
40.1K+ 11.73% |
$1.08M - $1.14M
|
382K
$10.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
39.9K+ 1.9% |
$1.08M - $1.14M
|
2.14M
$57.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
39.6K+ 4.48% |
$1.07M - $1.13M
|
924K
$24.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
38.7K+ 2.77% |
$1.05M - $1.11M
|
1.44M
$38.3M
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
38.7KNew |
$1.05M - $1.11M
|
38.7K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
38.6KNew |
$1.04M - $1.1M
|
38.6K
$1.03M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
38.3K+ 13.86% |
$1.03M - $1.09M
|
315K
$8.4M
|